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Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...

Coherent (COHR) has been back in focus after reporting quarterly results that topped analyst expectations on revenue and margins, with management pointing to strong AI datacenter and communications demand and higher capital spending. See our latest analysis for Coherent. The stock has been on a strong run, with the share price gaining 18.24% over the past 30 days and 51.99% over 90 days. The 1-year total shareholder return is very large, reflecting how AI datacenter demand and NVIDIA’s stake...

Lam Research (LRCX) is back in focus after Micron signaled heavy AI related capital spending, reinforcing expectations of tight chip supply and multi year capacity builds that feed directly into semiconductor equipment demand. See our latest analysis for Lam Research. Short term, Lam Research’s share price has cooled slightly with a 1 day share price return that declined 1.16%. However, the 30 day share price return of 22.92% and year to date share price return of 72.34%, alongside a very...

Carysil Ltd (BOM:524091) reports robust financial performance with significant income and profit growth, while navigating market challenges and expanding global presence.

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

In the first quarter of fiscal 2027, Salesforce returned $27.5 billion to shareholders.

Sandisk was trading near $36 twelve months ago. It has since done something that most stocks never do in a lifetime. And on May 27, one of Wall Street's major banks looked at that run and decided the story was not finished. The argument it made for why is more specific than most investors are ...

Moby summary of Synopsys, Inc.'s Q2 2026 earnings call

Snowflake shares soared 36% after-hours on signing an AI deal with Amazon and buying Natoma, a platform for enterprise AI agents.

US stock futures edged up as a wave of tech earnings boosted confidence in the AI trade.

Synopsys (NASDAQ:SNPS) reported fiscal second-quarter results above its own guidance and raised its full-year outlook, citing solid execution, demand tied to artificial intelligence chip development and early benefits from its integration of Ansys. President and CEO Sassine Ghazi said Synopsys deli

Snowflake (NYSE:SNOW) reported accelerating growth in its first quarter of fiscal 2027 and raised its full-year outlook, with executives pointing to stronger demand for its core data platform and early traction from artificial intelligence products including Snowflake Intelligence and Cortex Code.

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

Agilent Technologies (NYSE:A) raised its fiscal 2026 outlook after reporting stronger-than-expected second-quarter results, with management pointing to broad-based demand, instrument replacement momentum, pricing actions and operational gains from its Ignite operating system. CEO Padraig McDonnell

Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust

Before we begin, I would like to remind everyone that during the course of this conference call, Synopsys will discuss forecasts, targets and other forward looking statements regarding the company and its financial results. EDA IP and multiphysics simulation have emerged as essential capabilities in the AI supply chain.

Salesforce expects average Q2 revenue at $11.3 billion, marginally missing expectations of $11.4 billion.

For the first quarter of fiscal 27 Marvell delivered record revenue of $2.418 billion reflecting 9% sequential and 28% year over year growth. Revenue exceeded the midpoint of guidance and as a result non-GAAP earnings per share of $0.80 exceeded the midpoint of guidance by $0.01 We are seeing strong demand and exceptional bookings across our entire data center portfolio. This robust demand is reflected in our guidance for the second quarter of 27, which we expect total company revenue to grow 12% sequentially and 35% year over year at the midpoint.

Joining me today are Rajiv Ramaswami, Nutanix's CEO and Rukmini Sivaraman, Nutanix's CFO. After the market closed today, Nutanix issued a press release announcing third quarter fiscal year 26 financial results. If you would like to read the release, please visit the Press Releases section of our IR website During today's call, management will make forward looking statements including financial guidance.

Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.

CEO Marc Benioff Says Agentic AI Offers Huge Growth Opportunity

Marvell Technology posted better-than-expected first-quarter results and issued an upbeat second-quarter forecast, driven by strong growth in its data center and AI-related chip demand.

Investors weigh softer WATCHMAN and urology demand against a still-active device pipeline and capital deployment moves, today, May 27, 2026.

Phreesia (PHR) delivered earnings and revenue surprises of +150.00% and +0.51%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

HP (HPQ) delivered earnings and revenue surprises of +20.11% and +3.52%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Marvell (MRVL) delivered earnings and revenue surprises of -0.39% and +0.59%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Although the revenue and EPS for Snowflake (SNOW) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

While the top- and bottom-line numbers for Nutanix (NTNX) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Although the revenue and EPS for Salesforce (CRM) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The headline numbers for Synopsys (SNPS) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.