Alphabet Q4, spending guide, commentary give little reason for enthusiasm

Shares of Alphabet were under pressure in after-hours trading Tuesday, following the tech giant's quarterly revenue miss and much higher-than-expected 2025 capital expenditure guidance. Revenue for the fourth quarter ended Dec. 31 climbed 12% year over year to $96.47 billion, short of the $96.56 billion consensus estimate compiled by LSEG....

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Eaton reports mixed results but makes clear its AI data center business is still full steam ahead

Eaton on Friday delivered mixed fourth-quarter results Friday, but the electrical components and power systems company made clear that its fast-growing data center business isn't slowing down despite the emergence of Chinese startup DeepSeek and its more efficient AI models. Revenue in the three months ended Dec. 31 increased 4.6%...

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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...

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We’re cutting our price target on Danaher as frustration mounts after a messy quarter

Danaher shares are under pressure Wednesday as the Club holding's fourth-quarter earnings results came in mixed and guidance disappointed. The company long known for its operational excellence is further testing our patience. Revenue for the three months ended Dec. 31 advanced 2% year over year on a reported basis,...

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AI chipmaker Broadcom shares soar 14% despite mixed quarterly results — here’s why

Broadcom shares soared Thursday after the chipmaker demonstrated strong profitability in its fourth quarter and provided a slew of upbeat updates on its artificial intelligence business — a mix so good that investors looked past a minor sales miss. Revenue in the fiscal 2024 fourth quarter increased 51% year...

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CrowdStrike’s post-earnings stock drop is a buy. Here’s why sellers have it all wrong

CrowdStrike delivered a very good quarter after Tuesday's closing bell, with management raising its full-year outlook on sales, operating income, and earnings. Nonetheless, shares of the cybersecurity firm were selling off as traders booked profits, perhaps because the current quarter profit guide came in a penny below expectations. The...

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