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NVDA: Nvidia Shares Surge in After-Hours Trading on Record $96.2 billion Revenue · Nvidia reported record $96.2 billion revenue, driving a sharp rise in its after-hours share price. The results indicate sustained strong demand for its products, boosting investor confidence.

AMZN: Amazon and Nvidia Expand AI Partnership with 2 Million GPUs

Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The collaboration will deploy 2 million GPUs, enhancing AI computing capabilities. This move underscores the close collaboration between cloud providers and chipmakers in the AI sector.

CRM: Salesforce raises annual revenue forecast, expands AI partnership with Anthropic

Salesforce raised its annual revenue forecast and expanded its AI partnership with Anthropic. This move signals confidence in AI-driven growth. The expanded collaboration could strengthen its product offerings and impact the enterprise software market.

NVDA: NVIDIA NVLink Fusion Expands with NVHBM Custom High-Bandwidth Memory

NVIDIA announced that its NVLink Fusion technology will expand to support NVHBM custom high-bandwidth memory. This move addresses new infrastructure demands from AI agents and trillion-parameter workloads. The expansion underscores the importance of designing compute, memory, storage, networking, and software as a unified system.

NVDA: AWS and NVIDIA to Deliver 2 Million Additional GPUs for AI

AWS and NVIDIA announced an expanded collaboration to meet surging global demand for AI infrastructure. They will deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI. This underscores the deepening partnership between cloud and chip leaders.

NVDA: Nvidia Q2 FY2027 earnings: revenue doubles, stock falls · Nvidia's latest earnings report shows revenue doubled, yet the stock declined after the release. The market may have already priced in the results, or investors are concerned about future growth prospects.

NVDA: Nvidia Stock Dips Despite Beat · Nvidia exceeded expectations for its fiscal Q2 and sales outlook, but shares fell on its gross margin forecast. This highlights market concerns over profitability.

CRM: Salesforce Jumps 11% on Earnings Blowout, Raised Outlook · Salesforce's second-quarter results crushed expectations, driven by surging AI demand and expanding margins, sending shares up 11% in after-hours trading.

CRWD: CrowdStrike raises full-year forecast after strong second quarter · CrowdStrike reported a strong second quarter and raised its full-year forecast. The adjustment reflects solid business momentum. This move may boost investor confidence in the company.

NVDA: Nvidia's Strong Forecast Fails to Excite Investors

Nvidia's earnings forecast exceeded expectations, but investors showed little enthusiasm, with the stock not rallying significantly. This suggests the market has already priced in Nvidia's high growth, and future attention will focus on its sustained innovation.

NVDA: Nvidia Predicts AI-Fueled Sales Surge to Extend into 2028 · Nvidia forecasts that its AI-driven sales growth will continue into 2028. The prediction is based on strong demand for AI chips. This signals Nvidia's confidence in the AI market's momentum.

Nvidia's Annual Revenue Outlook Misses Estimates

Nvidia (NVDA.O) projects 2027 fiscal year Q3 revenue of $108 billion, below the market expectation of $104.196 billion. The shortfall may signal concerns over AI chip demand growth. Investors should watch for future guidance adjustments.

NVDA: Nvidia's Fiscal Year Revenue Beats Expectations · Nvidia reported 2027 fiscal year Q2 revenue of $96.2 billion, compared to $81.615 billion in the same period last year and $92.012 billion expected by the market. This performance highlights strong demand for its AI chips.

NVDA: NVIDIA Reports Second Quarter Fiscal 2027 Results · NVIDIA announced financial results for the second quarter of fiscal 2027, including GAAP and non-GAAP measures. The company also made available CFO commentary and a webcast of the conference call for investors.

Salesforce (NYSE:CRM) Q2 CY2026 Earnings: Non-GAAP EPS Beats, Stock Jumps 11.8% · Salesforce reported earnings with non-GAAP EPS exceeding expectations, leading to a stock jump of 11.8%. This indicates strong quarterly performance, potentially boosting investor confidence.

CRM: Salesforce stock surges on Q2 earnings: 'One of our best quarters ever,' CEO says

Salesforce reported second-quarter results after the bell on Wednesday, sending shares higher. CEO Marc Benioff called it 'one of our best quarters ever.' The strong performance underscores robust demand for cloud software.

CRM: Salesforce shares jump on blowout results, raised outlook

Salesforce reported strong results and raised its outlook, leading to a significant jump in its share price. The performance exceeded market expectations, indicating robust business growth. Investors reacted positively, driving the stock higher.

CRWD: CrowdStrike to Webcast Investor Briefing · CrowdStrike announced it will webcast its investor briefing. This move aims to provide transparent updates to investors.

CRM: Salesforce, Anthropic Expand Partnership as Benioff Responds to 'SaaSpocalypse' Concerns

Salesforce and Anthropic have expanded their partnership, aiming to deliver a more intelligent interface. CEO Marc Benioff stated that they are delivering a dynamic interface that thinks, reasons, and acts. This move is seen as a response to concerns about a 'SaaSpocalypse'.

CRWD: CrowdStrike Reports Second Quarter Fiscal Year 2027 Results · CrowdStrike announced its financial results for the second quarter of fiscal year 2027. The report highlights the company's revenue and profitability, indicating its performance in the cybersecurity market.

LRCX: Lam Research Announces Participation in Upcoming Conferences · Lam Research Corporation announced its participation in upcoming industry conferences. The move aims to showcase its latest technologies and engage with the industry.

Salesforce and Anthropic Launch Claudeforce: 1 AI Meets 1 AI CRM · Salesforce and Anthropic have announced Claudeforce, integrating Anthropic's AI with Salesforce's CRM. This collaboration aims to enhance AI capabilities within customer relationship management.

CRM: Salesforce Quarterly Highlights: FY27 and Q2 Product Releases and Corporate Announcements

Salesforce announced product releases for FY27 and Q2 along with corporate updates. The company noted that while AI adoption is surging, context and trust to turn intelligence into reliable work remain scarce. Enterprises need a shared foundation built on context, workflows, controls, governance, orchestration, and trust; otherwise, tech investments won't deliver expected results.

CRM: Salesforce Delivers Record Second Quarter 2027 Results

Salesforce reported record results for its second fiscal quarter, with figures marked as 2027. This performance highlights the company's strength in the enterprise software market. The outcome is a positive indicator for investors, showing continued business growth.

AAPL Stock Gains 1%; IDC Predicts First-Year Foldable iPhone Shipments · Apple's stock rose 1%, reflecting positive market sentiment. IDC forecasts Apple will ship 10M foldable iPhones in the first year, indicating strong expectations for the new product line.