Microsoft Beats Earnings Estimates on Cloud Growth
Microsoft beat earnings estimates, driven by cloud growth.
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DocuSign raises fiscal 2027 ARR guidance after Q2 results
DocuSign reported Q2 revenue of $876 million, up 9% year over year, with a 32% operating margin and about $300 million in free cash flow. It also raised fiscal 2027 ARR guidance and said IAM now accounts for 15.1% of total ARR.
Nvidia beats on Q2 revenue, EPS and issues strong Q3 guidance
Nvidia reported Q2 revenue of $96.22 billion and adjusted EPS of $2.22, both above Street estimates. Gross margin was 75.0%, and the company guided Q3 revenue to $105.84 billion-$110.16 billion.
Wall Street Is Falling Out of Love With the AI Trade — Here's Why
The S&P 500’s headline calm has masked a sharp internal reshuffle, with money rotating away from crowded AI-linked trades as investors start demanding clearer evidence that heavy spending will turn into profits, according to JPMorgan Private Bank’s Global Investment Strategist, Kriti Gupta. That shift is playing out ev
Bulls And Bears: Amazon, Microsoft, SpaceX
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging Treasury yields and sharply divergent earnings from the biggest technology companies. The S&P 500 a
Apple, Microsoft, Meta, Amazon Earnings: Why The Next 48 Hours Could Redefine The AI Trade
This is the biggest week of Big Tech earnings season and, arguably, the most important test yet for the AI trade. Over the next 48 hours, Microsoft (NASDAQ: MSFT ), Meta Platforms (NASDAQ: META ), Amazon (NASDAQ: AMZN ) and Apple (NASDAQ: AAPL ), companies worth more than $12 trillion combined, will report quarterly re