Earnings Scoreboard: 7 of 8 key S&P 500 reporting firms top EPS estimates as all 8 post Y/Y profit growth
Seven of eight key S&P 500 firms beat EPS estimates with year-over-year profit growth, though revenue performance was mixed. Dell surged on AI demand; Palo Alto Networks and Medtronic rose despite guidance nuances. Broadcom fell on weak Q4 outlook. Lululemon dropped sharply on China sales weakness. Brown-Forman and NetApp gained, while Campbell's plummeted due to missed revenue, margin compression, and dividend cuts.