For months, investors have asked how Oracle (ORCL) would pay for its AI build-out. On Wednesday the company put numbers on it, and the stock had its best day since May. Shares closed up about 11% at about $144 Wednesday, adding more than $40 billion in market value, as the company laid out new financial

Google (GOOG, GOOGL) reported its third quarter earnings after the bell on Wednesday, missing revenue projections on lower-than-anticipated advertising sales, despite Google Cloud growth of 103%. Google saw earnings per share (EPS) of $2.12 on revenue of 127.58 billion. Analysts were looking for EPS of $3.01 on revenue of $127.93 billion. Revenue excluding traffic acquisition

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) faces a familiar earnings test tonight: can its AI push deliver enough growth to justify the spending? Shares traded at $530.37, down 0.18%, at 9:55 a.m. ET on October 28. The company’s earnings preview puts Azure and investment costs in focus, but investors also have new reporting

Applied Digital (NASDAQ: APLD) insiders have been buying the dip as the artificial intelligence (AI) stock continues to slide. The company’s CEO and president bought a combined $6.7 million worth of shares on Oct. 16. Despite the insider buying, Applied Digital is down by more than 30% over the past month. No doubt, sentiment around

Quick Read NRG Energy (NRG) turned a $1,000 investment made 10 years ago into $11,467, representing a 1,047% return, and that is despite a 39% drop in 2026. NRG missed EPS estimates in both Q1 and Q2 2026, reporting $1.49 versus expectations above $1.73, with Texas power prices averaging $33/MWh versus a $52 planning assumption.

Wingstop Soars 13% on Q3 Earnings Beat Even as CEO Says He’s “Not Satisfied” ©PeskyMonkey from Getty Images via Canva Key Takeaways Wingstop shares rose 13% after third-quarter adjusted EPS of $1.08 beat the $1.02 analysts expected, despite a revenue miss. The stock had already fallen so far that a modest beat and steady restaurant

Image from Pixabay For questions about this article or underlying research, email help@trefis.com. Investors pay 22.3 times earnings for Home Depot (HD) stock. That valuation is higher than for its closest rival, Lowe’s, or for Amazon, but lower than for Walmart or Costco. Among these five large retailers, Home Depot retains the highest share of

Quick Read Jim Reid found October 27 historically marks the S&P 500’s autumn low, and SPY gained 0.57% as small caps surged over 1%. RSP hedges megacap concentration risk. Microsoft alone holds nearly 5% of SPY, meaning one bad earnings report can erase seasonal gains. The S&P 500 has averaged +17% returns in the year

Quick Read QCOM trades at a forward P/E of 18 while two hyperscaler custom silicon deals are set to generate revenue as early as the December quarter. Broadcom’s AI semiconductor revenue hit $17 billion, up 221%, representing the exact market QCOM is now entering, yet it trades at a steep discount to both NVDA and

The stock market’s favorite season starts Monday. For decades, November through April has beaten the rest of the year by a mile. That’s the Halloween indicator, also called the “best six months” or “sell in May.” Buy stocks at the end of October, hold them through April, then step aside for the summer. Yale Hirsch