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Earnings News
CSCO
2 weeks ago.
Cisco Systems (CSCO) exceeded Q1 FY26 expectations with accelerating AI orders, prompting a 7% stock surge and breakout to levels not seen since the 1999 tech bubble highs.
Earnings News
SMCI
3 weeks ago.
Supermicro’s (SMCI) Q1 FY26 results disappoint on profit and margin; management anticipates AI orders to drive growth towards a $36 billion revenue target for the year.
Earnings News
LSCC
3 weeks ago.
Lattice (LSCC) surpasses expected earnings with strong non-GAAP EPS and record revenue, guided for double-digit growth in Q4, fueled by rising demand.
Earnings News
CVLT
4 weeks ago.
Commvault Systems (CVLT) Q2 Fiscal 2026: Strong ARR growth, $1B milestone reached early; margin pressure leads to 16% stock drop.
Earnings News
CDNS
4 weeks ago.
Cadence Design Systems (CDNS) reports a strong Q3 2025 with record backlog, raised outlook, and strategic acquisitions, signaling continued growth and demand resilience.
Earnings News
CLS
4 weeks ago.
Celestica Inc. (CLS) exceeds Q3 2025 earnings guidance, with revenue up 28% YoY, resulting in an increased outlook for 2025 and 2026.
Market News
QCOM
NVDA
AMD
4 weeks ago.
Qualcomm (QCOM) expands into AI servers and data centers with the launch of new rack-server solutions, strategic acquisition of Alphawave, and partnerships in automotive and edge AI. Stock soared +11%
Earnings News
LRCX
1 month ago.
Lam Research Corporation (LRCX) reports Q1 2026 results with revenue up 3%, strong margin improvement, and a positive outlook for the future.
Earnings News
CLF
1 month ago.
Cleveland-Cliffs (CLF) surged 21% to $16.18 after earnings, driven by news of its rare-earth exploration plans in Michigan and Minnesota. Results were in line, but investors cheered the company’s move into critical minerals and cost-cutting efforts.
Market News
SPX
AMZN
MSFT
GOOGL
META
ORCL
1 month ago.
Dan Niles predicts market highs driven by AI optimism and Q3 earnings before potential bubble burst, compares setup to dot-com era.
Analyst Upgrade
ORCL
1 month ago.
UBS raises Oracle's (ORCL) price target to $380, calling the stock undervalued and predicting significant potential in cloud infrastructure revenues.
Stock News
CRM
1 month ago.
Salesforce (CRM) raises long-term revenue guidance to over $60 billion by fiscal year 2030, showing confidence in AI-led growth and accelerated growth expectations.
Earnings News
BAC
1 month ago.
Bank of America (BAC) reports Q3 2025 results with $8.5 billion net income, $1.06 EPS, $28.1 billion revenue, and robust capital return.
Analyst Upgrade
C
1 month ago.
TD Cowen raises Citi's (C) price target to $110 from $105, maintaining a "Hold" rating.
Stock News
AMD
NVDA
ORCL
1 month ago.
AMD secures a major deal with Oracle (ORCL) to deploy 50,000 AI chips, boosting stock by 1.4% and challenging Nvidia's market lead.
Earnings News
ERIC
1 month ago.
Ericsson (ERIC) Q3 2025 results show improved profitability, stability in North America, and growing 5G demand; shares surge closing over 20%
Earnings News
CCL
RCL
NCLH
2 months ago.
Carnival Corp (CCL) beats expectations in Q3 2025 earnings report, with revenue of $8.24B, EPS of $1.35, and raised full-year guidance.
Stock News
CCL
2 months ago.
Carnival Corporation (CCL) is expected to report modest growth in revenue and EPS, with strong booking volumes and onboard spending supporting its market position.
Market News
Anthropic
Google
Amazon
Microsoft
2 months ago.
Anthropic is expanding globally, tripling its international workforce and growing its AI team to meet increased demand for Claude models, valued at $183 billion, with Microsoft as a recent partner.
Market News
FOMC
2 months ago.
Federal Reserve Chair Powell addresses concerns over high asset prices, noting that equity values are elevated but overall financial stability remains intact.
