Notícias

Autonomous trucking is moving from pilot talk to real freight ops. Einride CEO Roozbeh Charli breaks down 27% revenue growth, a 60% jump in driverless hours, the Amazon middle-mile rollout, and the plan for 500 Tesla Semis on its platform. The conversation gets into what matters for carriers and fleet operators: where autonomous trucks actually […] The post Autonomous Trucks Are Here: Einride’s 27% Revenue Jump appeared first on FreightWaves.

Okta, Salesforce, CrowdStrike, and Veeva topped Nvidia earnings day gains with their own quarterly beats, outperforming the AI darling.

Nvidia (NVDA) delivered another blockbuster quarter, beating Wall Street's expectations as demand for AI infrastructure continues to surge. But amid growing scrutiny over Nvidia's investments in AI companies and data-center projects, questions about "circular financing" have taken center stage. On Nvidia's earnings call, CFO Colette Kress pushed back on that characterization, explaining why the chipmaker views its partnerships and investments as strategic opportunities, not simply a way to finance.

This company continues to report excellent operating results, and its stock looks like a bargain.

Large-cap value has quietly outrun the S&P 500 in 2026, and three dividend-paying ETFs are leading the charge, but each defines value so differently that picking the wrong one could cost you more than you gain.

Salesforce’s $5.90 adjusted Q2 earnings per share came in substantially above the $3.27 consensus, while revenue also edged past expectations.

Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

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 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.

Amazon's AWS division "is deploying an addition two million GPUs starting this quarter through the second of FY29," Nvidia CFO Colette Kress said on a conference call after the chip giant's earnings report this afternoon.

Veeva (VEEV) delivered earnings and revenue surprises of +5.86% and +2.64%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

The gold producer screens as a perfect bolt-on for a major, and with ownership so widely dispersed, the only real question is who might make the first move.

CrowdStrike stock climbed amid Q2 earnings and revenue that topped estimates while the cybersecurity firm's October quarter guidance came in above views.

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking efforts.

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 17.6% year on year to $928 million. Guidance for next quarter’s revenue was better than expected at $933.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $2.35 per share was 5.8% above analysts’ consensus estimates.

Gap reports earnings Thursday after disappointing results sent its stock tumbling, but lowered expectations could give the retailer an opportunity to turn things around.

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Salesforce stock climbed amid Q2 earnings and revenue that beat Wall Street targets while guidance came in above expectations.

SolarEdge stock rallies on a bullish UBS research note. Here’s why analyst Jon Windham favors owning SEDG shares at current levels.

Investing.com --Synopsys shares fell in extended trading on Wednesday despite the chip-design software maker delivering third-quarter results above Wall Street expectations and raising its full-year outlook, as investors appeared to focus on the limited upside in its latest forecasts.

The cybersecurity firm posted $1.47 billion in second-quarter revenue and raised its full-year revenue outlook to as much as $6.01 billion

Best Buy had a strong first quarter, and second-quarter earnings will have a tough act to follow in the face of persistent inflation.

Investing.com -- CrowdStrike Holdings Inc. shares climbed more than 9% in after-hours trading Wednesday following stronger-than-expected quarterly results and an increased full-year forecast.

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.

Bloomberg's Hannah Miller joins Dani Burger on "Bloomberg Deals." Paramount has acknowledged that it's considering a wide range of options to settle lawsuits challenging its $110 billion acquisition of Warner Bros. Discovery.

Identity management company Okta (NASDAQ:OKTA) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 10.6% year on year to $805 million. Guidance for next quarter’s revenue was better than expected at $815 million at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $1.05 per share was 8.9% above analysts’ consensus estimates.

Both discount retailers are expected to post solid growth, but their valuation, stock performance, and shareholder-return profiles offer investors two different setups heading into Q2 earnings.

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 25.8% year on year to $1.47 billion. Guidance for next quarter’s revenue was better than expected at $1.53 billion at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.31 per share was 6.4% above analysts’ consensus estimates.

The software company reported $11.35 billion in second-quarter revenue and now expects $46.1 billion to $46.4 billion for the full year