Notícias

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

SentinelOne raises its fiscal 2027 outlook as AI security demand, platform adoption and stronger operating leverage support growth.

The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

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.

CRM raises its fiscal 2027 revenue outlook as AI demand, stronger bookings and low attrition reinforce its case for organic reacceleration.

Autodesk raises fiscal 2027 billings and revenue guidance as MaintainX, AI and sales productivity support stronger underlying growth.

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.

CIEN heads into Q3 earnings with AI-driven connectivity demand, a $7.7B backlog and cloud momentum, while supply constraints remain a key risk.

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.

Beyond analysts' top-and-bottom-line estimates for Snowflake (SNOW), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

Beyond analysts' top-and-bottom-line estimates for Hewlett Packard Enterprise (HPE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

Get a deeper insight into the potential performance of C3.ai (AI) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

NTAP heads into Q1 FY2027 with AI-driven demand across flash, cloud and Keystone, plus acquisitions and pricing actions shaping its outlook.

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.

Custom chip company Marvell Technology Inc. (NASDAQ: MRVL)’s shares dipped by as much as 8% in pre market trading after the firm reported its fiscal second quarter earnings report on August 27th. The second quarter financials were a solid bunch as the firm posted $2.74 billion in revenue and $0.94 in earnings per share to […]

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...

Ahead of the fourth-quarter fiscal 2026 report on September 1, Benchmark raised its price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $400 from $340 while maintaining a Buy rating. According to analyst Yi Fu Lee, PANW is positioned to exceed consensus expectations for next generation security annual recurring revenue, revenue, operating income and margin, […]

A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines

Cadence Design Systems recently reported strong Q2 2026 results, raised its full-year outlook on the back of accelerating AI-driven demand, and followed up with an investor presentation at Deutsche Bank’s 2026 Technology Conference, while a scheduled insider share sale proceeded under a pre-arranged trading plan. Management highlighted agentic AI tools and platforms like its AI Super-Agent portfolio and Millennium simulation systems as key drivers of soaring chip-design workloads and an...

PayPal Holdings stock has seen a steep 78.3% decline over the past 5 years, yet it still screens as cheap on broad valuation checks and has begun to attract contrarian interest again. For investors, that raises the question of whether the current price around US$61.47 reflects excessive pessimism or an opportunity in a business that continues to be active in digital payments. The share price has fallen 78.3% over 5 years, which points to a company that has gone through a major reset in...

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.