Costco's membership renewal rates moved in the right direction. But the debate isn't totally settled just yet.

Olive Garden's same-store sales growth has slowed in recent quarters.

Salesforce issued some updated longer-term financials at its annual Dreamforce conference.

Shares of J.B. Hunt plunged 13% Wednesday after the company warned of an earnings drop between 5% and 10%.

Oracle's cloud infrastructure revenue jumped 121% from a year earlier, reflecting demand for AI cloud services.

Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.

Macy's posted strong fiscal second-quarter results on Thursday and raised its full-year guidance.

TSMC reported monthly sales revenue for August on Thursday.

We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.

CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum

Lululemon posted another quarter of disappointing results and a sales slowdown as the company struggles to turn its business around.

Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.

We recently reduced our position size, which allows us to be more patient with this one.

Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence agent for writing code.

Palo Alto Networks' stock has nearly doubled this year as AI boosts demand for security detection and response tools

The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.

Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.

Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.

BYD shares slid after the automaker released its latest results on Friday, despite higher second-quarter profit and overseas growth.

Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.