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ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.124d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Robinhood CFO Shiv Verma on Q1 earnings, prediction markets and growth
Stocktwits124d agoneutralVIDEO
Robinhood CFO Shiv Verma on Q1 earnings, prediction markets and growth

Robinhood CFO Shiv Verma provides insights into the company's first-quarter earnings, emphasizing the health and engagement of retail investors. He details the performance of new offerings such as prediction markets and the Gold credit card, and outlines Robinhood's long-term strategy to become a global financial ecosystem, focusing on active traders and wallet share.

Robinhood CFO Shiv Singh on Q1 earnings, prediction markets and growth
Stocktwits124d agoneutralVIDEO
Robinhood CFO Shiv Singh on Q1 earnings, prediction markets and growth

Robinhood CFO Shiv Singh provides insights into the company's first-quarter earnings, emphasizing the health and engagement of retail investors. He details the performance of new offerings such as prediction markets and the Gold credit card, and outlines Robinhood's long-term strategy to become a global financial ecosystem, focusing on active traders and wallet share.

SentinelOne shares slide despite earnings beat as weak outlook weighs
Proactive124d agobullish
SentinelOne shares slide despite earnings beat as weak outlook weighs

SentinelOne Inc. (NYSE: S) shares fell nearly 11% on Friday after the cybersecurity company topped earnings estimates but issued softer-than-expected second-quarter revenue guidance and announced a roughly 8% workforce reduction. The company reported first-quarter fiscal 2027 revenue of...

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
24/7 Wall St.124d agobullish
Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Okta shares surge after first-quarter earnings beat, raised guidance
Proactive124d agobullish
Okta shares surge after first-quarter earnings beat, raised guidance

Okta Inc (NASDAQ:OKTA) shares jumped 24% on Friday after the identity security company reported first-quarter results that topped Wall Street estimates and raised its full-year outlook, with analysts pointing to accelerating demand and an emerging artificial intelligence tailwind. The San...

BlackRock Scales Back Equities After ‘Generational’ Earnings
Bloomberg124d agoneutral
BlackRock Scales Back Equities After ‘Generational’ Earnings

(Bloomberg) -- BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at Least $1.8 TrillionUS, Iran Agree to 60-Day Truce Renewal Pending Trump Signo

MongoDB climbs after first-quarter beat and stronger full-year guidance (MDB)
InvestorsHub124d agobullish
MongoDB climbs after first-quarter beat and stronger full-year guidance (MDB)

Shares advance as results exceed expectationsMongoDB (NASDAQ:MDB) gained more than 4% in pre-market trading on Friday, adding to a 10. 6% rise from the previous session, after the database software provider delivered first-quarter fiscal 2027 results that surpassed analyst forecasts across key financial metrics and increased its outlook for the full year.

Okta surges after first-quarter earnings and revenue top expectations (OKTA)
InvestorsHub124d agobullish
Okta surges after first-quarter earnings and revenue top expectations (OKTA)

Shares climb as quarterly results beat forecastsOkta (NASDAQ:OKTA) moved sharply higher in pre-market trading on Friday, gaining more than 7% and building on a 4. 7% rise in after-hours dealings after the identity and access management specialist delivered stronger-than-expected fiscal first-quarter 2027 results.

Dell Technologies shares surge after blowout earnings
Proactive124d agobullish
Dell Technologies shares surge after blowout earnings

Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...

AI server sales push Dell stock to new heights: Earnings takeaways
Yahoo Finance Video124d agoneutralVIDEO
AI server sales push Dell stock to new heights: Earnings takeaways

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.