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CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.
Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead.
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per
Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why.
Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.
During an interview with CNBC, Ives said that to some extent, earnings of big tech companies have “almost” caught up with valuation.
Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated
Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh
Azure revenue surged 43% as AI demand outpaced capacity, driving record quarterly results.
Wall Street expects second-quarter revenue of about $2.55 billion.
Yahoo Finance's Julie Hyman reports on Atlassian's (TEAM) 34% stock surge following strong fourth-quarter earnings and cloud growth, while analyzing broader software sector trends and ETF indicators on AlphaSpace.
Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut
Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.
Microsoft price prediction as Citi raises its MSFT target to $600 after strong Azure earnings, with CoinCodex forecasting a similar move toward $600.
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.
Investors have not missed out quite yet after Microsoft's post-earnings rally.
A10 Networks (NYSE:ATEN) reported second-quarter revenue growth of 15.5% as demand for its application networking and security offerings benefited from AI-related traffic, latency and security requirements. The company raised its full-year revenue and earnings outlook, citing results through the fir
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