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3 AI Stocks With At Least 18% Earnings Growth
Simply Wall St.1d agoneutral
3 AI Stocks With At Least 18% Earnings Growth

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 Q4 Earnings Call Highlights
MarketBeat1d agoneutral
Palo Alto Networks Q4 Earnings Call Highlights

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 Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Dell Technologies Q2 Earnings Call Highlights

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 Q2 Earnings Call Highlights
MarketBeat1d agoneutral
GitLab Q2 Earnings Call Highlights

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 Q2 Earnings Call Highlights
MarketBeat1d agoneutral
MongoDB Q2 Earnings Call Highlights

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 Q1 Earnings Call Highlights
MarketBeat1d agoneutral
Credo Technology Group Q1 Earnings Call Highlights

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

MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.
Barrons.com1d agoneutral
MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.

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.

The Numbers John Ternus Inherits at Apple
The Wall Street Journal1d agoneutral
The Numbers John Ternus Inherits at Apple

$4.8 trillion Apple’s market capitalization sits at nearly this number, just below its late July peak. It is a massive figure that translates to more than 30 times next year’s expected profit, well over the earnings multiple of the broader S&P 500 index at 20 times.

Investing.com1d agoneutral
Apple outlines Ternus, Cook compensation in CEO transition

Investing.com -- Apple has set John Ternus’ annual salary at $3 million as he takes over as chief executive, while the company outlined a new compensation structure for both Ternus and longtime CEO Tim Cook in a regulatory filing on Tuesday.