Live Updates Shares Rebounding During Conference Call 5:08pm ETOn GitLab’s conference call they: Directly addressed concerns from investors around how the company could be impacted by fewer engineering hires and the resulting pressure on…
Live Updates Morgan Stanley Price Target of $3204:20pm ETMorgan Stanley just upgraded Zscaler (ZS) to Overweight with a $320 price target, citing its strong position in Zero Trust and platform expansion strategy. Analysts highlighted…
Live Updates Tuesday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed at 588.63 Tuesday, down 0.75%. Lambasting Lam Research10:38am ETMorgan Stanley analyst Shane Brett downgraded Lam Research (Nasdaq: LRCX | LRCX Price Prediction) to underweight with…
Live Updates Friday Wrap-up4:49pm ETThe Vanguard S&P 500 ETF closed at 593.08 Friday, down 0.6% for the day but only 0.02% for the week. No Deathknell for Dell10:12am ETBarclays analyst Tim Long explained today’s…
Live Updates How IREN Stacks Up 4:46pm ET Scale Advantage: IREN is now neck-and-neck with CleanSpark on EH/s (~50), but unlike CLSK, it’s already pivoting capex into AI Cloud with 10.9k GPUs due by…
Live Updates Stock Sentiment 4:42pm ETEstimates vs. Actuals / Guide Q2: Rev $29.8B vs. $29.2B ✅; EPS $2.32 vs. $2.29 ✅. Q3 guide vs. Street: slight above on both revenue and EPS 📈. FY26…
Live Updates Q4 Conference Call Starts at 5 PM EST4:43pm ETSentiment check-up 4:39pm ETResults vs. Setup Q4: Rev $876M vs. ~$837M ✅; GAAP EPS ≈ $0.20 (not directly comparable to Street “normalized EPS”). FY26…
Live Updates Marvell's Conference Call Ends - Stock Now Down 13% 6:01pm ETMarvell’s conference call has concluded and the company’s shares are now down 13%. Investors were likely hoping for some material updates during the call,…
Live Updates Winding Down Coverage 6:20pm ETWe’re winding down coverage of this live blog. Here’s the bottom line: NVIDIA’s quarterly results were very good. The stock is down about 3% after hours, but was…
Live Updates AI Updates 4:42pm ET 6,100+ accounts using AI features weekly, up from ~5,200 in Q1. Cortex AI has moved from pilot-stage to “enterprise core,” with reference customers including Kraft Heinz, Siemens, and…
Live Updates Final Reaction 4:35pm ETNot a blowout, but a credible stabilization quarter that supports HP’s pivot toward AI PCs and strengthens investor confidence into FY26. HP is showing it can weather tariff shocks…
Live Updates Recurring Revenue Growth 4:52pm ETBuried in CrowdStrike’s Q2 earnings release is a stat that shows just how quickly its new Falcon Flex model is reshaping ARR growth. The company now counts 1,000+…
Live Updates Wednesday Wrap-up4:16pm ETThe Vanguard S&P 500 ETF closed at 594.40 Wednesday, up 0.2%. Less Hate for Lilly11:50am ETHSBC analyst Rajesh Kumar removed his reduce recommendation and upgraded S&P 500 component company Eli Lilly (NYSE:…
Live Updates Year-over-Year Look 4:41pm ETConference call will kick off in 20 minutes. Metric Fiscal Period Ending 2025-07-31 Previous Year (2024-07-31) YoY Revenue $728.00M $646.00M 12.69% Operating Income $41.00M $-19.00M 315.79% Net Income $67.00M…
Live Updates SaaS Is Not Dead Yet 4:38pm ETMDB is pushing closer to 24% increase after hours. The conference call for Q2 kicks off in about 20 minutes. More on Subs Growth 4:36pm ET…
Live Updates My Reaction on Q2 4:26pm ET Metric Pre-Earnings Consensus New Guide Direction FY26 Revenue $1.17B $1.170–$1.175B ⚖️ Flat FY26 EPS $1.27 $1.26–$1.28 ⚖️ Flat Sentiment Bullets: Bullish: AI adoption momentum and FedRAMP…
Live Updates Monday Wrap-up4:05pm ETThe Vanguard S&P 500 ETF closed Monday at 590.66, down 0.4%. Optimistic About Nvidia11:57am ETInvestment bank Stifel raised its price target on Nvidia to $212 ahead of Q2 earnings, while…
Live Updates Friday Wrap-up4:10pm ETThe Vanguard S&P 500 ETF closed at 593.22 Friday, up 1.5% for the day but only 0.3% for the week. Walmart Can Still Win, Too11:55am ETInvestment bank Truist lowered its…
Live Updates Final Reaction 4:25pm ET Metric Prior FY26 Consensus Post-Guide FY26 Shift Revenue $20.99B $21.0–$21.2B ✅ Higher EPS $22.9 $22.98–$23.18 ✅ Higher Bullish: Clean beat, raised FY26, Credit Karma momentum intact, AI monetization…
Live Updates My takeaway from the quarter 4:23pm ET Metric Prior FY26 Post-Guide FY26 Shift Subscription Rev ~$8.78B $8.815B ✅ Higher Margin ~28.5% 29.0% ✅ Higher Takeaways Bullish: AI adoption now tied directly to…
