Here’s what impressed us most about Costco’s earnings beat in a tariff-filled world

Costco on Thursday returned to its old ways of delivering earnings beats. Despite concerns about a tariff-driven hit to margins, the retailer's better-than-expected results showed it is prepared to handle whatever challenges it may face. Total revenue in its third quarter of fiscal year 2025 increased 8% year over...

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We’re raising our Nvidia price target after a great quarter and rosy guidance

Nvidia shares jumped in extended trading Wednesday evening after the AI chipmaker reported better-than-expected quarterly revenue and earnings. It also provided an upbeat view of its current second quarter despite restrictions on what it can sell to China. Revenue in its fiscal 2026 first quarter increased 69% year over...

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Palo Alto beats on earnings and revenue. Here’s why the cyber stock is dropping anyways

Palo Alto Networks shares fell Tuesday evening despite reporting better-than-expected earnings and revenue for its April quarter. We've seen the stock drop on earnings reports before due to lofty investor expectations, before ultimately recovering. This time may not be any different. Revenue in the cybersecurity company's fiscal 2025 third...

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Texas Roadhouse’s momentum in April blunts inflation risk nipping at its heels

Texas Roadhouse on Thursday evening reported a disappointing first quarter, with inclement weather dragging down comparable store sales. However, early signs of a stronger second quarter were giving investors hope, nudging the stock modestly higher in after-hours trading. Revenue in the quarter ended April 1 increased 9.6% year over...

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Microsoft quiets critics, delivers the kind of quarter worthy of its stock pop

Microsoft delivered a strong quarter Wednesday evening, with beats nearly across the board. The biggest standout was Azure's accelerating revenue growth, which caught the market by surprise. Revenue increased 13% year over year to about $70 billion in its fiscal 2025 third quarter, beating the Street consensus estimate of...

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Starbucks’ earnings disappoint, but we’re not giving up on the stock. Here’s why

Shares of Starbucks fell in extended trading Tuesday after the coffee chain reported weaker-than-expected quarterly results. While the stock reaction is not ideal, new CEO Brian Niccol's turnaround plan showed enough signs of progress in the quarter to keep us invested. Revenue increased 2.3% year over year to $8.76...

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