Novo Nordisk’s Mixed FY2025: Solid Finish, Intense 2026 Outlook
Quick Take Novo Nordisk closed 2025 with double-digit sales growth and mid-single-digit operating profit growth (constant currency), but stunned investors...
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Super Micro Computer (SMCI) Q2 2026 Earnings Preview: Street Expectations and Key Watch Items
Ahead of the next earnings report from Super Micro Computer, we break down Street expectations, the metrics that will move...
AMD climbs ahead of earnings as the rest of the chip pack rallies too
The bid in Advanced Micro Devices has strengthened into its report, with investors leaning into data-center and AI infrastructure as...
Disney’s fiscal Q1: resilient earnings, record parks revenue, and a streaming shift toward profits
The Walt Disney Company opened fiscal 2026 with results that struck a balanced chord: modest top-line growth, a decisive earnings...
SoFi cracks the $1B quarter: Q4 2025 shows scale, diversification – and a bolder 2026 roadmap
SoFi Technologies capped 2025 with its first-ever billion-dollar quarter, a symbolic and strategic milestone that underscores how far the digital...
ExxonMobil & Chevron Q4 2025 Preview: What the Market Expects
From ExxonMobil and Chevron Wall Street expects lower headline earnings vs. last year on late-Q4 oil and gas price softness, but the reaction...
Oil Prices Extend Gains as Iran Tensions Rise
Oil prices climb for a third session as heightened Iran risks meet a surprise U.S. crude draw, tightening balances and...
Broadcom Poised to Lead Custom AI Server Compute ASICs Through 2027
Counterpoint-style industry data points to Broadcom keeping a dominant share as the preferred AI server compute ASIC partner through 2027....
UnitedHealth’s Q4 2025: messy GAAP, steady adjusted EPS—and a policy overhang investors can’t ignore
UnitedHealth Group’s newly released quarter delivered a split-screen story. On one side, heavy one-time charges knocked GAAP profitability to near...
PayPal to acquire Cymbio, expanding agentic commerce reach
PayPal agreed to acquire Cymbio, a Tel Aviv–based multi-channel orchestration platform that helps brands list, sync, and fulfill across marketplaces and...