Notícias

Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.

Enterprise AI software company C3.ai (NYSE:AI) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 25.5% year on year to $52.38 million. On the other hand, next quarter’s revenue guidance of $53 million was less impressive, coming in 8% below analysts’ estimates. Its non-GAAP loss of $0.20 per share was 23.2% above analysts’ consensus estimates.

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell more than 6% after the company's fiscal fourth-quarter revenue guidance fell short of Wall Street expectations, overshadowing a third-quarter earnings beat driven by surging demand for its custom AI chips. The company guided to fourth-quarter...

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus

The database company topped revenue and profit estimates for its fiscal second quarter, but Atlas revenue grew at the same pace for a third straight quarter

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

Investing.com -- MongoDB (NASDAQ:MDB) reported second quarter fiscal 2027 results that exceeded analyst expectations, with adjusted earnings per share of $1.90 beating the consensus estimate of $1.61, while revenue of $771.8 million surpassed the $735.16 million estimate. Revenue increased 30% YoY, marking the highest growth rate in several years.

Dell Stock Under Pressure Before Earnings as $500 Calls Signal Upside Bets

The ride-hailing company reported a notable insider sale after delivering second-quarter financial results that beat revenue estimates.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

NIO Inc (NYSE:NIO) shares fell after the Chinese electric vehicle maker posted second-quarter revenue that missed Wall Street expectations, even as the company narrowed its losses and pointed to improving margins. Revenue rose 69.1% year-over-year to RMB32.14 billion ($4.74 billion), falling...

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be downloaded here. The fund achieved a strong quarter, gaining 24.6% (Institutional Shares), outperforming the Russell 1000 Growth Index (16.7%) and the S&P 500 (15.2%). Year to date, it’s up 11.7%, surpassing its benchmarks. […]

Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.

Marvell Stock Crashes Below Key Support After 10% Selloff

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.

Intuit stock has fallen nearly 48% this year after soft fiscal 2027 guidance, but mid-market growth, AI adoption, and heavy share buybacks point to a strategic reset rather than a broken business.

CNBC host Jim Cramer is aggressively urging investors to ignore market skeptics following Nvidia Corp.’s blowout second-quarter earnings, fiercely defending the stock as CEO Jensen Huang declares the global AI infrastructure buildout is operating at “full steam.” Cramer Takes on...

SentinelOne stock fell amid Q2 earnings and revenue that edged by estimates while October quarter sales guidance met expectations.

Workday stock fell amid Q2 earnings that topped estimates while subscription sales guidance only met expectations.

Investing.com -- Autodesk Inc (NASDAQ:ADSK) reported second quarter results that exceeded analyst expectations, but shares tumbled 5% in after-hours trading Thursday as the company's fiscal 2027 guidance disappointed investors.

Burlington’s earnings beat expectations, but its guidance for the next quarter falls short of Wall Street’s consensus.

Investing.com -- Deutsche Bank downgraded Novo Nordisk (NYSE:NVO) (CSE:NOVOb) to Sell from Hold and cut its price target by 9% to 265 Danish crowns from 290 crowns, flagging persisting concerns over the company’s growth trajectory. The stock fell more than 3% in Copenhagen trading Thursday.

U.S. tech futures jumped after Nvidia’s bumper earnings and software shares surged premarket after earnings quieted investor pessimism on the sector.

Ulta Beauty would like to put a couple of ugly quarters behind it. Wall Street still fancies the stock.

Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.

IREN Stock Under Pressure Ahead of Earnings Despite $4 Billion Revenue Target

The company posted second-quarter Ebitda of $315.5 million. Wall Street was looking for $297 million.