CrowdStrike makes case on AI with an excellent quarter — where we stand
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
AI disruption didn’t show up in Salesforce results. But the fears are hard to shake
Salesforce on Wednesday evening delivered better-than-expected 2026 fourth-quarter results as its Agentforce artificial intelligence platform became increasingly embedded…
Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call
Broadcom on Thursday evening reported another strong quarter and better-than-expected guidance for the current quarter. Nonetheless, the Club…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…
Here’s our price target and rating on Qnity, our newest stock to ride the AI chip boom
Call us believers in the Qnity Electronics story. We’re instituting a buy-equivalent 1 rating and price target of…
We’re jacking up our price target on Amazon after its cloud unit surprises
Amazon shares surged Thursday in extended trading after the tech giant posted better-than-expected third-quarter results, driven by accelerated…
We’re raising our Eli Lilly price target — what a difference a quarter makes
Eli Lilly shares jumped Thursday after the drugmaker posted a strong third quarter, driven by sales of its…
Starbucks shows progress in its turnaround but is stuck in an unloved group
Starbucks reported mixed quarterly results on Wednesday — but there was enough in the numbers and on the…
We’re downgrading it, considering next move
Shares of Abbott Laboratories fell 3% on Wednesday after the diversified health-care company delivered another less-than-stellar quarter. Revenue…
Nike shares jump on strong earnings, signs its turnaround is racing ahead under CEO Hill
Nike shares jumped in after-hours trading Tuesday after the sportswear maker’s quarterly results far exceeded Wall Street expectations,…
We raised our Broadcom price target after a stock pop that was all about the conference call
Broadcom on Thursday evening reported a strong quarter and a solid guide. But the stock really got going…