Broadcom guides to big numbers but investors wanted more. Why we’re OK to hold for now
Broadcom on Wednesday evening beat quarterly earnings expectations and provided a strong multiyear revenue forecast for its artificial…
CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
We’re downgrading Honeywell Aerospace after a shockingly bad earnings debut
Honeywell Aerospace shares tumbled 11% on Wednesday evening after the company reported weak quarterly results and cut its…
We’re increasing our Eli Lilly price target after another beat-and-raise quarter
Eli Lilly on Wednesday reported better-than-expected quarterly results and raised its full-year guidance as the company’s portfolio of…
Eaton jumps as its earnings and outlook signal hope for the AI buildout
Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive…
The market is overreacting to Meta’s earnings. Here’s our plan
Shares of Meta Platforms slid more than 11% in extended trading Wednesday after the social media giant reported…
Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Why we’re sticking with Alphabet despite an imperfect quarter and more AI spending
Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results. While artificial…
J&J falls despite a beat-and-raise quarter. Why we’re raising our price target anyways
Johnson & Johnson shares fell Tuesday despite a mostly strong second-quarter earnings report and an increase to its…
We’re raising our price target on Goldman Sachs after a blowout quarter
Goldman Sachs reported a blowout quarter Tuesday, fueled by booming activity on Wall Street, sending shares to fresh…
Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead
Apple on Thursday evening reported a strong quarter to wrap up a busy week of megacap earnings. Clearly,…
Goldman shares fall on imperfect quarterly results. Here’s our advice on the stock from here
Goldman Sachs reported good but not great first-quarter earnings on Monday, sending shares lower to kick off the…