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.
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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.
Banks That Once Fought Stablecoins Are Now Planning to Issue Their Own
CRCL shares fall after the WSJ reports that banks once opposed to stablecoins—such as JPMorgan and Bank of America—are now exploring their own.
Palo Alto Networks’ $25 Billion Shopping Spree: The Deals It Sealed—and the Ones That Got Away
Nikesh Arora held talks to buy Okta and Datadog that fell through on price and interest.
Longtime D-Wave CFO Markovich Retires Effective September 2
Greg Golkov, SVP of Finance, named acting CFO as bookings surge.