Levi Strauss on Wednesday posted earnings that beat expectations, though it saw benefits from tariff refunds.

Third-quarter earnings season kicks off this week and as results roll in they should reveal what the market is eagerly anticipating: blockbuster profits.

Wells Fargo received a bold upgrade just over a week before the bank reports earnings next Tuesday.

Here's a closer look at the three developments that drove the action in our portfolio last week.

Rivian reported a year-over-year increase in vehicle deliveries of 46% during the third quarter.

Shares of Accenture surged Thursday after the company's fiscal fourth-quarter results beat estimates.

Nike is expected to post another quarter of declining sales as the company tries to turn around its business and regain growth in China.

Micron is up over 500% in the past year as the company benefits from soaring AI demand.

Micron signaled that fiscal 2027 will be another strong year as demand for its memory products continues to exceed supply.

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.