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What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings
24/7 Wall St.15d agoneutralVIDEO
What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings

What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.

Caleres Q2 Earnings Call Highlights
MarketBeat15d agoneutral
Caleres Q2 Earnings Call Highlights

Caleres (NYSE:CAL) reported second-quarter adjusted earnings above its expectations, as growth in its brand portfolio and margin expansion offset weaker sales at Famous Footwear. President and CEO Jay Schmidt described 2026 as a “build back year” focused on restoring earnings power, integrating Stua

Perma-Pipe International Q2 Earnings Call Highlights
MarketBeat15d agoneutral
Perma-Pipe International Q2 Earnings Call Highlights

Perma-Pipe International (NASDAQ:PPIH) reported higher second-quarter fiscal 2026 sales and earnings as volumes increased in its Middle East and North Africa and North American operations, while the company expanded production capacity and added financing flexibility for future growth initiatives.

Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners
Insider Monkey16d agoneutral
Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]