Microsoft (MSFT)

The "SaaSpoclaypse" continues, but one top tech leader thinks it's overblown.

This isn't the first time a software stock has plunged over AI fears.

Investment banking firm Piper Sandler (NYSE:PIPR) will be announcing earnings results this Friday before the bell. Here’s what you need to know.

Electronic bond trading platform MarketAxess (NASDAQ:MKTX) will be announcing earnings results this Friday morning. Here’s what to expect.

Tobacco company Philip Morris International (NYSE:PM) will be announcing earnings results this Friday before the bell. Here’s what you need to know.

Freight Delivery Company RXO (NYSE:RXO) will be announcing earnings results this Friday before market hours. Here’s what to look for.

Private equity firm Carlyle Group (NASDAQ:CG) will be reporting earnings this Friday before market open. Here’s what you need to know.

Both Microsoft and Meta Platforms have strong investment cases right now.

Google’s strong quarterly results were overshadowed by its significant spending plans.

The search leader's artificial intelligence (AI) strategy is paying off.

Arm Holdings (ARM) Q3 2026 Earnings Transcript

Animal health products manufacturer Phibro Animal Health (NASDAQ:PAHC) missed Wall Street’s revenue expectations in Q2 CY2026, with sales flat year on year at $378.7 million. Its non-GAAP profit of $0.57 per share was 13.2% below analysts’ consensus estimates.

IT solutions provider ePlus (NASDAQ:PLUS) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 20.3% year on year to $614.8 million. Its non-GAAP profit of $1.45 per share was 43.6% above analysts’ consensus estimates.

Payment solutions provider WEX (NYSE:WEX) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 5.7% year on year to $672.9 million. On the other hand, the company’s full-year revenue guidance of $2.73 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $4.11 per share was 4.7% above analysts’ consensus estimates.

For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. Its most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta's and Microsoft's earnings.

Oracle stock continued to drop in January.

Investment banking firm Moelis & Company (NYSE:MC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.2% year on year to $487.9 million. Its non-GAAP profit of $1.13 per share was 35.4% above analysts’ consensus estimates.

Broadcom's custom AI chip unit is growing rapidly.

Online advertising giant Alphabet (NASDAQ:GOOGL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 18% year on year to $113.8 billion. Its GAAP profit of $2.82 per share was 7% above analysts’ consensus estimates.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. 

Shares of modular home and building manufacturer Champion Homes (NYSE:SKY) jumped 14.2% in the afternoon session after the company reported strong fourth-quarter 2025 results that beat Wall Street's profit expectations. 

Shares of data security company Varonis Systems (NASDAQ:VRNS) fell 8.7% in the afternoon session after the company provided a weak earnings outlook for 2026 that overshadowed its fourth-quarter 2025 results, which had topped Wall Street's expectations. 

A TD Cowen analyst warns that mass layoffs could be coming amid a major fundraising push.

Microsoft rarely sells off to these levels.