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Oracle Posts Big AI Cloud Win as Backlog Soars and Cash Burn Widens

The earnings beat shows strong AI infrastructure demand, leaving Oracle with record capex, negative free cash flow, concentrated contract risk.

AeroVironment Crushes Q1 Estimates and Lands Major Laser Contracts

RH Reports Strong EPS Beat as It Bets on Estates to Expand Market

Chewy Raises Full‑Year Outlook After Q2 Beat as Cash‑Flow Miss Sends Stock Lower

Academy Raises Full-Year Profit Outlook After Tariff Refund Lifts Q2 Margins

Casey’s Q1 Tops Estimates but Shares Fall After Management Holds Guidance

Braze Beats Q2 Estimates but Low Q3 EPS Guide Sends Stock Down

Signet Jewelers Raises Profit Outlook After Strong Q2 Results

Snowflake Rerated After AI-Fueled Quarter and Upgraded Guidance

Broadcom Sets $230 Billion AI Revenue Target While Stock Dips After Q3

Lululemon Stock Plummets After Second Guidance Cut as New CEO Prepares to Take Over

UiPath Beats Q2 Targets but Stock Plummets After Investors Question Growth Path

Zscaler Beats Q4 Estimates but Guides to a Sharper FY2027 Slowdown

Palo Alto Tops Q4 Estimates but Shares Fall as Growth Outlook Raises Questions

Rubrik Beats Q2 Estimates but Shares Pull Back After Run-Up

Adobe Posts Record Q2 Revenue as Freemium AI Pivot Weighs on Near-Term ARR

ChargePoint Posts Q2 Revenue Beat and Margin Gain

Credo Beats Q1 Estimates but Stock Tanks on Margin Signal and Guidance

HPE Posts Record Q3 and Lifts Outlook as AI Orders Surge

C3.ai Narrows Losses and Wins Big Contracts as Revenue Falls 27%