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…
Nvidia shares fall on a strong but not impenetrable quarter. There’s still so much to like
Nvidia delivered a better-than-expected quarterly results Wednesday night, but a few blemishes in the report — at least…
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…
We’re downgrading Lilly and asking ourselves tough questions after its obesity pill letdown
Eli Lilly delivered strong second-quarter results on Thursday, but shares are plummeting because of disappointing data for a…
We’re upgrading our rating on Disney thanks to a misguided market reaction to earnings
Disney shares are under pressure Wednesday after the entertainment giant reported mixed quarterly results. We think it’s an…
We’re upgrading Eaton as shares of the industrial AI winner fall on earnings
Electrical equipment supplier Eaton , whose products are essential to AI data centers, on Tuesday reported a solid…
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 raising our Meta price target big time after a stellar quarter and an incredible guide
Meta Platforms shares soared Wednesday evening after the social media juggernaut delivered what can only be described as…
The market is getting Dover’s earnings all wrong. Here’s what the sellers are missing
Dover shares fell Thursday despite reporting better-than-expected second quarter results and raising its full-year outlook. We think the market…