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    Sep 3, 2026 · Thu

    MongoDB grew revenue 30%, its fastest in years, and raised full-year guidance. The stock lost roughly a seventh of its value the next morning.

    MongoDB reported 30% revenue growth and nearly doubled EPS, but stock plunged 13% due to light sequential guidance. Discover why Wall Street penalized MDB.

    Sep 2, 2026 · Wed

    Dell booked a record $60.9 billion in AI server orders and raised its full-year outlook by $25 billion. Its stock had just closed down 6.8%.

    Markets fell as tech sold off, but Dell surged after hours on record $46.97B revenue and a $95B AI backlog. Plus, Palo Alto earnings and macro market moves.

    Sep 1, 2026 · Tue

    Tim Cook handed over the largest company in America on Monday. The stock fell on the way out the door.

    John Ternus takes over as Apple CEO as Tim Cook exits. Explore what the executive transition means for AAPL stock, valuation, and upcoming product cycles.

    Aug 31, 2026 · Mon

    Broadcom told investors AI chip sales would top $100 billion next year. Wall Street is already modeling $120 billion.

    Broadcom faces high expectations ahead of its fiscal Q3 earnings. Read our analysis of its AI growth, competitive risks, and market impact.

    Aug 30, 2026 · Sun

    Old Navy just posted its worst comparable sales in three years. Gap raised its profit guidance anyway.

    Gap Inc. stock surged 15% despite Old Navy's worst quarter since 2023. Read how a brand leadership swap and raised EPS guidance offset falling sales.

    Aug 29, 2026 · Sat

    A $53 billion buyout offer disappeared overnight. PayPal lost a sixth of its value before lunch.

    PayPal stock plummeted 12.7% as Advent and Stripe dropped their $50B takeover bid. Read the analysis on PYPL's turnaround, Q2 margin pressure, and market impact

    Aug 28, 2026 · Fri

    Workday beat every number and raised its guidance. The stock moved 0.15%.

    Nvidia surged, but Workday and Marvell stalled post-earnings despite strong beats. What this late-cycle tech reaction signals heading into Friday.

    Aug 27, 2026 · Thu

    Marvell Handed Google $12.2 Billion of Its Own Stock to Win a Contract. It Reports Thursday Night.

    Analyze Marvell Technology’s earnings setup, Google chip deal, $12.2B warrant structure, and AI infrastructure growth ahead of its Q2 report.

    Aug 26, 2026 · Wed

    Salesforce's AI Business Grew 200% Last Quarter. Its Stock Is the Worst Performer in the Dow.

    Salesforce reports Q2 FY27 earnings facing a massive stock drop despite AI growth. Key cRPO guidance, Agentforce metrics, and Wall Street analysis inside.

    Aug 25, 2026 · Tue

    Intuit Is About to Report 30% Profit Growth. It Got There by Cutting 17% of Its Workforce.

    Ahead of Intuit’s Q4 earnings, analyze how 17% workforce cuts impact profit growth, lower-income tax trends, Mailchimp churn, and FY27 guidance expectations.

    Showing 71 - 80 of 682 posts

    Dylan Jovine

    Dylan Jovine

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    With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.

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