Buy-Side

Micron is tech's new margin king as memory crisis pushes company past Nvidia and Meta

As Micron customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.

Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO

Cerebras said revenue almost doubled in the AI chipmaker's first earnings report since its initial public offering last month. The stock fell 10% in extended trading as the company forecast a drop in its gross margin.

FedEx posts strong earnings results in last quarter with freight business

FedEx on Tuesday reported earnings that beat Wall Street expectations on the top and bottom lines.

Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents

Databricks has a unique role in the AI boom. Revenue continues to soar as businesses swarm to the company's data analytics tools. But as clients rely on more AI agents to clean up data and ask questions, Databricks is e…

Oracle shares tumble 11% on increased capital raise, cash concerns

Oracle shares tumbled 8% after the software maker told investors to expect an additional $20 billion capital raise, while reporting negative free cash flow for the year.

Jewelry giant Chow Tai Fook's shares rise 15% as higher gold price boosts profits

Shares of jewelry giant Chow Tai Fook surged 15% on Friday after it posted a record high performance in its financial year to the end of March.

Oracle beats on earnings, but stock drops on plans to raise another $20 billion

Oracle reported better-than-expected earnings and revenue for the fiscal fourth quarter on Wednesday while also raising its profit forecast for the year. The stock dropped 10% in extended trading as the company plans to…

Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test

Anthropic's Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial intelligence.

Lululemon cuts annual outlook, citing 'negative' media commentary and disappointing product launches

The athletic apparel retailer lowered its full-year guidance and issued a weak current-quarter outlook on Thursday as interim CEO Meghan Frank blamed "negative commentary in the media" and recent product launches that f…

CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10%

CrowdStrike narrowly beat Wall Street's fiscal first-quarter estimates after the bell on Wednesday, but shares slid 10% following the report.

Palo Alto Networks tops earnings as AI fuels cybersecurity urgency

Palo Alto Networks surpassed Wall Street's fiscal third-quarter results as artificial intelligence threats drive demand for sophisticated cybersecurity tools.

Ulta shares pop as beauty retailer beats Wall Street expectations and hikes earnings outlook

Ulta Beauty on Tuesday reported quarterly results that beat on the top and bottom lines and hiked its earnings outlook as the retailer saw a strong start to its fiscal year.

Victoria's Secret shares spike 40% after big earnings beat, raised sales outlook

Shoppers may be feeling gloomy about high prices at the pump, but they're still shelling out for new bras and underwear at Victoria's Secret.

HPE surges 19% after Monday's blowout earnings, closing its best day ever

CEO Antonio Neri told CNBC's "Squawk on the Street" on Tuesday that the company is "uniquely positioned" to capture the disruption brought about by artificial intelligence.

HPE skyrockets 30% on biggest earnings beat since 2018

Overall Cloud & AI revenue came in at $7.71 billion, topping the StreetAccount estimate of $6.87 billion, but it was the company's server unit that really impressed. Server revenue, which is a sub-division of the cloud …

Dell shares jump 39% after server maker reports fastest sales growth since return to public market in 2018

Dell reported its fastest pace of revenue growth for any period since its return to the public market more than seven years ago, and topped analysts' estimates for sales and profit. The stock climbed as much as 39% in e…

Software stocks wrap up best month since 2001 as talk of 'SaaSpocalypse' subsides

The "SaaSpocalypse" may not be over. But for now at least, fears of software's demise have cooled.

Dell stock skyrockets 32% for its best day ever as AI server revenue soars

Shares of Dell Technologies closed 32.76% higher on Friday, wrapping its best day ever after the company reported its fastest pace for revenue growth for any period since returning to the public market in 2018.

SentinelOne stock drops 8% as cyber firm trims headcount to boost AI investments

SentinelOne shares sank 8% as the cybersecurity company laid off 8% of its full-time workforce to focus on artificial intelligence and data investments.

American Eagle's Aerie is booming, but its namesake brand is lagging despite Sydney Sweeney ads

Revenue at the retailer's namesake banner fell during its fiscal first quarter, even after it ramped up its marketing campaign with actress Sydney Sweeney. Meanwhile, sales at its intimates brand Aerie spiked during the…

Okta jumps 8%, tops first-quarter results on agentic AI demand

Okta beat Wall Street's fiscal first-quarter estimates after the bell on Thursday as demand for identity security tools spikes with the onslaught of agentic artificial intelligence.

Gap shares tumble 14% as retailer cuts sales guidance after disappointing Old Navy performance

Sales at Gap's largest brand Old Navy fell short of expectations during its fiscal first quarter, leading the retailer to cut its sales guidance on Thursday.

Costco says it saw 'record-breaking' gas volumes amid rising prices

Costco Wholesale on Thursday said it saw "record-breaking volumes" for gas in its fiscal third quarter amid rising fuel prices.

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