Earnings live: AutoZone, Toll Brothers stocks fall, Campbell's sales decline
View original at finance.yahoo.comEarnings live: AutoZone, Toll Brothers stocks fall, Campbell's sales decline Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle (ORCL) is one of them…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
AI clusters now measured in hundreds of thousands of GPUs and soon millions
80% confidenceConsumers remain intentional in shopping behaviors
80% confidenceSince Sept 30, AI-mentioning companies averaged +1% vs +0.3% for non-AI companies; since Dec 31 2024, AI-mentioning averaged +13.9% vs +5.7% non-AI
80% confidencePrice increases from tariffs likely to persist for a couple more quarters before normalizing, and LIFO charges to normalize in FY'26 and recover in FY'27
80% confidence306 S&P 500 companies mentioned AI on Q3 earnings calls, a record high in 10 years
80% confidenceKroger facing tougher consumer and competitive environment from Amazon grocery push and Walmart grocery share gains
80% confidenceHousing market is soft and choppy
80% confidenceCrowdStrike is a second/third derivative beneficiary of AI Revolution
80% confidenceMany consumers' wallets are pressured and seeking value
80% confidence