Earnings

Micron reported strong earnings, exceeding expectations with $3.03 EPS and $11.32 billion revenue. Fueled by surging demand for memory and storage, particularly High-Bandwidth Memory (HBM) for AI, Micron forecasts $12.5 billion revenue for the next quarter. Net income jumped to $3.2 billion. The company’s stock has nearly doubled YTD. Cloud sales tripled, while core data center sales declined 22%. CEO Mehrotra highlighted Micron’s position to capitalize on the AI opportunity and domestic manufacturing focus.

Adobe reported strong fiscal third-quarter results, beating analysts’ expectations with adjusted EPS of $5.31 and revenue of $5.99 billion. The company’s growth is fueled by its digital media segment and strategic AI integration, with AI-influenced ARR exceeding $5 billion. Adobe anticipates continued growth, forecasting adjusted EPS between $5.35 and $5.40 for the fourth quarter and projecting an 11.3% annualized revenue increase in its digital media business for the fiscal year. Despite this, Adobe’s year-to-date stock performance lags behind the Nasdaq.

RH (NYSE: RH) will release its second-quarter fiscal 2025 earnings on September 11, 2025, after market close. A letter from Chairman and CEO Gary Friedman and the full financial results will be available on the investor relations website at ir.rh.com. A live conference call and webcast will be held at 2:00 pm Pacific Time, offering further insights. Analysts will focus on supply chain, pricing, product performance, and expansion efforts. RH operates as a curator of design in the luxury lifestyle market.

Salesforce ($CRM) shares declined after-hours despite exceeding Q2 earnings and revenue expectations due to a weaker outlook. While Q2 revenue rose 10% to $10.24 billion and net income increased, forward guidance fell slightly short of estimates. Investors are concerned about slowing revenue growth and the efficacy of Salesforce’s AI investments, especially compared to gains made by other tech companies in the AI sector. The company aims to address these concerns through its Agentforce AI software and the acquisition of Informatica. The market is demanding concrete evidence of accelerated growth and profitable AI integration.

Alibaba (BABA) reported a mixed Q1 fiscal year performance. Net income beat expectations with a 78% jump, driven by equity gains and the Trendyol sale. Revenue, however, fell short of estimates. Cloud computing revenue soared 26%, fueled by AI demand, with AI-related product revenue growing at a triple-digit rate for the eighth consecutive quarter. Despite macroeconomic headwinds in China, Alibaba’s stock showed resilience. Investors are optimistic about AI initiatives and investments.

Kornit Digital (KRNT) reported mixed Q2 2025 results. Revenue reached $49.8 million, meeting guidance, with a GAAP net loss of $7.5 million and a non-GAAP profit of $1.2 million. Annual recurring revenue from AIC contracts hit $18.9 million. Q3 2025 revenue is projected between $49-55 million with an adjusted EBITDA margin of -3% to 3%. The company focuses on expanding Apollo and AIC adoption and maintaining profitability despite market headwinds.

AMD is set to release its Q2 earnings, anticipating strong results and potentially record-breaking revenue. The company is projected to generate approximately $32 billion in revenue this year, nearing Intel’s level for the first time. While Intel’s Q2 revenue was $12.9 billion, its profitability declined, leading to reduced full-year guidance. AMD’s stock performance is strong, with market capitalization exceeding $280 billion, while Intel’s remains around $80 billion. AMD’s revenue is now more than half of Intel’s, a significant shift given AMD’s reliance on external foundries.

National Bank Holdings Corporation (NBHC) will release its Q2 2025 financial results after market close on July 22, 2025. A conference call will be held the following day, July 23, 2025, at 11:00 a.m. ET. Participants can dial (877) 400-0505 with passcode 9935135. A replay will be available on the company’s investor relations website approximately four hours after the call.

General Dynamics will release its Q2 2025 financial results via a live webcast. Investors can expect a detailed overview of sales, profits, and strategy, with leadership discussing key drivers like global defense spending, technological advancements, and the company’s diverse business segments including aerospace, combat systems, and IT. This event offers valuable insights into the company’s performance and future growth potential within national security and aerospace.

Graco Inc. will release its Q2 2025 financial results after market close on July 23, 2025. A conference call with leadership will be held on July 24, 2025, featuring a webcast and slide presentation. Both the earnings announcement and webcast replay will be available on investors.graco.com. Graco leads in fluid management technology for industrial and commercial sectors.