US stocks have been called sharply lower on Thursday after jobs cuts in the past month were higher than expected, while Google parent Alphabet is set to lead a further tech decline after its earnings overnight. Futures for the S&P 500 were down 0.7% an hour and a half before the opening...
US stocks have been called sharply lower on Thursday after jobs cuts in the past month were higher than expected, while Google parent Alphabet is set to lead a further tech decline after its earnings overnight. Futures for the S&P 500 were down 0.7% an hour and a half before the opening...
The biggest winners in the SpaceX-xAI merger might be the original Twitter shareholders, while SpaceX shareholders might be the losers. The head of both xAI and SpaceX, as well as Tesla Elon Musk, shocked the investment world Monday when he announced that SpaceX had acquired xAI, creating what he called “the most ambitious, vertically-integrated innovation engine on (and off) Earth.” SpaceX can pu...
The biggest winners in the SpaceX-xAI merger might be the original Twitter shareholders, while SpaceX shareholders might be the losers. The head of both xAI and SpaceX, as well as Tesla Elon Musk, shocked the investment world Monday when he announced that SpaceX had acquired xAI, creating what he called “the most ambitious, vertically-integrated innovation engine on (and off) Earth.” SpaceX can put things in space at a rate unmatched in human history, so essentially it became an AI juggernaut overnight.
Check out the companies making the biggest moves in premarket trading: Qualcomm — The chipmaker sank nearly 11% as a global memory shortage hurt its forecast . Qualcomm expects fiscal second-quarter adjusted earnings of between $2.45 and $2.65 per share on revenue of $10.2 billion to $11 billion. Analysts polled by LSEG were expecting $11.11 billion in sales and earnings of $2.89 per share. Estee ...
Check out the companies making the biggest moves in premarket trading: Qualcomm — The chipmaker sank nearly 11% as a global memory shortage hurt its forecast . Qualcomm expects fiscal second-quarter adjusted earnings of between $2.45 and $2.65 per share on revenue of $10.2 billion to $11 billion. Analysts polled by LSEG were expecting $11.11 billion in sales and earnings of $2.89 per share. Estee Lauder — The cosmetics company tanked 12% following its second-quarter financial results. Estee Lauder reported adjusted earnings of 89 cents per share, topping the 84 cents expected from analysts polled by LSEG. Its revenue of $4.23 billion was in line with expectations. The company also raised its full year earnings guidance to $2.05 to $2.25 per share, versus the $2.16 consensus estimate. Carrier Global — Shares shed 6.6% after the company missed on both the top and bottom lines. Carrier Global's fourth-quarter adjusted earnings came in at 34 cents per share, versus the 36 cents consensus estimate per FactSet. Revenue was $4.84 billion, compared to the $4.98 billion expected from analysts. Align Technology — The maker of Invisalign popped 2.7% after posting fourth-quarter results that beat on the top and bottom lines. Align Technology reported earnings of $3.29 per share on an adjusted basis, more than the LSEG consensus estimate of $2.97. Revenue of $1.05 billion exceeded the $1.03 billion expected by analysts. Corpay — The corporate payments company rallied nearly 3% following its earnings and revenue beat. Corpay reported adjusted earnings of $6.04 per share, versus the $5.94 a share expected from analysts polled by FactSet. Revenue came in a $1.25 billion, compared to the $1.23 billion consensus estimate. Alphabet — The Google parent lost more than 3%. Alphabet beat on both its earnings and revenue for the fourth quarter. However, it also projected a huge increase in capital expenditure for 2026 to between $175 billion and $185 million — more than double its 2025 spe...
NetScout Systems press release ( NTCT ): Q3 Non-GAAP EPS of $1.00 beats by $0.18 . Revenue of $250.7M (-0.5% Y/Y) beats by $17.01M . Adjusted EBITDA (formerly non-GAAP EBITDA from operations; no change to adjustments included or prior period results) in the third quarter of fiscal year 2026 was $91.7 million, or 36.6% of quarterly revenue for the period. This compares to adjusted EBITDA of $92.8 m...
