Earnings calls citing 'AI' surge in 2025 as 'uncertainty' mentions fade

It is the most-used term in S&P 500 earnings calls this year. FactSet examined conference call transcripts for all S&P 500 ...
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Live: Broadcom (AVGO) Q4 Earnings Coverage

Live Updates Get The Best Broadcom Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on ...

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Will Broadcom Stock Beat Earnings Again?

Broadcom (NASDAQ:AVGO) is scheduled to announce its earnings on Thursday, December 11, 2025. The company currently holds a ...

Oracle stock dives after earnings, and other early market movers

Here are some of the stocks making notable moves in Thursday's premarket action: Oracle shares are diving 11% after the ...

Oracle: Irrational Post-Earnings Sell-Off As AI Growth Pipeline Remains Intact

Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...
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Oracle Q2 Earnings: New CEOs Try To Clarify AI Capital Costs, Show Growth Across Applications And Infrastructure

Oracle co-CEOs Clay Magouyrk and Mike Sicilia weighed in on the cloud applications, infrastructure and multicloud businesses ...
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Broadcom Shares Down 3% Thursday After Oracle’s Earnings Disappoint

Broadcom (Nasdaq: AVGO) reports earnings after the bell tonight, but shares are already on the move this morning. As of 10:15 a.m. ET, shares are down a little more than 3%. Let’s look at why ...

The S&P 500's Outlook For 2026: Earnings Revisions Just Flipped, And That Matters Most

Discover why the S&P 500 could gain through 2026, fueled by tech spending and strong earnings growth. Click for my full ...