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Salesforce Pitches H2 FY27 Reacceleration on Agentforce Gains

Investor skepticism persists after muted FY2027 outlook.

CrowdStrike Beats Q4 Estimates and Forecasts FY2027 Above Wall Street Views

Salesforce Draws Fresh Price-Target Cuts as Goldman, Truist, Piper and RBC Recalibrate Post-Earnings

Applied Digital Kicks Off Delta Forge Build as Analysts Lift Targets on Hyperscaler Talks

AppLovin Jumps After CapitalWatch Walkback as Jefferies Reaffirms Bullish Call

Morgan Stanley Reaffirms NIO Overweight on 40%–50% Two‑Year Delivery Growth Outlook

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Lockheed Martin Shares Hit 52-Week High as Street Splits on 2026 Outlook

Netflix Earnings Tuesday Put Margins and Warner Bros. Bid in Spotlight

Vistra Rallies on 20-Year Meta Nuclear Pact as Financing and Gas Deal Advance

Rivian Slumps After UBS and Wolfe Downgrades on Cash Burn and AI Hype Concerns

Micron Jumps 10% as Bernstein Lifts Target to $330 on AI-Led Memory Upswing

Applied Digital Secures $100 Million Macquarie Facility for AI Data-Center Development

Cisco Shares Set First Record in 25 Years on AI Infrastructure Momentum

Rubrik Shares Jump Up to 25% on Surprise Profit and Raised Outlook

Salesforce Demand Holds Up as Partners See No AI Losses, Cantor Reaffirms $325 Target

Cramer Defends Amazon After Redburn Downgrade, Calling Pullback a Buying Opportunity

Ondas Acquires Sentrycs to Deepen Counter‑UAS Capabilities

Bloom Energy Shares Set Record High After Upsized $2.2 Billion Notes Deal

Analysts Reassess Salesforce After Dreamforce With Diverging Views on Agentforce