
In addition to meeting analyst expectations for fourth quarter revenue, it also beat on earnings per share.
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In addition to meeting analyst expectations for fourth quarter revenue, it also beat on earnings per share.

Walmart stock is down 15% since mid-May. A few factors could help the retailer’s shares change direction.
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The biggest obstacle to enterprise AI agents isn’t how smart the model is. It’s how fragile the system around it turns out to be. As of March 2026, only 11% to 14% of enterprise AI agent pilots ever reach production scale. Most hit the same wall: a server crashes mid-task, an API times out, or […]
Walmart raised its outlook, but traffic and US sales came in below Wall Street's expectations.
Walmart raised its outlook, but traffic and US sales came in below Wall Street's expectations.
Walmart raised its outlook, but traffic and US sales came in below Wall Street's expectations.
Walmart is set to report another quarter of momentum as shoppers across all incomes seek out deals.
Notes split $2.75 billion due 2030 and $1.75 billion due 2034, funding data centers and GPUs
The new supplier raises concentration questions around Broadcom's most important custom-silicon relationship.

Disposition executed under a pre-established Rule 10b5-1 plan, while the CEO retains 246,030 shares.
Management is deploying record AI cash flow after the stock nearly halved from June's peak.
Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.

Insider disposed of shares via a pre-scheduled trading plan adopted last year, reducing holdings by just 0.23% while retaining $2.50 billion in beneficial ownership.

Investors are worried Mark Walter may be forced to liquidate his stake in the online used-car retailer as prosecutors and the SEC scrutinize his financial empire
Broadcom Shares Slide as Google Turns to Marvell for Custom AI Chips

Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.

A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

The semiconductor and networking specialist ceded some of its custom chips business to a rival. Or did it?

NCLH's 8.9% Q3 net yield decline adds pressure to its 2027 recovery as pricing and bookings remain key challenges.

Why do so many investors own so much Sandisk stock? Because it's cheap.

Stock markets rose on Wednesday and the dollar fell sharply after the US Treasury signalled action to push down government bond yields, easing fears that higher borrowing costs would weigh on economic growth worldwide.But the US Treasury surprised markets Wednesday by saying it would increase "by at least double" its sovereign bond buybacks to push down 30-year yields that have soared in recent days.

Walmart (WMT) reports second quarter earnings on Thursday before the opening bell. CFRA Research senior vice president of equity research Arun Sundaram shares his expectations for the earnings print.

Truist just raised its CrowdStrike price target by a wide margin and called the cybersecurity setup constructive, yet the stock is bleeding into earnings week anyway. Two smaller names are quietly bucking the selloff, and where the money is hiding tells you something important about where budgets are actually going.
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