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U.S. Movers: Costco Wholesale, General Motors, Tilray Brands

Jan 9, 2026
Scott Peters
Costco Wholesale reported solid U.S. core comparable store sales in December. Tilray Brands said sales rose to a record high, and net loss improved in the fiscal second quarter. General Motors booked a special charge in the fourth quarter linked to its electric vehicle unit and restructuring in China.

COST GM TLRY

U.S. Movers: FedEx, Nike

Dec 19, 2025
Scott Peters
Nike's quarterly sales and earnings growth in North America were offset by a sharp decline in Greater China. The sharp increase in U.S. tariffs negatively impacted overall gross margins. FedEx tightened its diluted earnings per share outlook and reiterated its capital spending plan.

NKE FDX

U.S. Movers: MillerKnoll, Micron Technology

Dec 18, 2025
Scott Peters
Micron Technology delivered strong quarterly results and posted a rosy sales and earnings outlook for the current quarter. MillerKnoll said revenue and earnings fell in the quarter ending in November and issued a weak outlook for the current quarter.

MU

U.S. Movers: Lennar

Dec 17, 2025
Scott Peters
Lennar reported a sharp decline in earnings in the fiscal fourth quarter ending in November, and the homebuilder issued a cautious sales outlook for the current quarter.

LEN

U.S. Movers: Broadcom, Oxford Industries

Dec 12, 2025
Scott Peters
Oxford Industries said quarterly losses expanded, driven by higher impairment charges and a challenging sales environment. Broadcom delivered a sharp jump in revenue and earnings, driven by a surge in demand for its AI chips.

AVGO OXM

U.S. Movers: Adobe, Oracle, Synopsys

Dec 11, 2025
Scott Peters
Oracle's latest quarterly results fell short of market expectations. Adobe issued a muted revenue outlook for the current quarter and fiscal year and topped expectations in its latest quarter. Synopsys said revenue and earnings advanced, driven in large part by the latest acquisitions.

ORCL SNPS ADBE

U.S. Movers: Hewlett Packard Enterprise, SoFi Technologies, Ulta Beauty

Dec 5, 2025
Scott Peters
SoFi Technologies announced a secondary offering to improve its general capital position. Ulta Beauty revised higher its annual sales, comparable sales, and diluted earnings per share outlook. Hewlett Packard Enterprise's fiscal 2026 outlook fell short of market expectations.

HPE SOFI ULTA


U.S. Movers: Salesforce, Snowflake

Dec 4, 2025
Scott Peters
Snowflake Inc. reported better-than results in the fiscal third quarter, but the company's fourth-quarter outlook fell short of expectations. Salesforce Inc. reported mixed results in the fiscal third quarter and issued a cautious sales growth outlook for the current quarter.

CRM SNOW

U.S. Movers: Credo Technology, MongoDB

Dec 2, 2025
Scott Peters
Credo Technology reported a sharp jump in revenue and turned profitable amid a strong demand for its data center-focused products. MongoDB reported a jump in subscription revenue in the latest quarter.

CRDO MDB

U.S. Movers: Dell Technologies, HP, Urban Outfitters

Nov 26, 2025
Scott Peters
Dell Technologies offered a muted sales growth outlook for the current quarter. HP announced a restructuring plan that could eliminate as many as 6,000 jobs. Urban Outfitters said gross margin expanded and comparable retail sales rose more than expected.

HPQ URBN DELL

U.S. Movers: Interpublic Group, SanDisk, Zoom Communication

Nov 25, 2025
Scott Peters
Zoom Communication reported quarterly results that exceeded expectations, and the company's guidance also surpassed forecasts. SanDisk's stock rose after the electronic storage company was chosen for inclusion in the widely followed S&P 500 index.

IPG ZM

U.S. Movers: Gap, Intuit, Ross Stores

Nov 20, 2025
Scott Peters
Ross Stores and Gap Inc. offered a positive outlook for the current quarter and passed on most of the tariff-driven higher prices to customers. Inuit's quarterly results surpassed market expectations.

GPS ROST INTU

U.S. Movers: Nvidia Corp.

Nov 20, 2025
Scott Peters
Nvidia's solid fiscal third-quarter revenue and earnings calmed market jitters over the sustainability of the AI-driven tech spending spree in the near future.

NVDA

U.S. Movers: Dolby Labs, Home Depot, Onsemi, Target

Nov 19, 2025
Scott Peters
Target Corp. lowered its profit outlook amid weak demand and falling sales. Home Depot lowered its same-store sales outlook. Onsemi launched a new stock repurchase program. Dolby Labs offered a muted sales outlook for the current quarter.

DLB HD ON TGT


U.S. Movers: Applied Materials, StubHub, Walt Disney

Nov 14, 2025
Scott Peters
Applied Material's revenue outlook for the current quarter fell short of market expectations. StubHub did not provide a revenue outlook for the current quarter. Walt Disney reported flat revenue in its latest quarter.

AMAT DIS

U.S. Movers: Cisco Systems, Firefly Aerospace, Sweetgreen

Nov 13, 2025
Scott Peters
Cisco Systems reported strong results in its latest quarter, driven by a surge in demand for its networking gear for AI data centers. Firefly Aerospace said net loss expanded because of expenses related to its financing activities. Sweetgreen said same-store sales contracted as customers avoided high-priced salads.

CSCO FLY SG