earnings

CrowdStrike posts robust Q4 results with 23% revenue growth and profitability, but analyst cites expensive 22x P/S valuation and Microsoft competition.

Intrepid Potash reports 80% EBITDA growth to $63M, record Trio sales with 20% pricing power, and announces Wendover lithium extraction project.

Broadcom shares jump 7% after CEO signals clear visibility to $100B AI chip revenue by 2027, up from $20B in 2025, with major tech partnerships secured.

U.S. futures decline amid Middle East tensions and ceasefire negotiations. Broadcom, Veeva Systems, and Trade Desk surge while Webull falls.

Broadcom reports record Q1 FY2026 revenue of $19.3B, up 29% YoY, with AI revenue surging 106%. Company projects continued acceleration with Q2 guidance of $22B.

Dycom reports 34.4% revenue growth and record $9.5B backlog; Power Solutions acquisition positions company in data center sector with $6.85-7.15B fiscal 2027 guidance.

U.S. stock futures rose modestly as oil gains slowed following Trump's Navy escort announcement through the Strait of Hormuz. ADP employment report and earnings from Broadcom, Abercrombie & Fitch loom ahead.

CrowdStrike reports Q4 earnings Tuesday with $1.10 EPS expected, 23% sales growth. Stock down 18% YTD amid AI automation fears, but CEO argues AI increases security needs.

Circle Internet stock surged 15.22% on strong Q4 earnings; revenue jumped 77% to $770M, USDC circulation grew 72% to $75.3B, as Circle Gateway enables AI agent payments.

AeroVironment reports March 3 earnings amid sector rally. Defense stocks up 16.2% YTD; company lagging at 5.5% despite 145% revenue growth.

Venture Global shares jump 18.68% in premarket trading following Q4 earnings beat and new LNG supply deal with Trafigura amid rising crude prices.

Home Depot and Lowe's stocks fell despite beating earnings, citing frozen housing market. Both showed strong operations and dividend increases, presenting potential buying opportunity.

Nvidia shares fell 8.5% despite record earnings. Netflix, AMD, Palantir, and Salesforce also drove market attention with mixed signals on AI and growth momentum.

Delek US Holdings surged 5% after Q4 earnings showed strong refining margins and a turnaround to $143M profit from prior-year losses.

Minerals Technologies to present at four major investor conferences in March 2026, with CEO and CFO discussing strategic direction and financial performance.

Nu Holdings shares fell 13% despite 45% revenue growth, as investors reassess guidance and worry about U.S. expansion, regulatory risks, and AI integration challenges ahead.

Stock futures slip ahead of inflation data release. Block and Dell surge on earnings beats, while Zscaler falls after guidance cut.

MercadoLibre's stock fell 10% despite strong Q4 results, as investors worry about profitability and valuation. The 33% decline from highs raises questions about future margin expansion.

Rackspace stock fell 6% after beating Q4 earnings but issuing weak 2026 guidance, projecting negative EPS and lower revenue than expected.

Himalaya Capital initiates $54M Crocs position despite 12% annual underperformance, citing strong free cash flow and valuation fundamentals as investment drivers.