A new 5.0 million-share position in GSBD was disclosed, marking a rare bet amid the stock's 13% annual decline. Private Management Group Inc disclosed a $46.19 million stake in Goldman Sachs BDC (GSBD) after purchasing 5,003,354 shares in the first quarter. The position, v
Shopify shares fell sharply after the company guided for slower revenue growth despite reporting 34% year-over-year gains. Shopify Inc. (NASDAQ:SHOP) reported 34% revenue growth in its latest quarter but warned future expansion may slow to the high 20s. The guidance trigge
Arista Networks stock fell sharply despite beating estimates as supply issues limit forecast raises amid strong AI-driven demand. Arista Networks Inc. (NYSE:ANET) plunged 13.6% after reporting earnings that topped estimates but failing to raise its forecast. The decline re
CNBC host Jim Cramer cites Dell as a key AI infrastructure play but admits missing a 100-point gain in the stock. Jim Cramer highlighted Dell Technologies (NYSE:DELL) as a critical player in AI infrastructure, emphasizing its role in manufacturing servers and networking eq
Wall Street revises AMD price targets after the chipmaker reports $1.37 EPS, beating estimates amid AI-driven demand growth. Advanced Micro Devices (AMD) shares have climbed 112.5% year-to-date, with a 123.76% jump from March 31 to May 8, driven by optimism over its AI inf
SOLS shares fell 2% despite beating sales and adjusted earnings estimates as net income lagged and guidance remained unchanged. Solstice Advanced Materials (NASDAQ:SOLS) reported higher-than-expected sales and slightly better adjusted earnings but missed net income consens
KHC stock rallies following a quarterly earnings surprise, reversing a four-year downward trend under new leadership. Kraft Heinz (NASDAQ:KHC) reported better-than-expected quarterly earnings, driving its stock up over 2% in a single session. The gain marks a rare positive
Becton, Dickinson reported strong quarterly results, exceeding estimates and lifting its full-year earnings forecast amid AI-driven efficiency gains. Becton, Dickinson (NYSE:BDX) posted a quarterly earnings beat, driving shares up nearly 6% as the company raised its full-y
DDOG shares jumped 31% as accelerating revenue growth in AI and legacy segments exceeded market expectations. Datadog Inc. (NASDAQ:DDOG) reported earnings that delivered an accelerating revenue growth (ARG) surprise, driven by strong performance in both its artificial inte
Corning Incorporated (NYSE:GLW) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the company’s latest partnership with NVIDIA, as he commented: Oh boy, this is a big week for Co