
Veeva VEEV Surges 16% on Record CRM, AI Beat
Veeva Systems beat Q2 FY2027 estimates on revenue and EPS, raised full-year guidance above Street, and launched Falcon AI as a new strategic pillar, sending VEEV shares 16% higher.
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Veeva Systems beat Q2 FY2027 estimates on revenue and EPS, raised full-year guidance above Street, and launched Falcon AI as a new strategic pillar, sending VEEV shares 16% higher.

PayPal's stock cratered as much as 13% on Monday after a consortium led by Stripe and Advent International withdrew its $73 billion acquisition offer, eliminating the deal premium investors had…

University of Michigan's consumer sentiment dropped 7.6% to 51.0 in August as Iran-war price surges hit households and retail sales post their worst slide since May 2025.

Glasgow-based modular power firm Aggreko Inc. is seeking a $15 billion valuation on the NYSE as AI data center revenue nearly quintupled in two years, driving a sharp swing back to profitability.

Finnish smart-ring maker Oura Health Oy seeks up to $3 billion in a September Nasdaq IPO that values the AI health platform at more than $16 billion.

Fed Chair Warsh's hawkish Jackson Hole warning rockets September rate hike odds to 60%, sending gold to $2,454/oz and the dollar index to 99.65 on Friday.

Victory Capital acquires First Eagle Investments for $7 billion, forming a $571 billion diversified global asset manager in the largest asset management consolidation of 2026.

Affirm Holdings crushed Wall Street's fourth-quarter expectations with adjusted EPS of $0.62, revenue of $1.17 billion, and record GMV of $4.1 billion - proving the buy-now-pay-later model has…

Intel has surged 175% year-to-date in 2026 on a clean $10 billion equity raise, 31% foundry revenue growth, and a 10% U.S. government stake cementing its AI infrastructure standing.

Broadcom reports Q3 FY2026 results on September 2, putting its $16 billion AI semiconductor target - a 200%-plus year-over-year surge - and the entire custom-ASIC investment thesis to its most…

A new 7.5% overcapacity tariff on China before the September 24 Xi-Trump summit risks unraveling the May trade truce and pushing combined semiconductor duties to near 70%.

Tim Cook exits Apple's CEO role August 31 after 15 years; hardware engineer John Ternus takes the helm September 1, ahead of Apple's foldable iPhone reveal on September 9.

Nvidia beat Q2 FY2027 revenue estimates by 4.8% with $6.22 billion and projected 70% fiscal 2028 growth, sparking the sharpest single-session sector divergence in U.S. equity markets since March 2001.

CrowdStrike (CRWD) posted its best-ever single session as Q2 FY2027 EPS beat consensus, net new ARR surged 51%, and annual revenue guidance topped $5 billion.

S&P 500 Q2 2026 earnings hit an all-time record as 86% of companies beat consensus estimates by 27% on average, with positive growth spanning 10 of 11 sectors in the index.

MINISO Group (MNSO) rose roughly 10% as H1 2026 showed China revenue up 26.2%, a three-year high, while overseas profit contribution collapsed from 35-40% in 2023 to just 10-15%.

Vertiv Holdings raised full-year 2026 adjusted EPS guidance to $6.65-$6.75 and organic revenue growth to 30-32%, as hyperscaler AI data center power and liquid-cooling orders accelerate beyond…

Canada's collapse of last-minute US trade talks triggers 50% retaliatory tariffs on $100 billion in American goods, hammering cross-border auto, aluminum, and industrial equities while reviving…

Marvell Technology stock fell nearly 8% in Friday premarket, fully reversing Thursday's Nvidia-driven 5.8% sympathy surge on a modest Q2 earnings beat.

Salesforce jumped 22% for its second-best day on record after Q2 EPS topped estimates and the Claudeforce-Anthropic launch fueled enterprise AI optimism.

McKesson (MCK) will pay $2.25 billion for Precision Medicine Group, buying a global oncology CRO from Blackstone in the largest healthcare services deal of the week.

Brent crude slides below $70 for a fourth straight session as Iran and Oman formalize a Hormuz revenue deal, but Tehran conditions any strait reopening on U.S. sanctions relief.

S&P 500 fell 0.25% to 7,711 Friday; Warsh's hawkish Jackson Hole speech raised rate-hike odds but the index still posted its first winning week in three.

Ulta Beauty topped second-quarter earnings and revenue forecasts and expanded its fiscal 2026 share repurchase plan to $1.8 billion, underscoring management conviction in the stock despite…

Dollar General's second-quarter earnings shattered Wall Street expectations, sending shares up 12% and cementing discount retail's status as a primary beneficiary of tariff-driven consumer…

Tyson and JBS shares each drop more than 2.5% as President Trump vows an executive order letting farmers process and sell their own meat, branding the Big Four a monopoly.

Dell fell 3.69% on August 28 as proposed semiconductor tariffs threatening AI server margins reversed the gains from Nvidia's blockbuster quarterly results.

Datadog, Five9, and monday.com each gained 6-7% Friday as Okta and Elastic beats confirmed AI augments rather than displaces enterprise software platforms.

Medline Industries surges as much as 40% on its first trading day after raising $5.26 billion in the year's largest IPO, a 10-times-oversubscribed offering that sets a new record for PE-backed…

Bitcoin reclaimed the six-figure threshold for the first time since May 2026, as $1 billion-plus in August spot ETF inflows and a $1.5 billion short liquidation cascade produced the most…