Notícias

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.

Dell is set to report earnings after markets close Tuesday, with the computer and server maker’s stock seen nearing its recent highs after the results.

Dell Technologies' record $51.3B AI backlog and rising server demand fuel ISG growth, but supply constraints and pricing pressure remain key risks.

GTLB heads into Q2 earnings with cloud and AI demand driving growth, while competition and restructuring risks might weigh on results.

Hewlett Packard Enterprise's Q3 results are likely to gain from AI infrastructure, networking and hybrid cloud demand as its expanded portfolio drives growth.

Marvell Technology's Q2 beat and stronger outlook reflect broad AI-driven data center demand, while custom silicon growth adds to its expansion.

ADSK's Q2 fiscal 2027 revenues rise 16% as operating leverage lifts margins, while construction strength and emerging markets support growth.

MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

NTAP heads into Q1 FY2027 with AI-driven demand across flash, cloud and Keystone, plus acquisitions and pricing actions shaping its outlook.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why. Whitney Tilson Smells a Bubble Tilson draws a parallel...

Today, Aug. 27, 2026, margin pressure from higher memory and commodity costs weighed on the stock despite strong quarterly results.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20% and helped the broader software group shake off AI disruption fears. Looking ahead, Fed Chair Warsh's Jackson Hole speech and next week's jobs report, ISM data, and earnings from Broadcom, Dell, and Snowflake will set the tone as summer unofficially comes to a close.

The forward valuation looks like a discount, but what closes it is low-margin server volume, and consensus already sits above what management guided.

Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook.

The veteran computing manufacturer is successfully capitalizing on the rise of artificial intelligence.

HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.

Snowflake's product revenues jump 34% to $1.33B as AI adoption and customer growth drive a higher fiscal 2027 revenue outlook.

Besides Wall Street's top-and-bottom-line estimates for Dell Technologies (DELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.

Dell is expected to deliver strong revenue and earnings in Q2, and the momentum will sustain through fiscal 2027 and beyond.

Aker stock jumped after it said Nscale had signed the contract to provide AI compute capacity at its Monarch site in West Virginia, U.S.

Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached

Dell Technologies (DELL) concluded the recent trading session at $463.82, signifying a +2.73% move from its prior day's close.

HP (HPQ) delivered earnings and revenue surprises of +10.67% and +5.59%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

This is an aggressive supply-chase year for Arista Networks. The company builds high-performance networking gear for its two largest partners, Microsoft and Meta.

Everpure stock was trading up and down after-hours despite the data storage company handily beating Q2 earnings expectations.

Cisco putting Super Micro's liquid-cooled servers in its own AI product line ended a slide the record order book had not.