Core Viewpoint - C3.ai has faced significant challenges, leading to a drastic reduction in workforce and a reevaluation of its revenue guidance, indicating a fundamental shift in the company's growth trajectory [1][4]. Financial Performance - The fiscal third quarter revenue was reported at $53.3 million, representing a 50% year-over-year decline and falling short of the $75.9 million expected by analysts [3]. - The adjusted EPS showed a net loss of $0.40 per share, which is wider than the anticipated loss of $0.29 [3]. Workforce and Organizational Changes - The company has reduced its workforce by 26% as part of a strategy to restructure its cost basis and enhance flexibility [1]. - CEO Stephen Ehikian has flattened the organization by removing layers of management, with top sales personnel now reporting directly to him [6]. Revenue Guidance and Market Reaction - C3.ai has cut its full-year revenue guidance from a previous high of $484 million to a range of $246 million to $250 million, indicating a significant reevaluation of its growth prospects [4]. - Following the earnings report, C3.ai's stock dropped nearly 20%, reflecting investor concerns over the revenue miss and the company's departure from previous guidance [2]. Market Conditions and Strategy - The CEO described the commercial sector as being in "pilot purgatory," where companies are interested in AI but hesitant to commit to large-scale deals [7]. - Despite a 134% increase in federal and defense bookings, these wins have not yet translated into the commercial scale necessary to support the company's previous valuation [5].

Key Takeaways URBN Q4 EPS hit $1.43, up 37.5% y/y, as sales rose 10.1% to $1.8B, beating estimates.Nuuly sales grew 42.6% y/y on a 40.3% jump in active subscribers.Urban Outfitters projects high-single-digit sales growth and a 25-bps margin expansion in FY27.Urban Outfitters, Inc. (URBN) reported impressive results in fourth-quarter fiscal 2026, wherein the top and bottom lines beat the Zacks Consensus Estimate. Also, both metrics improved from the prior-year quarter’s reported figure.In the fiscal fourth q ...

Key Takeaways FEMSA Q4 adjusted EPS of 92 cents missed estimates, revenues beat estimates on gains across all businesses.FEMSA Proximity Americas sales rose 5.3%, with 4.4% same-store growth and 5% ticket gains.FEMSA's operating margin expanded to 11.2%, though Health division operating income plunged 52.3%.Fomento Economico Mexicano S.A.B. de C.V. (FMX) , alias FEMSA, reported fourth-quarter 2025 adjusted net majority earnings per ADS of 92 cents, up from 46 cents in the year-ago quarter, but missed the Za ...

Key Takeaways Lamborghini drops its fully electric Lanzador, shifting the model to a PHEV strategy.Lamborghini cites limited demand and buyers' preference for V8 and V12 performance.VWAGY unit targets a fully hybrid lineup by 2030, delaying pure EV plans.Volkswagen (VWAGY) -owned Lamborghini has dropped plans to introduce its first fully electric vehicle (EV), marking a major shift in its electrification strategy. The move comes after an internal assessment of customer demand and overall market readiness fo ...

Core Viewpoint - Zoom's fourth quarter earnings report is perceived as mixed, leading to a decline in share prices despite a solid revenue growth of 5.3% in the enterprise segment and 7.1% overall [1][8]. Group 1: Importance of AI - In the age of AI, Zoom is positioned to become more essential by bridging human-to-human interactions with system actions, streamlining workflows that traditionally require manual updates [2][4]. - The company emphasizes that human-to-human interactions remain crucial for driving business outcomes, while AI can enhance human-to-system interactions by automating tasks [4][6]. Group 2: Monetization and Market Position - Zoom is confident in its ability to monetize its technology in the near term, leveraging its unique position in facilitating human interactions [6][8]. - The company acknowledges concerns regarding competition from various AI applications but maintains a focus on its core strength in human interactions [7][8]. Group 3: Financial Performance and Investments - Despite missing earnings per share (EPS) expectations due to tax issues, the company expresses confidence in future growth, particularly looking towards fiscal year 2027 [8]. - Zoom holds a stake in Anthropic, which has generated a significant pre-tax gain of $532 million in Q4, but the company is not considering selling this stake at the moment [9].

The average long-term U.S. mortgage rate slipped this week below 6% for the first time since late 2022, good news for home shoppers as the spring homebuying season gets rollingFILE - A sign is posted for a new home for sale in Ambler, Pa., Oct. 16, 2025. (AP Photo/Matt Rourke, File)The average long-term U.S. mortgage rate slipped this week below 6% for the first time since late 2022, good news for home shoppers as the spring homebuying season gets rolling.The benchmark 30-year fixed rate mortgage rate fell ...

Let's turn to the moves in a few high-profile software names. Salesforce and Snowflake out with their results. Sema Modi with us now and has more on the readthrough.Sema, a nice bounce here with these two software names. I think for Salesforce, the big focus is on Agent Force, that AI pl agent platform that continues to gain momentum as we saw in this quarter with annual reoccurring revenue jumping to $800 million from 540 in the previous quarter. And over 60% of new bookings are coming from existing custom ...

NEW YORK (AP) — Walmart Inc. (WMT) has agreed to pay $100 million to settle allegations from the U.S. Federal Trade Commission that the retailer caused delivery drivers to lose tens of millions of dollars’ worth of earnings, by deceiving them about the base pay, incentive pay and tips they could make, the commission said ‌in a ​statement ​on Thursday. Joined by 11 states — Arizona, California, Colorado, Illinois, Michigan, North Carolina, Oklahoma, Pennsylvania, South Carolina, Utah and Wisconsin — the F ...

Although Ben, I mean, the way you set it up in terms of this undisprovable idea that the hyperscalers may have to throttle back on spending, it it kind of counters the idea that Nvidia was shelter from the troubles of the hyperscalers or the burdens on them or the worse earnings uh you know kind of quality of those companies because Nvidia down the road is going to be subject to whatever vulnerabilities show up in those business models. Well, well, you know, potentially. I mean, the the thing about Nvidia t ...

Computer][SMCI]• Vol: 14,132,066-$1.935.74%$31.67[Lam Research][LRCX]• Vol: 4,227,087-$14.115.66%$235.37 Celsius Rockets Higher After Blowout Q4 Earnings Report - 24/7 Wall St.[S&P 5006,882.50 -1.21%][Dow Jones49,313.20 -0.31%][Nasdaq 10024,923.80 -1.95%][Russell 20002,649.63 -0.59%][FTSE 10010,836.30 +0.20%][Nikkei 22558,492.40 -2.50%][Stock Market Live February 26, 2026: S&P 500 (SPY) Flat as Markets Digest Nvidia Earnings][Investing]# Celsius Rockets Higher After Blowout Q4 Earnings Report### Quick ReadC ...