Live Updates Sovereign Data Centers to Boost Gross Margins?6:09pm ETOn Super Micro’s conference call the company expressed optimism that sovereign AI deals (countries building large projects to ensure domestic capabilities) would begin scaling next…
Live Updates Wall Street Keeps Pushing for More Guidance on the Ramp of New Data Center Products 6:02pm ETWall Street kept pushing for AMD to give a more specific number on the data center…
Live Updates Key Themes From Today's Conference Call 6:30pm ET AI-driven networking boom – back-end and front-end.Analysts repeatedly asked how AI build-outs translate into revenue, differentiation and TAM. Management raised 2025 growth guidance from…
Live Updates Tuesday Wrap-up4:27pm ETThe Vanguard S&P 500 ETF closed at 577.35 Tuesday, down 0.5%. Getting the DUKs in a Row12:41pm ETS&P component company Duke Energy (NYSE: DUK | PFE Price Prediction) beat its earnings…
Live Updates Could This Be a Buying Opportunity? 4:56pm ETNavitas (NVTS) dropped 13% after earnings, but the long-term story tied to Nvidia’s next-gen AI data centers remains intact. While Q3 guidance was weak, the…
Live Updates First Reaction 4:44pm ETPost-Earnings Move: 🔻 –4.0% What Happened: Revenue: $6.79B vs. $6.66B est ✅ (+34% YoY, +14% QoQ) Adj. EPS: $10.31 vs. $11.89 est ❌ (–13% miss) GMV: +21% YoY FinTech…
Live Updates First Reaction 4:38pm ETPost-Earnings Move: 🔼 +4.38% What Happened: Revenue: $669M (vs. $553M est) ✅ Beat by 21% Adj. EPS: $2.12 (vs. $1.10 est) ✅ Beat by 93% Adjusted EBITDA: $172M, margin…
Live Updates Conference Cal Starts in 10 Minutes 4:50pm ETWe’ll post a summary of the call later. Simply leave this page open and if you check later a new update with our thoughts will…
Live Updates Live Updates to Slow 4:44pm ETWe hope you’ve enjoyed this live blog of Palantir earnings. A couple of quick notes: Last year, 24/7 Wall St issued our ‘The Next NVIDIA‘ report and…
Live Updates Monday Wrap-up4:26pm ETThe Vanguard S&P 500 ETF closed at 580.14 Monday, up 1.5% — almost an exact mirror of Friday’s 1.6% decline. ViaSat Goes to the Moon1:21pm ETSatellite communications stock ViaSat (Nasdaq:…
Live Updates Friday Wrap-up4:19pm ETThe Vanguard S&P 500 ETF closed Friday at 571.45, down 1.6% for the day and down 2.4% for the week. Colgate Looks Pearly White11:46am ETFast-Moving Consumer Goods stock (FMCG) and…
Live Updates Rocket Companies (RKT) +5.21%4:47pm ETRocket finally gave the Street what it needed — top-line acceleration and operational leverage. The Redfin deal is already boosting funnel activity, and AI-driven efficiency gains are showing…
Applied Digital (Nasdaq: APLD) shares soared more than 35% this morning, rallying sharply after the company posted fiscal Q4 2025 results last night and revealed a massive leasing deal with CoreWeave (Nasdaq:CRWV), a leading…
Live Updates 80% of Major AI Companies are Cloudflare Customers 5:52pm ETThat’s something CEO Matthew Prince just noted on today’s conference call. First Analyst Quote... 5:26pm ET“Congratulations on a really solid quarter. Definitely it…
Live Updates Thursday Wrap-up4:07pm ETThe Vanguard S&P 500 ETF closed Thursday at 580.95, down 0.4% for the day. Investors Give Bristol-Myers the Cold Shoulder After Earnings Beat11:46am ETPharmaceuticals giant Bristol-Myers Squibb (NYSE: BMY | BMY Price…
Live Updates Wednesday Wrap-up4:13pm ETThe Vanguard S&P 500 ETF closed Wednesday at 583.12, down 0.1%. 25% Tariffs on India1:05pm ETIn a return of tariffs news to the headlines, President Trump just announced that tariffs…
Live Updates Vertiv Gains Ease 10:50am ETEric BleekerVertiv jumped past $150 per share immediately after the opening bell, but gains have eased. The stock is currently trading for $147 per share, or up about…
Live Updates Visa Conference Call4:35pm ETVisa’s earnings conference call is set to kickoff in 25 minutes. First Reaction 4:25pm ETPost-Earnings Move: 🔻-1.90% What Happened: Beat on revenue ($10.2B vs. $9.85B est) and EPS ($2.98…
Live Updates Pull Quotes From Call 4:46pm ET “We are ahead of our expectations… We’re not just getting back to Starbucks. We are building a better Starbucks.” CEO Brian Niccol This line signals a…
Live Updates Reaction to Earnings 4:32pm ETPost-Earnings Move: +2.03% What Happened: Q2 results showed bottoming in Semiconductor Test, with Industrial Automation stabilizing. EPS came in stronger than feared and gross margins showed early signs…
