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Salesforce reportedly delivered a major earnings beat and raised FY27 guidance to $46.1-46.4B, driving a 20% post-earnings surge. The results are said to reverse 'SaaSpocalypse' narratives, positioning AI as a value-add for enterprise software.

CrowdStrike reportedly holds above pre-earnings levels despite a 7% pullback, with CEO George Kurtz highlighting AI token cost reductions. Net new ARR reportedly accelerated 51% following strong quarterly results.

Elastic reportedly delivered a 15% revenue growth with FY27 guidance holding at 15.2%, driving an 18-20% share price increase as investors reportedly prioritize cRPO over revenue metrics.

NVIDIA reportedly raised server prices 15% and increased memory commitments from $119B to $279B, citing a severe shortage. Multiple CEOs confirm tight supply through 2030, with memory demand projected to capture 71% of industry growth.

Marvell reportedly delivered record Q2 revenue of $2.739B, up 37% YoY, with data center sales rising 46%. Despite the strong results and raised Q3 guidance, the stock is said to have fallen approximately 7% after hours as expectations remained elevated.

Adobe reportedly benefits from a broader enterprise software re-rating as investors shift focus from AI disruption fears to AI-enabled value creation. Multiple sources cite undervaluation metrics and positive sentiment convergence.

Posts reportedly converge on TSMC's critical role as the primary foundry for advanced AI chips, citing Jensen Huang's supplier endorsement and a structural supply constraint that supports the stock despite quiet price action.

ARK Invest reportedly sold 156,286 shares of $AMD for $74.5M while buying $NVDA and $AVGO, signaling a rotation toward higher-conviction AI infrastructure names. This move coincides with a recent Wall Street upgrade citing AMD's strong earnings leverage and data center share gains.

Meta reportedly agreed to a $12B+ settlement and faces regulatory scrutiny in Poland, while heavy AI infrastructure spending continues to compress margins despite strong revenue growth.

AWS reportedly plans to deploy over 2 million additional NVIDIA GPUs in 2027-2028, while agentic AI features in Alexa are said to be driving new retail demand rather than merely reshuffling existing sales.

Micron reportedly fulfills only 40-50% of HBM4 demand with worsening lead times, while a Taiwan union strike over bonus pay threatens production. Morgan Stanley projects a persistent DRAM deficit through 2030.

Broadcom reports earnings Wednesday after market close, with an implied volatility move of approximately 8%. Analysts cite a shift in AI infrastructure demand toward networking and custom silicon as a key growth driver.

Zeta Global reportedly sees strong demand for its Athena AI platform, with over 40% of super-scaled customers using it monthly. The company is also reportedly hiring for AI-native security roles to support broader enterprise adoption.

OpenAI reportedly terminates its model supply agreement with Cursor following SpaceX's $60B acquisition of Anysphere, citing trust and compliance concerns. The move reportedly isolates Cursor from OpenAI's frontier models while integrating it with SpaceX's AI infrastructure.

Goldman Sachs raised its price target on $NBIS to $328, citing strong hyperscaler demand, while the stock reportedly fell approximately 18% over the past week on valuation concerns.

Ondas reportedly posted record Q2 revenue of $83.8M and raised its full-year guidance to $525M–$550M. The company also announced the acquisition of Aran Defense, expanding its autonomous defense footprint.

Credo Technology Group is reportedly scheduled for earnings release during the week of August 31, positioning it as a key AI infrastructure play alongside peers like Dell and Avago.