Earnings
DoorDash (DASH) missed fourth-quarter earnings and revenue estimates, sending shares lower initially. However, strong gross order value growth and upbeat first-quarter guidance helped the stock rebound, highlighting investor focus on demand trends and long-term platform strategy.
Earnings
Palo Alto Networks beat second-quarter estimates, but weaker earnings guidance and margin pressure tied to acquisitions weighed on shares despite stronger revenue projections.
Innovation & Tech
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.
Innovation & Tech
Microsoft and Nvidia face volatility as investors weigh AI-driven cloud growth against rising capital expenditures and broader sector disruption concerns.
Innovation & Tech
Alibaba and Baidu shares fell after being briefly added to a Pentagon list of firms allegedly aiding China’s military, underscoring how geopolitical headlines and AI competition are shaping stock market reactions in Chinese tech.
Earnings
Rivian (RIVN) stock jumped after reporting improved gross profit, narrowing losses, and strong 2026 delivery guidance, while analysts offered mixed views on execution risks and the upcoming R2 launch.
Earnings
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
Fastly (FSLY) stock surged after the company reported fourth-quarter revenue of $172.6 million and adjusted earnings of $0.12 per share, both exceeding expectations, as AI-driven traffic boosted growth and margins.
Earnings
Shopify (SHOP) shares declined after reporting 31% fourth-quarter revenue growth that beat expectations, as margin guidance and broader software sector pressure weighed on investor sentiment.
Earnings
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.
Earnings
Roblox shares jumped after fourth-quarter results showed a sharp acceleration in bookings, user growth, and engagement, reinforcing how platform activity — not reported revenue — drove the market’s reaction.
Earnings
Amazon delivered solid fourth-quarter results led by accelerating AWS growth, but the market reaction turned negative as investors focused on the scale and implications of the company’s $200 billion capital spending plan.