Marvell’s stock is falling. Here’s why investors are spooked.
The semiconductor company just postponed its investor day, suggesting to one analyst that “there is not too much good news to share.”
Emily Bary
Here’s why Block is taking a more cautious view of the year ahead
Block’s stock is falling after Cash App customers got more hesitant about spending and inflows.
Are consumers under spending pressure? Not according to Mastercard’s earnings.
Despite talk of economic concerns, “the actual hard data still is very supportive of a strong consumer,” Mastercard says.
Why Microsoft’s stock is seeing an unusually large gain after earnings
Microsoft saw a surprisingly strong performance in the cloud, but it’s also monetizing generative AI well and moderating capital-spending growth.