Oracle Beat Q4. Then It Asked Wall Street for $40B
Oracle posted a clean Q4 FY26 beat, then unveiled a $40B FY27 raise for AI capex. ORCL slid 6% after-hours as the debt math overshadowed the print.
Earnings
Analysis of company earnings, guidance, margins, cash flow, and the market’s reaction. We separate reported results from estimates and explain the operating metrics behind headline numbers.
PEG Ratio Explained: When Growth Justifies a High P/E
PEG = P/E / earnings growth. Below 1 is the classic Lynch rule. Why the metric helps with growth stocks — and where it misleads.
Lululemon Plunges 12% as FY26 Guidance Cut Eclipses Beat
LULU beat Q1 FY26 but cut full-year guidance by ~$350M after Americas comps fell 5%. Pre-market: -12.6%. The international story is still working.
CrowdStrike Beats and Raises — Why CRWD Still Dropped 9%
CRWD beat Q1 FY27, raised full-year guidance, and announced a 4-for-1 split. A $1.35B billings print missed — and the stock fell 9% after hours.
Broadcom Reports Tonight: $2.3T AVGO and the AI XPU Print
Broadcom prints Q2 FY26 at 5 PM ET. AVGO is at all-time highs, options price a big move, and the AI accelerator number is the only one that matters.
Return on Invested Capital (ROIC) Explained
ROIC measures profit per dollar of capital invested. When ROIC beats WACC, the firm creates value. Here is the formula, math, and where it misleads.
Marvell’s $177B AI Bet: Q1 Beat, 102.4 Tbps Switch, NVLink
Marvell is up 138% YTD on a Q1 FY27 beat, the industry’s first 102.4 Tbps AI switch, and a widening Nvidia NVLink Fusion partnership.
HPE Surges 23% on Record Q2, Pulls 2028 Targets Forward
Hewlett Packard Enterprise blew past Q2 FY26 estimates with $10.68B revenue and $0.79 EPS, raised FY26 guidance sharply, and said it will hit its 2028 AI targets this year.
NetApp Surges 22% on Record Q4, AI Data Engine Drives FY27
NetApp jumped 22% to $174.29 after a record Q4 FY26: $1.95B revenue, $1.2B all-flash, and FY27 guidance up to $7.58B on AI Data Engine demand.
Nvidia’s $80B Buyback and 25x Dividend Hike, Explained
Nvidia returned $20B in Q1, added an $80B buyback authorization, and lifted its dividend 25x – even as it zeroed China out of its outlook.