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 upgraded Home Depot and raised our price target. It made the best of a terrible hand
Home Depot reported a very good quarter, executing well on things it can control, despite what CFO Richard…
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…
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…
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…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
We’re upping our Palo Alto price target after strong earnings vanquish AI disruption fears
Palo Alto Networks reported a strong beat-and-raise quarter Tuesday night, putting to rest any lingering doubt that it…
An under-the-radar stock delivered the best quarter of the chip sector
Qnity Electronics delivered “the single best quarter that I have seen from the semiconductors” on Thursday, Jim Cramer…
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat…
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,…
Alphabet increases AI spending but gets rewarded for further proof that it’s paying off
Alphabet reported a monster quarter, with revenue more than $2.5 billlion ahead of expectations and earnings nearly doubling…
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…