Stock News
LCID
Uber
2 months ago.
Lucid (LCID) shares rise 6.2% after announcing $300 million partnership with Uber for robotaxi program featuring 20,000 Gravity SUVs.
Stock News
APP
HOOD
EME
MKTX
CZR
ENPH
2 months ago.
S&P 500 changes to trading lineup on September 22, 2025 with AppLovin, Robinhood, and Emcor Group joining, while MarketAxess, Caesars Entertainment, and Enphase Energy exit.
Market News
INTC
NVDA
FDX
LEN
NUE
AMAT
LRCX
MU
TSLA
AAPL
2 months ago.
Stock market indices rose to new record highs, fueled by the Fed's rate cut, tech strength, and positive corporate news, despite cautious investor sentiment and outflows.
Earnings News
COIN
2 months ago.
Coinbase (COIN) Q2 2025 earnings report reveals revenue and earnings miss, causing a 16% stock drop due to trading volume decline and regulatory concerns.
Stock News
TSMC
NVDA
AAPL
2 months ago.
Semiconductor stocks, led by TSMC (TSM), are surging in 2025 as the company dominates the AI market with advanced chip production for industry giants like Nvidia and Apple.
Stock News
INTC
NVDA
AMD
2 months ago.
The Intel-Nvidia deal poses challenges for AMD in PCs, laptops, servers, and data centers, impacting AMD's competitive position in the semiconductor market.
Market News
ORCL
2 months ago.
White House shares details of potential TikTok agreement: U.S. ownership, American board seats, U.S.-controlled algorithm, new investors, and Chinese approval.
Analyst Upgrade
INTC
2 months ago.
UBS upgrades Intel's (INTC) price target to $35 from $25, maintaining a "hold" rating, with current stock price at $29.78.
Analyst Downgrade
RCL
2 months ago.
Truist Financial lowers price target for Royal Caribbean (RCL) to $333 from $337, reflecting changing market conditions and impacting stock outlook.
Market News
ORCL
META
2 months ago.
Oracle (ORCL) is in talks with Meta for a $20 billion AI cloud computing deal, potentially boosting both companies' capabilities in the rapidly growing AI market.
Analyst Upgrade
CRWD
2 months ago.
Truist raises CrowdStrike (CRWD) price target to $550, showing confidence in cybersecurity company's performance and growth potential in the market.
Earnings News
SCHL
2 months ago.
Scholastic Corporation (SCHL) Q1 reports $71.10 million loss, missing estimates with revenue dropping 4.9% to $225.60 million; earnings show an increase in losses compared to last year.
Stock News
INTC
NVDA
2 months ago.
Intel (INTC) surged 22.8% on Nvidia (NVDA) stake and chip partnership, boosting stock price as S&P 500 and Nasdaq Composite also rose.
Analyst Downgrade
CART
2 months ago.
Instacart's (CART) price target lowered to $55 from $58 by BTIG analyst based on current stock price of $45.6, reflecting conservative outlook.
Stock News
COIN
2 months ago.
Coinbase (COIN) CEO praises bipartisan support for crypto market structure bill, optimistic about passing legislation to clarify regulations for non-stablecoins and ensure innovation and consumer protection.
Earnings News
CBRL
2 months ago.
Cracker Barrel Old Country Store, Inc. (CBRL) reports Q4 profit decrease, missing analyst estimates with revenue falling 2.9% to $868.01 million.
Stock News
ORCL
2 months ago.
Oracle (ORCL) transforms from dot-com relic to AI powerhouse, experiencing a 35% stock surge and $455 billion backlog, making Larry Ellison the world's richest man.
Market News
DIA
SPY
QQQ
MU
LRCX
2 months ago.
Stocks hit record highs as investors anticipate Fed rate cuts following expected economic data releases and a surge in jobless claims.
Analyst Upgrade
ORCL
2 months ago.
Oracle's (ORCL) price target raised to $360 from $270 by Jefferies, maintaining "Buy" grade and moving stock action to "hold."
Analyst Upgrade
CHWY
3 months ago.
Chewy (CHWY) receives Outperform rating from Mizuho analyst with $50 price target, citing positive outlook for company's performance.
