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Salesforce Stock Has Been Fighting Back. Q2 Earnings Will Test Its AI Strategy.
Barrons.com29d agobullish
Salesforce Stock Has Been Fighting Back. Q2 Earnings Will Test Its AI Strategy.

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com29d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

Investing.com30d agobullish
Premarket movers: AMD upgraded, Bloom energy surges

Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.

Stock Futures Jump as Markets Shrug Off Iran Sanctions With Focus on Big Tech and Fed
Barrons.com30d agobullish
Stock Futures Jump as Markets Shrug Off Iran Sanctions With Focus on Big Tech and Fed

Stock markets were heading for a positive open as investors positioned themselves ahead of crucial earnings and economic events and shrugged off a raft of U.S. sanctions on Iran. Nasdaq 100 futures were jumping 1% in Tuesday’s premarket after fears about artificial-intelligence spending by big tech companies sparked a selloff the previous session, leading the tech-heavy Nasdaq Composite to finish in the red. In a speech on Monday, Treasury Secretary Scott Bessent said the U.S. was sanctioning more than 60 entities, individuals, and vessels tied to the Iranian regime, but didn't outline any specific steps against individual countries such as China, a major buyer of oil from the Middle Eastern Country.

Guardant Health (GH) Surges on FDA Approval and Cancer Screening Momentum
Insider Monkey38d agobullish
Guardant Health (GH) Surges on FDA Approval and Cancer Screening Momentum

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Reddit stock soars after S&P 500 inclusion announcement
Proactive41d agobullish
Reddit stock soars after S&P 500 inclusion announcement

Reddit Inc (NYSE:RDDT) shares jumped more than 16% on Friday after S&P Dow Jones Indices said the company will join the S&P 500 index next week. The inclusion is expected to trigger mandatory buying from institutional funds that track the benchmark. The index milestone follows a...