The big lesson from this week's earnings: The AI buildout is not a zero-sum game
Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.
CNBC Earnings
CEO of buy now, pay later giant Affirm says high gas prices are hitting U.S. shoppers
The national average price for gas is at $4.09 per gallon and was last below $3 on March 2.
Marvell shares tumble 6% as outlook underwhelms despite 37% revenue growth
Marvell Technology shares fell Friday despite a second-quarter revenue beat, as its fiscal 2028 outlook failed to meet investors' expectations.
Gap shares jump 12% after company names new Old Navy CEO to revive struggling brand
Gap announced a new CEO for Old Navy on Thursday as the brand reported a decline in comparable sales for the most recent quarter.
Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.
CrowdStrike posts best day ever, Okta's stock pops nearly 29% as rising AI threat lifts earnings
AI adoption is pushing customers to spend more on cybersecurity tools from companies such as CrowdStrike and Okta
Best Buy beats quarterly estimates and hikes its outlook, but stock falls
Best Buy raised its full fiscal-year outlook on Thursday after reporting a stronger-than-expected first-half performance.
Qantas shares jump after earnings as airline unveils new business-class seats
Qantas shares jumped 4% after the airline reported full-year earnings and introduced new business-class seats amid strong demand for premium travel.
Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
Nvidia CEO Jensen Huang did it again.
We're raising our price target on Salesforce after results defy 'SaaSpocalypse'
Salesforce's numbers and guidance were strong. Plus, a new partnership with Anthropic offers another reason for optimism.
CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat
Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they've been proven wrong.
Apple's iPhone shipments to China surged in April. Jim Cramer says there's more to the story
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Eli Lilly's big GLP-1 investment — plus, what we want from 4 portfolio stock earnings
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
E.l.f. Beauty shares soar 19% after retailer indicates its torrid growth may not be over
E.l.f. Beauty grew sales in the high double-digit percentages again, but it expects that growth to start to moderate in the coming fiscal year.
We maintain our rating on Ford shares after a bullish Street initiation
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Nvidia crushes sky-high expectations and charts continued AI-driven dominance for years to come
In what was the most anticipated quarter this earnings season, Nvidia delivered in grand style.
Nvidia shares pass $1,000 for first time on AI-driven sales surge
Nvidia reported earnings after the bell. Here are the results.
TJX jumps 4% to a new high after earnings — here's what investors love about the report
We're raising our price target on the off-price retail giant following its better-than-expected fiscal first quarter report.
Target shares slide as consumers buy fewer groceries and home goods
Big-box retailer Target reported first-quarter earnings days after it said it would lower prices on thousands of groceries and everyday items.
Citi elevates GE Healthcare to a top pick. Here's why we're not buying more shares just yet
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
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