Earnings – Page 2 – wall street review

Andrew Ross Sorkin
January 12, 2026
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7 minutes Read

2023 Holiday Season Retail Performance Insights

Major U.S. retailers reported mixed holiday performances, indicating resilient but not explosive consumer spending. Lululemon raised revenue expectations amid leadership transitions, while Abercrombie adjusted its outlook downward, disappointing investors. American Eagle and Five Below exceeded forecasts, showing strong sales growth. Overall, the retail landscape remains stable amid rising prices and inflation.

Earnings

Andrew Ross Sorkin
December 30, 2025
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4 minutes Read

Nike Shares Plummet Amid China Concerns

Nike’s shares fell over 10% in premarket trading following strong earnings overshadowed by a 17% revenue decline in China. Despite North American sales increasing, concerns over elevated tariffs and China’s weak performance persist. CEO Elliott Hill’s turnaround plan aims for growth, yet challenges remain, particularly in the crucial Chinese market.

Earnings

Andrew Ross Sorkin
December 23, 2025
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6 minutes Read

Nike’s Stock Plummets: Investor Concerns Over China Sales

Nike’s stock fell over 10% due to concerns about poor performance in China, despite a quarterly earnings beat. North American sales rose, while Greater China revenue dropped 17%. Ongoing tariff pressures and an uneven recovery in China pose challenges. Analysts predict continued weakness affecting the turnaround into fiscal 2027.

Earnings

Andrew Ross Sorkin
December 17, 2025
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3 minutes Read

Micron Surpasses Earnings Expectations Amid AI Demand

Micron Technology reported strong first-quarter results exceeding expectations, with earnings per share at $4.78 and revenue of $13.64 billion. Projecting approximately $18.70 billion in revenue for the current quarter, the company attributes growth to rising AI infrastructure demand. Micron’s stock has surged 168% in 2025, reflecting its key role in the semiconductor industry.

Earnings

Andrew Ross Sorkin
December 15, 2025
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5 minutes Read

Broadcom’s Earnings Surpass Expectations Amid AI Stock Selloff

Broadcom reported strong quarterly earnings and guidance, surpassing Wall Street expectations. However, its stock plummeted 11 percent, reflecting a broader market retreat from AI-related stocks. Other companies like Oracle and Nvidia also faced losses, signaling investor concerns about AI valuations and profitability, despite Broadcom’s solid performance and significant future order backlog.

Earnings

Andrew Ross Sorkin
December 10, 2025
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6 minutes Read

Oracle’s Stock Plunge: Earnings Report Insights

Oracle’s stock fell 11% after its quarterly results showed revenue below expectations, despite strong earnings and a booming cloud business. While cloud revenue exceeded forecasts, software revenue lagged. Oracle’s capital expenditure plans surged, raising investor concerns over debt and financial exposure amid significant investments in AI infrastructure. Leadership changes occurred simultaneously.

Earnings

Andrew Ross Sorkin
December 8, 2025
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5 minutes Read

Rubrik Stock Soars 22% After Strong Q3 Earnings Report

Rubrik’s stock surged 22% following strong fiscal third-quarter results, with revenue rising 48% to $350 million and adjusted earnings outperforming expectations. The company raised its full-year revenue forecast, reflecting increased demand for cybersecurity amidst AI integration. Despite still operating at a loss, Rubrik shows significant market share growth and investor confidence.

Earnings

Andrew Ross Sorkin
December 3, 2025
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5 minutes Read

Salesforce beats on earnings, issues better-than-expected revenue forecast

Salesforce exceeded expectations in its latest earnings report, with adjusted earnings per share at $3.25 and revenue of $10.26 billion. The company raised its forecasts for future quarters, driven by acquisitions and a shift to cloud services. Despite stock struggles, it shows resilience with a growing AI portfolio and automation tools like Agentforce.

Earnings

Andrew Ross Sorkin
December 1, 2025
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5 minutes Read

MongoDB Surpasses Earnings Expectations: A Q3 Review

MongoDB’s shares surged after it reported third-quarter revenue of $628 million, exceeding expectations. Strong demand from large enterprises and an optimistic future outlook led to increased investor confidence. Despite a small net loss, the company raised its 2026 revenue forecast, signaling sustained growth potential driven by AI and cloud innovations.

Earnings

Andrew Ross Sorkin
November 26, 2025
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3 minutes Read

Workday Faces Stock Decline After Earnings Guidance

Workday’s stock fell over 5% after it projected quarterly margins below analyst expectations, despite reporting adjusted earnings and revenue slightly above forecasts. Investors expressed concern over profitability and challenges in the higher education sector. The company continues to innovate in AI and remains confident in its market position amid a competitive landscape.