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American Public Education Q2 Earnings Call Highlights
MarketBeat2d agoneutral
American Public Education Q2 Earnings Call Highlights

American Public Education (NASDAQ:APEI) raised its full-year 2026 outlook after reporting second-quarter revenue and adjusted EBITDA that exceeded the high end of its guidance ranges. The company also completed the institutional combination of its education units and announced plans to implement an

Bandwidth Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Bandwidth Q2 Earnings Call Highlights

Bandwidth (NASDAQ:BAND) reported second-quarter 2026 results that exceeded its expectations, citing demand for AI-enabled communications, enterprise modernization projects and operating leverage from its owned network. The company raised its full-year outlook after reporting 22% year-over-year reven

VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
24/7 Wall St.40d agoneutral
VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide
24/7 Wall St.62d agobearish
Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide

Shares of Oracle (NYSE:ORCL) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is dragging on cloud and enterprise software names, with Salesforce (NYSE:CRM) stock down 1.28% to $168.80 and trading near its 52-week lows. Oracle stock closed at $201.26 Wednesday, ... Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide

Salesforce, Inc. (CRM) Beats on Earnings and Revenue
Insider Monkey73d agobullish
Salesforce, Inc. (CRM) Beats on Earnings and Revenue

Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.75d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

AI server sales push Dell stock to new heights: Earnings takeaways
Yahoo Finance Video75d agoneutralVIDEO
AI server sales push Dell stock to new heights: Earnings takeaways

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video76d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video76d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.