NetScout Systems press release ( NTCT ): Q3 Non-GAAP EPS of $1.00 beats by $0.18 . Revenue of $250.7M (-0.5% Y/Y) beats by $17.01M . Adjusted EBITDA (formerly non-GAAP EBITDA from operations; no change to adjustments included or prior period results) in the third quarter of fiscal year 2026 was $91.7 million, or 36.6% of quarterly revenue for the period. This compares to adjusted EBITDA of $92.8 million in the third quarter of fiscal year 2025, or 36.8% of quarterly revenue for the period. As of December 31, 2025, cash, cash equivalents, short and long-term marketable securities and investments increased to $586.2 million, compared with $492.5 million as of March 31, 2025. As of December 31, 2025, the Company had no debt outstanding under its $600 million revolving credit facility, which expires in October 2029. Financial Outlook Update Based on year-to-date performance, including the acceleration of orders, and the Company’s current pipeline, NETSCOUT is raising the midpoint of its outlook ranges for revenue and GAAP and non-GAAP net income per share (diluted) for fiscal year 2026 as follows: Revenue is expected to be in the range of $835 million to $870 million vs. $854.64M consensus , which implies year-over-year growth at the midpoint of 3.6%. This compares to the previous revenue range of $830 million to $870 million. GAAP net income per share (diluted) is expected to be in the range of $1.15 to $1.23. This compares to the previous GAAP net income per share range of $1.13 to $1.23. Non-GAAP net income per share (diluted) is expected to be in the range of $2.37 to $2.45 compared to the previous range of $2.35 to $2.45 vs. $2.42 consensus . More on NetScout Systems NetScout: Visibility Is Strengthening, And The Stock Still Has Room To Run NetScout Systems, Inc. 2026 Q2 - Results - Earnings Call Presentation NetScout Systems Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on NetScout Systems Historical earnings data for NetScout Systems
(RTTNews) - MACOM Technology Solutions Holdings Inc. (MTSI) revealed a profit for its first quarter that Increases, from last year The company's bottom line totaled $48.76 million, or $0.64 per share. This compares with $45.12 million, or $0.59 per share, last year. Excluding items, MACOM Technology Solutions Holdings Inc. reported adjusted earnings of $78.22 million or $1.02 per share for the per...
(RTTNews) - MACOM Technology Solutions Holdings Inc. (MTSI) revealed a profit for its first quarter that Increases, from last year The company's bottom line totaled $48.76 million, or $0.64 per share. This compares with $45.12 million, or $0.59 per share, last year. Excluding items, MACOM Technology Solutions Holdings Inc. reported adjusted earnings of $78.22 million or $1.02 per share for the period. The company's revenue for the period rose 4.0% to $271.61 million from $261.17 million last year. MACOM Technology Solutions Holdings Inc. earnings at a glance (GAAP) : -Earnings: $48.76 Mln. vs. $45.12 Mln. last year. -EPS: $0.64 vs. $0.59 last year. -Revenue: $271.61 Mln vs. $261.17 Mln last year. -Guidance: Next quarter EPS guidance: $ 1.05 To $ 1.09 Next quarter revenue guidance: $ 281 M To $ 289 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The Latin American e-commerce market is set for significant growth through developments in instant payments, marketplace ecosystems, and omnichannel retail strategies. Integrating fintech solutions and upgrading logistics capabilities present considerable opportunities, as cross-border trade flows become a key competitive area among major regional players. The market is projected to expand from $1...
The Latin American e-commerce market is set for significant growth through developments in instant payments, marketplace ecosystems, and omnichannel retail strategies. Integrating fintech solutions and upgrading logistics capabilities present considerable opportunities, as cross-border trade flows become a key competitive area among major regional players. The market is projected to expand from $158.1 billion in 2024 to approximately $235.7 billion by 2029, driven by increased adoption of instant payment systems and marketplace-driven commerce ecosystems. With regulatory changes in Mexico targeting low-value imports, competition is intensifying, especially among marketplaces enhancing their ecosystem models with services like advertising, credit, and loyalty programs. As the market evolves, smaller e-commerce entities may leverage marketplace infrastructures and third-party logistics to stay viable, while omnichannel retailers focus on strengthening same-day delivery networks. In other trading, East Buy Holding was a notable mover up 10.7% and ending the day at HK$31.70. Meanwhile, Microalliance Group softened, down 35.9% to close at $1.14. Rapidly capitalize on Amazon's high-margin growth potential through AWS and AI advancements. Explore our narrative to understand Amazon's strategic edge and future prospects. Best E-Commerce Stocks Adobe finished trading at $279.71 up 2.9%. Salesforce finished trading at $199.44 up 1.6%. Amazon.com closed at $232.99 down 2.4%. On Tuesday, being expanded its U.S. presence by launching five new haircare products at Target. Taking Advantage This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analy...
