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Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
When the words “not seen since 2007” are thrown around, investors start to look harder at what’s going on with bonds.
Lululemon shares plunged after another guidance cut.
Despite a solid quarter, the market seems skeptical about the fintech's future.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
U.S. tech futures jumped after Nvidia’s bumper earnings and software shares surged premarket after earnings quieted investor pessimism on the sector.
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.
Nvidia's stock has a dubious post-earnings track record, fueled by investors' lofty expectations.
The second quarter earnings season is nearly complete, with Nvidia’s (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Wall Street may still be underestimating Nvidia's AI momentum
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.
Advance Auto Parts stock cratered Thursday even as the company beat earnings estimates, leaving investors to question whether the headline numbers tell the real story about consumer demand and the health of the entire auto parts sector.
Netflix stock has only fallen by such a large percentage twice in the last 15 years.
Serve Robotics erased its Grubhub rally in a single session after a shocking guidance cut spooked investors, but the company insists robot delivery demand is accelerating even as its biggest delivery partner quietly backs away.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
AI-driven efficiencies are an underappreciated catalyst for the fintech company.
Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.
Those who bet against Apple often lose in the long run.
The chipmaker announced a $15 billion secondary stock offering this week.
On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.
Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.
Westinghouse is a hidden asset for Cameco.
After 30 consecutive quarters of more than 30% top-line growth, investors need more from the bottom line.
Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.
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