Markets

Broadcom AI Semiconductor Revenue Surges as Shares Fall

Broadcom's fiscal third quarter broke records on revenue, profit and cash flow, yet shares fell as investors judged the guidance ahead rather than the results just delivered.

Tech IconsSep 3, 2026AI ChipsCustom SiliconData CentersEarnings Report

Hand using a computer keyboard illustrating Palo Alto Networks cybersecurity, enterprise security, cyber defense and AI-powered threat protection

Palo Alto Networks Beats Big, Wall Street Sells Anyway

Palo Alto Networks posted record revenue, ARR and backlog for fiscal 2026, yet shares fell nearly seven percent as investors weighed acquisition costs against a demanding valuation.

Tech IconsSep 2, 2026AI AdoptionAI InfrastructureCybersecurityEarnings Report

Dell PowerRack system inside a data center representing Dell AI infrastructure, AI-optimized servers, enterprise AI computing and growing demand for data center infrastructure

Dell's Record Quarter Reveals the True Cost of the AI Boom

Dell posted record revenue and a $95 billion AI backlog this quarter, but a widening gap between earnings and cash flow shows how much of that growth it is financing itself.

Tech IconsSep 2, 2026Data CentersEarnings ReportEnterprise AIHyperscalers

Affirm app checkout process on mobile showing the digital payment experience and buy now, pay later financing options available to consumers through Affirm

Affirm's Fourth-Quarter Profit Rests on a Tax Break

Fiscal fourth-quarter volume rose 36% to $14.1 billion and shares jumped after hours, though most of the $1.62 billion profit traces to a one-time deferred tax release.

Tech IconsAug 28, 2026BNPLEarnings ReportFinancial ServicesFinTech

Capital View

Marvell's Record Quarter Meets a Market Already Convinced

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Okta's Second Act: Profits, Backlog, and the AI Agent Bet

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CrowdStrike Falcon branding representing CrowdStrike AI security, AI-powered cybersecurity, enterprise threat detection and the expanding Falcon security platform

CrowdStrike's Falcon Soars as AI Security Demand Surges

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Sydney Salesforce Tower headquarters representing Salesforce AI growth as Agentforce, Data 360, enterprise AI and the Anthropic partnership drive its expanding AI business

Salesforce's Beat Hides a Story Worth a Closer Look

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NVIDIA Rubin Platform for next-generation AI infrastructure and accelerated computing, designed to power large-scale AI models, inference workloads and advanced data center system, as NVIDIA reports Q2 2027 Earnings

NVIDIA's Numbers Are Astonishing. Investors Aren't.

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Alibaba headquarters as the Chinese technology group accelerates Alibaba AI investment, expands AI Cloud infrastructure and scales its artificial intelligence business

Alibaba's AI Investment Cycle Tests Investor Patience

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Donald Trump meets crypto industry leaders at the White House as the administration pushes the CLARITY Act and broader US crypto market structure legislation.

Trump Presses Congress as Crypto's Clarity Act Stalls

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Screens displaying Klarna logos during the company's IPO and stock market debut, illustrating Klarna's transition from a private fintech company to a publicly traded business. The image accompanies coverage of Klarna's earnings, profitability, revised full-year guidance, executive departures, and U.S. banking expansion.

Klarna Beats on Profit, Then Trims Its Full-Year Guidance

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Roblox's Revenue Climbs 36% as Bookings Growth Stalls Sharply

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Netflix's Quarter Was Fine. Wall Street Wasn't Convinced.

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Roblox Bets on Safety to Unlock Its Next Growth Phase

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