The 29% earnings beat leaned on a one-time IEEPA tariff refund, and traders saw through it immediately. Revenue missed expectations and direct-to-consumer comparable sales fell, even as management raised full-year EPS guidance to $7.80 to $7.95.
AI data center customers are pulling fuel cell deployments forward fast enough to force a third full-year guidance raise, now $4.4 billion to $4.6 billion in revenue.
Domain growth is still intact, with the .com and .net base up 6.1% year over year to 182.5 million registrations. EPS missed expectations, dragged in part by a pre-tax loss on assets held for sale, while revenue topped consensus for the eighth straight quarterly step higher.
Organic revenue growth in Core Operations accelerated to 7.2%, with both EPS and revenue beating expectations. Management still sees the 2026 cost synergies on track, so the integration is compounding faster than the deal size alone suggested.
AI storage demand pushed non-GAAP gross margin to 58.1% from 43.9% a year ago, the kind of expansion that resets what this business can earn. Management's guidance and a dividend raised to $0.175 a share answer the recent selloff directly.
A retiree who put $300,000 into an inflation-protection fund during the worst inflation spike in decades watched the position shrink, not grow. The reason has nothing to do with the fund failing and everything to do with a risk hiding in plain sight on the fact sheet.
The run adds roughly $2.6 billion in market value, and it follows a Q3 earnings beat posted this morning. Moves this size are rare for a name that usually trades like a utility.
A 4% run to $327.11 adds roughly $13 billion in market value, an outsized day for a retailer this size. Keep an eye on the stock.
A 5.17% run to $123.60 adds roughly $2.8 billion to a $53.5 billion company, an outsized day for a name that usually trades like a utility. Whether it holds into tomorrow's open is the thing to watch.
The Nasdaq shed 2.9% while the Dow lost less than 0.2%, a gap that marks this as a pure tech unwind. Money rotating out of crowded growth names has to land somewhere, and investors positioned only in megacap tech felt all of it.
Kroger’s new CEO just admitted the grocery giant lost market share to Walmart and Costco, and the plan to win it back carries a hidden tension that Wall Street has not fully priced in.
Costco’s membership model looks deceptively simple, yet patient shareholders who held through years of premium valuations and wild price swings discovered something the broader market consistently failed to match. The numbers tell a story worth understanding before the next deca…
