Notícias

S&P 500 Q3 earnings are projected to rise 23.9%, with Micron, NVIDIA and Alphabet materially shaping tech-sector growth.

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

Key TakeawaysMarvell Technology (MRVL) closed at $244. 25 on September 18, a fresh high that fully erases the more than 8% drop the stock took the day after its August 27 earnings call, even though nothing about the underlying numbers has changed since then.

AI Boom Is Supercharging S&P 500 Profits. Goldman Sachs Warns the Boost Won't Last

Artificial intelligence has come under renewed scrutiny. But this AI stock is eyeing an entry amid bullish support as profits pop.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Blackstone (NYSE:BX) CFO Michael Chae said the firm sees a constructive backdrop for corporate profits, investment deployment and fundraising, citing accelerating earnings growth, expanding margins and demand for capital across infrastructure, private credit and private wealth markets. Speaking at

Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial in

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

The market didn't reward Broadcom's latest quarterly report with big stock gains, but the business's outlook remains promising.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

Barclays Raises S&P 500 Forecast Despite Warning Signs From Utilities and Valuations

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.

Oracle and Adobe kick off Q3 earnings season as S&P 500 profits are expected to rise 23%, with Micron and Alphabet boosting Q2 results.

Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.

Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.

SNOW stock jumps 16.6% after Q2 second-quarter results as AI adoption, enterprise growth, and higher product revenue guidance fuel momentum.

Broadcom's fiscal Q3 earnings and revenues beat estimates as AI chip demand surges, with AI semiconductor sales up 221% and a higher fiscal 2026 outlook.

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.

S&P 500 Q3 earnings are expected to surge 23%, with broad sector growth and Alphabet, Micron and Nvidia driving Tech gains.

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

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

The chipmaker's semiconductor solutions segment more than doubled year over year, driven by custom AI accelerator demand

A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway. On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an […]

Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.

Moby summary of REZOLVE AI PLC's Q2 2026 earnings call