Earnings Broadcom guides to big numbers but investors wanted more. Why we’re OK to Finance News Sep 2, 2026 Broadcom on Wednesday evening beat quarterly earnings expectations and provided a strong multiyear revenue forecast… Read More...
Earnings We’re lifting our price target on Palo Alto Networks as AI-driven cyber Finance News Sep 1, 2026 Palo Alto Networks on Tuesday night ended its fiscal 2026 on a high note and signaled that the good times will… Read More...
Earnings CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat Finance News Aug 31, 2026 Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis… Read More...
Earnings AI buildout is not a zero-sum game Finance News Aug 29, 2026 This week's impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and… Read More...
Retail Cramer likes TJX ahead of earnings, but sees trouble for Meta Finance News Aug 28, 2026 Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's… Read More...
Earnings We’re raising our price target on Salesforce after results defy Finance News Aug 28, 2026 Salesforce came through in the clutch. The enterprise software giant on Wednesday delivered better-than-expected… Read More...
Politics Does Nvidia need a hug? Finance News Aug 26, 2026 NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17,… Read More...
Earnings Nvidia wows Wall Street with a strong quarter, eye-popping sales forecast Finance News Aug 26, 2026 Nvidia CEO Jensen Huang did it again. The AI chip powerhouse delivered better-than-expected quarterly revenue and… Read More...
Retail Dick’s Sporting Goods just had its worst day ever. Here’s Jim Cramer’s Finance News Aug 25, 2026 CNBC's Jim Cramer said Tuesday that Dick's Sporting Goods' historic 30% plunge may represent a buying opportunity for… Read More...
Earnings Why we’re giving off-price retailer TJX a pass for softness in its biggest Finance News Aug 23, 2026 TJX Companies shares were dinged Wednesday on softness in the off-price retailer's largest division and a… Read More...