Earnings Release
Dick's Sporting Goods (NYSE:DKS) reported fourth-quarter adjusted earnings per share of $3.45, beating the analyst consensus estimate of $2.87. Quarterly sales of $6.226 billion (+59.9% year-over-year) outpaced the Street view of $6.069 billion.
SentinelOne Inc (NYSE:S) reported fourth-quarter revenue of $271.15 million, narrowly missing the estimate of approximately $271.16 million and adjusted earnings of seven cents per share, beating analyst estimates of six cents per share.
UiPath Inc. (NYSE:PATH) beat Wall Street estimates, but management's outlook and macro caution kept pressure on the shares.
Rubrik, Inc. (NYSE:RBRK) reported quarterly earnings of four cents per share, which beat the consensus estimate for a loss of 11 cents. Quarterly revenue came in at $377.68 million, which beat the Street estimate of $342.34 million and was up from $258.1 million in the same period last year.
Bumble, Inc. (NASDAQ:BMBL) reported quarterly losses of $4.06 per share, which missed the analyst consensus for earnings of 24 cents. Quarterly revenue came in at $224.17 million, which beat the Street consensus estimate of $221.3 million.
Oracle Corp (NYSE:ORCL) reported third-quarter fiscal 2026 revenue of $17.19 billion. That beat analyst estimates of $16.91 billion. Adjusted earnings per share rose 21% year-over-year to $1.79. Estimates called for $1.71 per share.
Software & Semiconductor
Meta Platforms, Inc.’s (NASDAQ:META) upcoming foundational AI model, code-named “Avocado,” has reportedly underperformed compared with systems from competitors during internal evaluations.
Meta has acquired Moltbook, a viral platform where artificial intelligence agents interact and post content.
Nvidia Corp. (NASDAQ:NVDA) plans to invest $26 billion over the next five years to develop open-source artificial intelligence models, signaling a major shift in strategy beyond its core chip business.
Nvidia announced partnership news tied to government-grade AI deployments while risk appetite stayed cautious.
Nvidia will invest $2 billion in Nebius, reflecting Nvidia's confidence in Nebius's business and unique depth of engineering expertise across the full AI technology stack.
Marvell Technology Inc (NASDAQ:MRVL) is expanding its product lineup to help artificial intelligence data centers move and manage large volumes of data more efficiently as demand for AI computing continues to grow.
International Business Machines (NYSE:IBM) unveiled a quantum-centric supercomputing architecture that integrates quantum and classical computing to tackle complex scientific problems.
Atlassian Corp (NASDAQ:TEAM) is cutting roughly 10% of its global workforce, citing the growing influence of artificial intelligence on its
