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Slowinski: Oracle's cloud growth is strong, while Salesforce and Workday face weaker demand.
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Workday (WDAY) Q3 earnings report 2025

Workday CEO Carl Eschenbach walks to a morning session at the Allen & Company Sun Valley Conference in Sun Valley, Idaho, on July 14, 2023. Kevin Dietsch | Getty Images Workday shares slipped as much as 11% in extended trading Tuesday after the human resources and finance software maker issued a quarterly forecast that came...

TikTok is 'digital nicotine' for young people, says D.C. Attorney General Brian Schwalb
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Pinterest Q3 earnings report 2024

Bill Ready, CEO of Pinterest, rings the opening bell at the New York Stock Exchange on May 15, 2024. Brendan McDermid | Reuters Pinterest shares plunged as much as 15% on Thursday after the social media company provided soft guidance for its fourth-quarter revenue despite beating on the top and bottom lines with its third-quarter...

Upside expected for Amazon as fulfillment efficiency increases margins, says Cowen's Blackledge
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Amazon shares jump after Q3 earnings beat

Amazon CEO Andy Jassy speaks at the Bloomberg Technology Summit in San Francisco on June 8, 2022. David Paul Morris | Bloomberg | Getty Images Amazon shares jumped 7% on Friday and neared an all-time high after the company reported better-than-expected earnings, driven by growth in its cloud computing and advertising businesses. The stock is...

Jefferies' Brent Thill on Microsoft & Meta earnings: AI expectations for investors got overinflated
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Microsoft stock has worst day in two years on disappointing forecast

Microsoft CEO Satya Nadella speaks at a company event on artificial intelligence technologies in Jakarta, Indonesia, on April 30, 2024. Dimas Ardian | Bloomberg | Getty Images Microsoft‘s better-than-expected earnings report wasn’t enough to prevent the stock’s steepest sell-off in two years, as investors instead focused on the company’s forecast for the current period. Microsoft...

Microsoft Copilot AI use accelerates inside companies, but cost concerns weigh
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Microsoft (MSFT) Q1 earnings report 2025

Microsoft CEO Satya Nadella takes part in the Partnership for Global Infrastructure and Investment Event during the G7 Summit at the Borgo Egnazia resort in Savelletri, Italy, on June 13, 2024. Mandel Ngan | AFP | Getty Images Microsoft will report results for its fiscal first quarter after the close of regular trading on Wednesday....

Alphabet shares pop on earnings beat
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Alphabet shares rise on earnings beats boosted by cloud revenue

Google CEO Sundar Pichai speaks with Emily Chang during the APEC CEO Summit at Moscone Center West in San Francisco on Nov. 16, 2023. Justin Sullivan | Getty Images News | Getty Images Google parent Alphabet reported third-quarter earnings that beat on top and bottom lines with strong revenue growth from the company’s cloud unit....

'Too many unknowns' with election & market to be overweight megacaps, says Clockwise's Cakmak
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Elon Musk $26 billion richer after Tesla stock best day since 2013

Tesla CEO and X owner Elon Musk speaks during an unveiling event for Tesla products in Los Angeles, California, U.S. October 10, 2024 Source: Tesla | Youtube Tesla CEO Elon Musk, already the world’s richest person, added another $26 billion in paper wealth on Thursday after his company’s stock had its biggest rally since 2013....

Investors starting to look 'longer term' on Oracle, says Wolfe's Alex Zukin
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Oracle shares gain on higher fiscal 2026 revenue forecast

Oracle Corp. CEO Safra Catz walks on the floor of the New York Stock Exchange as Oracle rang the opening bell in celebration of its 10th anniversary of listing on the exchange in New York on July 12, 2023. Spencer Platt | Getty Images Oracle shares rose about 6% in extended trading on Thursday after...

Oracle could lead the next generation of AI, says Gradient's Jeremy Bryan
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Oracle (ORCL) Q1 earnings report 2025

Larry Ellison, chairman and co-founder of Oracle Corp., speaks during the Oracle OpenWorld 2017 conference in San Francisco on Oct. 1, 2017. David Paul Morris | Bloomberg | Getty Images Oracle shares rose 9% in extended trading on Monday after the database software vendor reported fiscal first-quarter results that topped Wall Street estimates. Here’s how...