TRENDING TOPICS
3286 articles found for "investing"
Dexcom reported Q4 revenue of $1.26 billion, a 13% year-over-year increase, as the diabetes technology leader guides for 11-13% growth in 2026 and the CGM market expands to new patient populations.
Arista Networks reported Q4 revenue of $2.49 billion, up 29% year-over-year, with adjusted earnings of 82 cents per share beating the 76-cent consensus as AI data center demand accelerates.
Coinbase reported Q4 revenue of $1.78 billion, missing the $1.85 billion consensus, as transaction revenue fell to $982.7 million amid Bitcoin's slide below $67,000. Despite the revenue miss, adjusted EPS of $0.66 beat estimates as the company's subscription revenue provided a crucial buffer.
C.H. Robinson plunged 20%, CBRE fell 10%, and dozens of logistics and commercial real estate firms cratered as AI disruption fears swept from software into every corner of the economy on February 12, 2026.
Cisco shares fell 12% on February 12, the worst single-day decline since 2022, after reporting that a 400% year-over-year spike in DDR5 and HBM memory costs compressed gross margins to 67.5%, missing Wall Street estimates despite record $15.35 billion revenue.
Crocs Inc. reported Q4 2025 earnings of $2.29 per share, crushing the $1.92 consensus estimate by 19%, while revenue of $957.6 million beat expectations. The company raised its full-year 2026 EPS guidance to $12.88-$13.35.
The S&P 500 Energy sector has surged 14% in the first six weeks of 2026, dramatically outperforming the broader index's 1.5% gain. The XLE ETF is seeing its most aggressive capital inflows since 2021 as AI data center demand and geopolitical tensions drive a structural revaluation of energy stocks.
Applied Materials reported fiscal Q1 revenue of $7.1 billion, beating estimates, and issued Q2 guidance of $7.15 billion to $8.15 billion that far exceeded the $7.02 billion consensus. The stock surged after hours as CEO Gary Dickerson projects 20%+ semiconductor equipment growth in 2026.
Reddit reported Q4 revenue of $726 million, a 70% year-over-year surge that crushed Wall Street's $665 million estimate. The company announced a $1 billion stock buyback, its first since going public, as AI data licensing agreements transform its financial profile.
The Dow Jones Industrial Average fell 555 points on Thursday as a deepening tech sell-off dragged every mega-cap stock lower. The S&P 500 dropped 1.2% and the Nasdaq fell 1.6% as AI disruption fears and Cisco's memory cost warning rattled investors.
AST SpaceMobile shares plunged 11% to $86 after the company announced a $1 billion convertible note offering, raising dilution concerns even as the satellite-to-smartphone company hits technical milestones.
IBM fell 6.5% to $272.81, its worst session since October and the biggest Dow decliner, as AI agent disruption fears swept enterprise software stocks on the same day Confluent shareholders vote on the $11 billion takeover.