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Broadcom’s Stock Tumble Could Be About More Than Just Guidance
The Wall Street Journal62d agobearish
Broadcom’s Stock Tumble Could Be About More Than Just Guidance

Broadcom’s 15% slide in premarket trading has widely been blamed on guidance that merely held steady against Wall Street’s lofty expectations. But there might be more to the story. According to Ben Barringer, head of technology research at U.

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season
24/7 Wall St.73d agoneutral
XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Major takeaways from Magnificent Seven's AI-fueled earnings
Reuters76d agoneutral
Major takeaways from Magnificent Seven's AI-fueled earnings

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

Intuit Plans to Cut 17% of Workforce, But Isn’t Blaming AI
Barrons.com76d agobearish
Intuit Plans to Cut 17% of Workforce, But Isn’t Blaming AI

Intuit reported better-than-expected financial results for its crucial tax season Wednesday, while also announcing a round of layoffs. Intuit said it’s reducing its full-time workforce by 17%. According to Layoffs.fyi, a website that tracks tech layoffs, 111,173 tech employees have lost their jobs in 2026.

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg77d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Nvidia Earnings Likely to Shine Even as Stock Underperforms
Barrons.com77d agobearish
Nvidia Earnings Likely to Shine Even as Stock Underperforms

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

Doximity Q4 Earnings Call Highlights
MarketBeat83d agoneutral
Doximity Q4 Earnings Call Highlights

Doximity (NYSE:DOCS) reported fiscal fourth-quarter revenue above the high end of its guidance and said it is entering what management called an “AI investment year,” with higher spending planned for artificial intelligence products even as near-term growth in the digital pharma advertising market r

Nebius Group Q1 Earnings Call Highlights
MarketBeat84d agoneutral
Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings
Benzinga84d agoneutral
Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Oklo (OKLO) Q1 2026 Earnings Call Transcript
Motley Fool84d agoneutral
Oklo (OKLO) Q1 2026 Earnings Call Transcript

Jacob Dewitte: Thank you, Sam, and thank you, everyone, for joining us today. It has been almost exactly 2 years since Oklo became a public company. For Oklo, the story has increasingly moved from strategy to execution.

Oklo Q1 Earnings Call Highlights
MarketBeat84d agoneutral
Oklo Q1 Earnings Call Highlights

Oklo (NYSE:OKLO) reported a wider first-quarter 2026 loss as the advanced nuclear developer said it is moving further into asset deployment across its power, fuel and isotope businesses. Co-founder and Chief Executive Officer Jacob DeWitte told investors that the company has shifted “from strategy