Earnings live: Dollar General stock pops, Salesforce rises, Snowflake tumbles

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• These are the strongest quarterly results in Credo's history, and they reflect the continued build-out of the world's largest AI training and inference clusters. AI clusters are no longer measured in tens of thousands of GPUs. They're now measured in hundreds of thousands and soon millions.

  80% confidence

• What's really worked in terms of growth is an expansion of the idea of what value looks like. Roughly 80% of the assortment is $5 and below, but we took attention to items above $5 at $7, $10, $15

  80% confidence

• Our third quarter sales were the strongest in 13 quarters, reflecting the acceleration of our Bold New Chapter strategy and demonstrating that the meaningful enterprise-wide changes we've made are resonating with customers

  80% confidence

• Q3 was an exceptional quarter. Existing customers are expanding with us and net-new customer additions continue to show strength. Companies across industries and geographies are choosing MongoDB because we provide a unified data platform

  80% confidence

• Companies that report earnings below expectations have seen their stock decrease by 5% on average during the same period, well below the five-year average decrease of 2.6%

  80% confidence

• Enterprises have spent years building secure, trusted data environments, and now they want AI that can work within those environments without compromise. This partnership brings Claude directly into Snowflake, where that data already lives. It's a meaningful step toward making frontier AI genuinely useful for businesses.

  80% confidence

• 3 million more households are now part of Dollar Tree's customer base compared to last year, with high-income consumers making up the majority of new customers

  80% confidence

• The Street is underestimating the growth potential for CrowdStrike as a second/third derivative beneficiary of the AI Revolution

  80% confidence

• Analysts expected S&P 500 companies to report a 7.9% jump in earnings per share in Q3 as of Sept. 30

  80% confidence

• As of Nov. 21, 95% of S&P 500 companies have reported Q3 earnings, and analysts are expecting a 13.4% jump in earnings per share during the third quarter

  80% confidence

• S&P 500 companies that have reported third quarter earnings beats have seen their stock price increase by an average of 0.4% in the four-day period around their earnings release, less than the five-year average increase of 0.9%

  80% confidence

• All consumers are seeking value, marrying that value-seeking behavior with convenience and discovery is the intersection where Dollar Tree thrives

  80% confidence

• Strong momentum has continued into the fourth quarter, including an excellent start to the holiday season. We delivered a record-breaking Thanksgiving weekend, led by an acceleration in demand across brands and channels

  80% confidence

• The strong momentum was driven by the all-around competitiveness of NIO, ONVO, and FIREFLY brand offerings. We expect total deliveries in Q4 to reach between 120,000 and 125,000 units, reflecting a year-on-year increase of 65.1% to 72.0% and setting a new quarterly record

  80% confidence

• We've seen really nice traffic growth and growth in both new customers as well as retention

  80% confidence

• This acquisition further strengthens Marvell's position at the forefront of one of the fastest-growing opportunities in AI datacenter infrastructure

  80% confidence

• CrowdStrike is an AI-powered cybersecurity that businesses increasingly can't live without

  80% confidence

• If 13.4% EPS growth holds, it would mark the fourth straight quarter of double-digit earnings growth

  80% confidence

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