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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.
Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
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.
Shares of the AI-powered corporate travel booking platform sank after revealing higher operating costs and widening losses, but Wall Street says that isn’t the full story.
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.
All three major US stock indexes were down in late-morning trading Thursday, as oil prices continued
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
Sirius XM Holdings has surged 45.1% year to date, yet several valuation checks still point to the stock trading below an estimate of its intrinsic value. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples suggest the current share price does not fully reflect those valuation signals. The 45.1% year to date gain highlights how quickly sentiment around Sirius XM Holdings has improved, which can make fresh valuation work especially important for new money...
Amazon has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.8%. The stock now trades at $260.22, marking a 24.9% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.
Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.
Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.
Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that the stock deserves to trade at a higher valuation. Why Amazon Deserves a Higher Valuation Citizens believes that […]
In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.
Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.
The day after earnings hasn’t been great for Nvidia recently. But today could be different. That’s because CFO Colette Kress projected a 70% increase in revenue during fiscal 2028 during the company’s earnings call yesterday.
After a tepid inital reaction, investors like what they're hearing on Nvidia's earnings call. CFO Colette Kress told analysts that the chip-maker projects 70% revenue growth in fiscal-year 2028, and that Amazon's AWS is deploying an additional 2 million Nvidia GPUs in the coming years.
Amazon's AWS division "is deploying an addition two million GPUs starting this quarter through the second of FY29," Nvidia CFO Colette Kress said on a conference call after the chip giant's earnings report this afternoon.
Moby summary of Bath & Body Works, Inc.'s Q2 2027 earnings call
Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.
Bath & Body Works (NYSE:BBWI) reported second-quarter results that exceeded its prior outlook, though sales remained under pressure as the retailer invests in product innovation, marketing, digital capabilities and expanded distribution to support a planned return to revenue growth in 2027. Net