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CRM software giant Salesforce (NYSE:CRM) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.8% year on year to $11.35 billion. The company expects next quarter’s revenue to be around $11.46 billion, close to analysts’ estimates. Its non-GAAP profit of $5.90 per share was 80.4% above analysts’ consensus estimates.
Hybrid multicloud computing company Nutanix (NASDAQ:NTNX) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 15.9% year on year to $757.1 million. Guidance for next quarter’s revenue was better than expected at $760 million at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 23.6% above analysts’ consensus estimates.
CEO Max Levchin said in a call with investors that Affirm still has significant growth opportunities in the merchant space and in consumer adoption, which could further drive up gross merchandise volume.
Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, 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.
This circuit board maker is a top performer in its class, but it also carries the highest price tag, forcing investors to ask if the premium is earned or just assumed.
Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work.
Affirm Holdings posted stronger-than-expected quarterly results as gross merchandise volume (GMV) jumped 36%, while active consumers and transactions per user also grew.
Nvidia Corp‘s GPUs have become the backbone of artificial intelligence, but they won’t be enough to determine the winners in AI-driven drug discovery. In an exclusive email interview with Benzinga, Generate Biomedicines co-founder and CTO Gevorg Grigoryan said advanced computing...
The reports of software's death are greatly exaggerated.
Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the […]
Pelosi bought call options on Intel along with shares of INTC stock.
IREN Limited (IREN) delivered earnings and revenue surprises of +18.00% and +13.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
One trades at a massive valuation premium while burning cash; the other generates billions in free cash flow with established customers.
Strategy Inc (NASDAQ:MSTR) rallied along with Bitcoin. The cryptocurrency rally followed a White House meeting with industry executives, while the Treasury Department’s expanded bond-buyback plans lowered long-term yields and weakened the dollar. However, Strategy Inc (NASDAQ:MSTR) is not a simple leveraged Bitcoin fund. The company held 843,775 Bitcoin on July 26, sold 1,638 Bitcoin during […]
Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.
Affirm Holdings (AFRM) delivered earnings and revenue surprises of +1,300.00% and +5.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Affirm stock rose amid fiscal Q4 earnings that topped estimates while fiscal 2027 guidance for a key e-commerce metric came in above views.
Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 33% year on year to $1.17 billion. On top of that, next quarter’s revenue guidance ($1.21 billion at the midpoint) was surprisingly good and 3.6% above what analysts were expecting. Its GAAP profit of $4.62 per share was significantly above analysts’ consensus estimates.
On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.
Marvell (MRVL) delivered earnings and revenue surprises of +1.08% and +1.03%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Today, Aug. 27, 2026, margin pressure from higher memory and commodity costs weighed on the stock despite strong quarterly results.
Investing.com -- Shares of Workday fell 5% in extended trading on Thursday as investors looked past a modest quarterly revenue beat and focused on a third-quarter subscription revenue forecast that offered little upside surprise.
In August 2026, Keysight Technologies reported third-quarter sales of US$1,846 million and net income of US$397 million, raised its fourth-quarter 2026 revenue outlook to between US$1.93 billion and US$1.95 billion, and announced Scott Reese’s appointment to its board with roles on the Nominating, Corporate Governance, Audit, and Finance Committees. Keysight also highlighted expanding adoption of its EDA software, with AttoTude Inc. reporting design cycle times cut by more than half and...
Moby summary of Best Buy Co., Inc.'s Q2 2027 earnings call
Marvell Technology's (MRVL) second-quarter results rose above Wall Street's estimates amid a surge i
Both companies are burning cash at scale, but their paths to profitability, and investor risk, diverge sharply.
Almonty Industries Inc. (NASDAQ:ALM) began a 36-month share-repurchase authorization on August 24 that permits the company to buy up to 14.4 million common shares, representing approximately 5% of shares outstanding as of August 14, for as much as US$300 million. The headline amount overstates what Almonty Industries Inc. (NASDAQ:ALM) would spend at its current valuation. […]
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