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Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.

Broadcom's (AVGO) fiscal Q3 results beat expectations across the board, with revenue and EPS topping

Zeta (ZETA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Zebra (ZBRA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Wynn (WYNN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Westlake (WLK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Wix.com (WIX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Wayfair (W) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Timken (TKR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

SpaceX (SPCX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

NRG (NRG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Merck (MRK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Mosaic (MOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Leidos (LDOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

IPG (IPGP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Gilead (GILD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Bruker (BRKR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Amgen (AMGN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

NIO's Q2'26 results show stronger deliveries, wider vehicle margins and cash flow goals, but high debt, rising costs and competition remain concerns.

All three major US stock indexes were up in late-morning trading Thursday, while the rise in Treasur

Ciena (NYSE:CIEN) reported record fiscal third-quarter 2026 results, with revenue, operating margin and adjusted earnings per share reaching new highs as demand for optical networking equipment accelerated across data-center and wide-area network applications. Revenue for the quarter was $1.67 bill

Hewlett Packard Enterprise's Q3 earnings and revenues beat estimates as AI, networking and server demand surge, driving record backlog and higher fiscal 2026 guidance

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Brady (NYSE:BRC) reported record revenue and adjusted earnings per share for fiscal 2026, its sixth consecutive year of record earnings, as printer and specialty adhesive-material sales supported organic growth and margin expansion. The company also outlined its first full-year outlook following the

Hewlett Packard Enterprise lifts fiscal 2026 and 2027 targets as enterprise AI demand broadens and networking orders surge beyond available supply.

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

Zscaler Inc. (NASDAQ:ZS) reports fiscal fourth-quarter earnings after the bell Thursday, three months after a cautious outlook triggered a record 31.5% one-day plunge. Shares have since recovered most of that loss. Unlike security companies built around hardware firewalls, Zscaler developed...