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By Mike Dolan Aug 27 (Reuters) - Whatever doubts people may have about AI demand, Nvidia's results certainly don't show it.
Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.
Salesforce (NYSE:CRM) shares jumped 11% in US premarket trading on Thursday after the enterprise software group delivered second-quarter results ahead of Wall Street expectations, supported by rapidly expanding artificial intelligence demand, stronger profitability and robust cash generation. Adjusted earnings reached $5.
↗️ Nvidia (NVDA): Shares of the world’s most valuable company jumped 7% premarket after the chip maker said it expects 70% revenue growth in the company’s 2028 fiscal year. ↗️ Super Micro Computer (SMCI), Marvell Technology (MRVL), Sandisk (SNDK), Micron Technology (MU): Shares of other companies tied to AI are getting a premarket boost from Nvidia’s earnings.
US stock futures moved higher on Thursday as Nvidia (NASDAQ:NVDA) delivered stronger-than-expected quarterly results and an ambitious medium-term growth outlook, helping reinforce investor confidence in the artificial intelligence investment cycle. Sentiment received an additional boost from Salesforce (NYSE:CRM), which raised its full-year guidance following better-than-expected quarterly results and announced an expanded artificial intelligence partnership with Anthropic.
Stocks looked set to rally on Thursday after chip maker Nvidia’s solid second-quarter earnings helped breathe some life back into the artificial-intelligence trade. S&P 500 futures rose 0.5%. Nasdaq 100 futures jumped 1.
Salesforce’s AI usage surged sixfold as agents increasingly interact with its platform, CEO Mark Benioff said.
Salesforce beat earnings and expanded its Anthropic partnership, undercutting fears AI would replace enterprise software.
Salesforce Inc (CRM) delivers record Q2 results with Agentforce ARR reaching $1.5 billion and raises FY27 guidance amid strong AI adoption.
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Nvidia posted strong second-quarter results, reporting revenue of $96.2 billion, more than double the prior-year period, while earnings per share came in at $2.22 per share.
Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar
Salesforce (NYSE:CRM) and Anthropic announced a new partnership to integrate Claude into Salesforce’s agentic enterprise platform and workflows. The collaboration introduces prebuilt sales skills and lets agents automate tasks directly within Claude and Salesforce. Salesforce plans broader integrations across its product suite, including Slack, to extend Claude powered automation. The move is positioned as a key step in Salesforce’s long term push into AI powered enterprise SaaS...
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
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
Okta, Salesforce, CrowdStrike, and Veeva topped Nvidia earnings day gains with their own quarterly beats, outperforming the AI darling.
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 AI-chip leader posted a +120% year-over-year increase on its bottom line and +106% on the top.
Salesforce’s $5.90 adjusted Q2 earnings per share came in substantially above the $3.27 consensus, while revenue also edged past expectations.
Salesforce reported better-than-expected quarterly earnings on Wednesday, shaking off worries about artificial-intelligence tools disrupting its business. Just as importantly, the software company announced an expanded partnership with Anthropic that the two companies call Claudeforce. As part of the collaboration, Anthropic will integrate Salesforce’s customer-relationship-management system into its Claude chatbot, allowing humans and AI agents to access Salesforce data and functions through a plugin.
The headline numbers for Salesforce (CRM) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
The results prompted the enterprise software company to bump up its full-year sales and profit forecasts, factoring in a boost in organic growth as well as acquisitions it expects to close this quarter.
Salesforce (CRM) delivered earnings and revenue surprises of +80.43% and +0.25%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
(Updates with the latest stock price movement in the headline and first paragraph and details on Cla
Salesforce stock climbed amid Q2 earnings and revenue that beat Wall Street targets while guidance came in above expectations.
Investing.com -- Salesforce Inc. (NYSE: CRM) crushed Wall Street’s second-quarter expectations, driven by an explosive surge in AI demand and expanding margins that sent shares climbing 11% after hours.