We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.

CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum

Lululemon posted another quarter of disappointing results and a sales slowdown as the company struggles to turn its business around.

Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.

We recently reduced our position size, which allows us to be more patient with this one.

Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence agent for writing code.

Palo Alto Networks' stock has nearly doubled this year as AI boosts demand for security detection and response tools

The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.

Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.

Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.

BYD shares slid after the automaker released its latest results on Friday, despite higher second-quarter profit and overseas growth.

Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.

The national average price for gas is at $4.09 per gallon and was last below $3 on March 2.

Marvell Technology shares fell Friday despite a second-quarter revenue beat, as its fiscal 2028 outlook failed to meet investors' expectations.

Gap announced a new CEO for Old Navy on Thursday as the brand reported a decline in comparable sales for the most recent quarter.

Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.

AI adoption is pushing customers to spend more on cybersecurity tools from companies such as CrowdStrike and Okta

Best Buy raised its full fiscal-year outlook on Thursday after reporting a stronger-than-expected first-half performance.

Qantas shares jumped 4% after the airline reported full-year earnings and introduced new business-class seats amid strong demand for premium travel.

Nvidia CEO Jensen Huang did it again.