Options imply an 11% post-earnings move
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Find insight on ASML Holding, Tencent, MediaTek and more in the latest Market Talks covering technology, media and telecom.

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.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.

Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.

Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

Dell earnings land Tuesday. Options expiring Friday price an 11% swing, and analysts want AI margins, not just revenue.

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
High expectations leave little room for disappointment
Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance

Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.

Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.

Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting earnings this Tuesday after market hours. Here’s what to expect.

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

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%

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%

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.

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

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.

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

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.




