Oracle shares are rebounding after a sharp decline since October, with Guy Adami predicting a continued "relief rally" toward $250–$255 ahead of the company's upcoming earnings report.
The USD/INR pair falls to near 90.00 as the Indian Rupee gains further, with the beginning of two-day trade talks between the United States and India on Wednesday.
U.S. job openings hit a five-month high in October, signaling steadier demand, but slower hiring points to a cooling labor market— a trend that could influence the Federal Reserve's interest rate decision, which is due Wednesday.
The Japanese Yen (JPY) sticks to modest intraday gains that followed the release of Japan’s Corporate Goods Price Index, which exceeded expectations and reaffirmed bets for an imminent rate hike by the Bank of Japan (BoJ).
The question of whether Broadcom is the best chip stock to invest in is certainly arising ahead of its Q4 report, with AVGO near a 52-week high of over $400 a share.
Alpha Tau Medical surged in after-hours trading after treating the first patient in its pilot study for recurrent glioblastoma with Alpha DaRT therapy.
Famed investor Michael Burry expressed interest on Tuesday, December 9, in learning about tokenization, a trend of converting physical assets into digital form on the blockchain.
For those seeking exposure, particularly concerning the data center angle, a top-ranked stock provides just that. Let’s take a closer look at what’s been driving the positivity.
nCino’s third quarter was marked by revenue and non-GAAP profitability that exceeded analysts’ expectations, yet the market responded negatively, reflecting concerns highlighted by management about near-term headwinds and competitive pressures. CEO Sean Desmond pointed to strong momentum in AI adoption and platform expansion across customer segments, but also noted that discretionary spending by financial institutions remains constrained, driving a shift toward more targeted, efficiency-focused technology investments. Desmond emphasized, “Banks remain very aggressive on their tech investment with AI driving the narrative,” while acknowledging that shifts in customer purchasing patterns require continued operational discipline.
UiPath’s third quarter performance was marked by stronger-than-expected revenue and profitability, with the market responding favorably to both top-line growth and improved margins. Management attributed these results to increased adoption of its automation platform, particularly the integration of deterministic automation with its AgenTiKi AI capabilities. CEO Daniel Dines highlighted the value customers are seeing from agentic automation, noting, “Our automation strategy, combining the reliability of deterministic automation with the intelligence and adaptability of AgenTiKi, continues to align with what customers want most: trusted enterprise-grade automation that delivers tangible ROI fast.”
Dollar Tree’s third-quarter results modestly exceeded Wall Street’s expectations, with management crediting its multi-price strategy, an expanded discretionary assortment, and operational efficiency as key drivers. CEO Michael Creedon highlighted that the company’s Halloween performance was especially strong, powered by an improved multi-price offering and careful inventory planning. The company also reported a broader customer base, with higher-income households increasingly shopping at Dollar Tree, but noted that traffic was slightly negative as ticket growth offset fewer trips. Management attributed the traffic trend to temporary disruptions from re-stickering initiatives and broader retail patterns, while emphasizing ongoing loyalty among core customers.
Customer engagement platform Braze (NASDAQ:BRZE) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 25.5% year on year to $190.8 million. Guidance for next quarter’s revenue was optimistic at $198 million at the midpoint, 2.7% above analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.
Macy’s third quarter results met Wall Street’s revenue expectations and outperformed on adjusted profit, reflecting the early momentum of the company’s Bold New Chapter strategy. Management credited better-than-expected same-store sales growth to improvements in curated assortments, store upgrades, and a more seamless omnichannel experience. CEO Tony Spring specifically highlighted strong customer response to the refreshed Reimagine 125 store locations and the continued growth of the luxury-focused Bloomingdale’s and Bluemercury banners.
Sporting goods retailer Academy Sports & Outdoor (NASDAQ:ASO) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 3% year on year to $1.38 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $6.11 billion at the midpoint. Its non-GAAP profit of $1.14 per share was 7.5% above analysts’ consensus estimates.
C3.ai’s third quarter was marked by a continued year-over-year revenue decline and a negative market reaction, despite meeting Wall Street’s top-line expectations. Management attributed the underperformance to a sharp drop in sales execution earlier in the year, compounded by the impact of a lengthy government shutdown on its federal business. CEO Stephen Ehigian described the sales issues as “totally unacceptable,” emphasizing that demand for enterprise AI remains strong and that the company is now focused on delivering measurable value to customers through disciplined execution and operational rigor.
Torrid’s third quarter was marked by a notable revenue shortfall and a negative market reaction, with management attributing underperformance primarily to merchandising missteps in its tops category. CEO Lisa Harper acknowledged these errors, stating that "this was a merchandising miss that was, obviously, very disappointing and frustrating for the organization for the quarter." Additional headwinds included a pause in the shoe business due to tariffs and higher promotional activity, which pressured margins. Management also cited reduced purchase frequency from the most loyal customers in the tops department, intensifying the impact of these merchandising challenges.
Methode Electronics' third quarter was marked by continued operational challenges, with revenue declining notably year over year. Management attributed the sales contraction to ongoing headwinds in automotive and delayed program launches, particularly in the electric vehicle segment. CEO Jonathan DeGaynor highlighted that, “our EV exposure is not just in North America, it's in Europe and Asia,” and stressed the company has already absorbed much of the impact from canceled and delayed launches. The company’s efforts to improve plant performance, especially in Egypt and Mexico, helped deliver sequential improvements, but overall margin pressures persisted.
