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Broadcom shares fell over 4% after delivering quarterly results that beat estimates but issuing a weaker-than-expected current-quarter revenue forecast of $34.8 billion versus $35.05 billion expected…
ATRenew (RERE) reported a strong Q2 earnings beat with significant revenue and profit growth, but provided weaker-than-expected guidance for Q3 due to iPhone launch timing shifts. The company's 1P mo…
Tapestry (TPR) plunged 15% on weak FY2027 guidance despite strong Q4 earnings, becoming the worst S&P 500 performer. Broader index still rose 0.6%, showing limited market-wide impact from this single…
AMD beat Q3 estimates with 50% revenue growth and Data Center sales doubling, but stock fell 10% on guidance below highest expectations. Long-term AI growth story remains intact with $1.4T AI acceler…
Apple shares fell 10% despite record EPS and revenue beat, as memory chip shortages squeeze margins and Q4 guidance missed expectations. Strong iPhone demand offset by rising DRAM/NAND costs and slow…
Sandisk shares dropped ~7% as fiscal Q1 guidance missed elevated expectations, despite a strong Q4 beat driven by AI data center demand and a new $14B buyback.
Sandisk posted record FY26 revenue (+175%) driven by AI memory demand, but FQ1 2027 guidance missed consensus, sending shares down 10% despite strong fundamentals and analyst optimism on NAND supply …
Apple stock fell 10% despite record EPS due to services revenue miss and weak Q4 guidance (9-11% vs 12% expected), driven by DRAM/NAND memory shortage raising costs. Long-term outlook remains healthy.
Corning (GLW) stock isn't a tracked symbol, but Nvidia and Amazon are mentioned as multiyear optical/fiber partners in Corning's AI infrastructure buildout, reinforcing continued AI capex demand desp…
STMicroelectronics (STM) stock plunged over 20% after a minor $100M revenue guidance miss, despite strong Q2 results including 26% revenue growth, earnings beat, and positive free cash flow. Analysts…
Netflix shares fell 7.26% on weaker-than-expected guidance and slowing revenue growth (13.4% YoY), plus reduced engagement reporting frequency, despite still-strong free cash flow and fundamentals.
Nvidia posted 55.6% revenue growth and an EPS beat but slightly missed next-quarter revenue guidance; stock fell ~6% despite strong Blackwell AI demand.