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Nvidia and ServiceNow are teaming up to launch a new kind of AI agent.

Shopify Drops After Strong Results: Guidance Clouds Growth Story

Gartner beats Q1 EPS estimates as contract value rises and costs ease, lifting the 2026 EPS and free cash flow guidance despite lower revenues.

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

Shopify Inc (TSX:SH., NYSE:SHOP) shares fell sharply on Wednesday, dropping 13.5% after the company reported mixed first quarter 2026 results that paired strong revenue growth with a sizeable loss and guidance that largely met expectations rather than exceeding them. For the quarter ended...

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Moby summary of Shopify Inc.'s Q1 2026 earnings call

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

CMI beat Q1 2026 estimates as Power Systems and data-center power demand lifted margins, even as Engine and Components sales fell.

Moby summary of PayPal Holdings, Inc.'s Q1 2026 earnings call

Moby summary of Fiserv, Inc.'s Q1 2026 earnings call

Here's a trade that takes advantage of the high implied volatility around the earnings announcement for Datadog stock.

Moby summary of Energy Transfer LP's Q1 2026 earnings call

Moby summary of Procore Technologies, Inc.'s Q1 2026 earnings call

Moby summary of Aptiv PLC's Q1 2026 earnings call

Moby summary of GLOBALFOUNDRIES Inc.'s Q1 2026 earnings call

Moby summary of DigitalOcean Holdings, Inc.'s Q1 2026 earnings call

Moby summary of American Electric Power Company, Inc.'s Q1 2026 earnings call

Moby summary of Leidos Holdings, Inc.'s Q1 2026 earnings call

HOG Q1 EPS misses as tariffs and incentives squeeze HDMC margins, even with retail sales up and 2026 guidance reaffirmed.

Pfizer Inc (NYSE:PFE, XETRA:PFE) reported first-quarter 2026 revenue and adjusted profit above Wall Street expectations on Tuesday, driven by strong growth in its launched and acquired products, as the drugmaker reaffirmed its full-year financial outlook. The pharmaceutical giant posted...

Thank you for joining us for Powell Industries, Inc. conference call today to review fiscal year 2026 second quarter results. With me on the call are Brett A. Cope, Powell Industries, Inc. Chairman and CEO, and Michael W. Metcalf, Powell Industries, Inc. CFO. This conference call includes certain statements, including statements related to the company's expectations of its future operating results, that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Palantir Beats Big, but Stock Falls as High Expectations Bite

James C. Grech: One of the world's largest hedge funds recently commented to us that Peabody Energy Corporation was at the intersection of some of the most significant themes going on in America, and I could not agree more. When coupled with plans for increased U.S. manufacturing, this means power generation will struggle to keep up with demand for the foreseeable future. U.S. coal plants’ reliability and affordability also continue to be emphasized.

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

An excellent earnings report from Palantir Technologies wasn’t enough to lift the software company’s own stock. The exchange-traded fund slipped 0.2% on the day even as the and surged toward record highs. “We are seeing the death of legacy software,” Shyam Sankar, Palantir’s chief technology officer, told investors.

By Twesha Dikshit and Avinash P May 5 (Reuters) - European shares recovered modestly on Tuesday after slumping in the previous session as a rally in technology stocks and a slate of upbeat corporate

Rockwell delivered especially strong operating performance this quarter with sales, margins and EPS all coming in above our expectations. Double-digit year-over-year growth in orders, sales and earnings reflects our strong market position led by North America and the team's continued focus and execution in a dynamic global environment. Last month, Rockwell supported NASA's Artemis II mission, enabling ground control systems for the first crude mission to the moon in more than 5 decades.

Super Micro is scheduled to report fiscal third-quarter financial results after the stock market closes on Tuesday.

Find insight on Ferrari, Cargojet, ON Semiconductor and more in the latest Market Talks covering Auto and Transport.