gross margins

Oracle defends aggressive AI infrastructure spending through record $553B backlog and 32% gross margins, pledging sustainability without additional capital raises.

Plug Power surged 4% after Q4 earnings beat, achieving positive gross margins, though $1.7B net loss persists, raising long-term viability questions.

e.l.f. Beauty and Jakks Pacific trade at deeply discounted valuations with catalysts for growth in skincare expansion and children's entertainment.

Broadcom projects $100B in AI chip sales by 2027, seven times current levels, while maintaining gross margins—positioning the chipmaker as a compelling AI infrastructure play for investors.

Chinese jeweler Mokingran issued a 50-59% profit warning despite gold's strong year, revealing 1.1B yuan in hedging losses that offset inventory gains. Stock surged 12% anyway.

Redwire stock surges 10% after Truist analyst upgrades to buy with $15 target, citing gross margins potentially doubling from 9.2% to 23.3% by 2026.

Plug Power stock surged 20% on Q4 earnings beat and CEO's 2027 profitability target, though $1.3 billion debt and customer demand remain key risks.

Micron surged 340% yearly on AI demand for high-bandwidth memory, with 68% margins and fully allocated 2026 supply amid $20B capex expansion.

Micron's sold-out 2026 HBM supply and early HBM4 production support $33 EPS projections, but DRAM inventory risks could derail the rerating narrative.

On Holding's stock dipped on conservative 2026 guidance, but record gross margins and 20%+ revenue growth suggest significant upside potential for investors.

$SMCI rallies 11.3% after blowout quarter with 122.8% revenue growth and $40B+ guidance, riding AI infrastructure wave.

On Holding stock fell 6.95% despite 35.6% sales growth and record 62.8% gross margins, due to 2026 guidance missing analyst expectations by 200 million Swiss francs.

Robosense achieved first quarterly profit of 60 million yuan in Q4 2025, driven by 67.6% LiDAR unit sales growth and surging robotics demand.

Nvidia reports Q4 earnings February 25. Forward guidance on AI demand, Blackwell chip production, and margins will be critical as investors reassess the company's growth trajectory.

Nvidia reports Q4 earnings Feb 25 with focus on Blackwell GPU demand, competition threats to margins, and potential China market reopening worth $50B annually.

Micron Technology's stock surges 40% YTD as AI demand drives memory chip sales. Supply constraints and margin expansion to 56% position company favorably in semiconductor sector.

Duolingo's 2026 profitability will test whether its AI investments reduce costs while maintaining growth and user engagement amid premium pricing strategy.

Nvidia could reach $300/share by 2028 driven by next-gen Vera Rubin processors and margin expansion, with analysts projecting 65% earnings growth in 2027.

Nio reports first adjusted operating profit with strong sales growth, but battery-swapping infrastructure losses and lower margins than competitors remain challenges.

Lucid and Nio boost EV deliveries with strong growth, but face profitability challenges. Lucid struggles with massive losses while Nio nears breakeven by late 2025.