
CrowdStrike lifts its fiscal 2027 ARR outlook as Falcon Flex accelerates platform adoption and AI security demand broadens across the business.
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CrowdStrike lifts its fiscal 2027 ARR outlook as Falcon Flex accelerates platform adoption and AI security demand broadens across the business.

The headline numbers for Dollar General (DG) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Revenue hit $187.9 billion with 23% global ecommerce growth and 38% advertising surge.

Delivery Hero (ETR:DHER) reported accelerating second-quarter growth and raised its full-year outlook across gross merchandise value, revenue, adjusted EBITDA and free cash flow, as the company said investments in its “Everyday App” strategy were supporting both customer engagement and profitability

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.

futures were stronger, up 1%, thanks to Nvidia’s strong quarterly results. Nvidia stock rose nearly 7% in premarket trading after better-than-expected earnings and strong guidance. Wednesday evening, Nvidia reported second-quarter earnings per share of $2.22, better than the $2.09 Wall Street expected.

Moby summary of Nutanix, Inc.'s Q4 2026 earnings call

SpaceX. tock rose early Thursday, helped, like much of the market, by Nvidia’s earnings. Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results.
In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.
Options imply a 12% move, but history suggests it could be much bigger.
(Updates with same-store sales guidance in the seventh paragraph and repurchase outlook in the eight

Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results. Nvidia stock rose nearly 7% in premarket trading after better-than-expected earnings and strong guidance.

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.

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.

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, […]

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.

Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.
Investors now await first-quarter earnings amid production expansion, contract wins, and European growth.

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.

Nvidia has made two bold promises to investors, setting expectations low as memory shortages constrain the company’s growth prospects.

Morgan Stanley raised the price target on Affirm to $80 from $79 and kept an ‘Equal Weight’ rating on the shares, implying an upside of about 4.6% from its last close.
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