Andrew Ross SorkinTesla’s first-quarter earnings showed a company returning to year-over-year revenue and profit growth after a difficult comparison period, but still facing a ce
Andrew Ross SorkinAlphabet’s advance on April 23 reflected a market that is increasingly willing to treat Google Cloud as more than an adjacent growth story. For several years, A
Andrew Ross SorkinTesla’s first-quarter report on April 22 did what many of the company’s earnings releases now do: it forced investors to decide whether they are buying a carmak
Andrew Ross SorkinTesla’s first-quarter earnings release landed exactly where the market’s anxiety has been building for months: at the intersection of still-growing revenue and
Andrew Ross SorkinSevere winter storms impacted Gap Inc.’s holiday performance, causing store closures and weaker-than-expected results. The company reported earnings of 45 cents per share, below projections, while revenues matched estimates. Individual brands showed mixed results, with Old Navy and Gap performing well, but Athleta continued to struggle. Future forecasts align with analyst expectations.
Andrew Ross SorkinVersant Media Group will report its first quarterly earnings as a standalone public company, following its spin-off from Comcast. With significant revenue tied to traditional pay TV, the company faces challenges from cord-cutting. Versant plans to transition towards digital offerings while maintaining valuable live programming. Investor sentiment remains cautious amid structural industry challenges.
Andrew Ross SorkinCoreWeave shares fell 8% post-revenue guidance below analyst expectations despite a 110% year-over-year revenue increase. The company reported a wider-than-expected fourth-quarter loss but anticipates strong growth for 2026. Supply issues persist, notably with Nvidia chips. CoreWeave aims aggressive capacity expansions and increased capital expenditure, reflecting rising AI demand.
Andrew Ross SorkinE.l.f. Beauty exceeded third-quarter expectations, reporting adjusted earnings of $1.24 per share and revenues of $490 million, leading to a 15% surge in shares. The acquisition of Rhode significantly boosted sales, prompting an increase in the full-year revenue forecast by $42-50 million, reflecting strong international growth and market share gains.
Andrew Ross SorkinPalantir CEO Alex Karp asserted that critics of U.S. Immigration and Customs Enforcement should support broader use of his company’s technology, citing its adherence to Fourth Amendment protections. His comments arise amid rising protests against ICE in Minneapolis. Karp emphasizes his software’s potential to enhance efficiency while safeguarding civil liberties.
Andrew Ross SorkinMicrosoft shares dropped nearly 10% after an earnings report missed expectations, the largest decline since March 2020. Concerns centered on cloud growth metrics and AI investments. While some analysts remain optimistic about Microsoft’s long-term strategy, the stock’s fall reflects investors’ low tolerance for underperformance amid strong competition in AI and cloud services.
