Snowflake Earnings: Solid Results, But Outlook Disappoints AI-Worried Investors
Snowflake reported 30% product revenue growth & strong bookings in Q4 FY2026, yet in-line Q1 guidance sparked 3% after-hours drop amid AI disruption fears in software.
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IonQ Crushes Q4 Expectations: Revenue Explodes 429% as Quantum Giant Guides Higher for 2026
IonQ crushes Q4 2025 earnings with $61.9M revenue beat, massive growth, strong 2026 guidance, and major moves like SkyWater acquisition—stock rises in after-hours as quantum tech gains momentum.
Jensen Huang’s Big Bet Pays Off: NVIDIA Sees $78B Quarter Despite China Headwinds
NVIDIA reports record $68.1B Q4 revenue (+73% YoY) and guides $78B for Q1 2027, beating estimates as AI demand surges. Data center hits $62.3B.
Salesforce Q4 Earnings: Big AI Wins, But Lukewarm Growth Outlook Spooks Investors
Salesforce smashed Q4 records with Agentforce AI exploding to $800M, yet its FY27 sales forecast of ~$46B disappointed Wall Street. Shares dropped 5% as fears grow that AI startups will steal business.
Citi’s Bullish Bet: Lumentum to $800, Corning to $170 Before OFC Conference
Citi hikes price targets on Lumentum to $800 and Corning to $170, citing strong roles in AI networking ahead of the key Optical Fiber Communication conference in March 2026.
Zimbabwe's Surprise Lithium Export Ban Boosts Miners' Stocks
Zimbabwe suddenly bans raw mineral and lithium concentrate exports ahead of 2027 schedule, tightening global supply and lifting shares of Albemarle, Lithium Americas, SQM, and others amid rising lithium prices.