Shares of Broadcom jumped nearly 6% in overnight trading. Broadcom Inc. Chief Executive Officer Hock Tan told investors that the chipmaker’s artificial intelligence outlook will improve “significantly” in fiscal 2026, helping allay concerns about slowing growth.

During a conference call that followed quarterly results, Tan said the company is working with prospective customers to develop AI accelerators — a market currently dominated by Nvidia Corp.

“Last quarter, one of these prospects released production orders to Broadcom,” he said, without naming the customer. “We now expect the outlook for fiscal 2026 AI revenue to improve significantly from what we had indicated last quarter.”

Lululemon Athletica slashed its outlook, disappointing investors for a third straight quarter as it struggles to meet high expectations and balance tariff expenses in a difficult consumer environment. The company’s shares fell nearly 16% in overnight trading.

The Vancouver-based company warned Thursday that it will take a $240 million hit from President Donald Trump’s decision to end the de minimis exemption. The policy had helped Lululemon ship many of its US e-commerce orders under $800 duty-free from Canada.

Docusign boosted its outlook for the year as it aims to ramp up its artificial-intelligence offerings to appeal to bigger customers. Shares of Docusign rallied over 9% in overnight trading.

The electronic-signature company is attempting to win bigger customers for its new AI tool that summarizes and analyzes agreement documents, Chief Executive Allan Thygesen said. Launched last year, the product is on track to make up a low-double-digit percentage of the company’s order book by the end of this year. But Docusign still has a way to go to get it ready for those big customers.

UiPath raised its full-year revenue outlook after swinging to a profit in its latest quarter, helped by momentum with its agentic artificial intelligence offerings. Shares of UiPath rose 5% in overnight trading.

The automation-software company said Thursday it now expects revenue of $1.571 billion to $1.576 billion for the year, up from its prior outlook of about $1.55 billion.

Samsara raised its full-year outlook and said revenue surged in the second quarter, sending shares nearly 10% higher in overnight trading.

The San Francisco company, which provides software to manage vehicle fleets, said it now expects revenue of $1.57 billion to $1.58 billion in fiscal 2026, instead of $1.55 billion to $1.56 billion as previously predicted.