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PepsiCo said fiscal third-quarter earnings beat Wall Street estimates, but it lowered its fiscal 2027 outlook because of inflationary pressures. The company now expects earnings per share to grow 2.5% to 3.5%, versus prior guidance for the low end of 5% to 7%.
Micron Technology Inc. (NASDAQ: MU ) is benefiting from the “best cycle anyone” has ever seen, according to Brad Freeman, co-host of Futurum Equities’ The Deep End podcast. Cyclical Dynamics and Margin Expansion Speaking in an episode released Sept. 28, 2026, Freeman stated that while memory markets are “absolutely in
Salesforce said second-quarter revenue rose 11% to $11.3 billion, cRPO climbed 14% to $33.5 billion, and it raised full-year revenue guidance to $46.1 billion-$46.4 billion.
Dell reported adjusted EPS of $7.04 on revenue of $46.97 billion, both above estimates, and raised full-year fiscal 2027 guidance as AI server orders hit a record $60.9 billion.
A screen cited by Benzinga shows a 10-year U.S. Treasury yield around 4.7% exceeds dividend yields at 118 U.S. companies with market values above $100 billion, including AAPL, GOOGL and NVDA.
The Nasdaq 100 officially slipped into correction territory on Tuesday, falling more than 10% from its early June record high as the AI-driven sell-off deepened on mounting concerns over rising competition from China. The memory sector has been at the heart of July’s rout. SanDisk Corp. (NASDAQ: SNDK ) — the S&P 500’s
Dell's AI-server revenue surges 757% in Q1, driving earnings beat. Profit exceeds expectations by widest margin in 5 years.