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…
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AI-mentioning companies up 13.9% since Dec 31, 2024 vs 5.7% for non-AI companies
80% confidenceCelestial AI projects $1B revenue run rate by Q4 FY2029
80% confidenceCelestial AI projects $500M annual revenue starting H2 FY2028
80% confidenceFood retail sentiment has soured and competitive environment is notably tougher
80% confidenceAll consumers are seeking value regardless of income level
80% confidenceAI clusters are scaling from tens of thousands to hundreds of thousands and soon millions of GPUs
80% confidenceQ3 2025 set new 10-year high for AI mentions in S&P 500 earnings calls with 306 companies
80% confidenceLuxury housing market remains differentiated from overall market
80% confidenceEnterprises want AI that works within secure data environments without compromise
80% confidenceHousing market experiencing soft demand and choppy conditions
80% confidenceCrowdStrike is a second/third derivative beneficiary of AI Revolution
80% confidenceCompanies mentioning AI averaged +1% stock performance since Sept 30 vs +0.3% for non-AI companies
80% confidence
Data points we hold from this source
| Snowflake Inc. · net loss per share | -0.87 USD |