Kevin Smith
Journalist
Arista Networks down despite earnings beat
Arista Networks shares tumbled approximately 10% in after-hours trading on Wall Street yesterday, following a cautious guidance outlook, despite quarterly results that exceeded expectations. The specialist in networking equipment for data centers, cloud and artificial intelligence reported Q1 2026 revenue of $2.71bn, up 35.1% y-o-y and up 8.9% sequentially. The consensus anticipated about $2.62bn.
May 06, 2026 at 05:39 am
Goldman Sachs Sees European Electrification Driving a New Investment Cycle
Goldman Sachs believes that renewed energy tensions, fueled by the war in Iran and disruptions to oil and gas flows through the Strait of Hormuz, could accelerate Europe's shift toward electricity.
May 05, 2026 at 08:39 pm
What the oil futures curve is currently telling us
Spot prices, or front-month contracts, are generally the most closely watched by investors, although they are insufficient to understand market projections over time. To read trader expectations, one must look at the futures curve, i.e. the prices negotiated today for future delivery.
May 05, 2026 at 03:24 pm
Onsemi beats expectations, but recovery remains selective
Onsemi reported quarterly results that are slightly above expectations, although not enough to sustain the stock's strong momentum, which fell over 5% in after-hours trading on Monday, after a YTD surge of about 85%. The group posted revenue of $1.51bn, compared to the $1.49bn expected by the consensus, while adjusted EPS came in at $0.64, above the anticipated $0.613.
May 05, 2026 at 07:22 am
Pinterest surges following better-than-expected quarter
Pinterest shares soared nearly 17% in after-hours trading on Monday, after releasing quarterly results that beat expectations, a sharp rebound for a stock that had fallen about 20% YTD. The group generated revenue of $1.01bn in Q1, up 18% y-o-y, above the consensus, which was targeting $965.8m. Adjusted EPS reached $0.27, above the $0.229 expected.
May 05, 2026 at 07:14 am
Sandisk down, despite results significantly beating expectations
Sandisk shares fell by over 5% in after-hours trading on Thursday, despite quarterly results and guidance that far exceeded expectations. The market appears to be engaging in profit-taking following an exceptional stockmarket run, with the share price having skyrocketed 364% YTD, hitting a new annual high of $1,115 during normal trading hours.
May 01, 2026 at 07:49 am
Massive AI Investment Bolsters US GDP
Real gross domestic product (GDP) in the United States grew at an annualized rate of 2.0%, according to the advance estimate from the Bureau of Economic Analysis (BEA). This follows a modest 0.5% increase in Q4 2025, which was hampered by the historic government shutdown last October and November.
April 30, 2026 at 08:20 pm
Fed remains on hold as Powell defends institutional independence
Jerome Powell's press conference brought no major shift to the monetary trajectory, but it reinforced the more cautious tone of the earlier policy statement. The Fed maintained interest rates within a 3.50% to 3.75% range and sharpened its description of inflation, now labeled "elevated" partly due to the recent surge in global energy prices. Powell also warned that this shock would push headline inflation higher in the short term, while acknowledging that the scale and duration of its effects remain uncertain.
April 29, 2026 at 10:26 pm
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