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

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• Enterprises want AI that can work within their secure data environments without compromise

  80% confidence

• S&P 500 companies that beat earnings saw stock increase by 0.4% on average vs 0.9% five-year average

  80% confidence

• Celestial AI acquisition strengthens Marvell's position in fastest-growing AI datacenter infrastructure opportunities

  80% confidence

• Companies that miss earnings saw stock decrease by 5% on average vs 2.6% five-year average

  80% confidence

• Expansion of value concept beyond $5 price point worked well for growth

  80% confidence

• Street is underestimating CrowdStrike growth potential as AI Revolution beneficiary

  80% confidence

• Ulta is confident in plans to drive excitement and deliver for guests during holiday season

  80% confidence

• Snowflake partnership is meaningful step toward making frontier AI genuinely useful for businesses

  80% confidence

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

  80% confidence

• Sentiment toward food retailers seems to have soured over the past few months

  80% confidence

• Analysts expect 13.4% jump in S&P 500 EPS during Q3 2025

  80% confidence

• Q3 was exceptional quarter with existing customers expanding and net-new customer additions showing strength

  80% confidence

• All consumers are seeking value, and Dollar Tree thrives at intersection of value-seeking behavior with convenience and discovery

  80% confidence

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

  80% confidence

• Many consumers' wallets are pressured and they are seeking value as we look ahead to the holiday season

  80% confidence

• Q3 sales were strongest in 13 quarters, reflecting acceleration of Bold New Chapter strategy

  80% confidence

• 95% of S&P 500 companies have reported Q3 earnings as of Nov 21, 2025

  80% confidence

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

  80% confidence

• Strong momentum continued into Q4 including excellent start to holiday season with record-breaking Thanksgiving weekend

  80% confidence

• 83% of Q3 earnings surprises have been to the upside

  80% confidence

• Q2 results are strongest in Credo's history, reflecting AI training and inference cluster build-out

  80% confidence

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