Adobe clears Q3 estimates; revenue outlook for Q4 disappoints
Adobe beat fiscal Q3 revenue and profit estimates, but its Q4 revenue guidance only matches the consensus figure at the top of the range.
10/09/2026 20:2113 min read
Earnings
Assessing the foldable iPhone's impact on Apple's growth trajectory
Apple's iPhone Duo foldable at $1,999. Analysis of growth potential, cannibalization, and AI role.
10/09/2026 12:2117 min read
AI optimism lifts Meta as ServiceTitan and Navan slump
Meta shares rallied on its Muse AI agent; ServiceTitan and Navan declined on guidance and cost concerns. Cloudflare, American Eagle, Signet, and…
10/09/2026 10:0536 min read
Oracle earnings preview: AI spending, cloud growth and $638bn backlog in focus today
Oracle reports Q1 FY2027 results today; focus on cloud growth, $638bn backlog, and AI spending.
10/09/2026 09:0128 min read
Barclays lifts S&P 500 target to 7,950, sees 4% gain on tech strength
Barclays raised its S&P 500 year-end target to 7,950, citing AI demand and strong tech earnings.
10/09/2026 05:1111 min read
Defensive posture emerges in earnings, but not uniformly
Recent earnings reactions show a defensive shift: about half the stocks advanced, but large drops in tech and consumer names pulled the sentiment lower.
10/09/2026 03:4529 min read
Lululemon shares crash 80% from peak as founder faces divorce
Lululemon stock closed at $100.61, down 80% from its 2023 peak, as the company cut sales forecasts and founder Chip Wilson faces divorce without a prenup.
07/09/2026 22:568 min read
Goldman Strategist Maintains 12,000 KOSPI Target Despite 74% Gap to Current Index
Goldman Sachs strategist Timothy Moe holds a 12,000 KOSPI target, requiring a 74% rally, as he bets on strong earnings from Samsung and SK Hynix.
07/09/2026 06:128 min read
Bloom Energy shares gain 52% since Pelosi's July purchase
Bloom Energy shares have climbed 52% since a Pelosi household purchase in July; the fuel-cell company also will join the S&P 500.
07/09/2026 04:268 min read
MicroStrategy’s $250 Bitcoin Jordans Exclude Cryptocurrency as Payment
MicroStrategy begins selling $250 Bitcoin Jordans, but they cannot be purchased with cryptocurrency. Nike stock has declined sharply.
05/09/2026 11:128 min read
ARB Jumps 90% After Robinhood Chain Fee Peak
Arbitrum (ARB) surged 90% from its low after Robinhood Chain fees hit a record $4.45 million on Sept. 2.
05/09/2026 02:2611 min read
Snowflake beats estimates on AI demand, lifts software stocks
Snowflake shares surged 23% after lifting its forecast, sparking a software rally as AI demand drives growth.
04/09/2026 01:5810 min read
Salesforce Jumps 22% Weekly After Anthropic Collaboration, Halts 20-Month Slide
Salesforce stock surged 22.4% in a week after record earnings and an expanded Anthropic deal, breaking a 20-month downtrend.
03/09/2026 13:319 min read
Cramer Sees 'Huge Move' for Snowflake, Gives Broadcom a Cautious Grade
Cramer calls Snowflake a 'huge move' after blowout quarter, but hedges on Broadcom despite AI revenue tripling.
03/09/2026 11:5610 min read
Palo Alto's CEO calls for new cybersecurity stack as AI buildout nears $5 trillion
Palo Alto Networks CEO says $5 trillion in AI capex requires a wholly new security stack, as quarterly results beat estimates.
02/09/2026 05:268 min read