Earnings live: Salesforce stock rises on upbeat guidance, Snowflake tumbles, American Eagle surges

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• Strong momentum continued into Q4 with record-breaking Thanksgiving weekend led by acceleration in demand across brands and channels

  80% confidence

• 3 million more households are now part of Dollar Tree customer base compared to last year, with high-income consumers (>$100k/year) making up majority of new customers

  80% confidence

• Q2 results are strongest in Credo's history, reflecting continued build-out of world's largest AI training and inference clusters. AI clusters now measured in hundreds of thousands of GPUs, soon millions.

  80% confidence

• Achieved three years of consecutive quarterly sales growth with record Q3 net sales up 7%. Hollister grew 16% on strong back-to-school and fall transition. Abercrombie made sequential progress, aiming for Q4 brand sales approximately flat to last year's record.

  80% confidence

• Strong momentum driven by all-around competitiveness of NIO, ONVO, and FIREFLY brand offerings. Expect Q4 deliveries of 120,000-125,000 units, up 65.1%-72.0% YoY, setting new quarterly record.

  80% confidence

• Street is underestimating growth potential for CrowdStrike as second/third derivative beneficiary of AI Revolution. CrowdStrike is AI-powered cybersecurity businesses increasingly can't live without.

  80% confidence

• Q3 was exceptional quarter. Existing customers expanding and net-new customer additions continue showing strength. Companies choosing MongoDB for unified data platform powering mission-critical workloads and AI platform shift.

  80% confidence

• If 13.4% earnings growth holds, it would mark fourth straight quarter of double-digit earnings growth and acceleration from 12% in Q2

  80% confidence

• Companies reporting earnings below expectations saw stock decrease 5% on average, well below five-year average decrease of 2.6%

  80% confidence

• Enterprises want AI that can work within secure, trusted data environments without compromise. Partnership brings Claude directly into Snowflake where data already lives.

  80% confidence

• Analysts expected 7.9% jump in earnings per share in Q3 as of Sept. 30

  80% confidence

• 95% of S&P 500 companies have reported Q3 earnings as of Nov. 21, and analysts expect 13.4% jump in earnings per share during third quarter

  80% confidence

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

  80% confidence

• Q3 sales were strongest in 13 quarters, reflecting acceleration of Bold New Chapter strategy and demonstrating enterprise-wide changes are resonating with customers

  80% confidence

• S&P 500 companies with earnings beats saw stock price increase average 0.4% in four-day period around earnings release, less than five-year average of 0.9%

  80% confidence

• 83% of S&P 500 earnings surprises were to the upside in Q3 2025

  80% confidence

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

  80% confidence

Data points we hold from this source