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Credo Shares Slump Despite Earnings Beat
Barrons.com25d agobullish
Credo Shares Slump Despite Earnings Beat

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.

GitLab (NASDAQ:GTLB) Reports Bullish Q2 CY2026, Stock Jumps 15.9%
StockStory25d agobullish
GitLab (NASDAQ:GTLB) Reports Bullish Q2 CY2026, Stock Jumps 15.9%

DevSecOps platform provider GitLab (NASDAQ:GTLB) announced better-than-expected revenue in Q2 CY2026, with sales up 21.3% year on year to $286.3 million. The company expects next quarter’s revenue to be around $282 million, close to analysts’ estimates. Its non-GAAP profit of $0.24 per share was 33.6% above analysts’ consensus estimates.

Dell Sees Surge in AI Server Sales, Boosts Outlook
Bloomberg25d agobullishVIDEO
Dell Sees Surge in AI Server Sales, Boosts Outlook

Dell Technologies Inc. shares jumped in extended trading after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Michael Monaghan, partner and portfolio manager for Founder Etfs, says Dell dominates the supply chain and keeps innovating. He joins "Bloomberg The Close."

Palo Alto Networks beats Q4 earnings on AI security demand
Proactive25d agobullish
Palo Alto Networks beats Q4 earnings on AI security demand

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...

Dell (NYSE:DELL) Reports Bullish Q2 CY2026, Stock Soars
StockStory25d agobullish
Dell (NYSE:DELL) Reports Bullish Q2 CY2026, Stock Soars

Computer hardware and IT solutions company Dell (NYSE:DELL) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 57.7% year on year to $46.97 billion. The company’s full-year revenue guidance of $192 billion came in 10.8% above analysts’ estimates. Its non-GAAP profit of $7.04 per share was 43.1% above analysts’ consensus estimates.

Sandisk (SNDK) Joins The Strong Buy List, Is The Upside Already Priced In?
Simply Wall St.25d agobullish
Sandisk (SNDK) Joins The Strong Buy List, Is The Upside Already Priced In?

Sandisk (SNDK) has been added to the Zacks Rank #1 Strong Buy list after analysts raised their consensus earnings estimate for the current year over the past two months. That change in estimates has drawn fresh attention to the stock. Sandisk's share price has surged over the past year, with a year to date share price return of 469.21% and a 1 month share price return of 28.96%. The 1 year total shareholder return of about 29x reflects how strongly investors have reacted to its AI driven...

Why Software ETFs Are Suddenly Beating Semiconductors — and How the Top Funds Compare
etf.com25d agobullish
Why Software ETFs Are Suddenly Beating Semiconductors — and How the Top Funds Compare

<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>