Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
Michael Dell is having a banner year. His eponymous company is a key supplier in the data center buildout, selling ...
Wednesday, July 1, 2026
Tag: margin
The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom
Quick Read MRVL trades at a richer 68x forward P/E than AVGO's 33x, despite posting gross margins of 52% versus ...
Prop traders seek relief on margin funding as global rivals up game
Domestic proprietary stock traders are set to seek regulatory intervention to lobby the central bank to rework the margin funding ...
Zumiez anticipates Q2 sales of $210M-$215M amid consumer pressure, while projecting FY2026 operating margin growth of 50-100 bps (NASDAQ:ZUMZ)
Earnings Call Insights: Zumiez (ZUMZ) Q1 fiscal 2026 Management View "First quarter comparable sales increased 4%, marking our eighth consecutive ...
Surging Treasury yields show America has no margin for error on its $31 trillion debt
In the days before the Memorial Day weekend, rates on 30 year Treasury bonds hit their highest level in 19 ...
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
The recent spike in fuel and LPG prices is beginning to ripple across India’s consumption landscape, but the impact is ...
Alibaba (BABA) Is Spending Past Its AI Plan, but the Cloud Payoff Still Has to Outrun Margin Pressure
Alibaba Group Holding (BABA) gave investors a familiar mix of encouragement and discomfort in its March-quarter and fiscal 2026 results. ...
Hilton Grand Vacations Q1 2026 Deep Dive: EPS Beats by a Wide Margin
AlphaStreet Newsdesk powered by AlphaStreet Intelligence Related Coverage Transcript Hilton Grand Vacations Inc (HGV) Q1 2026 Earnings Call Transcript Apr ...
Southwest Airlines (LUV) Q1 2026: Record Revenue and Margin Comeback Face Fuel Cost Headwinds
Southwest Airlines (LUV) delivered its strongest first-quarter results in company history in Q1 2026, reporting a dramatic swing from a ...
AppFolio raises 2026 outlook to $1.110B-$1.125B revenue and 26%-28% non-GAAP operating margin as AI adoption scales (NASDAQ:APPF)
Follow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsEarnings Call Insights: ...
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