
Workday Q2 FY2027: Earnings Beat, AI ARR Nears $500M
Workday beat Q2 FY2027 EPS and revenue targets as agentic AI ARR nears $500 million with 200%-plus growth, while Silver Lake's take-private bid floor holds firm beneath WDAY.
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Workday beat Q2 FY2027 EPS and revenue targets as agentic AI ARR nears $500 million with 200%-plus growth, while Silver Lake's take-private bid floor holds firm beneath WDAY.

Fed Chair Kevin Warsh opens his first Jackson Hole Symposium Thursday as a Friday keynote carries one-in-three odds of signaling a September rate hike with inflation at 3.4%.

Dollar Tree's first fully standalone quarter after the Family Dollar divestiture delivered a headline EPS beat driven by a $1.31-per-share tariff refund, but below-consensus third-quarter guidance…

Dollar General's Q2 2026 EPS of $2.48 beat the $2.00 consensus by $0.48, same-store sales rose 3.5% on traffic growth, and the company raised its full-year profit forecast, sending shares up…

Affirm's buy-now-pay-later platform posts fiscal Q4 2026 earnings after the bell Thursday, with delinquency trends and GMV growth the paired tests of its AI underwriting model.

Workday Q2 FY2027 hits tonight with $2.61 EPS expected as 200%-plus agentic AI ACV growth makes the case for a full-year subscription revenue guidance raise.

Dollar Tree's debut standalone Q2 beat with EPS of $2.70 against a $1.11 estimate, while DLTR shares fell 5.5% pre-market on lighter Q3 guidance.

Best Buy beat Q2 revenue and EPS estimates but net income fell 36% to $186M, sending BBY stock down 3.7% on flat full-year comparable-sales guidance.

Nike (NKE) drops to its lowest since 2014 as Truist downgrades to Hold, citing Dick's Sporting Goods earnings that exposed collapsing Nike-brand demand and cast fresh doubt on CEO Elliott Hill's…

Dick's Sporting Goods posted its worst single-session loss in three years after missing Q2 on both lines and cutting full-year EPS guidance to $1-$2 from $3.50-$4.50, as its $4.5 billion Foot…

Kohl's shares fell 5% after Q2 comparable sales slipped 0.9%, while Williams-Sonoma and Dollar General outperformed at opposite ends of the consumer spectrum.

Dollar General's Q2 2026 earnings, due before Thursday's open, are Wall Street's clearest read on tariff-pressured low-income consumer resilience, with $2.00 EPS and $11.17B revenue on the line.

The Trump administration's sweeping secondary-sanctions threat against all Iranian oil buyers rattled energy markets and drew a direct challenge to Beijing, which absorbs 90% of Tehran's crude…

Marvell Technology stock rose 7% after hours as Q2 FY2027 revenue cleared $2.71B consensus, powered by Google silicon and optical interconnect growth guidance raised to above 70% for fiscal 2027.

Boston Scientific shares tumbled sharply after a simultaneous cyberattack and product recall disrupted global operations, with analysts warning recovery could take weeks.

Nvidia beat Q2 FY2027 estimates with 106% year-over-year revenue growth to $6.2B, raised Q3 guidance to $8B, and secured a landmark 2 million GPU purchase commitment from Amazon AWS.

Netflix's plan to bundle rival services including Peacock and Fox One inside its app marks a decisive platform pivot, lifting NFLX shares 2.8% in a single session on a Wolfe Research price-target…

CrowdStrike reported Q2 FY2027 revenue of $1.47B and adjusted EPS of $0.31 -- topping the $0.29 consensus -- while record net new ARR of $333M and raised full-year guidance sent CRWD up nearly 12%…

Salesforce CRM Q2 FY2027 non-GAAP EPS of $2.90 crushed the $1.27 Wall Street consensus by 80%, revenue up 10.8% to $9.35 billion; full-year guidance raised.

Conference Board's Consumer Confidence fell to 89.4 in August as the Expectations Index slid to 68.2, a reading below the recession-warning threshold of 80 that has historically preceded downturns.

Meta agreed to a $6.68 billion settlement with 29 state attorneys general, resolving all claims that Facebook and Instagram were deliberately engineered to addict minors.

Canada imposed $125 billion in retaliatory tariffs on American goods Friday, with Prime Minister Mark Carney declaring the two countries "at war" after overnight negotiations collapsed without a deal.

Treasury doubled long-end bond buybacks to $4B per operation and may tap a $950B cash reserve as the 30-year yield hit its highest level since 2007.

MRVL reports Thursday at $2.0B consensus and 35% growth as optical interconnect guidance tops 70% and Jensen Huang names it the next trillion-dollar AI company.

Zoom Video Communications dropped in premarket trading after its fiscal Q3 adjusted EPS outlook of $0.47 fell roughly 2% short of consensus, reigniting fears about the platform's post-pandemic…

Intuit's FY2027 guidance - EPS of $2.88 to $3.12 against a $7.31 Street consensus - signals that AI-powered tax tools are compressing the TurboTax growth engine faster than Wall Street had modeled.

The Justice Department and FBI shut down two Chinese state-sponsored cyber-espionage platforms Wednesday, revealing an eight-year infiltration of the Federal Reserve, NASA, the DOJ, the U.S.…

Nvidia (NVDA) reports second-quarter fiscal 2027 results after the bell on August 26, with Wall Street's $92 billion revenue consensus making the print the single most consequential data point for…

HP Inc. reports fiscal third-quarter 2026 earnings after market close August 26 with $14.39 billion in revenue expected, testing whether last quarter's 21% EPS beat signals a durable AI PC upcycle…

CrowdStrike reports Q2 FY2027 results tonight with net new ARR as the market's proxy on whether enterprise AI security budgets are accelerating or plateauing.