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Moby summary of FuelCell Energy, Inc.'s Q3 2026 earnings call

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.

The chipmaker's semiconductor solutions segment more than doubled year over year, driven by custom AI accelerator demand

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.

Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 33.7% year on year to $12.21 billion. On top of that, next quarter’s revenue guidance ($14.35 billion at the midpoint) was surprisingly good and 10.2% above what analysts were expecting. Its non-GAAP profit of $1.11 per share was 18.4% above analysts’ consensus estimates.

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

Snowflake Inc (NYSE:SNOW) shares jumped 23% in after-hours trading Wednesday after the cloud data company posted second-quarter results that beat Wall Street estimates and raised its full-year guidance. The company reported fiscal 2027 second-quarter revenue of $1.55 billion, up 35%...

The AI story is booming, but one famous investor walked away

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.

Strong profits are masking a more complicated operating picture

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...

In recent weeks, Cipher Digital Inc. has faced a sharp contrast between upbeat brokerage “buy” recommendations and a Zacks Rank of Sell, driven by very large cuts to current-year earnings estimates and rising concerns around Texas’ new data center review process. This divergence between headline ratings and weakening earnings expectations highlights how surface-level analyst enthusiasm can mask growing fundamental doubts about the business outlook. We’ll now examine how the sharp earnings...

Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.

MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.

Dell's Q2 fiscal 2027 results beat estimates as AI server demand surges, ISG revenues hit a record and management raises its full-year outlook.

John Ternus took over on Sept. 1, and he has big shoes to fill.

NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.

GTLB's fiscal Q2 revenues increase 21.3% as customer expansion, sales productivity, and AI product traction support growth.

Synopsys stock presents a clear valuation split for investors. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to a discount to current trading levels, while market based multiples and a low overall value score suggest the shares are not obviously cheap. Over the past 1 year the share price has fallen 29.9%, which means investors are assessing Synopsys after a meaningful reset rather than at a recent peak. Stronger demand for Synopsys tools linked to AI and...

Salesforce (CRM) is back in focus after a strong fiscal Q2, with rapid uptake of its Agentforce and Data 360 AI platforms, along with the launch of Claudeforce alongside Anthropic, lifting investor confidence. The share price reaction has been sharp, with a 7 day share price return of 25.49% and a 30 day share price return of 40.26% after Salesforce surprised the market with Q2 results, Claudeforce news and higher guidance, even though the 1 year total shareholder return is 2.94% and the 5...

Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.

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.

Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...

FuelCell Energy (NASDAQ:FCEL) reported third-quarter fiscal 2026 revenue of $33 million, down 29% from $46.7 million in the prior-year period, as fewer module deliveries to South Korea and lower generation output weighed on results. The company also highlighted new data-center-related commercial act

It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.

Owens Corning trades at $135.23 per share and has stayed right on track with the overall market, gaining 15.9% over the last six months. At the same time, the S&P 500 has returned 11.8%.

All three major US stock indexes were up in late-morning trading Wednesday, as the recent run-up in

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