Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
By Lewis Krauskopf NEW YORK, Sept 2 (Reuters) - U.S. stock investors are warily watching the rise in Treasury yields as a stumbling block for Wall Street's record-setting rally, with particular
Automation software company UiPath (NYSE:PATH) will be reporting results this Thursday afternoon. Here’s what to look for.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
In recent weeks, Marathon Petroleum has benefited from strong sector momentum, as peer Valero Energy reached a new 52-week high and reported a series of positive earnings surprises, while Marathon itself holds a favorable analyst rating reflecting robust recent earnings performance. This sector-wide earnings strength and analyst optimism suggest that refining and marketing fundamentals are currently supportive for key players like Marathon Petroleum, potentially reinforcing confidence in its...
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the infrastructure industry, including Kinder Morgan (NYSE:KMI) and its peers.
On August 6, ATI Inc. (NYSE:ATI) reported results for the fiscal quarter ended June 28 that came in above the high end of its own guidance, prompting the company to raise its full-year 2026 outlook for the second straight quarter. Sales climbed 11% year over year to $1.26 billion, net income attributable to ATI jumped […]
Deckers Outdoor stock has had a weak year in the market, yet the valuation checks currently point to a very different story, with both an intrinsic value estimate and market multiples suggesting the shares may be pricing in a lot of caution. Over the past 12 months, Deckers Outdoor is down 31.2%, which means recent sentiment has been firmly against the stock despite its longer term track record. The company’s ability to keep converting its branded footwear and apparel demand into steady cash...
Cybersecurity leader delivers a record fiscal Q4 with platformization momentum accelerating, while guiding to a more normalized growth trajectory in fiscal 2027.
Dell Technologies Inc (DELL) posts record $47 billion revenue, up 58%, with AI server backlog hitting $95 billion and full-year guidance raised to $192 billion.
On August 3, TKO Group Holdings (NYSE:TKO) reported second-quarter 2026 results that topped the prior year across nearly every line and pushed the company to raise its full-year guidance for the second time this year. Revenue climbed 18% to $1.547 billion for the quarter ended June 30, 2026, while net income rose to $303.9 million […]
Citi revised the target on Adobe to $301 ahead of its Q3 results, implying an upside of more than 5% from its last close.
GitLab Inc (GTLB) delivers exceptional Q2 with net ARR up over 40% and raises full-year guidance amid strong AI and consumption-based product traction.
MongoDB Inc (MDB) reports 30% revenue growth, record customer additions, and raises full-year guidance on strong Atlas and AI-driven demand.
Credo Technology Group Holding Ltd (CRDO) posts record Q1 FY2027 results with 115% year-over-year revenue growth, driven by optical expansion and strong AEC demand.
Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.
Electronic signature company DocuSign (NASDAQ:DOCU) will be announcing earnings results this Thursday afternoon. Here’s what you need to know.
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.
Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $425, down 6.80%, while its shares jumped 8.01% to $459.03 in after-hours trading, according to Benzinga Pro. Cramer took to X after Dell’s earnings report and said, "Dell–on tonight!! WOW." Dell–on tonight
Athletic apparel retailer Lululemon (NASDAQ:LULU) will be announcing earnings results this Thursday after the bell. Here’s what investors should know.
Vertex Pharmaceuticals stock has delivered strong multi year gains, and current valuation checks suggest the shares now look closer to fairly priced than clearly cheap or clearly expensive. Vertex Pharmaceuticals has returned 184.9% over the past 5 years, which puts extra focus on whether the current price still offers an appealing entry point for new money. Expectations for continued revenue and cash flow growth from its existing treatment portfolio can support today’s valuation, while any...
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.
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