France intends to discuss the euro’s appreciation against the dollar when European Union leaders meet next week to discuss improving the bloc’s ailing competitiveness. French President Emmanuel Macron plans to raise the issue of exchange rates during Thursday’s retreat as one of several issues to boost the economy and reduce vulnerabilities, said people familiar with the matter, declining to be id...
France intends to discuss the euro’s appreciation against the dollar when European Union leaders meet next week to discuss improving the bloc’s ailing competitiveness. French President Emmanuel Macron plans to raise the issue of exchange rates during Thursday’s retreat as one of several issues to boost the economy and reduce vulnerabilities, said people familiar with the matter, declining to be identified discussing confidential matters. The summit’s agenda already looks busy: The bloc is attempting to complete its single market to gain more economic weight by reducing long-standing national barriers across sectors, including financial services. With the US and China increasingly weaponizing the EU’s dependencies on arms and rare earths, member states also want to diversify from their largest trading partners. A spokesperson for the French government declined to comment. The euro’s latest rally against the dollar — exacerbated by President Donald Trump ’s comments that he’s not concerned — has emerged as a key risk to the European Central Bank ’s outlook, which envisages inflation dipping below 2% this year and next. A strong euro creates a headwind for exporters, potentially curbing growth while also dragging down import costs. While ECB Governing Council member Francois Villeroy De Galhau last week expressed concern about the euro’s appreciation, other policymaker kept quiet on the matter ahead of the seven-day quiet period that precedes rate meetings. ECB President Christine Lagarde is likely to be quizzed about the issue when she speaks in Frankfurt later on Thursday, after the central bank’s first policy decision of the year. EU policymakers have repeatedly urged the bloc to reduce its dollar dependency by increasing the euro’s international role. More transactions in euros are seen as one possible way to avoid the fallout from currency turbulence. Lagarde said last autumn that “greater use of the euro in trade invoicing would reduce transaction costs for expor...
Griffon press release ( GFF ): Q1 Non-GAAP EPS of $1.45 beats by $0.12 . Revenue of $649.1M (+2.6% Y/Y) beats by $29.72M . riffon now expects fiscal 2026 revenue from continuing operations to be $1.8 billion (vs. consensus of $2.53B) and Adjusted EBITDA to be $520 million, excluding unallocated costs of $62 million. Free cash flow from continuing operations, including capital expenditures of $50 m...
Griffon press release ( GFF ): Q1 Non-GAAP EPS of $1.45 beats by $0.12 . Revenue of $649.1M (+2.6% Y/Y) beats by $29.72M . riffon now expects fiscal 2026 revenue from continuing operations to be $1.8 billion (vs. consensus of $2.53B) and Adjusted EBITDA to be $520 million, excluding unallocated costs of $62 million. Free cash flow from continuing operations, including capital expenditures of $50 million, is expected to exceed net income, with depreciation of $27 million and amortization of $15 million. Fiscal year 2026 interest expense is expected to be $93 million, and Griffon’s normalized tax rate is expected to be 28%. More on Griffon Griffin Corporation (GFF) Stock: Why The Sell Rating? | 2-Minute Analysis Griffon Corporation 2025 Q4 - Results - Earnings Call Presentation Griffon Corporation: The Door To Upside Hasn't Shut Yet Griffon Q1 2026 Earnings Preview Griffon outlines $2.5B revenue and $580M–$600M EBITDA targets for 2026 while strengthening capital returns
(RTTNews) - Cummins Inc. (CMI) announced earnings for its fourth quarter that Increased, from last year The company's earnings totaled $593 million, or $4.27 per share. This compares with $418 million, or $3.02 per share, last year. The company's revenue for the period rose 1.1% to $8.536 billion from $8.447 billion last year. Cummins Inc. earnings at a glance (GAAP) : -Earnings: $593 Mln. vs. $41...
