Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.
Walmart beat on revenue and earnings, then watched its stock post the worst single-session drop in three years. The numbers underneath the headline suggest the problem has less to do with Walmart and far more to do with the shoppers keeping it alive.
NVIDIA is expected to generate +99% earnings growth and PCE looks to remain high at +3.6%.
CRWD heads into fiscal Q2 with the consensus mark for revenues of $1.44B and EPS of 29 cents, implying 23.2% and 26.1% year-over-year growth, respectively.
CRM heads into Q2 earnings with 10.6% revenue growth expected as AI cloud demand, acquisitions and disciplined spending support results.
SNPS' AI-driven chip design demand is supporting Q3 growth, while weak industrial and automotive starts and China remain key risks.
NVDA heads into fiscal Q2 earnings with AI infrastructure spending fueling surging data center demand and strong adoption of its newest AI platforms.
PDD (NASDAQ:PDD) reported second-quarter 2026 revenue growth of 8% as the e-commerce company continued to increase investment in platform governance, merchant support, supply-chain development and rural logistics. Net income declined as those investments weighed on profitability. Revenue for the qu
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Affirm Holdings (AFRM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026.
Beyond analysts' top-and-bottom-line estimates for Autodesk (ADSK), 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.
Walmart shares fell 9% on decelerating comps despite an earnings beat, while Home Depot rose slightly on higher tickets, highlighting a diverging, K-shaped consumer spending pattern.
This week's major tech news
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
Marvell is due to report earnings Thursday afternoon, with traders anticipating a sizable swing in the chip designer’s stock.
EQT Corporation recently reported quarterly results that exceeded Wall Street profit estimates, supported by higher realized natural gas prices and stronger sales volumes tied to power-hungry data centers and growing LNG exports. This performance highlights how EQT’s scale in Appalachian natural gas production can translate rising demand into stronger cash generation and operating efficiency. We’ll now examine how EQT’s earnings beat, driven by higher gas prices and volumes, could influence...
Everyone seems to have the same idea as Tesla these days. The latest example comes from Chinese EV maker XPeng Monday, it reported a second-quarter per-share loss of 10 cents from sales of $2.9 billion. Wall Street was looking for a 20-cent loss on $3 billion in sales.
Deere stock jumped over 9% after a Q3 FY2026 beat, with revenue of $12.61 billion and EPS of $5.10 topping estimates, as construction growth offset a weaker agriculture segment.
CrowdStrike’s latest earnings report is set to be released Wednesday afternoon, with a big move expected from the cybersecurity stock.
PDD’s second-quarter revenue missed expectations as the company navigated fierce domestic competition and increased regulatory pressure.
Investing.com -- PDD Holdings Inc. (NASDAQ: PDD) reported second-quarter results that exceeded earnings expectations, though revenue came in slightly below analyst estimates. Shares have risen 1% premarket.
It’s a quiet but important week on the earnings front this week, with some key technology names set to report. This week we have Nvidia (NVDA), Marvell Technology (MRVL), Crowdstrike Holdings (CRWD) and Salesforce (CRM) all set to report.
Earnings day hasn't been kind to Nvidia.
Video communications platform Zoom (NASDAQ:ZM) will be announcing earnings results this Tuesday afternoon. Here’s what to look for.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
