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Why Nvidia Is the Big Winner From Broadcom Earnings
Barrons.com16d agoneutral
Why Nvidia Is the Big Winner From Broadcom Earnings

Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.

Broadcom Q3 Earnings Call Highlights
MarketBeat16d agoneutral
Broadcom Q3 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

Jim Cramer Says Meta's $17 Billion Child Safety Settlement 'Could Have Been Disastrous,' Instead It's 'Barely Material to Earnings'
Benzinga19d agoneutral
Jim Cramer Says Meta's $17 Billion Child Safety Settlement 'Could Have Been Disastrous,' Instead It's 'Barely Material to Earnings'

CNBC host Jim Cramer said Meta Platforms Inc.‘s (NASDAQ:META) $17 billion child safety settlement will likely have a smaller financial impact than many investors expect, calling it “barely material” to the company’s earnings once spread over a decade. ‘It Could Have Been Disastrous’ Cramer said the settlement could end up being far smaller once spread over its full ten-year term, saying it is “not impactful” compared to what he originally feared. “It could have been disastrous,” he said in a pos

Meta (META) Stock Still Looks Reasonable On Earnings With Cash Flow Support
Simply Wall St.22d agoneutral
Meta (META) Stock Still Looks Reasonable On Earnings With Cash Flow Support

Meta Platforms stock has pulled back this year, yet a fresh valuation read suggests the market price may still sit well below what its cash flows imply. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples point in the same direction, which is unusual for a large US$571.10 stock that has already delivered strong medium term returns. Over the past 3 years Meta Platforms has returned 94.7%, which puts today’s valuation debate in the context of a stock that has...

Nvidia Could Drop 20% On Poor Earnings
24/7 Wall St.26d agobearish
Nvidia Could Drop 20% On Poor Earnings

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.