
The Fed governor’s plea to “Give disinflation a chance” knocked September hike odds down to a coin flip, sent the Dow up 635 points, and pulled the 10-year back to 4.75%
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The Fed governor’s plea to “Give disinflation a chance” knocked September hike odds down to a coin flip, sent the Dow up 635 points, and pulled the 10-year back to 4.75%

Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.

Shares of Circle Internet Group Inc (NYSE:CRCL) are surging Thursday morning as a sharp rally in Bitcoin lifts sentiment across digital asset equities. Here’s what investors need to know. Circle Internet Group stock is showing exceptional strength. What’s driving CRCL stock higher? Bitcoin Breakout Drives USDC Liquidity And Transaction Demand Bitcoin’s rally above $80,000 on Thursday served as the main spark for Circle stock. When crypto prices surge, trading activity jumps across major exchange

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.
Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.
Snowflake stock surged on Thursday following a blowout quarter for the company.

Nvidia announced a deal to buy AI developer platform Hugging Face for $12.93 billion in the company's largest acquisition. Nvidia stock rose.

Ciena (CIEN) delivered earnings and revenue surprises of +21.26% and +1.44%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Snowflake Stock Soars on Earnings Beat: AI Growth Takes Center Stage

The cloud data company raised its full-year product revenue guidance to $6.07 billion, up from a prior forecast of $5.84 billion
Investing.com -- Ciena Corporation (NYSE: CIEN) reported fiscal third-quarter results that exceeded analyst expectations, with shares rising 4.3% premarket following the announcement.

Ciena stock advances after the optical networking company reports better-than-expected earnings and raises fiscal-year revenue guidance.
Investing.com -- U.S. equity futures were mixed early Thursday, a day after major averages snapped a three-day losing streak driven by rising Treasury yields amid renewed U.S.-Iran hostilities. S&P 500 futures were up 0.1%, Dow futures rose 0.2%, and Nasdaq 100 futures climbed 0.1%.

Nvidia stock could drop in September as investors fret about the sustainability of AI spending.
AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.
C3.ai Inc (AI) reports strong federal growth and improved margins, but revenue declines year-over-year as the company pivots to a platform-centric model.
Shopify posted strong second-quarter results, but its high valuation has prompted caution.

The eye-popping rally caught Wall Street off guard.

Broadcom more than tripled its profit and nearly doubled its revenue in the third quarter, as the company said demand for its custom semiconductors should continue growing for the next two years.

Snowflake shares jumped in after-hours trading Wednesday after the company’s earnings report showed that enterprise AI demand is driving big gains for its business.
A macro shock overwhelmed record chip earnings, showing how quickly inflation and rate fears can overpower semiconductor momentum.

Snowflake lifted its full-year forecast for product revenue after recording a narrower second-quarter loss, as artificial intelligence continued to drive its business. The cloud storage company on Wednesday reported a loss of $191.7 million, or 55 cents a share, compared with a loss of $298 million, or 89 cents a share, a year earlier. Analysts surveyed by FactSet were expecting $1.48 billion in revenue.

C3.ai (AI) delivered earnings and revenue surprises of +23.08% and +1.79%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Precious metals were having a good day, thanks to renewed hope that the Fed won't be as eager to raise interest rates.

HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.
Investing.com -- Snowflake Inc (NYSE:SNOW) reported second quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 20% in after-hours trading Wednesday as investors responded positively to accelerating growth driven by artificial intelligence products.

NetApp stock slid late Wednesday despite the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.

Snowflake stock jumped amid Q2 earnings and revenue that handily estimates while guidance came in well above expectations.
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