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Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved record gross billings of $3.8 billion driven by broad-based organic growth across AI, cloud, data center, and security segments. Transformed into a pure-play technology solutions provider by divesting the domestic financing business to focus resources on high-growth IT markets. Realized significant operating leverage by holding headcount flat while growing net sales by 22.1% and adjusted EBITDA by 49.5%. Experienced a shift in product margins due to a higher proportion of large enterprise sales at competitive rates and a lower mix of revenue recognized on a net basis. Strengthened the services portfolio through the integration of Bailiwick and the expansion of managed offerings for Cisco, Zoom, and Microsoft. Maintained a world-class Net Promoter Score of 74, indicating strong customer loyalty and successful execution of the solutions-led approach. Introduced fiscal year 2027 guidance expecting net sales, gross profit, and adjusted EBITDA to grow in the mid-single digit range. Guidance framework assumes a conservative stance due to difficult year-over-year comparisons and potential headwinds from worldwide memory chip shortages. Anticipates normalization of professional services projects in fiscal 2027 following timing delays with retail customers in the fourth quarter. Strategy focuses on 'land and expand' within large enterprises, aiming to improve margins over time through increased services attachment. Capital allocation priorities include organic hiring, strategic M&A, and returning value via an 8% dividend increase and ongoing share repurchases. Completed the divestiture of the domestic financing business, resulting in a $3 million fair value adjustment charge in the fourth quarter. Identified geopolitical unrest and supply chain lead times for memory chips as primary external risks to the growth trajectory. Reported a net loss from discontinued operations of $400 thousand in the fourth quarter, contrasting with income in the prior year period. Inventory levels decreased to $200.9 million as the company accelerated shipments to large enterprise customers. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management explained that mid-single...

May 28 (Reuters) - Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. The company also missed first-quarter revenue ​estimates, sending its shares slumping 18% in extended trading. Here are some details: • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles. • SentinelOne expects a one-time charge of nearly $25 million related to the restructuring, of which $15 million are cash-based expenditures. • As ​of January ​2026, the company had more ​than 2,900 full-time employees worldwide. • ‌SentinelOne forecast second-quarter revenue to be between $289 million and $291 million, below analysts' average estimate of $292 million, according to data compiled by LSEG. • It expects adjusted profit per share in the range of 6 cents to 8 cents, while analysts expect 8 cents. • Revenue for the ‌first quarter ended April 30 came ​in at $276.7 million, missing the estimate of $277.3 ​million. • The company reaffirmed its ​fiscal 2027 revenue and adjusted profit per share ‌forecasts. • SentinelOne uses AI to help ​businesses monitor and ​secure laptops, servers and other devices connected to their networks. • Its Singularity platform aims to be an all-in-one solution for ​security teams, a strategy ‌that has become critical as firms look to simplify their ​security infrastructure. (Reporting by Juby Babu in Mexico City; Editing ​by Shreya Biswas and Shilpi Majumdar)

As of 1 p.m. ET, the S&P 500 (SNPINDEX:^GSPC) rose 0.49% to 7,557.17, the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 0.65% to 26,847.19 on tech strength, while the Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.01% to 50,641.15, lagging growth benchmarks but holding near record territory. Snowflake surged after blowout Q1 earnings and a $6 billion deal with Amazon, while Microsoft advanced on plans to deploy in-house coding AI models. In healthcare, Eli Lilly gained as CVS restored coverage for the obesity drug Zepbound, and France became the first EU country to cover weight loss drugs in certain cases. Snowflake is today’s headlining stock, rising 38% after reporting Q1 earnings after earnings yesterday. The cloud-based data platform provider grew sales by 33%, agreed to a $6 billion deal with Amazon, and now counts 813 of the Forbes Global 2000 as customers. The AI boom remains a major tailwind for the company. Elsewhere, it was a good day for many consumer-facing stocks. Dollar Tree, Best Buy, and Hormel are up 19%, 18%, and 13%, respectively, today after each stock reported earnings. I’d argue that these results are promising for the broader economy, especially after Walmart and Target's earnings last week showed that the U.S. consumer remains surprisingly resilient. The S&P 500’s biggest loser so far today is Synopsys, despite the semiconductor design company’s earnings beat and raised guidance. Investors shouldn’t panic over the company’s 9% decline today, especially considering the company has been a 9-bagger over the last decade. Before you buy stock in S&P 500 Index, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,072!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,303,352!* Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individu...

Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.

The data-center boom is still going strong for Marvell Technology The chip company reported better-than-expected first-quarter revenue and sees higher revenue than expected in the current quarter. Marvell stock gained 6.5% in after-hours trading following the results. Marvell reported revenue of $2.42 billion, compared with Wall Street estimates of $2.41 billion, according to FactSet.

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from Bloomberg Singapore Hands Byju's Founder His First Ever Jail Term Iran’s Khamenei Says No Going Back for Middle East Rocked by War Ex-President Biden Sues to Stop DOJ Sharing Interview Tapes Two More Oil Supertankers Exit Hormuz to Help Push Up Flows ‘KPop Demon Hunters’ Studio Draws Tencent Music Investment Salesforce is up 8% since hitting a three-year low on April 10, but the stock still has lost 32% this year. It’s badly underperforming the iShares Expanded Tech-Software Sector exchange-traded fund, which has jumped 25% since hitting its own recent low on April 10 and is down 12% this year. And both are being trounced by the technology-heavy Nasdaq 100 Index’s 19% rise in 2026, largely powered by high-flying chipmakers. Salesforce shares dipped 0.1% on Wednesday afternoon. “It has gone through a very painful period, but there’s a stickiness and staple-like nature to the business that people have underestimated, even though revenue is still growing at a decent pace,” said Brian Kersmanc, portfolio manager at GQG Partners, which owns Salesforce shares. “Now that we’ve had this big washout, I think we’re going to start seeing the merits shine through.” Software stocks are getting some life as encouraging corporate earnings reports indicate that AI may not end up devastating growth like investors had assumed, and in some cases it could be a potential tailwind. That, coupled with valuations that fell to rock-bottom levels, has Wall Street thinking that the industrywide weakness from earlier this year may have gone too far. Salesforce, however, has missed much of the bounce back as it continues to face questions about its prospects. Wall Street’s primary concern is competition from Anthropic and OpenAI weakening demand and pricing power for its customer relationship management software, which for years drove robust growth at high margins. For example, Bank of America last week reinstated coverage of the company with an underperform rating due to “structurally lower growth” and greater competitive risks from AI. “Salesforce remains a deeply entrenched platform, yet we expect a structural reset driven...

AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry. Most Read from Bloomberg Spot the Difference: Putin Gets Trump Treatment From Xi in China Iran Threatens to Retaliate Beyond Middle East If US Attacks Hasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ Veteran US Lawmakers Plan New $130 Fee for Electric Vehicle Owners US Treasuries Rebound on Optimism for US-Iran Deal Progress The leader in artificial intelligence semiconductors reports its results after the market close on Wednesday. Wall Street is expecting the latest in a series of strong prints from chipmakers as Big Tech continues to shower the companies with cash to build out AI infrastructure. So investors will be looking for indications about what the growth outlook is from here. “Nvidia’s results or guidance and the discussion on the call can give investors more confidence that this AI buildout will last not just a quarter, not just 2026, but into 2027 and 2028 and beyond,” said JoAnne Feeney, a portfolio manager at Advisors Capital Management, which owns Nvidia shares. “That will be reassuring.” A disappointment, however, could give credence to investors’ fears that the group has gotten overextended. The Philadelphia Stock Exchange Semiconductor Index has soared more than 60% this year, but it tumbled 6.4% over Friday and Monday as inflation concerns weighed on the stocks. Nvidia shares were up 1.8% on Wednesday afternoon, extending gains to 20% in 2026 and nearly 36% since hitting a recent low in late March, but they lost 6.4% in three sessions through Tuesday’s close. They’re still outperforming the technology-heavy Nasdaq 100 Index, which has gained nearly 16% this year. “Nvidia unfortunately created the expectation that it’s going to beat and raise every quarter, if they don’t, that’s going to be disappointing,” Feeney said. The stock has declined the day after Nvidia’s last three earnings reports even though the company posted solid results. The options market is pricing in a 5.5% move in either direction in the wake of this report. Despite its relatively underwhelming performance in 2026, Nvidia remains the biggest stock in the market, accounting for almost a fifth of the S&P 500 Index’s more than 8% advance this...

