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…
Salesforce’s soft guidance gives the skeptics more fuel. Here’s why we are hanging on
Salesforce on Wednesday reported better-than-expected second quarter results, but the stock sold off in extended trading due to…
Is the activist heat on Salesforce ramping back up? The market sure thinks so
Shares of Salesforce rallied Friday as Wall Street bets that activist pressure may again help revive an otherwise…
Cisco Systems deserves more respect in AI, and its quarterly results prove it
Cisco Systems on Wednesday evening beat Street estimates on both the top and bottom line with its fiscal…
Coterra’s earnings beat doesn’t change the big picture for the oil producer
Coterra Energy’s second-quarter results beat expectations on the top and bottom lines, sending shares modestly higher Tuesday. Still,…
Microsoft’s monster quarter and strong outlook cements its status as an AI leader
Microsoft shares surged in extended trading on Wednesday after the tech giant reported strong quarterly results, fueled by…
We’re lifting our price target on Broadcom after its AI business impresses once again
Broadcom on Thursday night reported strong quarterly results and offered upbeat comments on the expected growth of its…
Salesforce’s beat-and-raise quarter isn’t quieting the doubters
Salesforce on Wednesday reported better-than-expected quarterly results and provided guidance that, on its face, seemed strong. But the…
AI chipmaker Broadcom shares soar 14% despite mixed quarterly results — here’s why
Broadcom shares soared Thursday after the chipmaker demonstrated strong profitability in its fourth quarter and provided a slew…