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Salesforce Stock Has Been Fighting Back. Q2 Earnings Will Test Its AI Strategy.
Barrons.com9d agobullish
Salesforce Stock Has Been Fighting Back. Q2 Earnings Will Test Its AI Strategy.

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Kohl's (KSS) Heads Into Earnings As Martha Stewart And DoorDash Put Valuation In Focus
Simply Wall St.9d agoneutral
Kohl's (KSS) Heads Into Earnings As Martha Stewart And DoorDash Put Valuation In Focus

Kohl's (KSS) heads into its second quarter earnings report today with attention on recent partnerships and merchandising moves, including Martha Stewart kitchen electrics and expanded on demand delivery through DoorDash. Despite new partnerships and merchandising efforts, Kohl's share price has been under pressure in the short term, with a 1-day share price return of a 3.39% decline and a 7-day share price return of a 5.45% decline. At the same time, the 90-day share price return of a 36.74%...

What Ciena (CIEN)'s AI Network Demand Survey and Earnings Momentum Means For Shareholders
Simply Wall St.9d agoneutral
What Ciena (CIEN)'s AI Network Demand Survey and Earnings Momentum Means For Shareholders

Ciena recently reported survey results showing that most service providers see high-capacity AI-driven network services and advanced automation as critical to future revenue, while analysts highlighted the company’s recent pattern of outperforming earnings expectations and a currently positive earnings outlook. An interesting takeaway is that nearly all surveyed providers view AI-enabled automation as essential for monetizing new connectivity services, underscoring Ciena’s potential role at...

Intuit shares plunge as cautious fiscal 2027 guidance falls short of forecasts
InvestorsHub9d agobearish
Intuit shares plunge as cautious fiscal 2027 guidance falls short of forecasts

Intuit (NASDAQ:INTU) shares dropped sharply in premarket trading on Wednesday after the financial software company issued fiscal 2027 guidance below Wall Street expectations as it adjusts its strategy to “accelerate customer growth, increase market share, and strengthen the long-term durability” of its growth model. The stock was down 11.

The $1.5 Trillion Question Nvidia’s Earnings Can’t Answer
The Wall Street Journal9d agoneutral
The $1.5 Trillion Question Nvidia’s Earnings Can’t Answer

​📈 Follow our live markets data and coverage. When tech companies started amping up spending on AI about three years ago, David Cahn, a venture capitalist at Sequoia Capital, asked a simple question: What was the gap between AI investment and the revenue generated from AI? It certainly won’t weigh on investors this afternoon, when Nvidia —the main chip supplier to the AI boom—reports quarterly results.

Nvidia Stock Gains Ahead of Earnings Report
Barrons.com9d agoneutral
Nvidia Stock Gains Ahead of Earnings Report

Nvidia stock was edging up early Wednesday ahead of the chip maker's quarterly earnings report after the market close. Nvidia shares were up 0.3% at $213.58 in premarket trading. The stock rose 2.2% on Tuesday, snapping a seven-day losing streak.

Chip Stocks Mixed Ahead of Nvidia Earnings
Barrons.com9d agoneutral
Chip Stocks Mixed Ahead of Nvidia Earnings

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

Rivian Automotive (RIVN) Raised Delivery Guidance, Is It Still Undervalued?
Simply Wall St.9d agoneutral
Rivian Automotive (RIVN) Raised Delivery Guidance, Is It Still Undervalued?

Rivian Automotive (RIVN) has drawn fresh attention after reporting strong quarterly results and raising its delivery guidance, with the stock moving above both its 50-day and 200-day moving averages. Over the past week Rivian Automotive has seen a 7 day share price return of 13.26% and a 30 day share price return of 5.68%, contributing to a 90 day share price return of 13.88%. However, the year to date share price return is down 13.76% and the 1 year total shareholder return is 26.72%, which...

Nvidia Has Earnings Pricing Power, BlackRock's Li Says
Bloomberg9d agoneutralVIDEO
Nvidia Has Earnings Pricing Power, BlackRock's Li Says

BlackRock Global Chief Investment Strategist Wei Li says she is still optimistic about the artificial intelligence trade as investors await Nvidia's quarterly earnings report. "Scarcity sellers are doing quote a bit better than scarcity buyers and Nvidia is a scarcity seller," Li tells Bloomberg Television. "You look at some of the price increases that we have been talking about, and it really does show that they have earnings pricing power, earnings momentum," she adds.

5 Insightful Analyst Questions From Estée Lauder’s Q2 Earnings Call
StockStory9d agoneutral
5 Insightful Analyst Questions From Estée Lauder’s Q2 Earnings Call

Estée Lauder’s second quarter showed a return to top-line growth, as sales outpaced Wall Street expectations and the market responded with strong optimism. Management attributed this performance to broad-based organic sales gains across every region and most product categories, notably in Skin Care and Fragrance, as well as operational improvements that lifted margins. CEO Stephane de la Faverie credited the company’s “streamlined organization and faster innovation launches,” while highlighting

Does AI-Focused UBS Upgrade Reshape The Bull Case For Celestica’s (TSX:CLS) Long-Term Earnings Power?
Simply Wall St.9d agobullish
Does AI-Focused UBS Upgrade Reshape The Bull Case For Celestica’s (TSX:CLS) Long-Term Earnings Power?

In recent days, analysts have highlighted Celestica’s profitability metrics and strong net income ratio, while UBS upgraded the company on expectations of AI-driven demand and faster revenue and earnings growth in 2027. These reports underscore how Celestica’s role in AI-related networking and data-center infrastructure is increasingly central to its long-term earnings outlook. Now we’ll examine how this upbeat AI-driven demand outlook could influence Celestica’s existing investment...

Estée Lauder (EL) Is Up 24.4% After EPS Guidance, Dividend Affirmation And R&D Update - Has The Bull Case Changed?
Simply Wall St.9d agoneutral
Estée Lauder (EL) Is Up 24.4% After EPS Guidance, Dividend Affirmation And R&D Update - Has The Bull Case Changed?

In August 2026, The Estée Lauder Companies reported fourth-quarter sales of US$3,627 million and a quarterly net loss of US$116 million, alongside full-year sales of US$15.05 billion and net income of US$182 million, issued EPS guidance of US$2.52–US$2.85 for the year ending June 30, 2027, and affirmed a US$0.35 quarterly dividend payable on September 15, 2026. Separately, Estée Lauder’s research collaboration with the University of Leeds on color science and skin tone perception points to...

The 5 Most Interesting Analyst Questions From Nordson’s Q2 Earnings Call
StockStory9d agoneutral
The 5 Most Interesting Analyst Questions From Nordson’s Q2 Earnings Call

Nordson’s second quarter results drew a strong positive market reaction, fueled by broad-based sales gains across all major business segments. Management pointed to particularly robust growth in the Advanced Technology and Medical segments, highlighting accelerated order momentum and a 35% year-over-year increase in backlog. CEO Sundaram Nagarajan emphasized the impact of the company’s Ascend Strategy and operational execution, stating, “We are winning due to our unique competitive advantages an