Emily Bary

Comcast’s narrowed broadband subscriber losses in the latest quarter offered some hope, but recent cautious commentary has dragged down cable stocks.

Palantir shares are up 1,100% off their lows, with skeptics voicing concern about the valuation.

Wall Street is excited about Marvell’s traction in custom offerings and partnership with Amazon’s AWS.

Marvell’s results signal a gradually healthier business that’s about more than just the AI boom.

“The situation here seems likely to keep getting worse before it gets better, and the ultimate fate of the company seems even more uncertain,” one analyst said.

The U.S. government’s latest export restrictions on semiconductor technology to China were telegraphed in advance and aren’t as severe as once feared.

Zscaler’s stock was down on the year prior to earnings, while an ETF tracking the software sector had rallied 29%

Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, which includes PCs

HP’s stock is down following the company’s latest earnings.

Nvidia’s stock is largely holding its own despite a lack of oomph in the guidance. That reflects how well investors understand the company’s narrative and cadence.