Tech Earnings Hit Markets: AVGO & CRWD Selling Shakes AI Trade
Broadcom’s quarterly results, while showing massive AI-driven revenue growth and record free cash flow, fell slightly short of sky-high expectations and revealed margin pressure from a mix shift, sending the stock down roughly 12–13% and dragging semiconductor peers lower. That sell-off helped cool a recent AI-led rally, with other chip names and AI leaders like Arm and Micron slipping in premarket trade. CrowdStrike posted strong ARR and raised guidance, but its share price was punished as investors parsed elevated expectations, rising operating costs and the company’s very rich forward valuation. Overall, markets are taking a breather after a multi-week run, with geopolitics, rate and inflation narratives still influencing sentiment.
Delivra Health Navigates Geopolitical Headwinds as E-Commerce Growth Accelerates
Delivra Health Brands CEO Gord Davey discussed how the company is coping with rising geopolitical tensions, especially the Middle East conflict, which have pushed up tariffs, freight and insurance costs. The conversation, part of the firm’s three‑nine‑month financial review ending...
Bajel Projects Ltd Q4 FY2025-26 Earnings Conference Call
Bajel Projects reported a strong FY26 with standalone revenue of ₹2,792 crore, up 7%, and profit after tax of ₹27 crore, a 74% increase year‑on‑year. EBITDA rose to ₹125 crore and margins improved to 4.4% from 3.4%, reflecting tighter project...
Apeejay Surrendra Park Hotels Ltd Q4 FY2025-26 Earnings Conference Call
Apeejay Surrendra Park Hotels reported resilient Q4 FY26 results with consolidated operating revenue of Rs 184 crore, up 4% year‑on‑year, EBITDA of Rs 53 crore (28.9% margin) and PAT of Rs 12 crore (6.4% margin). For FY26 the company crossed...
TTWO Beyond GTA 6, NTDOY Turnaround & Video Game Stock Earnings
The panel, led by Wedbush senior VP Alicia Reese, dissected the current inflection point in the video‑game sector, zeroing in on Take‑Two Interactive’s upcoming earnings call and the long‑awaited launch of Grand Theft Auto VI. Reese noted that a firm confirmation of...
Dr. Agarwal's Health Care Ltd Q4 FY2025-26 Earnings Conference Call
Dr. Agarwal’s Healthcare reported a strong FY26 with total income of INR 2,125 crore (up 20.9% YoY) and revenue from operations of INR 2,080 crore (up 21.6%). India EBITDA rose 22.2% to INR 614 crore with margins improving to 28.9%,...
Nvidia Earnings in Focus; SpaceX Eyes Historic IPO | Bloomberg Tech 5/20/2026
Bloomberg Tech opened with a dual focus: Nvidia’s upcoming earnings report, which could cement its role as the AI‑driven engine of the market, and SpaceX’s anticipated historic initial public offering. Analysts expect Nvidia to post roughly 80% top‑line growth and...
Mag 7 Still Dominates: Ways MSFT, GOOGL, AMZN & AAPL Will Add Momentum
The interview on Trading 360 centered on the continued dominance of the so‑called “Mag‑seven” mega‑caps—Microsoft, Google, Amazon, Apple, Nvidia, Meta and the newly added Broadcom—within the S&P 500, and how AI is fueling their momentum. Gabriel Shaheen highlighted that these seven companies...
Zaggle Prepaid Ocean Services Ltd Q4 FY2025-26 Earnings Conference Call
Zaggle Prepaid Ocean Services Ltd held its Q4 FY2025‑26 earnings conference call, highlighting a record financial year and outlining an aggressive AI‑centric growth plan. The company posted a 44% YoY increase in standalone revenue to ₹593 cr and a 50% rise in...
Paisalo Digital Ltd Q4 FY2025-26 Earnings Conference Call
Paisalo Digital Ltd held its Q4 FY2025‑26 earnings conference call, presenting results for the quarter and the full fiscal year ended March 31 2026. Management highlighted a resilient macro backdrop in India and the company’s three‑decade focus on last‑mile credit for micro‑entrepreneurs. The...
Urban Company Ltd Q4 FY2025-26 Earnings Conference Call
Urban Company Ltd reported its FY2025‑26 fourth‑quarter results, marking its strongest order quarter ever and the first full year as a listed company. Net transaction value (NTV) jumped 42% year‑on‑year to 1,148 crores and revenue rose 43% to 426 crores, while the...
Womancart Ltd Q4 FY2025-26 Earnings Conference Call
Womancart Ltd held its Q4 FY2025‑26 earnings conference call, presenting a dramatic financial turnaround since its IPO two and a half years ago. The company reported revenue of ₹134 crore for the quarter, up from ₹59 crore the previous year, and profit...
Titan Company Ltd Q4 FY2025-26 Earnings Conference Call
Titan Company Ltd delivered a superlative Q4 FY2025‑26 performance, reporting its strongest topline growth in recent years across all brands. Management highlighted robust revenue expansion, stable gold sourcing and an extended gold‑loan tenure that should keep short‑term input costs flat...
BSE Ltd Q4 FY2025-26 Earnings Conference Call
BSE Ltd (BSC) held its Q4 FY2025‑26 earnings conference call, highlighting a record‑breaking fiscal year that coincided with the exchange’s 150th anniversary. Management presented a comprehensive financial overview and outlined strategic milestones across listings, technology and retail participation. Consolidated revenue reached...