No Wendy’s Buyout for Now, Sources Say Trian Is Standing Down
Sources say Trian is not preparing a buyout of Wendy’s after takeover speculation lifted the shares to a nine-month high.
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Okta Beats Wall Street Expectations, Raises Full-Year Outlook Amid Rising Demand for AI Agent Identity
Okta reports strong Q2 revenue, earnings and backlog growth while raising full-year outlook, positioning itself as the identity layer for enterprise AI agents.
CrowdStrike Raises Outlook as CEO Highlights Massive AI Security Opportunity
CrowdStrike reports strong Q results, $1.47B revenue, $333M new ARR. Shares jump 10% as it raises full-year outlook, citing AI security boom.
Tariff Refunds Inflate HP Earnings, but Investors Focus on Weaker Core Results
HP beat estimates and raised FY outlook thanks to tariff refunds, yet shares dropped after hours on falling PC volumes and margin pressure.
NVIDIA Crushes Q2 Estimates, Then Stuns Wall Street With 70% Long-Term Growth Forecast
NVIDIA crushed Q2 estimates with $96B revenue and a strong Q3 outlook. The real catalyst: 70% fiscal 2028 growth guidance and a massive AWS GPU deal.
Salesforce Beats Q2 Estimates, Raises Guidance as Agentforce ARR Surges
Salesforce beats Q2 expectations with $11.3B revenue, surging AI ARR from Agentforce, expanded Anthropic Claudeforce deal, and raised full-year guidance.