Notícias

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

Investing.com -- Pershing Square disclosed a new position in Microsoft Corp (NASDAQ:MSFT) on Friday, with billionaire investor Bill Ackman citing the recent market volatility as an opportunity to acquire what he described as a dominant franchise at an attractive valuation.

Alphabet, Amazon, Microsoft, Meta and Nvidia have been highlighted in this Earnings Trends article.

Doximity (NYSE:DOCS) reported fiscal fourth-quarter revenue above the high end of its guidance and said it is entering what management called an “AI investment year,” with higher spending planned for artificial intelligence products even as near-term growth in the digital pharma advertising market r

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Cisco earnings are coming after the close. Memory costs have been surging, and that’s hurt tech hardware companies’ margins.

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.

Jacob Dewitte: Thank you, Sam, and thank you, everyone, for joining us today. It has been almost exactly 2 years since Oklo became a public company. For Oklo, the story has increasingly moved from strategy to execution.

Oklo (NYSE:OKLO) reported a wider first-quarter 2026 loss as the advanced nuclear developer said it is moving further into asset deployment across its power, fuel and isotope businesses. Co-founder and Chief Executive Officer Jacob DeWitte told investors that the company has shifted “from strategy

AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

Vistra Corp. (NYSE:VST) is one of the 10 Best Utility Stocks that Beat Earnings Estimates. On May 7, 2026, Vistra Corp. (NYSE:VST) reported Q1 revenue of $5.64B, ahead of the $5.24B consensus estimate, while ongoing operations adjusted EBITDA totaled $1.49B. President and CEO Jim Burke said the company entered 2026 with momentum driven by its […]

The AI hyperscalers are all delivering solid results.

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]

Meta gave investors something important in its latest earnings: Early proof that its AI investments are starting to pay off.

Moby summary of Xponential Fitness, Inc.'s Q1 2026 earnings call

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

Magnificent 7 earnings are set to jump 45.7% in Q1 as AI-driven cloud growth and record S&P 500 profits fuel Tech sector momentum.

Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 30, 2026, BofA analyst Justin Post raised the price target on Meta Platforms, Inc. (NASDAQ:META) to $835 from $820 and maintained a Buy rating after the company’s Q1 results. Justin Post noted increased investment in AI […]

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Investing.com -- AppLovin, the artificial intelligence-based mobile advertising platform, reported better-than-expected first-quarter revenue and earnings, as demand for its advertising services and artificial-intelligence powered tools remained robust.

CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.

OKLO stock carries the highest short interest in the utilities sector at 16.45%. A potential short squeeze, not earnings, could be the next big catalyst for investors.

Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD) following its blowout Q1 FY2026 report. Two firms upgraded AMD stock outright (Bernstein and Seaport), while seven others lifted price targets, with the most bullish call landing at $530 from KeyBanc. AMD stock surged 17% on ... Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher

AMD surges 15% after Q1 beat and strong outlook, boosting appeal of ETFs like SMH as investors seek growth with lower single-stock risk.