Investing.com -- William Blair upgraded GitLab to Market Perform from Underperform, saying the software company's strong second-quarter results and improving operating trajectory had created a more balanced risk-reward profile.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Dell Stock Surges After $61 Billion AI Orders and $192 Billion Revenue Forecast

Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.

War weary and headed down Wall Street can't shake off the war jitters. Futures are pointing lower again, with the tech-heavy Nasdaq off 0.6%, the S&P down 0.2% and the Dow sitting on the gain line. On the commodities market, Brent punched above $95 a barrel after the latest US strikes...

In the past quarter, MongoDB, Inc. reported second-quarter fiscal 2027 revenue of US$771.77 million and net income of US$40.94 million, turning last year’s loss into earnings of US$0.50 per diluted share, and also raised its full-year 2027 revenue and earnings guidance. The company’s Atlas cloud database continued to be a key growth engine, with management citing strong enterprise workloads and early AI use cases as drivers of the upgraded outlook. We’ll now examine how MongoDB’s earnings...

Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Investing.com -- Berenberg launched coverage of the U.S. and European space sector, initiating Rocket Lab, AST SpaceMobile, Planet Labs, and HawkEye 360 at Buy, and Avio SpA at Hold. The new coverage joins Berenberg’s existing Buy rating on OHB SE.

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

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.
Investing.com -- GitLab reported stronger-than-expected momentum in its second quarter of fiscal 2027, with revenue rising 21% from a year earlier as demand for its software development and security platform accelerated amid growing adoption of artificial intelligence.

Dell Technologies Inc. shares jumped in extended trading after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Michael Monaghan, partner and portfolio manager for Founder Etfs, says Dell dominates the supply chain and keeps innovating. He joins "Bloomberg The Close."

Dell Technologies crushed Wall Street's targets for its fiscal second quarter and with its outlook. Dell stock surged in extended trading.
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.
Dell stock surged following the server maker's quarterly results on Tuesday.

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).

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

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...

Jim Cramer picks Wall Street’s best performers in August.
The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.
A critical manufacturing hub is becoming a new pressure point
Investing.com -- Evercore ISI upgraded Duolingo to Outperform from In Line, arguing that recent product improvements and accelerating user growth could drive a stronger earnings trajectory than Wall Street currently expects.

The 5% jump in U.S. crude oil prices today is having some of the familiar effects we've seen in recent months across the market when tensions build in the Middle East. Winners largely are coming from the energy sector, which is the best performing group in the S&P 500 today.

Canadian Natural Resources rose 2.5% on Tuesday. The stock is inching toward a handle buy point of 51.48.
OpenAI asked a federal court to reject Apple's trade-secret allegations involving former employees recruited for its consumer-hardware operation.

Citi’s Tyler Radke expects the software developer to deliver a beat-and-raise fiscal third quarter after it lower its annual revenue outlook.

Costco (COST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Dell has the bigger AI growth story, but HPE's higher-margin networking business could make its growth more valuable to investors.