Marc Benioff, chief executive officer of Salesforce Inc., speaks during the 2025 Dreamforce conference in San Francisco, California, US, on Tuesday, Oct. 14, 2025. Michael Short | Bloomberg | Getty Images Salesforce announced this week that it executed the first steps in its debt-fueled $25 billion accelerated stock buyback plan. That’s half of the bigger…
Costco Wholesale reported solid quarterly results on Thursday, slightly beating analyst forecasts on the key lines. While we would have preferred to see stabilized renewal rates in its key region, the retailer’s consistently strong sales momentum can’t be ignored. Total revenue in its fiscal 2026 second quarter increased 9.2% year over year to $69.6 billion,…
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering on whether AI would be the company’s friend or foe. We believe it’s the former. Revenue in the fiscal fourth quarter increased 23% year over year to $1.305 billion, beating the consensus estimate of $1.297 billion compiled…
Shares of TJX Companies were flat on Wednesday despite the off-price retailer delivering another fantastic quarterly report. Conservative guidance, while unsurprising, is likely to blame. Revenue in the three months ended Jan. 31 increased 8.5% year over year to $17.7 billion, exceeding the consensus estimate of $17.4 billion, according to LSEG. Earnings per share (EPS)…
Texas Roadhouse missed Street estimates on both the top and bottom lines in the fourth quarter as high beef prices weighed on profits. But the restaurant chain’s strong comparable restaurant sales through the first seven weeks of the first quarter of 2026 paired with no change in management’s commodity inflation outlook for the year are…
Cisco Systems shares fell Wednesday evening despite the networking company delivering a beat and raise. The results were solid but not enough with the stock trading at record highs and at a premium to its historical valuation — something we warned created a tricky backdrop for the report. Revenue in the company’s fiscal 2026 second…
Amazon shares plummeted Thursday evening after the tech giant revealed a $200 billion capital expenditures plan for this year. Additionally, management’s current quarter profit forecast miss overshadowed what was otherwise a generally good final quarter of 2025. Revenue increased 14% year over year to $213.39 billion, beating expectations for $211.33 billion, according to estimates compiled…
Apple on Thursday evening reported a blowout holiday quarter, driven by a 23% increase in iPhone sales. A strong revenue guide for the current March quarter suggests this strong device cycle will continue. Revenue in Apple’s fiscal 2026 first quarter, which ended back on Dec. 27, rose 16% year over year to $143.76 billion, exceeding…
BlackRock shares jumped on Thursday after the world’s largest asset manager reported a better-than-expected quarter — capping off what the company described as “one of the strongest years” ever. Revenue in the fourth quarter of 2025 rose 23% year over year to $7 billion, topping the $6.69 billion estimate, according to LSEG. Adjusted earnings per…
Broadcom on Thursday evening reported another strong quarter and better-than-expected guidance for the current quarter. Nonetheless, the Club stock gave up its initial pop and traded sharply lower as the Q & A session of the post-earnings conference call kicked off. Investors were apparently not satisfied with CEO Hock Tan’s answer to an important question….
