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HPE Surges 23% on Record Q2, Pulls 2028 Targets Forward

June 6, 2026June 1, 2026 by Bruno

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.

Categories Artificial Intelligence, Earnings Tags dell technologies, hpe earnings, juniper networks, stock market, super micro Leave a comment

AST SpaceMobile Falls 18% on Blue Origin Pad Explosion

June 6, 2026June 1, 2026 by Bruno

AST SpaceMobile (ASTS) shed nearly 18% Friday after a Blue Origin New Glenn engine test exploded at Cape Canaveral, rattling the entire space-stock complex.

Categories Stock Market Tags ast spacemobile, blue origin, new glenn, space stocks, stock market Leave a comment

NetApp Surges 22% on Record Q4, AI Data Engine Drives FY27

June 6, 2026May 31, 2026 by Bruno

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.

Categories Artificial Intelligence, Earnings Tags ai data infrastructure, all-flash arrays, enterprise storage, netapp earnings, stock market Leave a comment

Nvidia’s $80B Buyback and 25x Dividend Hike, Explained

May 31, 2026May 31, 2026 by Bruno

Nvidia returned $20B in Q1, added an $80B buyback authorization, and lifted its dividend 25x – even as it zeroed China out of its outlook.

Categories Earnings, Shareholder Actions, Stock Market, Technology Tags data center, nvda buyback, nvidia earnings, semiconductor stocks, stock market Leave a comment

Ambarella Falls 21% on Q1 Beat as Guidance Lands In-Line

May 31, 2026May 30, 2026 by Bruno

Ambarella stock tumbled 21% Friday despite a Q1 FY27 earnings beat. In-line Q2 guidance disappointed a market priced for upside.

Categories Artificial Intelligence, Earnings, Stock Market Tags AI chips, ambarella earnings, edge ai, post-earnings drop, stock market Leave a comment

Okta Surges 23% on Q1 Beat, Raises FY27 on AI Agents

June 6, 2026May 29, 2026 by Bruno

Okta beat Q1 FY27 estimates on $765M revenue and $0.91 non-GAAP EPS, raised full-year guidance, and pitched identity as the control plane for AI agents.

Categories Artificial Intelligence, Earnings Tags ai agents, identity security, okta earnings, saas stocks, stock market Leave a comment

First Solar Jumps 11% on Section 232 Polysilicon Tariff Bet

May 31, 2026May 29, 2026 by Bruno

First Solar (FSLR) surged 10.86% to $303.38 on May 28, 2026, as traders front-ran an expected Section 232 polysilicon tariff verdict from the Commerce Department.

Categories Energy, Geopolitics Tags first solar, polysilicon tariff, section 232 tariffs, solar stocks, stock market Leave a comment

Best Buy Jumps 18% on Q1 Beat, Names Bonfig as Next CEO

May 31, 2026May 28, 2026 by Bruno

Best Buy comp sales rose 2% in Q1 FY27, EPS jumped 38% to $1.31, and CFO Jason Bonfig will succeed Corie Barry as CEO on Nov 1. Stock +18%.

Categories Consumer & Retail, Earnings Tags best buy earnings, jason bonfig, marketplace strategy, retail earnings, stock market Leave a comment

Snowflake Surges 35% on Q1 Beat, Lifts FY27 to $5.84B

May 31, 2026May 28, 2026 by Bruno

Snowflake Q1 product revenue grew 34% to $1.334B and RPO hit $9.21B as the data cloud raised FY27 guide to $5.84B, sending SNOW up roughly 35%.

Categories Artificial Intelligence, Earnings Tags AI stocks, cortex ai, data cloud, snow stock, snowflake earnings, stock market Leave a comment

DICK’S Q1: Sales +63%, Stock -6% on EPS Outlook Cut

May 31, 2026May 28, 2026 by Bruno

DICK’S Sporting Goods Q1 sales jumped 63% as Foot Locker turned profitable, but DKS fell 5.97% after the retailer trimmed its GAAP EPS outlook.

Categories Consumer & Retail, Earnings Tags dks earnings, foot locker integration, q1 fy2026 earnings, retail earnings, stock market Leave a comment
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