Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
South32 (LON:S32) reported higher earnings and cash flow for FY26 as its base-metals operations benefited from commodity prices and operating performance, while the miner outlined plans to sharpen its focus on copper and zinc following the proposed sale of its aluminium value chain assets. Chief Ex
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
Synopsys (NASDAQ:SNPS) reported third-quarter fiscal 2026 results above the high end of its guidance, citing broad-based strength in electronic design automation, its Ansys business and design IP. The company raised its full-year revenue, non-GAAP operating margin, earnings and cash-flow outlook. R
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
Urban Outfitters (NASDAQ:URBN) reported record second-quarter sales and earnings for fiscal 2027, extending what CEO and Chairman Dick Hayne described as the company’s eighth consecutive quarter of record sales and profits. Net sales rose 10% to $1.7 billion in the quarter ended July 31, 2026. Oper
Okta (NASDAQ:OKTA) said its second-quarter fiscal 2027 performance was supported by broad-based demand across its workforce and customer identity platforms, with particular strength among large enterprises, channel partners and newer products. Chief Executive Officer and Co-founder Todd McKinnon sa
NVIDIA (NASDAQ:NVDA) reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers. Chief
Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached
Stock-index futures edged higher in after-hours trading Wednesday after Nvidia crushed another round of earnings. The company's strong report offered relief to the major indexes, which saw muted moves earlier in the day.
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.
The cybersecurity company has had a monster 2026, up nearly 68% year-to-date. It might be able to keep the streak running after these results.
Salesforce’s $5.90 adjusted Q2 earnings per share came in substantially above the $3.27 consensus, while revenue also edged past expectations.
Ooma (OOMA) delivered earnings and revenue surprises of +6.06% and +1.90%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Nvidia (NVDA) delivered earnings and revenue surprises of +6.22% and +4.82%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
HP (HPQ) delivered earnings and revenue surprises of +10.67% and +5.59%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
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 headline numbers for Okta (OKTA) 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.
After a tepid inital reaction, investors like what they're hearing on Nvidia's earnings call. CFO Colette Kress told analysts that the chip-maker projects 70% revenue growth in fiscal-year 2028, and that Amazon's AWS is deploying an additional 2 million Nvidia GPUs in the coming years.
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.
Synopsys (SNPS) delivered earnings and revenue surprises of +6.54% and +1.68%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Nutanix (NTNX) delivered earnings and revenue surprises of +25.00% and +2.60%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
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