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Cisco Heads Into Q4 Earnings Test Over AI Order Momentum

The market wants to know if Cisco’s bigger $9 billion AI order outlook shows lasting demand for its infrastructure.

Blizzard Touted as Xbox’s Top-Performing Studio After Strong FY26

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

Palantir Posts Blowout Q2 and Raises 2026 Outlook as U.S. Commercial AI Demand Surges

Arista Reports First Quarter Above $3 Billion and Unveils 1.6 Tbps AI Switches

Garmin Posts Record Q2 Revenue and Operating Income, Raises 2026 Guidance

SoFi Shares Retreat as Strong Results Face Short‑Seller Allegations

SanDisk Heads into Aug. 5 Earnings After a 578% Year‑To‑Date Rally

Nokia Beats Q2 Forecast as AI and Cloud Sales Double

CrowdStrike Shares Slide After Post-Split Selling

Analysts Lift Eli Lilly Price Targets as Medicare Expands Low‑Cost GLP‑1 Access

Adobe Positions Itself as an AI‑First Creative Platform After Topaz Labs Deal

Oracle Faces Funding Test After Disclosing $638 Billion AI Backlog

Suzlon Secures 105 MW Order From Sunsure for First Commercial S175 Deployment

IBM Repriced After JPMorgan Upgrade and White House Quantum Orders

Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

Western Digital Re‑rated After Strong Quarter as AI and Cloud Drive HDD Demand

Okta Beats Q1 Estimates as Demand for AI-Agent Security Grows

Rocket Lab Shifts Toward Defense and GEO Satellite Production After Major Contract Wins

HP Beats Q2 Estimates as AI‑Capable PC Demand Lifts Sales