
Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Thursday afternoon. Here’s what investors should know.
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Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Thursday afternoon. Here’s what investors should know.

Earth imaging satellite company Planet Labs (NYSE:PL) will be reporting results this Thursday after the bell. Here’s what you need to know.

Athletic apparel retailer Lululemon (NASDAQ:LULU) will be announcing earnings results this Thursday after the bell. Here’s what investors should know.

Revenue surged 1,970% year over year as enterprise customers nearly doubled.

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie

Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus

GitLab (NASDAQ:GTLB) reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, as the company cited record gross bookings, accelerating net annual recurring revenue growth and increased demand for its software development platform. Non-GAAP operating income was $42.

MongoDB (NASDAQ:MDB) reported second-quarter fiscal 2027 revenue of $772 million, up 30% from a year earlier, as growth in its Atlas cloud database platform and Enterprise Advanced self-managed offering accelerated. The company also raised its full-year outlook, citing continued enterprise demand, c

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee

Days before its Q3 report, Broadcom made a move that could matter more than the headline numbers.

Software has been getting the silent treatment from Wall Street. This open source giant wasn’t an exception.

Broadcom stock forecast before Q3 earnings. Analysts see 38% upside, but shares now carry the weakest money flow of 14 chip stocks.

The fast-growing semiconductor name, up 49% year-to-date, faced its latest test after the market closed on Sept. 1.

CEO prioritizes acquisition, guiding 9-10% growth for fiscal 2027.

Enterprise revenue surged 7.8% as AI adoption accelerated across platforms.

The PC giant-turned-AI infrastructure player smashed expectations, raising FY 2027 revenue expectations by $25 billion.

MongoDB reported strong second-quarter earnings results Tuesday, but the document database company’s stock fell in after-hours trading. The company also raised its fiscal year 2027 guidance, citing a 29% year over year revenue increase for its multi-cloud database service, Atlas But with Atlas growing at the same pace for three consecutive fiscal quarters, investors hoping to see whether new clients are spending on cloud apps could feel disappointed. Mizuho Securities analyst Jordan Klein wrote late Tuesday that major hedge funds had privately expected 30.5% to 31% growth in Atlas revenue.

MongoDB (MDB) delivered earnings and revenue surprises of +18.75% and +5.20%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of Medtronic plc's Q1 2027 earnings call
Moby summary of Regis Corporation's Q4 2026 earnings call

Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal...
The near-term setup looks easier than what comes next.
Management guided 2026 volumes to 53 to 54 MTPA, with a third of the increase from Stage 3
Options imply an 11% post-earnings move
NIO Inc (NIO) reports a 69.1% revenue surge and improved profitability, but faces rising material costs and a moderated Q3 delivery outlook.

Today's heavy volume in out-of-the-money (OTM) options in Hewlett Packard Enterprise Co. (HPE) shows investors are bullish ahead of its Q3 earnings release tomorrow. Moreover, analysts have higher price targets.

Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.

Morgan Stanley sees massive AI growth ahead for the chip giant
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