Guidewire Software’s third quarter was marked by strong momentum in its core cloud business, with management crediting accelerating adoption from both new and existing property and casualty insurance customers as a key driver. CEO Mike Rosenbaum noted that the company’s cloud platform maturity allowed for broader and deeper customer engagement, particularly as insurers sought greater operational agility. The integration of newly launched applications and the continued buildout of the partner ecosystem were highlighted as helping to meet evolving customer needs. Rosenbaum emphasized, “We continue to see accelerating adoption for Guidewire Cloud Platform and have plenty of runway to continue growing our core business.”
Sprinklr delivered Q3 results that exceeded Wall Street’s revenue and profit expectations, reflecting ongoing operational improvements and the early impact of its transformation initiatives. Management credited the company’s performance to strengthened customer relationships, especially through Project Bearhug, and highlighted progress in stabilizing renewal rates and improving execution in large enterprise accounts. CEO Rory Read pointed to “early momentum” from these efforts, noting that Sprinklr is “in a stronger position today than at the start of the year,” while cautioning that real transformation remains a work in progress.
Tilly’s third quarter results were met with a positive market reaction, reflecting management’s focus on merchandise assortment, inventory discipline, and operational efficiency. CEO Nate Smith credited the return to positive comparable sales to a balanced mix of trend-relevant third-party brands and growing proprietary label penetration. The company also highlighted improvements in product margins, which CFO Michael Henry attributed to higher initial markups and reduced markdowns. Notably, store payroll efficiencies and lower fulfillment expenses supported margin gains, while e-commerce performance was shaped by a deliberate reduction in clearance sales, signaling a healthier full-price sales mix.
Snowflake’s third quarter results outpaced Wall Street’s revenue and profit expectations, but the market responded negatively, reflecting concerns about the sustainability of recent growth trends. Management attributed the quarter’s performance to strong enterprise adoption of AI-driven offerings, particularly the rapid uptake of Snowflake Intelligence, and highlighted robust new customer additions. CEO Sridhar Ramaswamy emphasized that AI accounted for a significant portion of bookings, with 28% of all use cases deployed in the quarter incorporating AI. He also acknowledged that a hyperscaler outage affected revenue slightly, but maintained that the company’s core business remained resilient and operationally disciplined.
Recreational products manufacturer American Outdoor Brands (NASDAQ:AOUT) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 5% year on year to $57.2 million. Its non-GAAP profit of $0.29 per share was 48.7% above analysts’ consensus estimates.
PVH’s third quarter results were met with a notably negative market reaction, despite the company reporting revenue and non-GAAP earnings above Wall Street expectations. Management attributed the quarter’s performance to ongoing execution of its strategy to elevate Calvin Klein and Tommy Hilfiger, with strong digital sales in the Americas and a sequential improvement in Asia Pacific. However, CEO Stefan Larsson acknowledged operational challenges, including higher tariffs and delays in Calvin Klein’s global product transition, as key headwinds. Persistent softness in Europe and lower-than-anticipated gross margin due to tariffs and product mix also contributed to investor caution.
Aerospace and defense company AeroVironment (NASDAQ:AVAV) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 151% year on year to $472.5 million. On the other hand, the company’s full-year revenue guidance of $1.98 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.44 per share was 44.2% below analysts’ consensus estimates.
Packaged food company Campbell's (NASDAQ:CPB) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales fell by 3.4% year on year to $2.68 billion. Its non-GAAP profit of $0.77 per share was 5% above analysts’ consensus estimates.
Discount retail company Ollie’s Bargain Outlet (NASDAQ:OLLI) met Wall Streets revenue expectations in Q3 CY2025, with sales up 18.6% year on year to $613.6 million. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $2.65 billion at the midpoint. Its non-GAAP profit of $0.75 per share was 2.4% above analysts’ consensus estimates.
Five Below’s third quarter results were shaped by broad-based sales growth across merchandising departments and robust store expansion, with management attributing performance to a sharpened customer focus and updated marketing strategies. CEO Winnie Park emphasized that the company’s efforts to curate products aligned with the preferences of Gen Alpha, Gen Z, and millennials, alongside a test-and-learn approach to pricing and product placement, contributed to increased store traffic and higher average transaction values. Park noted, “Our customer-centric strategy allowed us to deliver a sharpened value proposition,” highlighting the effectiveness of new product introductions and a shift toward creator-driven marketing content.
Salesforce’s third quarter results drew a positive market response, with management crediting strong adoption of its AI-driven AgentForce platform and robust execution across core segments. CEO Marc Benioff highlighted that AgentForce ARR reached about $540 million, up 330% year over year, and emphasized that customer demand for AI-powered solutions is accelerating, especially as enterprises seek to integrate automation with their existing workflows. Management noted that the combination of AgentForce, Data 360, and expanded sales capacity was instrumental in driving both bookings and operational efficiency.
Footwear and accessories discount retailer Designer Brands (NYSE:DBI) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 3.2% year on year to $752.4 million. Its non-GAAP profit of $0.38 per share was significantly above analysts’ consensus estimates.
Organizational consulting firm Korn Ferry (NYSE:KFY) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 7% year on year to $729.8 million. On the other hand, next quarter’s revenue guidance of $687 million was less impressive, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $1.33 per share was 1.4% above analysts’ consensus estimates.
Auto parts and accessories retailer AutoZone (NYSE:AZO) met Wall Streets revenue expectations in Q4 CY2025, with sales up 8.2% year on year to $4.63 billion. Its non-GAAP profit of $31.04 per share was 5.1% below analysts’ consensus estimates.
Footwear company Caleres (NYSE:CAL) announced better-than-expected revenue in Q3 CY2025, with sales up 6.6% year on year to $790.1 million. Its non-GAAP profit of $0.38 per share was 55.5% below analysts’ consensus estimates.
