Earnings
AI Server Demand Drives Dell’s Revenue Outlook $25 Billion Higher
Dell Technologies posted record-breaking results as AI server demand accelerated sharply, driving revenue, earnings, and guidance far above Wall Street expectations.
Luca Moschini
Luca Moschini is the founder of SharperTrades and a trading and investing educator focused on market structure, price action, and options. A US swing trader with Nasdaq and NYSE recognition, he also co-created the DarkOption Flow fintech platform.
Earnings
AI Identity Demand and Atlas Growth Drive Strong Results for MongoDB and Okta
MongoDB and Okta both exceeded Wall Street expectations and raised guidance, highlighting continued enterprise demand, growing AI-related adoption, and improving profitability despite mixed investor reactions.
Earnings
Rising Fuel Prices Drive Shoppers to Costco, Lifting Sales and Membership Engagement. The Stock is Down
Costco reported stronger-than-expected third-quarter revenue as record gasoline demand, rising membership fees, and accelerating digital sales helped offset margin pressure from higher transportation costs and fuel prices.
Earnings
Snowflake’s AI Push and AWS Expansion Drive Sharp Rally in SNOW Stock
Snowflake shares surged after the company delivered stronger-than-expected quarterly results, raised full-year guidance, and announced a $6 billion AWS infrastructure commitment tied to growing enterprise AI demand.
Innovation & Tech
Inside Robinhood’s AI Push as Agentic Trading Expands Beyond Wall Street
Robinhood shares climbed after the brokerage unveiled new AI-powered trading and spending tools while also benefiting from momentum tied to its Trump Accounts savings platform rollout.
Earnings
Multi-Price Expansion and Margin Gains Push Dollar Tree Higher After Earnings Beat
Dollar Tree shares surged after the discount retailer posted stronger-than-expected earnings, improved margins, and raised its full-year profit outlook as shoppers continued prioritizing value and convenience.
Earnings
Upgrade Cycles and Gaming Demand Drive Best Buy Higher Despite Consumer Electronics Concerns
Best Buy shares jumped after the retailer posted stronger-than-expected sales and earnings, helped by gaming consoles, computing upgrades, and improving margins across key product categories.
Earnings
Agentforce Growth Signals a New Test for Salesforce’s AI Strategy
Salesforce beat earnings expectations and reported surging Agentforce growth, but investors remained cautious as softer revenue guidance and AI disruption concerns continued weighing on CRM stock.
Economy
Grocery Inflation Pressures Build as Fuel Costs and Weather Risks Hit Consumers
Rising gas prices, worsening drought conditions, and higher food production costs are increasing concerns about another inflation wave, with consumers and markets closely watching how fuel and grocery prices could affect household budgets and economic sentiment through 2027.
Earnings
Zscaler Hit by Growth Reset as FY27 Outlook Spooks Investors
Zscaler shares plunged after the cybersecurity company delivered strong quarterly results but issued softer growth guidance and reduced free cash flow expectations tied to sales turnover and rising infrastructure costs.
Earnings
Abercrombie’s Margin Discipline Offsets Slowing Sales Momentum
Abercrombie & Fitch shares surged after the retailer delivered a stronger-than-expected earnings quarter and reaffirmed its full-year outlook, helping ease investor concerns about slowing demand, promotional pressure, and weakness across Europe.
Sector
Space Stocks Rally as Starship Testing Reignites Sector Momentum
Space and aerospace stocks climbed sharply after SpaceX’s latest Starship test renewed investor focus on satellite networks, launch infrastructure, and the growing commercial space economy.