Earnings live: Ulta stock pops, HPE falls with guidance in focus, UiPath stock skyrockets

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• AI clusters are now measured in hundreds of thousands and soon millions of GPUs, pushing every aspect of interconnect

  80% confidence

• Analysts are expecting a 13.4% jump in earnings per share during Q3 2025, marking the fourth straight quarter of double-digit earnings growth

  80% confidence

• Sentiment toward food retailers has soured over the past few months, including for Kroger

  80% confidence

• Enterprises want AI that can work within their secure data environments without compromise, and this partnership brings Claude into Snowflake where data already lives

  80% confidence

• Many consumers' wallets are pressured and they are seeking value during the holiday season

  80% confidence

• Ulta is confident in their holiday plans and teams are ready to drive excitement and deliver for guests

  80% confidence

• Strong momentum has continued into Q4, including an excellent start to the holiday season with a record-breaking Thanksgiving weekend

  80% confidence

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

  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

• Q3 was an exceptional quarter with existing customers expanding and strong net-new customer additions

  80% confidence

• Companies that beat earnings saw 0.4% average stock increase in four-day period, less than five-year average of 0.9%

  80% confidence

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

  80% confidence

• The consumer and competitive environment has grown notably tougher for food retailers like Kroger

  80% confidence

• Companies that miss earnings decreased by 5% on average during same period, well below five-year average decrease of 2.6%

  80% confidence

• What's worked for growth is expansion of the idea of what value looks like, with attention to items above $5 at $7, $10, $15

  80% confidence

• These are the strongest quarterly results in Credo's history, reflecting the continued build-out of the world's largest AI training and inference clusters

  80% confidence

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

  80% confidence

• Five Below has seen nice traffic growth and growth in both new customers and retention

  80% confidence

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

  80% confidence

Data points we hold from this source