(RTTNews) - Cummins Inc. (CMI) announced earnings for its fourth quarter that Increased, from last year The company's earnings totaled $593 million, or $4.27 per share. This compares with $418 million, or $3.02 per share, last year. The company's revenue for the period rose 1.1% to $8.536 billion from $8.447 billion last year. Cummins Inc. earnings at a glance (GAAP) : -Earnings: $593 Mln. vs. $418 Mln. last year. -EPS: $4.27 vs. $3.02 last year. -Revenue: $8.536 Bln vs. $8.447 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - Madison Square Garden Sports Corp. (MSGS) revealed earnings for its second quarter that Increased, from last year The company's bottom line came in at $8.24 million, or $0.34 per share. This compares with $1.11 million, or $0.05 per share, last year. The company's revenue for the period rose 12.8% to $403.42 million from $357.76 million last year. Madison Square Garden Sports Corp. ear...
(RTTNews) - Madison Square Garden Sports Corp. (MSGS) revealed earnings for its second quarter that Increased, from last year The company's bottom line came in at $8.24 million, or $0.34 per share. This compares with $1.11 million, or $0.05 per share, last year. The company's revenue for the period rose 12.8% to $403.42 million from $357.76 million last year. Madison Square Garden Sports Corp. earnings at a glance (GAAP) : -Earnings: $8.24 Mln. vs. $1.11 Mln. last year. -EPS: $0.34 vs. $0.05 last year. -Revenue: $403.42 Mln vs. $357.76 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Investing.com -- Microsoft has been downgraded to Hold from Buy at Stifel, with analyst Brad Reback warning that Wall Street’s forecasts for fiscal and calendar 2027 are “too optimistic” given cloud supply constraints, rising spending and intensifying AI competition. Reback said it is “time for a break,” cutting the firm’s target price to $392 from $540. Stifel flagged ongoing Azure supply limitat...
Investing.com -- Microsoft has been downgraded to Hold from Buy at Stifel, with analyst Brad Reback warning that Wall Street’s forecasts for fiscal and calendar 2027 are “too optimistic” given cloud supply constraints, rising spending and intensifying AI competition. Reback said it is “time for a break,” cutting the firm’s target price to $392 from $540. Stifel flagged ongoing Azure supply limitations as a central issue. The analysts said that “given the well-documented Azure supply issues, coupled with Google’s strong GCP/Gemini results…and growing Anthropic momentum, we believe near-term Azure acceleration is unlikely.” The firm also expects revenue recognition to normalise after fiscal 2026 benefitted from multiple product cycles. Stifel warned that spending pressures will rise sharply. The firm increased its fiscal 2027 capital expenditure estimate to “~$200B (~40% growth),” well above the Street’s roughly $160 billion expectation. Reback added that higher investment needs mean gross margin estimates must fall, lowering Stifel’s fiscal 2027 forecast to “~63% vs ~67% consensus.” Operationally, Stifel sees Microsoft entering “a new, albeit still efficient, spending phase” to build and commercialise its own AI tools, which is “likely to be a headwind to OM leverage.” While the firm still views Microsoft as well-positioned over the long term, it argued that “the near-term prospects seem a bit more cloudy as Google appears to be rapidly gaining AI share and MSFT’s OAI relationship is not nearly as additive as it once was.” Stifel does not expect the stock to re-rate until capital expenditure growth slows below Azure growth or the cloud platform delivers “a significant acceleration.” Related articles Stifel issues rare Microsoft downgrade on cloud and AI concerns These 2 stocks are best positioned to benefit from higher uranium prices: analyst HSBC raises silver price forecasts as market tightness persists
Investing.com -- Microsoft has been downgraded to Hold from Buy at Stifel, with analyst Brad Reback warning that Wall Street’s forecasts for fiscal and calendar 2027 are “too optimistic” given cloud supply constraints, rising spending and intensifying AI competition. Reback said it is “time for a break,” cutting the firm’s target price to $392 from $540. Stifel flagged ongoing Azure supply limitat...
