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Shares of CrowdStrike, Zscaler, Tenable and Qualys surged Tuesday as analysts flagged AI adoption as a structural tailwind for cybersecurity spending, even as many sector names remain down sharply year-to-date.
Capital One’s first full quarter post-Discover shows an earnings miss and $4.07B in credit provisions, raising questions about integration costs and consumer credit health in 2026.
UnitedHealth surged 7% on a strong earnings beat — yet the S&P 500 still fell. Here’s why Q1 2026 earnings beats aren’t translating into market gains.
ASML beat Q1 2026 estimates and raised full-year guidance, signaling robust AI chip demand despite a cautious Q2 outlook and China export headwinds.
Apple names John Ternus as its next CEO, with Tim Cook stepping down September 1. What the engineer handoff means for the $4 trillion tech giant.
With 400+ companies reporting this week and EPS estimates rising again, Q1 2026’s peak earnings week is a key test for the market’s record-breaking rally.
Intuitive Surgical reports Q1 2026 earnings April 21 with its stock down 20% YTD. Here’s what analysts are watching — from da Vinci 5 adoption to the China challenge.
UnitedHealth reports Q1 2026 earnings April 22. Medical loss ratios, Medicaid risk, Optum growth — and what it means for healthcare stocks.
QXO, led by serial dealmaker Brad Jacobs, agreed to acquire building products leader TopBuild for $17 billion—one of 2026’s largest M&A transactions.
Google is in talks with Marvell to build next-gen AI inference chips. Here’s what the custom silicon arms race means for MRVL, NVDA, and the broader semiconductor sector.