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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.
Nvidia’s earnings woke up the Nasdaq Composite on Thursday, but Wall Street isn’t out of the woods yet this week. The Dow Jones Industrial Average rose 105 points, or 0.2%. The S&P 500 was up 0.7%. The Nasdaq Composite was up 1.
Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20% and helped the broader software group shake off AI disruption fears. Looking ahead, Fed Chair Warsh's Jackson Hole speech and next week's jobs report, ISM data, and earnings from Broadcom, Dell, and Snowflake will set the tone as summer unofficially comes to a close.
A $2.60 increase in the earnings midpoint looks spectacular, but investment gains and buybacks supplied part of the lift.
Salesforce's (CRM) updated fiscal 2027 outlook reflects a lift from both organic momentum and recent
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.
The chipmaking giant beat expectations as Wall Street looks to the Fed’s meeting in Jackson Hole.
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.
Salesforce posted $11.35 billion in Q2 revenue and unveiled a Claude-powered plugin for sales teams as stock climbed 12% after hours
RBC Capital Markets managing director Rishi Jaluria joins Yahoo Finance's Josh Lipton to assess Salesforce's (CRM) latest earnings reporting, which shows profits beating expectations. Jaluria highlights how Salesforce is addressing AI's impact on the software industry and the effectiveness of its latest acquisitions.
Investing.com - U.S. stock futures were broadly higher on Thursday after Nvidia’s upbeat quarterly results reignited investor enthusiasm for artificial intelligence, while traders looked ahead to a key speech from Federal Reserve Chair Kevin Warsh for further clues on the path for interest rates.
Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.
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.
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 Inc (CRM) delivers record Q2 results with Agentforce ARR reaching $1.5 billion and raises FY27 guidance amid strong AI adoption.
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
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
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.
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.
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