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Synaptics (NASDAQ:SYNA) reported its sixth consecutive quarter of double-digit year-over-year revenue growth in the third quarter of fiscal 2026, with management pointing to continued strength in core IoT products and expanding customer activity in Edge AI and robotics. President and CEO Rahul Pate
Goldman Sachs just spotted a problem that’s hiding inside a remarkably good earnings figure. According to Seeking Alpha, S&P 500 companies apparently posted a blowout Q1 earnings figure, where growth neared 25%. However, Goldman Sachs said the figure was boosted by investment gains at Amazon ...
Moby summary of RGC Resources, Inc.'s Q2 2026 earnings call
Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...
OGE Energy (NYSE:OGE) reported first quarter earnings that fell short of expectations, with results affected by mild weather and higher maintenance expenses. The company also announced a power supply agreement with Google to serve three new data centers, a deal that will require regulatory approval. The combination of weaker quarterly earnings and the new data center contract highlights a shift in OGE Energy's near term performance and long term commitments. OGE Energy enters this news...
Shock Report: Amazon and Alphabet Mask True S&P 500 Earnings Reality, Says Goldman Sachs
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
Alphabet Inc.'s ( NASDAQ:GOOGL ) stock rose after it released a robust earnings report. While the headline numbers were...
Magnificent 7 earnings are set to jump 45.7% in Q1 as AI-driven cloud growth and record S&P 500 profits fuel Tech sector momentum.
Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 30, 2026, Roth Capital raised its price target on Alphabet Inc. (NASDAQ:GOOGL) to $435 from $395 and maintained a Buy rating after the company reported a Q1 beat. The firm cited “strong” results with momentum across Search, […]
Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli
Investing.com -- AppLovin, the artificial intelligence-based mobile advertising platform, reported better-than-expected first-quarter revenue and earnings, as demand for its advertising services and artificial-intelligence powered tools remained robust.
Flex (NASDAQ:FLEX) used its fiscal fourth-quarter earnings call to outline plans to separate its Cloud and Power Infrastructure (CPI) segment into a new publicly traded company, while also reporting record quarterly margins and issuing a fiscal 2027 outlook that reflects sharply higher capital spend
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
Several companies, inlcuding Alphabet, Roku, and Interactive Brokers, have crushed it concerning key metrics, with each also seeing share momentum in the days that have followed post-earnings.
Moby summary of Shopify Inc.'s Q1 2026 earnings call
All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite
Uber stock and DoorDash stock have had a rough 2026. Can first-quarter earnings help turn the narrative around?
Strong first-quarter results from five of the so-called Magnificent 7 technology giants have reinforced the bull case for artificial intelligence investment, according to UBS, which is maintaining its attractive rating on US equities and a year-end S&P 500 target of 7,500. Analysts at UBS...
V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re
Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.
Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings
Investing.com -- First-quarter earnings have come in “exceptionally strong,” providing the primary fuel behind the U.S. stock market's recent rally even as elevated energy prices and geopolitical uncertainty cloud the outlook, according to Goldman Sachs.