Notícias

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...

Ciena Corporation (NYSE:CIEN) shares rose 4. 3% in premarket trading after the optical networking equipment company reported fiscal third-quarter earnings and revenue above analyst expectations.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

Moby summary of C3.ai, Inc.'s Q1 2027 earnings call

Ciena (CIEN) delivered earnings and revenue surprises of +21.26% and +1.44%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Snowflake Stock Soars on Earnings Beat: AI Growth Takes Center Stage

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Sept. 3, including weekly initial jobless claims data and quarterly earnings results from Lululemon (LULU) and DocuSign (DOCU).

The cloud data company raised its full-year product revenue guidance to $6.07 billion, up from a prior forecast of $5.84 billion

Investing.com -- Ciena Corporation (NYSE: CIEN) reported fiscal third-quarter results that exceeded analyst expectations, with shares rising 4.3% premarket following the announcement.

The fiber optic gear maker's fiscal Q3 earnings boomed 215%. Revenue and sales guidance slightly topped. Shares rose.

Ciena stock advances after the optical networking company reports better-than-expected earnings and raises fiscal-year revenue guidance.

Broadcom Inc (AVGO) reports record Q3 FY2026 results with AI semiconductor revenue surging 221% year-over-year, raising fiscal 2026 AI revenue guidance to $58 billion.

Snowflake (NYSE:SNOW) shares rose 23. 9% to $379.

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

Investing.com -- U.S. equity futures were mixed early Thursday, a day after major averages snapped a three-day losing streak driven by rising Treasury yields amid renewed U.S.-Iran hostilities. S&P 500 futures were up 0.1%, Dow futures rose 0.2%, and Nasdaq 100 futures climbed 0.1%.

Nvidia stock could drop in September as investors fret about the sustainability of AI spending.

AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.

Burry supports LULU despite Wall Street’s concerns, while analysts expect weaker demand and a possible cut to the company’s guidance.

Snowflake Inc (NYSE:SNOW), the American cloud data analytics company, saw its shares jump 23% in after-hours trading on Wednesday after it posted results that beat Wall Street expectations. The company reported adjusted earnings per share of 62 cents, well ahead of the 45 cents forecast by...

Hewlett Packard Enterprise Co (HPE) delivered record Q3 results with revenue up 34% and raised its fiscal 2027 outlook, driven by accelerating AI infrastructure demand.

Snowflake Inc (SNOW) reports 37% product revenue growth, with AI offerings CoCo and CoWork fueling acceleration and prompting an upward revision of full-year outlook.

Shopify posted strong second-quarter results, but its high valuation has prompted caution.

While Broadcom and Hewlett Packard Enterprise posted disappointing results, sending shares lower overnight, Dell shares surged after blockbuster results.

Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.

Broadcom's Q3 2026 revenue jumped 86% to $29.6 billion and adjusted EPS hit $3.32, both above Wall Street's targets, as AI chip sales more than tripled to $16.7 billion.

Snowflake (NYSE:SNOW) reported accelerating second-quarter fiscal 2027 growth as demand for its core data platform and AI products increased, while the company also expanded its non-GAAP operating margin and raised its full-year product revenue outlook. Product revenue totaled $1.49 billion, up 37%

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92