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The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.

The day after earnings hasn’t been great for Nvidia recently. But today could be different. That’s because CFO Colette Kress projected a 70% increase in revenue during fiscal 2028 during the company’s earnings call yesterday.

Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.

Cryptocurrency bettors are skeptical that NVIDIA Corp. (NASDAQ:NVDA) will close above $250 by the end of August, even as the AI giant’s blowout earnings continue to push the stock higher. Polyamarket Bets on NVDA’s August Close Polygon (CRYPTO: POL)-based Polymarket...

Investors now await first-quarter earnings amid production expansion, contract wins, and European growth.

Ulta Beauty would like to put a couple of ugly quarters behind it. Wall Street still fancies the stock.

Moody's stock has delivered a strong 55.6% return over the past three years, yet current valuation checks suggest the share price already embeds a premium to the latest intrinsic value estimates. Both the Excess Returns model and market multiples currently point to Moody's trading on the expensive side rather than as a clear bargain. The roughly 55.6% gain over three years highlights how much future growth the market may already be pricing into Moody's. The recent move to bring Moody's...

NVIDIA Corp (NVDA) reports record Q2 revenue of $96 billion, more than doubling year-over-year, while guiding to 70% growth for fiscal 2028 amid supply constraints and strong AI demand.

Synopsys Inc (SNPS) beats expectations with 42% revenue growth, raises full-year outlook, and unveils multiphysics Fusion platform validated by major customers.

Nutanix Inc (NTNX) beats Q4 guidance with $757 million in revenue, achieving a 42% Rule of 40 score and unveiling key AI partnerships despite persistent hardware constraints.

Salesforce Inc (CRM) delivers record Q2 results with Agentforce ARR reaching $1.5 billion and raises FY27 guidance amid strong AI adoption.

Okta Inc (OKTA) reports 10% revenue growth and record non-Q4 bookings, with new products contributing 30% of bookings and AI agents gaining traction.

Veeva Systems Inc (VEEV) reports $928 million in revenue and best-ever CRM performance, with Veeva Falcon AI gaining traction.

Cybersecurity leader posts all-time high net new ARR of $333 million, raises FY27 guidance amid surging demand for AI-driven threat protection.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

Nvidia has made two bold promises to investors, setting expectations low as memory shortages constrain the company’s growth prospects.

Morgan Stanley raised the price target on Affirm to $80 from $79 and kept an ‘Equal Weight’ rating on the shares, implying an upside of about 4.6% from its last close.

South32 (LON:S32) reported higher earnings and cash flow for FY26 as its base-metals operations benefited from commodity prices and operating performance, while the miner outlined plans to sharpen its focus on copper and zinc following the proposed sale of its aluminium value chain assets. Chief Ex

Japanese stocks rose after Nvidia’s strong quarterly results alleviated concerns about the sustainability of AI-related spending.

Veeva Systems (NYSE:VEEV) reported fiscal 2027 second-quarter revenue of $928 million and non-GAAP operating income of $416 million, with Chief Executive Officer Peter Gassner saying results exceeded the company’s guidance. Management highlighted record CRM performance, broad commercial-cloud moment

Synopsys (NASDAQ:SNPS) reported third-quarter fiscal 2026 results above the high end of its guidance, citing broad-based strength in electronic design automation, its Ansys business and design IP. The company raised its full-year revenue, non-GAAP operating margin, earnings and cash-flow outlook. R

Salesforce (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.35 billion, up 11% from a year earlier and above the high end of its constant-currency guidance, while highlighting growing demand for its AI products and raising its full-year revenue outlook. Chief Operating and Financial Of

Urban Outfitters (NASDAQ:URBN) reported record second-quarter sales and earnings for fiscal 2027, extending what CEO and Chairman Dick Hayne described as the company’s eighth consecutive quarter of record sales and profits. Net sales rose 10% to $1.7 billion in the quarter ended July 31, 2026. Oper

Okta (NASDAQ:OKTA) said its second-quarter fiscal 2027 performance was supported by broad-based demand across its workforce and customer identity platforms, with particular strength among large enterprises, channel partners and newer products. Chief Executive Officer and Co-founder Todd McKinnon sa

NVIDIA (NASDAQ:NVDA) reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers. Chief

Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached

Stock-index futures edged higher in after-hours trading Wednesday after Nvidia crushed another round of earnings. The company's strong report offered relief to the major indexes, which saw muted moves earlier in the day.

Salesforce is trying its hardest to avoid being left in the pile of software names affected by fear of AI disruption. Its own push might be winning.

The cybersecurity company has had a monster 2026, up nearly 68% year-to-date. It might be able to keep the streak running after these results.

Salesforce’s $5.90 adjusted Q2 earnings per share came in substantially above the $3.27 consensus, while revenue also edged past expectations.