We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies
The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.
CNBC Earnings
Dell surges 9% after lifting fiscal 2027 forecast on AI server strength
Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.
The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differently
Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.
BYD shares slide as fierce China competition dents first-half earnings
BYD shares slid after the automaker released its latest results on Friday, despite higher second-quarter profit and overseas growth.
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.
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.
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