#stock-performance

#stock-performance

Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13 percent. Shantanu Narayen, who has led Adobe for 18 years, announced his decision to transition out of the CEO role once a successor is named, introducing uncertainty at the top that markets typically dislike.

The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.

Broadcom has beaten EPS estimates in each of the last eight quarters, and Polymarket crowd odds currently sit at 95.85% in favor of a beat. Last quarter was strong on paper. Broadcom reported Q4 FY2025 revenue of $18.02B, beating estimates by 2.63%, with AI semiconductor revenue up 74% year over year.

AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date. Dell also raised its full-year FY26 revenue guidance to $111.2 billion to $112.2 billion, representing approximately 17% growth year-over-year.

CEO Hock Tan disclosed $73 billion in AI-related backlog, including custom XPU accelerators, switches, and optical components. "We have never seen bookings of the nature that what we have seen over the past three months," Tan said on the Q4 2025 earnings call. The backlog includes orders from five hyperscale customers building custom AI chips, plus demand for Broadcom's 102 terabit per second Tomahawk 6 switch.

By Alicia Tang and Brody Ford, Bloomberg Workday Inc. announced co-founder Aneel Bhusri is returning to head the software company, replacing chief executive officer Carl Eschenbach after the company's shares have plummeted over the past year. The change is effective immediately, the company said in a statement Monday. Eschenbach is also stepping down as a member of the board. He will stay on as a strategic adviser to Bhusri, according to the statement.

Costco ( NASDAQ:COST ) had a tough 2025, with its stock declining 6% while the S&P 500 gained 16%, marking a rare significant underperformance for the warehouse retailer. In 2026, however, trends have shifted. Year to date, the benchmark index has gained just 0.5%, but Costco shares have risen over 13%. Now, the warehouse retailer just reported robust January sales of $21.33 billion, up 9.3% year-over-year, supported by a 7.1% increase in comparable sales over the first four weeks of the new year.

Microsoft stock has been a millionaire maker for decades, with a stock split-adjusted IPO price of $0.14, which means that at today's stock price around $480, the stock is up about 506,200%. That would have turned a $1,000 investment at Microsoft's initial public offering into about $5.4 million today, including dividends and stock splits. In the past month, Microsoft acquired AI firm Osmos, committed $17.5 billion to expand its cloud and AI infrastructure in India,

Earlier this summer, it was reported that the company will invest $888 million at its Buffalo, N.Y.-based Tonawanda Propulsion plant to build its next-generation V8 engines. Despite GM's significant investments in EVs, the legacy automaker saids it will start the small-block V8 production in 2027. The company still faces tariff headwinds, with GM sourcing its parts from a global network of 3,100 primary suppliers and a significant presence in Mexico, Canada and Asia, has suffered according.