Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave
Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.
Earnings
Earnings Rubrik stock rips 22% higher after blowing out earnings and boosting guidance
Rubrik CEO Bipul Sinha told CNBC that his company's cyber resilience products and new tools for AI agents are helping…
HPE CEO Neri pleased with quarter despite AI revenue delays as stock bounces from post-earnings dip
CEO Antonio Neri said he was "pleased" with the quarter despite having some lags in revenue from AI deals due…
Southwest Airlines cuts outlook on government shutdown demand hit, higher fuel costs
The carrier said it expects 2025 earnings before interest and taxes of about $500 million, down from a previous forecast…
Nvidia partner Foxconn reports 26% revenue spike as AI boom continues
The Taiwanese company has increasingly moved into the AI infrastructure space in recent times
Ulta shares pop as beauty retailer hikes sales and earnings outlook for second straight quarter
Ulta easily beat Wall Street's earnings expectations for its third quarter.
Electric aircraft maker Beta Technologies posts strong revenue growth in first report since going public
eVTOL company Beta Technologies announced its first financial report since going public in November.
Salesforce beats on earnings, issues better-than-expected revenue forecast
Salesforce said its Agentforce artificial intelligence business is generating over $500 million in annualized revenue.
Salesforce’s raised guidance lifts the stock but doesn’t change our rating
If Agentforce can deliver as advertised and the company's revenue growth accelerates back to 10%, better days are ahead for…
Macy’s posts strongest growth in more than 3 years, but strikes cautious note on holidays
Macy's has seen signs of momentum as it invests in more staffing and sharper visual displays at its namesake department…