Earnings live: Toll Brothers stock falls on margin softness; investors look to Oracle, Broadcom results ahead
View original at finance.yahoo.comEarnings live: Toll Brothers stock falls on margin softness; investors look to Oracle, Broadcom results ahead Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle (ORCL) is one of them…
Ce que nous avons tiré de cette source
The claims Via News extracted from this document. We point to the source; we don't replace it.
Q3 2025 set new 10-year high for AI mentions in S&P 500 earnings calls with 306 companies
80% confidenceCelestial AI projects $1B revenue run rate by Q4 FY2029
80% confidenceCelestial AI projects $500M annual revenue starting H2 FY2028
80% confidenceLuxury housing market remains differentiated from overall market
80% confidenceFood retail sentiment has soured and competitive environment is notably tougher
80% confidenceCompanies mentioning AI averaged +1% stock performance since Sept 30 vs +0.3% for non-AI companies
80% confidenceEnterprises want AI that works within secure data environments without compromise
80% confidenceHousing market experiencing soft demand and choppy conditions
80% confidenceAll consumers are seeking value regardless of income level
80% confidenceCrowdStrike is a second/third derivative beneficiary of AI Revolution
80% confidenceAI-mentioning companies up 13.9% since Dec 31, 2024 vs 5.7% for non-AI companies
80% confidenceAI clusters are scaling from tens of thousands to hundreds of thousands and soon millions of GPUs
80% confidence
Data points we hold from this source
| Snowflake Inc. · net loss per share | -0.87 USD |