Labcorp (LH) said Wednesday it launched an artificial intelligence mobile application to help consum

Investing.com -- Artificial intelligence is beginning to account for a significantly larger share of corporate workforce reductions, according to a UBS Global Research report issued on May 13, 2026. The findings reveal that while enterprise adoption of AI tools remains a gradual process, corporate optimism regarding its future impact on labor cost reduction is actively accelerating. A recent institutional survey conducted by UBS showed that 42% of corporate respondents now expect artificial intelligence to lead them to somewhat or significantly reduce their overall hiring pipelines. The latest figure marks a notable increase from the 31% of respondents who anticipated similar labor reductions in October 2025. The shift in corporate sentiment aligns with external data tracking public workforce adjustments across major industries. According to the latest Job Cuts Report published by Challenger, Gray & Christmas, 26% of announced corporate layoffs in the most recent month were explicitly attributed to artificial intelligence initiatives. The monthly surge has pushed the year-to-date share of AI-driven job cuts to 16% of all recorded announcements. For comparison, artificial intelligence accounted for 0% of public layoff announcements at this exact point last year, and made up just 5% of total job cuts over the entirety of 2025. UBS economist Arend Kapteyn noted that while the Challenger dataset clearly indicates a pick-up in layoff momentum, it is not fully representative of broader labor market flows, which regularly see 1.5 million to 2 million monthly discharges. Because the Challenger report focuses heavily on public announcements, the data captures roughly 100,000 job cuts per month, representing about 5% of total layoffs, and remains structurally skewed toward larger, tech-heavy corporations. Related articles A quarter of recent layoffs has been attributed to AI Goldman expects lower but still attractive stock market returns in 2026 Wolfe Research outlines eight risks that could spark stock declines in 2026

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.

By Suzanne McGee PROVIDENCE, Rhode Island, May 15, 2026 (Reuters) - Tiger Global Management, the $78 billion hedge fund launched and overseen by Chase Coleman III, a ‌former disciple of legendary hedge fund manager Julian Robertson, said it initiated new ‌positions in an array of stocks including Intel and Robinhood Markets during the first quarter of 2026, according to a filing with the U.S. Securities and Exchange Commission on Friday. Tiger's other portfolio changes included liquidating its holdings of several companies that included Circle Internet Group and Workday, while reducing its holdings of Microsoft and Apollo Global Management. These 13-F filings with the SEC ‌offer a glimpse into the ⁠portfolios of large institutional investors, from hedge funds to pension funds and endowments. These asset managers are required to submit a snapshot of ⁠their portfolios to the SEC within 45 days of the end of each quarter. The filings do not reflect any changes the firms may have made to positions following March 31. Tiger was far from alone in initiating a new position in Intel during the quarter. ‌The chipmaker's stock has soared nearly 200% so far this year, and more than 2,000 institutional investors began adding it to their portfolios during the first quarter, according to a Reuters review of more than 6,000 13-F filings submitted to the SEC so far. Their ranks include Northern Trust, Neuberger Berman and MetLife Asset Management. Tiger's 1.6-million-share stake in ‌Intel was worth $72.3 million as of March 31, while its 400,000-share position in Robinhood was valued at $10.6 million. The largest of Tiger's portfolio additions was a stake in Mercadolibre worth $233.4 million. The hedge fund also ‌boosted its holdings of other major semiconductor firms. Its stake in Taiwan Semiconductor Manufacturing rose by 49% in the period, giving its holdings a value of $1.88 billion as of March 31. It reported an 85% jump in the size of its ‌stake in Applied Materials, giving its 895,200-share holding a value of $533 million as of March 31. (Suzanne McGee in Providence, Rhode Island, additional reporting by Akash Sriram in Bengaluru; Editing by David Gregorio)