Notícias

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.

Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.

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?

Gitlab (GTLB) delivered earnings and revenue surprises of +33.33% and +4.74%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

Rezolve AI PLC (RZLV) reports explosive growth in H1 2026, driven by strategic partnerships with Microsoft and Google, while managing widening losses and a strong cash position.

MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

Moby summary of Medtronic plc's Q1 2027 earnings call

Moby summary of REZOLVE AI PLC's Q2 2026 earnings call

Moby summary of Regis Corporation's Q4 2026 earnings call

Asking for a Trend Host Josh Lipton eyes several stocks making moves in extended hours trading after releasing second quarter earnings results, including Dell Technologies (DELL), MongoDB (MDB), and GitLab (GTLB).

Investing.com -- MongoDB (NASDAQ:MDB) reported second quarter fiscal 2027 results that exceeded analyst expectations, with adjusted earnings per share of $1.90 beating the consensus estimate of $1.61, while revenue of $771.8 million surpassed the $735.16 million estimate. Revenue increased 30% YoY, marking the highest growth rate in several years.

The company now expects $192 billion in annual revenue and $74 billion from AI server sales, up from prior guidance of $167 billion

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.