Large-Cap
Dell Crushes Q2 Estimates as AI Server Demand Sends Revenue and Earnings Soaring
Dell raises its FY27 revenue outlook to $192 billion as record AI server orders and a $95 billion backlog signal...
Rubrik Crushes Q2 Expectations and Raises FY27 Outlook as AI Opportunity Expands
Revenue jumps 38% while subscription ARR reaches $1.66 billion and management forecasts stronger growth and cash generation Rubrik (RBRK) delivered...
Ulta Beauty Posts Strong Q2 Growth, Raises Fiscal 2026 Outlook
Earnings climb 13% as sales top $3 billion and retailer boosts planned share repurchases to $1.8 billion Ulta Beauty (ULTA)...
Marvell Posts Record Q2 Revenue as AI Data Center Demand Accelerates
Revenue jumps 37% to $2.74 billion as Marvell raises its fiscal 2027 and 2028 outlook on robust AI infrastructure demand...
CrowdStrike Surges After Q2 Earnings Beat as AI Security Demand Accelerates
Cybersecurity leader posts record net new ARR, raises full-year outlook and sees growing AI adoption creating a major security opportunity...
Abercrombie & Fitch Stock Rises After Q2 Beat and Stronger FY26 Outlook
Retailer tops second-quarter expectations and raises full-year guidance above Wall Street estimates, boosting investor confidence Abercrombie & Fitch (ANF) shares...
Micron CEO Says AI Boom Is Driving Unprecedented Memory Demand
Data-center customers want 50% more memory than Micron can currently supply as AI infrastructure fuels semiconductor growth. Micron Technology (MU)...
Ross Stores Stock Rises After Q2 Earnings Beat and Major Guidance Hike
Strong customer traffic, double-digit comparable sales growth and a sharply higher full-year outlook helped Ross Stores deliver a standout second...
Moderna Stock Explodes 140% as Cancer Vaccine Breakthrough Rewrites the MRNA Story
Shares more than doubled after Moderna and Merck’s personalized mRNA cancer vaccine delivered a major Phase 3 melanoma victory, potentially...
Comstock Resources’ Road to $60: Why Natural Gas Could Fuel a Major CRK Revaluation
Rising LNG and power demand, Western Haynesville development and Comstock’s valuable midstream infrastructure could create substantial upside if natural-gas prices...
