News

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

FTNT tops Q2 earnings and revenue estimates as strong AI infrastructure, SASE and OT security demand lift results and prompt higher 2026 guidance.

NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.

Commvault tops Q1'27 earnings and revenue estimates as SaaS demand, subscription growth and stronger profitability drive results.

LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.

Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations.

F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.

AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.

GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.

TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.

Cisco Systems gains an edge over CrowdStrike, as growing AI security demand and a more attractive valuation strengthen its investment case.

MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.

Robinhood Markets and a pair of resurgent AI infrastructure plays, Dell Technologies and Cisco Systems, lead this weekend's watchlist of five stocks near buy points. Joining HOOD and AI stocks DELL and CSCO are two IRL (in real life) stocks. Outfront Media, a real estate investment trust, focuses on billboard and transit advertising, while Match Group operates Tinder and other dating sites.

Before the stock took off, the company was repeatedly telling anyone who would listen that it simply could not make its AI-enabling components fast enough.

Beneath its strong run, the options market is pricing a year of extreme outcomes for Arista Networks, a two-sided risk you already carry in your portfolio.

Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

S&P 500 earnings are expected to soar in Q2. Will these companies see it too?

AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.

At Cisco Live US 2026, Rafay Systems became a Cisco Solutions Plus partner, allowing customers to buy Rafay’s orchestration and governance platform on the same purchase order as Cisco’s Nexus One AI infrastructure to support multi-tenant AI cloud deployments. This partnership gives Cisco’s AI networking hardware a tightly integrated software layer aimed at speeding customers’ AI cloud rollout and improving utilization of their GPU resources. We’ll now explore how Cisco’s deeper integration...

FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.

Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two tech giants compare on value, yield, and dividend growth.