Section
Earnings
Samsung's record quarter tests faith in the AI memory boom
Samsung Q2 profit hit a record on AI memory demand, but the share sell-off showed investors are already testing how long pricing power can last.
Micron’s $22bn commitments show AI memory is still tight
AI memory demand is still outrunning supply as Micron pairs a blowout fourth-quarter outlook with $22 billion of customer commitments.
Cerebras’ revenue surge cannot hide AI-chip margin math
Cerebras earnings showed 94% revenue growth, but a 36%-38% margin guide explained why investors sold the stock after its IPO debut.
CarMax beat on sales, but margin pressure still sank the stock
CarMax stock falls after the earnings beat because shrinking unit margins, high costs and a multi-year turnaround left investors wanting proof.
GameStop (GME) Q1 profit jumps on $2B buyback plan
GameStop (GME) Q1 profit and a $2B buyback shift attention to capital returns, but eBay-linked gains complicate earnings.
India earnings rebound becomes a commodity-cost stress test
India earnings outlook is darkening as oil, steel and food costs rise, threatening margins, valuations and foreign investor confidence.
Pick n Pay break-even target moves to 2029 as costs bite
Pick n Pay break-even target now slips to 2029 as labour costs force a deeper reset of the grocer’s core chain while Boxer carries growth.
SharkNinja lifts 2026 outlook after Q1 earnings beat
SharkNinja beat first-quarter estimates, lifted its 2026 sales and EPS outlook, and said tariffs still weighed on margins.
Nvidia earnings: Q1 revenue $81.6bn, Q2 guide $91bn
Nvidia reported $81.6 billion in Q1 revenue and guided to $91 billion for Q2, extending its run as the AI infrastructure trade's anchor stock even as investors weigh how long the buildout can last.
Lowe's beat estimates, but housing still set the verdict
Lowe's earnings beat on sales and profit, but muted shares and steady guidance showed mortgage rates and weak housing turnover still matter more.
Target (TGT) earnings: 4% sales outlook tests rebound
Target earnings showed 5.6 per cent comparable-sales growth and a 4 per cent sales outlook, sharpening the market's read on shoppers and the turnaround.
Xanadu (XNDU) reports 4x revenue growth, wider first-quarter loss
Xanadu's first quarterly report offered public investors an early test of whether quantum-computing revenue can scale fast enough to offset rising losses and heavy commercialisation spending.
Nvidia (NVDA) Q1 earnings seen at $78.75bn as AI demand lifts chip stocks
Nvidia is set to report first-quarter results after the bell on 20 May, with Wall Street expecting $78.75bn in revenue driven by insatiable AI demand. Here is what to watch.
Green Dot net income jumps 109% to $53.8M ahead of Smith Ventures sale
Green Dot Q1 net income more than doubled to $53.8 million as the fintech bank holding company posted a 17 per cent revenue gain and its widest EPS beat in six quarters ahead of a planned sale to Smith Ventures and CommerceOne.
Rackspace Technology (RXT) Q1 revenue beats; stock surges 55% on AMD AI cloud deal
Rackspace Technology shares surged 55 per cent after the cloud provider beat first-quarter revenue estimates, swung to a GAAP profit, and announced a non-binding AMD partnership to build governed enterprise AI infrastructure. Full-year guidance was reaffirmed.
Trump Media (DJT) Q1 loss widens to $406M as bitcoin and CRO holdings buckle
TMTG's Q1 net loss widened to $405.9 million as $244 million of crypto markdowns and $108.2 million of equity losses overwhelmed an operating business that turned over just $871,200. The asset book, not Truth Social, is now the story.
Lemonade (LMND) Q1 revenue jumps 71%; stock falls 15% on profitability gap
Lemonade reported Q1 2026 revenue of $258m, up 71 per cent, and narrowed its quarterly net loss to $35.8m. Shares closed about 15 per cent lower as investors weighed an EPS beat of 17.5 per cent against the gap to GAAP profit and a 33 per cent in-force premium guide.
Live Nation Q1 revenue beats; $450m legal charge tips quarter to loss
Live Nation posted first-quarter revenue of $3.79bn, beating consensus, but a $450m antitrust legal accrual pushed the company to a net loss. The stock rose 6.7 per cent as investors focused on record demand indicators across concerts, ticketing, and sponsorship.
Estee Lauder Q3 EPS beats 40% as China, fragrance drive margin rebound
Estee Lauder Cos. (EL) reported fiscal third-quarter adjusted earnings of $0.91 per share, beating the $0.65 analyst consensus by 40 per cent, as a rebound in Chinese demand and double-digit fragrance growth drove the strongest margin expansion in three years.
Kinross (KGC) Q1 free cash flow tops $840m on doubled gold-price margins
Kinross Gold delivered $837.5 million of attributable free cash flow in Q1 as a $4,873 average realised gold price drove margins per ounce up 92 per cent. Shares jumped about 7 per cent in premarket trading on April 30.
Palantir (PLTR) Q1 revenue up 85% to $1.63bn; stock falls 7%
Palantir first-quarter revenue jumped 85 per cent to $1.633 billion and adjusted EPS of $0.33 cleared the $0.27 consensus by 22 per cent. The stock still fell about 7 per cent as investors questioned whether US commercial growth justified a multiple near 42 times forward sales.
Lattice Semi Q1 EPS beats by $0.04, revenue up 42%
Lattice Semiconductor Q1 2026 earnings beat consensus as data-centre and AI server demand drove a 42 per cent revenue jump. The company also announced a $1.65bn acquisition of AMI, a firmware and platform management provider.
Victory Capital Q1 revenue jumps 77% to $388M, AUM tops $313bn
Victory Capital Holdings posted record first-quarter revenue of $388 million, up 76.7 per cent from a year earlier, as the integration of its Amundi US acquisition pushed assets under management past $313 billion.
Cisco closes at record $96.57 ahead of Q3 earnings as AI orders climb
Cisco Systems shares closed at a record $96.57 on Friday, rising 4.8 per cent, as investors positioned ahead of fiscal third-quarter results due May 13. AI infrastructure orders are expected to approach $5bn for the year.
Marriott Q1 earnings beat lifts shares as travel demand holds; RevPAR outlook raised
Marriott International shares rose 1.28 per cent after Q1 earnings beat and full-year RevPAR guidance raised.
