
Micron's soaring earnings and rising margins could help push other memory companies higher.
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Micron's soaring earnings and rising margins could help push other memory companies higher.

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.

Oracle is set to report its fiscal Q1 earnings on Sept. 10. Here’s how the data suggests you should play ORCL shares heading into the quarterly print.

Oracle and Adobe are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10.

ExxonMobil (NYSE:XOM) stock is climbing Wednesday afternoon, extending a strong year for U.S. oil majors. ExxonMobil shares are up 3% in the current session to $164.83, carrying a 40% year-to-date gain. WTI crude oil has done much of the heavy lifting, and today it’s up 3.29% over the past 24 hours to $96.09 per barrel. […]

On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC). In response, Mad Money host Jim Cramer said: Okay, now, let’s own this right up front. I got too excited about Intel because I knew it was going to have a good quarter. It had an […]
Chewy Inc (CHWY) beats Q2 expectations with 7.3% net sales growth, raises full-year EBITDA margin outlook, and advances AI-driven efficiencies despite a stable but pressured pet market.

Marriott has been treading water for the past six months, holding steady at $329.77. The stock also fell short of the S&P 500’s 13.6% gain during that period.

AeroVironment is set to report its fiscal Q1 earnings today after market close. Options traders expect AVAV stock to push higher on the back of the quarterly print.
Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.

Moby summary of Core & Main, Inc.'s Q2 2027 earnings call

Jersey Mike’s reports $208 million in corporate revenue for the fiscal second quarter, in line with analysts’ expectations.

Burry believes SNOW stock is overvalued after shares surged on a quarter showing 37% product revenue growth and a raised fiscal 2027 outlook.

Casey's General Stores shares fell after Q1 FY2027 results despite revenue and earnings growth, as analysts maintain Moderate Buy ratings and a $928.53 price target implying notable upside.

Moby summary of Oddity Tech Ltd.'s Q2 2026 earnings call

Moby summary of Cognyte Software Ltd.'s Q2 2027 earnings call

Moby summary of Chewy, Inc.'s Q2 2026 earnings call

SEI raises 2026 EBITDA guidance and launches 2027 outlook as stronger core operations and acquisitions drive momentum.

Venture Global (VG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Creative software giant Adobe (NASDAQ:ADBE) will be reporting earnings this Thursday after the bell. Here’s what to expect.

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 (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.

Academy Sports and Outdoors (ASO) raised its full-year earnings outlook on Wednesday even as the spo

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 […]

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

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

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

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

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

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