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Fed's Goolsbee Says AI Is An Inflation Problem - Fed s Waller Says Higher US Yields Could Help Cool Demand - BoE s Greene Says UK Growth Upgrade Shows Rates Need To Rise - Healey Rejects Calls To Equalise Capital Gains And Income Tax Rates - BoJ Said To Resist Back—To—Back Rate Hike In October - Blackstone Warns Europe
Barron's says the S&P 500 and Nasdaq set record highs last week as investors brace for the start of earnings season. The piece argues strong guidance and expectations for broad earnings growth remain the market's main support.
Micron Technology Inc. (NASDAQ: MU ) remains a key beneficiary of AI-driven memory demand as investors weigh strong earnings momentum against questions about pricing power, future supply, and the durability of the current cycle. Micron beat earnings and raised revenue and EPS guidance, keeping the AI-driven memory dema
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
Wall Street closed the week riding a semiconductor rebound that pushed the AI infrastructure trade back into favor, even as a spike in Treasury yields tested the rally’s staying power. Advanced Micro Devices Inc. (NASDAQ: AMD ) supplied the week’s biggest milestone. Shares surged as much as 10% on Monday, pushing the c
TD SYNNEX Corp (NYSE: SNX ) stock fell sharply Thursday even after the company reported fiscal third-quarter 2026 results that beat Wall Street expectations and issued stronger-than-expected guidance. The stock remains up 68% over the past 12 months. Investors appeared to focus on negative free cash flow, a sizable wor
Future Fund’s Gary Black said Broadcom trades at a lower valuation than the Magnificent Seven after its post-earnings drop. He called AVGO the cheapest of the “Mag 8” on 2026 P/E versus long-term EPS growth at 0.9x.
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.
Salesforce shares rose 3.98% to $267.14 Thursday, extending a post-earnings rally after fiscal second-quarter 2027 revenue and adjusted profit beat estimates and the company announced an Anthropic partnership.
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
Broadcom reports fiscal third-quarter earnings after the bell Wednesday, with prediction traders expecting a beat and watching whether CEO Hock Tan addresses AI customers and competition for Google’s custom-chip business.
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.
Workday reported second-quarter sales of $2.649 billion and adjusted EPS of $2.75, both above estimates, while AI products generated more than $100 million in new ACV. The board also authorized a new $4 billion repurchase program.
Marvell Technology fell nearly 8% premarket after its Q2 results and raised outlook, as investors focused on valuation concerns. The company posted revenue of $2.74 billion and adjusted EPS of 94 cents, and lifted next-quarter guidance.
NVIDIA shares rose 7.41% to $225.19 in premarket trading after the company reported second-quarter revenue of $96.22 billion and adjusted EPS of $2.22, both above estimates, and issued third-quarter revenue guidance of $105.84 billion to $110.16 billion.
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.
Intuit reported fourth-quarter fiscal 2026 revenue of $4.35 billion and adjusted EPS of $4.03, above estimates, but its fiscal 2027 revenue and EPS guidance came in below Wall Street expectations.
Intuit reports fiscal Q4 revenue of $4.354B and adjusted EPS of $4.03, both above estimates, and sets FY2027 guidance including a $1.38 per-share dividend.
Marvell Technology (NASDAQ: MRVL) stock rises nearly 4% in Tuesday premarket trading as investors position for the company’s quarterly earnings on Thursday.
NVIDIA Corp. (NASDAQ: NVDA) reports fiscal second-quarter results next Wednesday after the market close after a run of triple-play quarters and a recent flat stretch in the stock.
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.
Analog Devices reported fiscal third-quarter adjusted EPS of $3.45 on revenue of $4.02 billion, both above estimates, and forecast fiscal fourth-quarter results above consensus.
Home Depot reports second-quarter earnings before the bell Tuesday, with analysts expecting about $4.73 a share on revenue near $47.2 billion and traders watching for tariff, weather and comparable-sales commentary.
CoreWeave beats estimates with 112.5% revenue growth year-over-year
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
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
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
Pres Trump: US, Iran Having Good Talks As Drones Hit Iran s Neighbours Oman Presented Regional Mechanism For Hormuz To Iran, Source Says Pres Trump To Host Netanyahu, Zelenskiy As Both Wars Hit Critical Stages Bab El-Mandeb Shipping Rises Amid Hopes Of US-Iran War Resolution US Bipartisan Funding Bill Could Drop This W
Intel Corp. (NASDAQ: INTC ) stock gained in premarket trading on Friday after the chipmaker reported stronger-than-expected second-quarter results and issued third-quarter guidance above analyst estimates. Beats Estimates, Raises Outlook The chipmaker beat second-quarter expectations, with revenue rising 25% year over
Each week, Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the c