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Oracle (ORCL) Is Up 16.0% After AI Data Center Capex Becomes Focus Ahead of Earnings
Simply Wall St.120d agoneutral
Oracle (ORCL) Is Up 16.0% After AI Data Center Capex Becomes Focus Ahead of Earnings

In recent weeks, Oracle has drawn intense attention ahead of its June 10 earnings release as investors weigh aggressive AI data center spending, heavy capital requirements, and capacity constraints against strong cloud and AI demand signals, large remaining performance obligations, and expanding hyperscaler-scale partnerships. With Oracle helping lead a hyperscaler cohort projected to spend hundreds of billions of US dollars on AI infrastructure and partnering on large projects like the...

Lululemon Slumps on Earnings. Bargain Hunters Beware.
Barrons.com120d agobearish
Lululemon Slumps on Earnings. Bargain Hunters Beware.

It’s been easy to call a bottom in Lululemon Athletica in recent years–just keep waiting another day. The specialty athleticwear company, which had already dropped nearly 40% year to date alone before it reported fiscal first-quarter earnings after the bell Thursday, didn’t reward bargain hunters. The quarter itself was better than expected, but the full-year outlook was the culprit: Lululemon said it will earn between $10.95 and $11.15 a share on revenue that will be flat or down 1%, translating into $11 billion to $11.15 billion.

How Investors May Respond To Boston Scientific (BSX) Strong Q1 Beat But Cut Guidance On Watchman Growth
Simply Wall St.120d agobullish
How Investors May Respond To Boston Scientific (BSX) Strong Q1 Beat But Cut Guidance On Watchman Growth

In late April 2026, Boston Scientific reported quarterly revenue of US$5.20 billion, up 11.6% year on year and ahead of expectations, but cut near-term and full-year guidance amid intensifying cardiac market competition and slowing growth in its Watchman stroke-prevention device. This combination of strong recent performance and a more cautious outlook, reinforced by downgrades from firms like Wolfe Research, has sharpened investor focus on how resilient Boston Scientific’s growth drivers...

Citi revisits Broadcom stock price target after post-earnings selloff
TheStreet120d agobearish
Citi revisits Broadcom stock price target after post-earnings selloff

Broadcom (AVGO) shares fell 12.6% on June 4 after the chipmaker delivered quarterly results that largely matched Wall Street expectations but failed to provide the AI revenue boost some investors were hoping for. The company reported fiscal second-quarter adjusted earnings of $2.44 a share on ...