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Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Marvell Stock Crashes Below Key Support After 10% Selloff
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.
Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.
The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.
Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP
Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.
Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
Investors are laser focused on capex heading to Meta' earnings report.
Meta reported its Q2 earnings after the bell on Wednesday.
Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The other is spending by choice.
Earnings season kicks into high gear this week.
Shares were gaining on Friday after Intel’s earnings report signaled demand for AI chips remains strong.
AI spending fears push Alphabet below key technical milestone
By Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google reported its Q2 earnings after the bell on Wednesday.
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