Latest intelligence

Filter
Wed, Aug 26, 2026EDT25 on this page

Key Financial Data and Events to Watch Today: Thursday, 2026 Year 8 Month 27 Day

Today's focus is on the US initial jobless claims data.

  • 20:30 US initial jobless claims for the week ending 8 month 22 day

NVIDIA Corp. Q2 2027 Earnings: Live Updates of $NVDA Earnings Call, Forecast · Nvidia's earnings are set to arrive amid a flurry of big whisper numbers. Can the chipmaker deliver another handy beat?

NVDA: Nvidia doubles revenue, forecasts more AI spending

Nvidia reported doubled revenue, reflecting strong demand for AI chips. The company expects AI spending to increase further, indicating sustained need for high-performance computing. This performance underscores Nvidia's leadership in AI.

Jin10 Data Roundup: Middle East Situation Tracking (8 Month 27 Day)

Latest Middle East developments: explosions at Yemen's Mocha port, Israeli artillery strikes near Damascus, US not expected to launch new military strikes on Iran, Hormuz Strait traffic below daily average, Saudi adjusts oil transport, Iran and Oman differ on revenue sharing, Trump says strait functioning normally, Oman halts cooperation with US.

  • According to Saudi Al Arabiya TV: Two explosions were heard at Yemen's Mocha port, and Houthi forces again launched missiles at Mocha.
  • According to Tasnim News Agency: Syrian local sources said Israeli artillery attacked Syrian high ground near Damascus.
  • According to Axios: US Secretary of State Rubio has recently told several foreign counterparts that for now, the US does not expect to launch new military strikes on Iran.
  • Ship transits through the Strait of Hormuz on Tuesday were below the 10 daily average.
  • Under Houthi threats, Saudi Arabia adjusted oil transport, and loading activity in the Persian Gulf surged.
  • According to Sepah News, the official news site of Iran's Revolutionary Guard: A Revolutionary Guard spokesman said Iran and Oman reached an agreement on revenue distribution in the Sea of Hormuz.
  • Reuters citing Iranian sources: Iran and Oman have not finalized the Hormuz Strait agreement.
  • US President Trump: The Strait of Hormuz is functioning normally, and large amounts of oil are flowing out. Yesterday, 1000 ten-thousand barrels of oil left the Strait of Hormuz.
  • According to Iran's Press TV: Oman has stopped cooperating with the US on escorting oil tankers through the southern route of the Strait of Hormuz.
Updated Aug 27, 09:04 PM EDT

Probability of Fed Holding Rates Steady in 9 Month is 63.5%

According to the latest data, the probability that the Federal Reserve will keep interest rates unchanged in 9 month is 63.5%. This probability reflects market expectations for monetary policy, potentially influencing investor decisions.

NVDA: Nvidia Rarely Issues Early Fiscal-Year Guidance, Beating Expectations

Nvidia unusually issued its fiscal-year guidance ahead of schedule, with figures significantly exceeding market forecasts. This move underscores the company's strong confidence in its growth outlook and may boost investor optimism about AI chip demand.

Updated Aug 26, 09:15 PM EDT

NVDA: Nvidia Shares Surge in After-Hours Trading on Record $96.2 billion Revenue · Nvidia reported record $96.2 billion revenue, driving a sharp rise in its after-hours share price. The results indicate sustained strong demand for its products, boosting investor confidence.

AMZN: Amazon and Nvidia Expand AI Partnership with 2 Million GPUs

Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The collaboration will deploy 2 million GPUs, enhancing AI computing capabilities. This move underscores the close collaboration between cloud providers and chipmakers in the AI sector.

CRM: Salesforce raises annual revenue forecast, expands AI partnership with Anthropic

Salesforce raised its annual revenue forecast and expanded its AI partnership with Anthropic. This move signals confidence in AI-driven growth. The expanded collaboration could strengthen its product offerings and impact the enterprise software market.

NVDA: NVIDIA NVLink Fusion Expands with NVHBM Custom High-Bandwidth Memory

NVIDIA announced that its NVLink Fusion technology will expand to support NVHBM custom high-bandwidth memory. This move addresses new infrastructure demands from AI agents and trillion-parameter workloads. The expansion underscores the importance of designing compute, memory, storage, networking, and software as a unified system.

