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Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.

Salesforce stock (CRM) surges ahead by over 22% on Thursday since releasing strong second quarter earnings results, coming at a time when AI demand is driving growth within the software sector. Macquarie US head of software and services research Steve Koenig examines what he is seeing from tech investors and how Salesforce performed.
CrowdStrike Stock Soars as AI Demand Drives Major Earnings Beat

The cybersecurity specialist delivered blockbuster results.
Strong demand pushed earnings and guidance higher.
Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about where sentiment repair actually goes.

ServiceNow stock nears a buy point as easing AI disruption fears and AI product sales fuel a sharp rebound from early 2026 plunge.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

CrowdStrike shares are soaring after the cybersecurity software firm posted what CEO George Kurtz called “the best quarter in CrowdStrike’s history.”

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.

CrowdStrike's earnings beat highlights strong cybersecurity demand. Discover ETFs positioned to benefit from CRWD's growth and the broader sector's momentum.

Nvidia just shattered revenue records, and now a wave of cybersecurity stocks is surging in its wake. The connection between these two sectors runs deeper than a simple momentum trade, and understanding it could reshape how you think about playing the AI boom.

CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.
CrowdStrike (CRWD) delivered a strong fiscal Q2 beat and raise, with accelerating annual recurring r

The chipmaking giant beat expectations as Wall Street looks to the Fed’s meeting in Jackson Hole.
OpenAI called the incident a warning shot for AI safety.
NVDIA shares are up +6% following another record quarter reported Wednesday. Okta, Salesforce and CrowdStrike are up even higher.




