Notícias

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Synopsys delivered third-quarter results ahead of Wall Street expectations and raised its fiscal 2026 outlook, supported by broad-based business growth and increasing demand linked to artificial intelligence. Shares nevertheless slipped around 2% in premarket trading on Thursday as investors assessed the degree of upside in the latest forecasts.

(Updates with guidance from the analyst call in the eighth and ninth paragraphs.) Nvidia (NVDA) s

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.

(Updates with the stock move in the headline and the first paragraph and weighted average shares in

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

U.S. tech futures jumped after Nvidia’s bumper earnings and software shares surged premarket after earnings quieted investor pessimism on the sector.

On August 19, The TJX Companies (NYSE:TJX) reported second-quarter results that beat its own plan, even though its largest division could not keep pace with the rest of the business. Consolidated comparable sales rose 4%, adjusted earnings per share climbed 11% to $1.22, and management raised its full-year profit outlook. The catch is that Marmaxx, […]

Deere’s Q2 results were well received by the market, reflecting better-than-expected execution across its diversified equipment portfolio. Management attributed the positive outcome to strong operational performance, disciplined cost control, and steady demand in construction and turf. CFO Brent Norwood stated, “Our factories performed exceptionally well and exceeded expectations on production output, combined with disciplined execution across the business and favorable price realization.” While

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.

The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.

The day after earnings hasn’t been great for Nvidia recently. But today could be different. That’s because CFO Colette Kress projected a 70% increase in revenue during fiscal 2028 during the company’s earnings call yesterday.

Ross Stores delivered a robust second quarter, with management attributing the performance to a surge in customer traffic and broad-based merchandise strength. CEO James Conroy noted that sales momentum improved each month, highlighting that "customer traffic once again served as a primary driver of our comparable store sales increase." The company reported gains from both new and returning shoppers, with a wider range of age groups and income segments engaging with the brand. Merchandising team

Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.

Alphabet, Micron and Nvidia have been highlighted in this Earnings Trends article.

Walmart’s second quarter results were met with a negative market reaction, despite the company surpassing Wall Street’s revenue and adjusted profit expectations. Management pointed to strong momentum in e-commerce, marketplace, and membership programs as the main drivers of growth, but also acknowledged that softer health and wellness sales—due in part to regulatory pricing changes—dampened comp sales. CEO John Furner described the period as “the best second quarter we’ve had in the last 3 years

Cryptocurrency bettors are skeptical that NVIDIA Corp. (NASDAQ:NVDA) will close above $250 by the end of August, even as the AI giant’s blowout earnings continue to push the stock higher. Polyamarket Bets on NVDA’s August Close Polygon (CRYPTO: POL)-based Polymarket...

Investors now await first-quarter earnings amid production expansion, contract wins, and European growth.

Ulta Beauty would like to put a couple of ugly quarters behind it. Wall Street still fancies the stock.

In recent weeks, Palantir Technologies reported stronger-than-expected quarterly results, raised its full-year revenue guidance, and saw its Maven Smart System formally designated as a Pentagon program of record, supporting up to US$2.30 billion in funding over five years. These developments, alongside active trading by high-profile investors and insiders and generally positive analyst sentiment, highlight how Palantir’s AI-driven government and commercial platforms are becoming more...

Moody's stock has delivered a strong 55.6% return over the past three years, yet current valuation checks suggest the share price already embeds a premium to the latest intrinsic value estimates. Both the Excess Returns model and market multiples currently point to Moody's trading on the expensive side rather than as a clear bargain. The roughly 55.6% gain over three years highlights how much future growth the market may already be pricing into Moody's. The recent move to bring Moody's...

NVIDIA Corp (NVDA) reports record Q2 revenue of $96 billion, more than doubling year-over-year, while guiding to 70% growth for fiscal 2028 amid supply constraints and strong AI demand.

Synopsys Inc (SNPS) beats expectations with 42% revenue growth, raises full-year outlook, and unveils multiphysics Fusion platform validated by major customers.

Nutanix Inc (NTNX) beats Q4 guidance with $757 million in revenue, achieving a 42% Rule of 40 score and unveiling key AI partnerships despite persistent hardware constraints.

Salesforce Inc (CRM) delivers record Q2 results with Agentforce ARR reaching $1.5 billion and raises FY27 guidance amid strong AI adoption.

Okta Inc (OKTA) reports 10% revenue growth and record non-Q4 bookings, with new products contributing 30% of bookings and AI agents gaining traction.

Veeva Systems Inc (VEEV) reports $928 million in revenue and best-ever CRM performance, with Veeva Falcon AI gaining traction.

Cybersecurity leader posts all-time high net new ARR of $333 million, raises FY27 guidance amid surging demand for AI-driven threat protection.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.