Updated Aug 26, 05:19 PM EDT

NVDA: AWS and NVIDIA to Deliver 2 Million Additional GPUs for AI

AWS and NVIDIA announced an expanded collaboration to meet surging global demand for AI infrastructure. They will deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI. This underscores the deepening partnership between cloud and chip leaders.

NVDA: Nvidia Q2 FY2027 earnings: revenue doubles, stock falls · Nvidia's latest earnings report shows revenue doubled, yet the stock declined after the release. The market may have already priced in the results, or investors are concerned about future growth prospects.

NVDA: Nvidia Stock Dips Despite Beat · Nvidia exceeded expectations for its fiscal Q2 and sales outlook, but shares fell on its gross margin forecast. This highlights market concerns over profitability.

Updated Aug 26, 11:01 PM EDT

CRM: Salesforce Jumps 11% on Earnings Blowout, Raised Outlook · Salesforce's second-quarter results crushed expectations, driven by surging AI demand and expanding margins, sending shares up 11% in after-hours trading.

CRWD: CrowdStrike raises full-year forecast after strong second quarter · CrowdStrike reported a strong second quarter and raised its full-year forecast. The adjustment reflects solid business momentum. This move may boost investor confidence in the company.

NVDA: Nvidia's Strong Forecast Fails to Excite Investors

Nvidia's earnings forecast exceeded expectations, but investors showed little enthusiasm, with the stock not rallying significantly. This suggests the market has already priced in Nvidia's high growth, and future attention will focus on its sustained innovation.

NVDA: Nvidia Predicts AI-Fueled Sales Surge to Extend into 2028 · Nvidia forecasts that its AI-driven sales growth will continue into 2028. The prediction is based on strong demand for AI chips. This signals Nvidia's confidence in the AI market's momentum.

Nvidia's Annual Revenue Outlook Misses Estimates

Nvidia (NVDA.O) projects 2027 fiscal year Q3 revenue of $108 billion, below the market expectation of $104.196 billion. The shortfall may signal concerns over AI chip demand growth. Investors should watch for future guidance adjustments.

NVDA: Nvidia's Fiscal Year Revenue Beats Expectations · Nvidia reported 2027 fiscal year Q2 revenue of $96.2 billion, compared to $81.615 billion in the same period last year and $92.012 billion expected by the market. This performance highlights strong demand for its AI chips.

NVDA: NVIDIA Reports Second Quarter Fiscal 2027 Results · NVIDIA announced financial results for the second quarter of fiscal 2027, including GAAP and non-GAAP measures. The company also made available CFO commentary and a webcast of the conference call for investors.

Updated Aug 26, 05:15 PM EDT

Salesforce (NYSE:CRM) Q2 CY2026 Earnings: Non-GAAP EPS Beats, Stock Jumps 11.8% · Salesforce reported earnings with non-GAAP EPS exceeding expectations, leading to a stock jump of 11.8%. This indicates strong quarterly performance, potentially boosting investor confidence.

CRM: Salesforce stock surges on Q2 earnings: 'One of our best quarters ever,' CEO says

Salesforce reported second-quarter results after the bell on Wednesday, sending shares higher. CEO Marc Benioff called it 'one of our best quarters ever.' The strong performance underscores robust demand for cloud software.

CRM: Salesforce shares jump on blowout results, raised outlook

Salesforce reported strong results and raised its outlook, leading to a significant jump in its share price. The performance exceeded market expectations, indicating robust business growth. Investors reacted positively, driving the stock higher.

CRM: Salesforce, Anthropic Expand Partnership as Benioff Responds to 'SaaSpocalypse' Concerns

Salesforce and Anthropic have expanded their partnership, aiming to deliver a more intelligent interface. CEO Marc Benioff stated that they are delivering a dynamic interface that thinks, reasons, and acts. This move is seen as a response to concerns about a 'SaaSpocalypse'.

Updated Aug 26, 06:26 PM EDT

Get material updates promptly

Use email, RSS, or Telegram for breaking updates and information-library summaries.

Email subscriptions are not open yet
RSS · Not open yet Telegram · Not open yetAll subscription options
Spot gold
...
Spot silver
...
Brent crude
...
WTI crude (BlackBull quote)
...
US Dollar Index (live reference proxy)
...
Nasdaq-100 (live index proxy)
...
S&P 500 (live index proxy)
...
VIX volatility (live reference proxy)
...
US 2Y direction (live CFD proxy)
...
US 10Y direction (live CFD proxy)
...
US 30Y direction (live CFD proxy)
...