To The Moon

Dell surged after raising its full-year outlook on booming AI server demand, while Palo Alto Networks gained on strong security growth. MongoDB, meanwhile, beat estimates and raised guidance but still sold off sharply as investors looked for faster growth from its Atlas cloud business. $Dell Technologies Inc.(DELL)$ +10% after hours Dell sells PCs, storage systems and servers used by enterprises and cloud providers. Fiscal second-quarter revenue jumped 58% to a record $47 billion, topping Wall Street’s estimate of about $44.9 billion. Adjusted earnings came in at $7.04 per share, well above the $4.91 expected. AI server revenue doubled to $16.4 billion, while new AI orders reached $60.9 billion. Dell ended the quarter with a record $95 billion AI

Software stocks are having a strong earnings season. Atlassian jumped 35.31% after results. Doximity gained 32.62%. Palantir rose 29.45%. And the rally is broader than just AI. A number of software companies are being rewarded for the same three things: stronger growth, better profitability and more bullish guidance. First, investors are paying up for visible growth again. $Atlassian Corporation PLC(TEAM)$ reported revenue growth of 28%, with cloud revenue up 31% and RPO up 44%. The company also raised its outlook. $Palantir Technologies Inc.(PLTR)$ was another standout. Revenue surged 93%, while U.S. commercial revenue jumped 149%. Management also raised its full-year forecast. That combination — strong

Broadcom reports fiscal Q3 earnings after the market closes on September 2.Wall Street expects about $29.4 billion in revenue and $3.23 in adjusted EPS. $Broadcom(AVGO)$ The bigger story is custom AI chips. OpenAI has been working with Broadcom on a custom inference chip called Jalapeño. Early tests reportedly showed better power efficiency and faster response times than Nvidia’s GB300. That does not mean Broadcom is about to replace Nvidia.It is still early. The chip is focused on inference, has not been tested against Rubin, and large-scale production is not expected until late next year. But the trend matters: More AI companies want chips built around their own models and costs — and Broadcom could be one of the biggest winners. What to expect？

Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production

Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g

Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp

NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. $NVIDIA(NVDA)$ But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h

Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co

Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh

Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14