Earnings
Palo Alto Slides as EPS Outlook Disappoints
Palo Alto Networks beat second-quarter estimates, but weaker earnings guidance and margin pressure tied to acquisitions weighed on shares despite stronger revenue projections.
Business Trends
Business Trends
Norwegian Cruise Line Surges After Elliott Stake
Norwegian Cruise Line stock jumped after activist investor Elliott Investment Management disclosed a more than 10% stake and outlined plans to push for strategic and governance changes.
Innovation & Tech
Palantir Moves HQ; Infosys Slips After Early AI Rally
Palantir relocates its headquarters to Miami amid a broader tech migration, while Infosys stock gains after announcing an AI partnership with Anthropic, highlighting shifting dynamics in the software and AI services sector.
Earnings
Airbnb Rises While Expedia Slips on Outlook
Airbnb (ABNB) and Expedia (EXPE) both beat fourth-quarter expectations and guided first-quarter revenue above estimates, but diverging margin outlooks and AI concerns drove sharply different stock market reactions.
Earnings
Instacart Surges as Q4 GTV Growth Reaccelerates
Instacart (CART) topped fourth-quarter estimates with 14% GTV growth and strong 2026 guidance, easing concerns about competition and AI disruption as enterprise expansion and advertising momentum supported results.
Earnings
Crocs Stock Jumps on Q4 Earnings Beat, Strong 2026 Outlook
Crocs (CROX) shares surged after the footwear maker topped fourth-quarter earnings expectations and issued stronger-than-expected profit guidance for fiscal 2026, despite a modest revenue decline.
Sector
McDonald’s Leads as Value Strategy Drives Traffic
McDonald’s (MCD) reported stronger-than-expected fourth-quarter results, with global comparable sales accelerating and U.S. traffic rebounding as value promotions and menu innovation helped drive sector leadership.
Earnings
Lyft Stock Slides After Q4 Revenue Miss
Lyft (LYFT) shares fell sharply after fourth-quarter revenue of $1.59 billion missed expectations, overshadowing record active rider growth and a profit boost tied to a one-time tax accounting adjustment.
Earnings
Coca-Cola Slips After Q4 Revenue Miss Despite Earnings Beat
Coca-Cola shares declined after fourth-quarter revenue fell short of expectations, even as earnings beat estimates. The reaction reflected sensitivity to top-line growth and forward organic revenue guidance.
Business Trends
Schwab Gains as Discipline Trumps Trading Gimmicks
Charles Schwab shares edged higher as investors responded to the firm’s clear rejection of gamified trading, steady client growth, rising dividends, and signals of continued retail engagement despite a competitive fintech landscape.
Earnings
Kroger Rallies as New CEO Appointment Clarifies Direction
Kroger shares moved higher after the company named a new CEO and reaffirmed guidance, with investors responding to clearer leadership, capital return visibility, and a reduced strategic overhang following the failed Albertsons merger.
Earnings
BILL Surges After Q2 Beat as Revenue, Margins, and Guidance Rise
BILL jumped after reporting stronger-than-expected fiscal Q2 results, highlighted by accelerating product adoption, expanding margins, and raised full-year guidance, even as investors weighed longer-term visibility concerns.