As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.
Despite a sharp sell-off following its latest earnings report, Microsoft retains Wall Street's strongest buy consensus. Analysts see a potential 40%+ return over the next year, betting that current AI investments will fuel long-term growth even as near-term cloud metrics show signs of moderation.
Aerospace and defense systems leader Woodward (NASDAQ:WWD) posted fourth-quarter results that handily exceeded Wall Street forecasts, sending its stock sharply higher. Revenue jumped 29% year-over-year to $996.5 million, while earnings per share of $2.17 beat consensus estimates by nearly 30%.
Shares of Columbia Financial surged nearly 9% Monday, propelled by a robust quarterly earnings report and the announcement of a nearly $600 million deal to acquire Northfield Bancorp, a move set to create a New Jersey banking powerhouse.
As the U.S. dollar softens, Airbnb's extensive international footprint positions it for a potential earnings boost, adding a new layer for investors to consider beyond core travel demand.
Palantir Technologies' stock gained momentum Monday following an upgrade by William Blair, a move vindicated after hours by a strong Q4 earnings report that exceeded forecasts and set robust guidance for 2026.
With Advanced Micro Devices set to report Q4 results, derivatives traders are pricing in a significant post-earnings move, betting the chipmaker's momentum can extend its recent 25% surge from yearly lows.
Palantir Technologies' stock surged after hours as its Q4 earnings and bullish 2026 guidance surpassed analyst forecasts, signaling a powerful acceleration in its AI software business and vindicating CEO Alex Karp's long-term strategy.
Despite Palantir shares trading below $150 ahead of its Q4 report, derivatives activity and analyst commentary point to expectations for a significant post-earnings recovery, driven by sustained commercial and government contract momentum.
As Amazon prepares to release its Q4 earnings, analysts are eyeing accelerated AWS growth and robust advertising revenue as key drivers that could propel the stock higher, mirroring its October surge.
Capital Southwest Corporation (NASDAQ: CSWC) reported strong fourth-quarter revenue growth of 18.2%, surpassing Wall Street expectations. However, the business development company's GAAP earnings per share came in modestly below analyst consensus estimates.
As Qualcomm prepares to report Q1 2026 earnings, a wave of analyst downgrades and lowered price targets reflects growing concerns over smartphone market softness and competitive pressures, overshadowing progress in automotive and robotics.
As Uber Technologies prepares to report earnings, investors are weighing the long-term promise of its autonomous vehicle initiatives against immediate regulatory cost pressures in key markets like New York and France.
CNBC's Jim Cramer positions Alphabet as the potential 'only winner in AI,' suggesting its upcoming earnings may show it generating more revenue from AI than rival Meta Platforms.
As investors navigate a complex economic landscape, companies with significant insider ownership and robust earnings forecasts are drawing attention. We examine three ASX-listed firms where leadership's skin in the game aligns with ambitious growth projections.
Shares of the casino operator have pulled back from a four-year high in December, but a historically reliable long-term trendline suggests potential upside ahead of Thursday's earnings release.
As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.
M/I Homes' latest financial results reveal a year of softer earnings and margin pressure, even as the company completed a significant share repurchase. This mixed picture is prompting investors to reassess the homebuilder's near-term growth trajectory and the sustainability of its capital return strategy.
As the TSX rides a wave of positive earnings momentum, adventurous investors are turning their gaze to the penny stock arena. We analyze three micro-cap companies—Automotive Finco, Aurora Spine, and Wilton Resources—that are generating buzz, weighing their potential against significant financial risks.
A newly disclosed DHS document reveals Palantir is providing generative AI to U.S. Immigration and Customs Enforcement to sort and summarize enforcement tips, highlighting the firm's deepening government integration just days before its Q4 earnings release.
