Nvidia's beat and raise eases investors' concerns about 4 things nagging the stock

Nvidia’s beat and raise eases investors’ concerns about 4 things nagging the stock

Nvidia on Wednesday evening delivered a better-than-expected fiscal 2025 fourth quarter driven by a $2 billion revenue beat on data center sales. Forward guidance also exceeded estimates. Despite the enormous anticipation of the results, shares dropped 1.5% in after-hours trading. But given the volatile nature of the stock, a bigger move — in either direction…

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Dover delivers a rosy profit outlook. Here's our new price target on the industrial stock with AI ties

Dover delivers a rosy profit outlook. Here’s our new price target on the industrial stock with AI ties

Shares of Club name Dover jumped Thursday, as a strong profitability outlook for the year ahead outshined some blemishes in the industrial conglomerate’s fourth-quarter results. The report solidified Dover’s place in our portfolio. Revenue in the fourth quarter rose 1.3% year over year, to $1.93 billion, short versus the $1.95 billion the Street was looking…

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Nvidia's earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Nvidia’s earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Nvidia shares moved lower Wednesday evening despite another beat-and-raise quarter. Simply put, the leading maker of AI chips again fell victim to the curse of high expectations. That’s not a concern to us, though, because Nvidia’s underlying fundamentals and long-term outlook appear to be as healthy as ever. Revenue surged 94% year over year to…

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Alphabet's growth pillars stand tall in Q3. But we're not ready to act

Alphabet’s growth pillars stand tall in Q3. But we’re not ready to act

Alphabet shares surged during Tuesday’s after-hours trading following the Google parent’s better-than-expected quarterly revenue and earnings on cloud and advertising strength. Total revenue for the three months ended Sept. 30 climbed 15%, or 16% on a constant-currency basis, to $88.27 billion, better than estimates of $86.3 billion, according to LSEG. Adjusted earnings-per-share (EPS) surged 37%…

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