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Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
Investor Gary Black predicts Apple Inc.‘s newly launched foldable device will start a hardware purchasing cycle, but production limits may curb incremental earnings for possibly six months. Market Impact and Demographics Apple unveiled its first foldable smartphone, the iPhone Duo,...
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
John Ternus took over on Sept. 1, and he has big shoes to fill.
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).
Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.
Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.
Slatestone Wealth Chief Market Strategist Kenny Polcari, F.L. Putnam Investment Management Co. Chief Market Strategist and Portfolio Manager Ellen Hazen, and Prime Capital Financial Chief Investment Officer Will McGough join Yahoo Finance's Brooke DiPalma to discuss Nvidia's (NVDA) latest earnings report, concerns about circular financing, and whether it's the end of the Magnificent Seven's lackluster performance.
With NVIDIA Corporation (NASDAQ:NVDA) sitting at the heart of the ongoing AI buildout, the narrative also involves its AI GPUs and their demand. Cramer has remained an ardent supporter of the firm even as its share price performance has remained muted compared to historic gains. As NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal second quarter earnings […]
With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.
Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.
Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
Nvidia (NASDAQ:NVDA) will face a major test when it reports results on Wednesday, with investors looking for evidence that its next-generation Rubin chips can sustain the company’s rapid growth while scrutiny increases over the financing behind the artificial intelligence infrastructure boom. The chipmaker has emerged as the dominant beneficiary of massive investment in AI computing capacity.
The 2026 Q2 earnings cycle continues to wind down, with the reporting docket starting to get quiet. The period has been another one of positivity, with several companies, including Apple, EMCOR Group, and Johnson & Johnson, all reporting record-breaking results in one way or another.
Apple Inc. (NASDAQ:AAPL) announced on August 18, 2026, that alternative app stores in the European Union will be charged a 5% commission on in-app purchases. It is part of a new fee structure the company says will “resolve” its disagreements with EU regulators over the Digital Markets Act. Why This Matters Apple has fought regulators […]
The GPU giant's earnings report could serve as a bellwether for memory companies.
This week's major tech news
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
During Cook's tenure as CEO, Apple's share price surged 2,180% higher.
Those who bet against Apple often lose in the long run.
Apple is facing a new chapter as Tim Cook steps down.
Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
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