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In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...
Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.
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.
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
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.
Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.
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.
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.
Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
Earlier this year, Astera Labs, Inc. (ALAB) was highlighted for significantly outperforming its Computer and Technology peers, supported by improved earnings estimate trends and a top Zacks Rank of #1 (Strong Buy). This shift in analyst expectations and sentiment suggests the market is increasingly focused on Astera Labs’ earnings power as a core part of its AI connectivity story. Now we’ll examine how this stronger analyst sentiment around Astera Labs’ earnings outlook could reshape the...
Elastic N.V. recently reported fiscal first-quarter 2027 results, with revenue rising to US$478.11 million and net loss narrowing to US$16.73 million, while also issuing guidance that points to continued revenue growth through fiscal 2027. Alongside the earnings beat and raised outlook, Elastic highlighted growing enterprise adoption of its AI-powered search and cloud platform, and disclosed that non-executive director Caryn Marooney will step down after her term ends in October...
Chevron is getting in on the AI boom with its recent long-term energy agreement with Microsoft.
OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
In recent days, analysts became more optimistic about NetApp’s July 2026-quarter earnings, highlighting an anticipated earnings beat on rising consensus estimates and positive Earnings ESP. At the same time, NetApp’s repeated recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms underscored its positioning in hybrid cloud and AI-ready storage, adding to the improving sentiment ahead of results. We will now examine how this growing analyst optimism around...
IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines