- We ranked the latest earnings reports from 30 portfolio stocks from great to uglyon September 14, 2024 at 2:35 pm
Our companies' performances were reflective of the S&P 500 firms in aggregate.
- Adobe stock slips on soft fourth-quarter revenue guidanceon September 12, 2024 at 10:27 pm
Adobe reported third-quarter results on Thursday that beat Wall Street expectations for sales and earnings.
- Oracle bumps up fiscal 2026 revenue forecast, lifting stock 6%on September 12, 2024 at 10:19 pm
Oracle is projecting higher revenue and capital expenditures as its cloud-computing arm grows.
- These 5 portfolio stocks crushed the volatile market since our August Monthly Meetingon September 12, 2024 at 2:46 pm
Investor concerns around the AI boom, coupled with the market's sensitivity to the Fed's next policy move, have caused Wall Street to seesaw in recent weeks.
- Oracle shares jump 13% on earnings and revenue beaton September 10, 2024 at 6:09 pm
While Oracle becomes more competitive in cloud infrastructure, it is also ensuring that competitors can offer its widely used database to their clients.
- Goldman Sachs to post $400 million hit to third-quarter results as it unwinds consumer businesson September 9, 2024 at 10:28 pm
In late 2022, Goldman Sachs began to pivot away from its consumer operations, beginning a series of write-downs related to selling chunks of the business.
- Why Broadcom stock is tumbling after an earnings beat — and how to play the dipon September 6, 2024 at 12:30 pm
The investment thesis for Broadcom is intact: AI revenues are strong, non-AI semi sales are bottoming and the VMWare integration is exceeding all expectations.
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