Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.
A stronger forecast comes with one important valuation catch
MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.
The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July
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.
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.
A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
On this episode of Stock Movers: - PayPal (PYPL) shares are declining after a consortium of Advent and Stripe has decided to abandon its pursuit of PayPal, according to people familiar with the matter. - Marvell Technology (MRVL) shares are lower following its second-quarter fiscal 2027 earnings report, despite edging past Wall Street expectations on both profit and revenue. - Gap (GAP) shares are soaring after the apparel retailer raised both its adjusted earnings per share and adjusted gross margin outlooks for the full year. The company also announced Michael Francis as the newest CEO of Old Navy, which posted a worse-than-feared comparable sales decline in the quarter.
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.
The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.
Moby summary of Victoria's Secret & Co.'s Q2 2026 earnings call
Moby summary of SentinelOne, Inc.'s Q2 2027 earnings call
Fabrinet guidance and recent earnings set the stage Fabrinet (FN) recently issued earnings guidance for the first fiscal quarter ending September 25, 2026, alongside reporting fourth quarter results. This gives investors fresh data points to reassess the stock after recent share price pressure. Fabrinet’s recent earnings beat and fresh revenue guidance have arrived after a sharp pullback, with the share price down 33.85% over 90 days and 3.78% over 30 days. However, the 1 year total...
Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.
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.
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...
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Autodesk Inc (NASDAQ:ADSK) shares fell more than 4% in pre-market trading on Friday after the design software company reported second-quarter results above analyst expectations but issued fiscal 2027 adjusted earnings guidance that came in slightly below consensus at the midpoint. For the quarter ended July 31, Autodesk reported adjusted earnings per share of $3.
Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.
Net earnings increased 69.4% to $315m from $186m. Diluted EPS rose 70.1% to $1.48.
Workday Inc (WDAY) reports strong Q2 results with AI-powered products contributing over $100 million in new ACV, while guiding to a strategic growth slowdown in FY28.
Marvell raises fiscal 2027 and 2028 revenue targets to $12 billion and $18 billion, fueled by data center demand and a game-changing hyperscaler agreement.
Autodesk Inc (ADSK) raises full-year outlook on robust 16% revenue growth, driven by AI adoption and strategic MaintainX acquisition, despite ongoing sales reorganization challenges.
AI security offerings triple ARR as the company posts record net new ARR and a 45% surge in RPO to $1.7 billion.
Affirm reports its most profitable quarter ever, driven by strong services growth and expanding network effects.
The company’s stock soared more than 20% Thursday after it beat expectations in its fiscal second-quarter earnings.
Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.
A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.
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