Analyst Upgrade
CPRT
3 months ago.
HSBC upgrades Copart (CPRT) from Hold to Buy, citing temporary volume softness, margin improvement, and share buybacks for long-term earnings growth.
Analyst Downgrade
LRCX
3 months ago.
Morgan Stanley downgrades Lam Research (LRCX) due to NAND memory growth concerns and China demand slowdown, despite stock's strong YTD performance.
Earnings News
CRDO
3 months ago.
Credo Technology (CRDO) surges 14.4% to hit record high on strong Q1 earnings, netting $63.4 million profit and 273.6% revenue growth.
Stock News
WDC
3 months ago.
Western Digital (WDC) stock soared 14.6% to all-time high after being named "top pick" by Morgan Stanley, with price targets raised to $99.
Stock News
CRM
3 months ago.
Salesforce, Inc. (CRM) shares fall 4.9% as Jim Cramer warns AI competition from Amazon and customer losses could hurt performance.
Market News
CMG
MCD
WING
DRI
3 months ago.
Restaurant stocks are struggling due to inflation, increased labor costs, and changing consumer behavior, impacting profits and creating a challenging environment for the industry.
Market News
AVGO
LULU
CPRT
ENPH
3 months ago.
Broadcom (AVGO) leads S&P 500 in early trading with a 13.2% increase, while lululemon athletica (LULU) falls 17.3%; mixed market movements among S&P 500 components.
Stock News
CDNS
3 months ago.
Cadence (CDNS) strengthens analysis portfolio by acquiring Hexagon D&E unit, enhancing structural analysis capabilities and expanding presence in electromagnetics and CFD simulations.
Stock News
INTC
3 months ago.
The U.S. government's potential $10 billion equity investment in Intel (INTC) sparks a 7% increase in the stock, aiming to bolster domestic chip production and compete with China.
Stock News
ORCL
3 months ago.
Oracle (ORCL) secures $38 billion in debt for expanding data centers in Wisconsin and Texas to strengthen cloud computing business.
Stock News
CRNC
AAPL
3 months ago.
Cerence AI (CRNC) files patent infringement lawsuit against Apple in Texas, defending its technologies used in Apple products.
Stock News
COP
3 months ago.
ConocoPhillips (COP) plans to cut up to 25% of its workforce to boost efficiency, impacting thousands of jobs globally and causing shares to fall.
Stock News
KLAC
AMAT
3 months ago.
KLAC, a semiconductor process control leader worth $111.7 billion, has underperformed the tech sector, but analysts view it optimistically for growth potential.
Market News
COIN
CRO
3 months ago.
Anthropic valuation reaches $183B with AI expansion into crypto, including partnerships with Coinbase and Crypto.com, supported by $13B funding round.
Analyst Upgrade
ESTC
3 months ago.
Baird analyst raises Elastic (ESTC) price target to $120, signaling optimism for the company's future performance and growth potential.
Analyst Upgrade
CROX
3 months ago.
Needham raises Crocs (CROX) price target to $100 from $89, maintaining a "Buy" rating, with the stock trading at $86.66.
Analyst Upgrade
ESTC
3 months ago.
RBC Capital raises Elastic's (ESTC) price target to $125, citing positive outlook with "Outperform" rating and upside potential from current price.
Market News
PSTG
SNOW
BURL
ELF
LITE
COO
HRL
NVDA
FIVE
RMBS
WYNN
LMT
BILL
3 months ago.
U.S. stocks closed at record highs Thursday, with PSTG (+32%) and SNOW (+20%) surging on strong earnings while HRL (−12.7%) and COO (−13%) dragged on weak results. Strong GDP and jobs data boosted odds of a September Fed cut, keeping market momentum bullish.
Earnings News
CRWD
3 months ago.
CrowdStrike (CRWD) exceeds growth expectations but sees shares drop 4% due to increased costs and margin concerns in Q2 FY26 results.
Analyst Upgrade
CRWD
3 months ago.
CrowdStrike Holdings (CRWD) shines with strong financial performance and growth initiatives, with analysts highlighting platform consolidation, Falcon Flex adoption, and NNARR growth projections.
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