The Nvidia sell-off into earnings deepens.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.
The second quarter earnings season is nearly complete, with Nvidia’s (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.

Smaller projects drive growth as housing affordability pressures big-ticket demand.

Over the past six months, Pathward Financial’s shares (currently trading at $83.24) have posted a disappointing 11.7% loss, well below the S&P 500’s 10.5% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

With analysts raising their price targets and AI security demand accelerating, CrowdStrike has plenty of momentum heading into Q2.

Bitcoin crossed above $80,000 as U.S. stock futures pointed higher after a tech-led slide on Monday

D-Wave Quantum missed Q2 2026 earnings and revenue estimates, but rising bookings, backlog, and commercial customer growth suggest underlying momentum despite the stock's recent volatility.

Nvidia (NASDAQ:NVDA) will face a major test when it reports results on Wednesday, with investors looking for evidence that its next-generation Rubin chips can sustain the company’s rapid growth while scrutiny increases over the financing behind the artificial intelligence infrastructure boom. The chipmaker has emerged as the dominant beneficiary of massive investment in AI computing capacity.

Comfort Systems USA has already delivered a very large 5 year return, yet its current checks still suggest the stock trades below an estimate of intrinsic value. Both the Discounted Cash Flow (DCF) intrinsic value estimate and the market based multiples currently point to the stock as undervalued, even after this strong run. Over 5 years, Comfort Systems USA has returned about 21x, which puts recent share price volatility in the context of a long and very strong compounding period. Heavy...

Autodesk stock has climbed strongly over the past month, yet the latest intrinsic value estimate based on a Discounted Cash Flow (DCF) approach still points to Autodesk trading at a sizeable discount to that estimate rather than at a clear premium. Autodesk has returned 21.3% over the past month, which puts fresh focus on whether the recent rebound already reflects the good news in the price. Expectations for continued growth in subscription based revenue can support the valuation, while any...

Young adult apparel retailer Abercrombie & Fitch (NYSE:ANF) will be reporting results this Wednesday before the bell. Here’s what to look for.
Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.

CRM software giant Salesforce (NYSE:CRM) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.

This is a good time to evaluate Walmart as an investment.

Keysight’s second quarter results were met with a positive market reaction, as the company delivered revenue and adjusted earnings per share above Wall Street’s expectations. Management attributed this outperformance to broad-based demand across its key markets, highlighting the impact of accelerating investment in artificial intelligence (AI) infrastructure, next-generation semiconductors, and defense modernization. CEO Satish Dhanasekaran credited growth in both the Communications Solutions an

Options traders are pricing in a $280 billion swing in Nvidia's market value after the company reports second-quarter earnings on Wednesday afternoon, as investors seek fresh insight into the demand driving the technology sector. The chipmaker's options are pricing in a 5.4% move in either direction on Thursday, a day after the company reports results, which is below the 6.5% move implied ahead of its May earnings report. The implied move translates to about $280 billion in market capitalization — more than the individual market value of about 90% of S&P 500 constituents.

Identity management company Okta (NASDAQ:OKTA) will be reporting earnings this Wednesday afternoon. Here’s what investors should know.

Hybrid multicloud computing company Nutanix (NASDAQ:NTNX) will be reporting earnings this Wednesday after market hours. Here’s what to look for.

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) will be announcing earnings results this Wednesday after the bell. Here’s what you need to know.

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) will be announcing earnings results this Wednesday after market close. Here’s what you need to know.

Nvidia just went on record about an investment that reveals how the company sees its own future.

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be reporting results this Wednesday after market hours. Here’s what investors should know.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
Etherstack PLC (ASX:ESK) posts record first-half revenue of $8.5 million, up 40% year-over-year, with major contract wins and a strategic review underway to optimize shareholder returns.

International business drives growth as XPeng launches humanoid robot division.

Data center revenue hit $669 million as demand for optical products surged.
All five of these companies are earnings all-stars. Will they beat again?

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.