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NVIDIA is expected to generate +99% earnings growth and PCE looks to remain high at +3.6%.

CRM heads into Q2 earnings with 10.6% revenue growth expected as AI cloud demand, acquisitions and disciplined spending support results.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

A prediction market near certainty, buyout rumors from a major private equity firm, and four straight earnings beats have put Workday in a position few enterprise software stocks ever occupy heading into a quarterly report.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders p

Asking for a Trend Host Jared Blikre previews the biggest market-moving stories for the week of August 24, with Nvidia's (NVDA) Q2 earnings taking center stage on Wednesday. Investors will also be watching a packed slate of software earnings from Salesforce (CRM), CrowdStrike (CRWD), Workday (WDAY), Zoom (ZM) and Intuit before attention turns to Jackson Hole on Friday, where Fed Chair Kevin Warsh is expected to deliver remarks.

US equity investors are expected to focus this week on Nvidia's (NVDA) earnings, Federal Reserve Cha

It’s late August, but this week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

U.S. Treasury Secretary Scott Bessent said in a post on X that ‘an economic D-Day’ was about to dawn on Iran on Monday, when Washington is expected to announce fresh sanctions against the Middle Eastern country.

Nvidia is expected to nearly double last year’s second-quarter earnings. It’s a big week for economic news, all of which will be capped off with Kevin Warsh’s speech at Jackson Hole on Friday.

This week, all eyes will be on Nvidia earnings and Fed Chair Kevin who will deliver his first major economic policy address at Jackson Hole.

Buy now, pay later products provider Affirm Holdings, Inc. (NASDAQ:AFRM) is one of Cramer’s favorite stocks. The shares are down by 3% over the past year and are up by 4% year-to-date. On multiple occasions, the CNBC TV host has praised the firm’s CEO. For instance, in January, Cramer predicted that the shares would touch […]

A tricky stock market struggles against industry rotation and wavering investor confidence heading into the final full week of August.

Adobe has lost nearly a quarter of its value over the past year while posting record revenue and tripling its AI earnings rate, and that contradiction points to either a serious structural problem or the most mispriced large-cap software stock on the market right now.

Agiloft launched a no-code enterprise contract management app for Salesforce (NYSE:CRM) on AgentExchange, integrating contract workflows directly into the CRM environment. The app connects CRM, legal, finance, and sales teams using real-time data sync and automation to centralize contract operations. The launch expands Salesforce's ecosystem with an enterprise-grade contract lifecycle management option aimed at complex organizational workflows. For more ideas in this part of the software...

Arista Networks is growing faster and more profitably than Salesforce right now, but investors are paying a premium for that performance.

The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.

It’s late August, but the coming week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Consensus earnings do the work on the multiple, and none of that work is a fact yet.

Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.

The stock is cheaper than the market on earnings, close to double the market on sales, and level with it on cash flow.

Investors are betting AI demand can support another strong quarter.

Salesforce, Workday, Intuit are also on deck along with DollarTree, Williams-Sonoma, Zoom Communications, Rubrik and Heico.

Beyond analysts' top-and-bottom-line estimates for Salesforce (CRM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

Salesforce and ServiceNow both planted their flags on agentic AI this quarter, but their bets look almost nothing alike, and only one of those bets prices in the risk of being wrong.

Salesforce is scheduled to report earnings Wednesday afternoon, with the software maker’s stock seen potentially reaching its highest point since January following the results.

SAP's Business Data Cloud is becoming a key AI pillar as strong deal adoption, cloud growth and data integration support its push toward the autonomous enterprise.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

The company is making a big change to its balance sheet.

Salesforce, Seagate Technology and AT&T offer contrasting growth stories, with AI, data center demand and network expansion shaping their outlooks.