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Quarterly Results

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Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

Temporary rent-back of deployed systems tightens margins.

Nvidia Looks Like the Better Buy Than AMD on Valuation and Growth

Instagram Expands ‘Unoriginal’ Content Limits to Photos and Carousels

UnitedHealth Raises 2026 Outlook After Q1 Beat With Lower Claims Costs

Firefly Aerospace Soars 20% After Reports of SpaceX IPO Plans

Argan Shares Surge After Record Q4 as Backlog Doubles and Outlook Tops Views

Alphabet Sets $175–$185 Billion 2026 Capex for AI Buildout

ServiceNow Beats Q4 Targets, Unveils $5 Billion Buyback as Software Selloff Deepens

CrowdStrike Reaccelerates in Q3 With Record Net New ARR and Higher Guidance

Rocket Lab Shares Slide as Neutron Debut Slips to 2026 Despite Q3 Beat

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Zimmer Biomet Cuts Organic Growth Outlook to 4% Upper Range as Shares Fall on Q3 Update

Meta’s Q3 Beat Overshadowed as AI Spending Outlook Triggers Sharp Selloff

Universal Orlando Signals a 2026 Transition Year With Ride Downtime and Limited Access to Epic Universe

TotalEnergies Signals Q3 Lift From Production Gains, Refining Margin Rebound

AeroVironment Stock Surges 25% After Q4 Beat and BlueHalo Acquisition