Investing.com -- Microsoft has been downgraded to Hold from Buy at Stifel, with analyst Brad Reback warning that Wall Street’s forecasts for fiscal and calendar 2027 are “too optimistic” given cloud supply constraints, rising spending and intensifying AI competition. Reback said it is “time for a break,” cutting the firm’s target price to $392 from $540. Stifel flagged ongoing Azure supply limitations as a central issue. The analysts said that “given the well-documented Azure supply issues, coupled with Google’s strong GCP/Gemini results…and growing Anthropic momentum, we believe near-term Azure acceleration is unlikely.” The firm also expects revenue recognition to normalise after fiscal 2026 benefitted from multiple product cycles. Stifel warned that spending pressures will rise sharply. The firm increased its fiscal 2027 capital expenditure estimate to “~$200B (~40% growth),” well above the Street’s roughly $160 billion expectation. Reback added that higher investment needs mean gross margin estimates must fall, lowering Stifel’s fiscal 2027 forecast to “~63% vs ~67% consensus.” Operationally, Stifel sees Microsoft entering “a new, albeit still efficient, spending phase” to build and commercialise its own AI tools, which is “likely to be a headwind to OM leverage.” While the firm still views Microsoft as well-positioned over the long term, it argued that “the near-term prospects seem a bit more cloudy as Google appears to be rapidly gaining AI share and MSFT’s OAI relationship is not nearly as additive as it once was.” Stifel does not expect the stock to re-rate until capital expenditure growth slows below Azure growth or the cloud platform delivers “a significant acceleration.” Related articles Stifel issues rare Microsoft downgrade on cloud and AI concerns Nvidia's new Alpamayo project: What it means for Tesla? Wolfe Research outlines eight risks that could spark stock declines in 2026
Intercontinental Exchange ( ICE ) declared $0.52/share quarterly dividend , 8.3% increase from prior dividend of $0.48. Forward yield 1.26% Payable March 31; for shareholders of record March 17; ex-div March 17. See ICE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Intercontinental Exchange Intercontinental Exchange: Risk-Reward Attractive With Shares Trading At A Low-Twenties Multip...
Intercontinental Exchange ( ICE ) declared $0.52/share quarterly dividend , 8.3% increase from prior dividend of $0.48. Forward yield 1.26% Payable March 31; for shareholders of record March 17; ex-div March 17. See ICE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Intercontinental Exchange Intercontinental Exchange: Risk-Reward Attractive With Shares Trading At A Low-Twenties Multiple Intercontinental Exchange, Inc. (ICE) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Intercontinental Exchange, Inc. (ICE) Presents at UBS Global Technology and AI Conference 2025 Transcript Intercontinental Exchange beats top-line and bottom-line estimates; initiates FY26 outlook Intercontinental Exchange Q4 2025 Earnings Preview
MACOM Technology press release ( MTSI ): Q1 Non-GAAP EPS of $1.02 beats by $0.02 . Revenue of $271.6M (+24.5% Y/Y) beats by $2.58M . Adjusted gross margin was 57.6%, compared to 57.5% in the previous year fiscal first quarter and 57.1% in the prior fiscal quarter. Business Outlook For the fiscal second quarter ending April 3, 2026, MACOM expects revenue to be in the range of $281 million to $289 m...
MACOM Technology press release ( MTSI ): Q1 Non-GAAP EPS of $1.02 beats by $0.02 . Revenue of $271.6M (+24.5% Y/Y) beats by $2.58M . Adjusted gross margin was 57.6%, compared to 57.5% in the previous year fiscal first quarter and 57.1% in the prior fiscal quarter. Business Outlook For the fiscal second quarter ending April 3, 2026, MACOM expects revenue to be in the range of $281 million to $289 million vs. $275.73M consensus . Adjusted gross margin is expected to be between 57.0% and 59.0%, and adjusted earnings per diluted share is expected to be between $1.05 and $1.09 ( vs. $1.03 consensus) utilizing an anticipated non-GAAP income tax rate of 3% and 77.7 million fully diluted shares outstanding. More on MACOM Technology MACOM Technology Q1 2026 Earnings Preview Celestica, Arista, Credo among BNP Paribas' top AI stocks for 2026 Seeking Alpha’s Quant Rating on MACOM Technology Historical earnings data for MACOM Technology Financial information for MACOM Technology