🇺🇸 Salesforce reported a second quarter adjusted operating income of $3.87 billion, surpassing estimates of $3.81 billion. The adjusted earnings per share (EPS) reached $5.90, a significant increase from $2.91 year-over-year. For the third quarter, Salesforce anticipates an adjusted EPS between $3.42 and $3.44, slightly above the estimated $3.39.
💥🇺🇸 Salesforce and Anthropic have announced a joint product called ClaudeForce. This collaboration aims to enhance customer relationship management (CRM) by integrating advanced AI capabilities into Salesforce's platform. The development is expected to revolutionize how businesses interact with customers, providing more personalized and efficient services. Further details about the product's features and launch date are anticipated soon.
🚨🇺🇸 Nvidia's earnings report today is set to serve as a barometer for investors regarding the state of the AI market. The report is scheduled for release at 23:20 Moscow time. Option traders are anticipating significant movements following the announcement. Additionally, some AI tokens in the cryptocurrency market may also experience considerable fluctuations after Nvidia's report. For more details, visit BBG.
🎉 NVIDIA has reported impressive second-quarter results, with data center revenue reaching $89.0 billion, surpassing estimates of $85.86 billion. The company's total revenue for the quarter was $96.2 billion, exceeding expectations of $92.38 billion. Adjusted gross margin stood at 75%, with an adjusted EPS of $2.22. In compute and networking, revenue hit $88.30 billion, while hyperscale revenue reached $48.71 billion. NVIDIA anticipates third-quarter revenue around $108.0 billion, plus or minus 2%. CEO Jensen Huang noted that computing is now generating significant income.
⚠️🇺🇦 The Director of the CIA, the head of the Pentagon, and the Chairman of the Joint Chiefs of Staff reportedly held a meeting at the White House, according to journalists from the American administration's press pool. Yesterday, the CIA chief visited Moscow.
📉 Nvidia's stock (NVDA) has experienced a decline of 1%. Investors are watching closely as market fluctuations continue to affect technology shares.
📬 Today’s Calendar - August 27, 2026
China will release industrial profits for July at 04:30 Moscow time. The European Central Bank will publish minutes from its last meeting at 14:30 Moscow time. The U.S. will host Day 1 of the economic symposium in Jackson Hole at 15:00 Moscow time, followed by Initial Jobless Claims and the trade balance for July at 15:30. Natural gas EIA stocks will be reported at 17:30, and the KC Fed Manufacturing Index for August at 18:00.
Russian companies will disclose additional emission materials and dividend reports. Key financial reports are expected from several companies, including Bilibili and Dollar Tree.
China will release industrial profits for July at 04:30 Moscow time. The European Central Bank will publish minutes from its last meeting at 14:30 Moscow time. The U.S. will host Day 1 of the economic symposium in Jackson Hole at 15:00 Moscow time, followed by Initial Jobless Claims and the trade balance for July at 15:30. Natural gas EIA stocks will be reported at 17:30, and the KC Fed Manufacturing Index for August at 18:00.
Russian companies will disclose additional emission materials and dividend reports. Key financial reports are expected from several companies, including Bilibili and Dollar Tree.
⚠️🇺🇸🇷🇺 The Director of the CIA visited Moscow to warn Putin against attacking the Baltic states and to halt support for Iran, according to Politico. The discussions specifically addressed the unacceptable escalation towards Lithuania, Latvia, and Estonia. Ratcliffe also urged Moscow to cease its military and economic assistance to Iran.
💎🇷🇺 Starting in September, sellers in Russia will be required to refer to diamonds only as natural diamonds. This change aims to protect consumer rights in the jewelry market. Since the beginning of the year, Russia has increased its diamond reserves by over 100 million carats. The growth is primarily due to additional geological exploration and re-evaluation of existing deposits rather than new discoveries, according to Rosnedra - TASS.
⚠️🇪🇺🇷🇺 EU countries are reviving plans to utilize frozen Russian assets to support Ukraine, according to a report by the Financial Times. This initiative aims to provide financial assistance to Ukraine amidst ongoing conflict. The move reflects a continued commitment from EU nations to aid Ukraine while addressing the impact of sanctions on Russia. For more details, visit the full article here.
🚨 Poland is transferring tanks to its border with Russia, with the first 28 South Korean tanks already dispatched to the Kaliningrad region, according to the Polish Ministry of Defense.
🎉 Following the earnings reports, stocks showed notable movements: Nvidia (NVDA) surged by 5%, Salesforce (CRM) increased by 13%, and Crowdstrike (CRWD) rose by 11%. Meanwhile, Agilent Technologies (A) saw a 3% uptick, while Urban Outfitters (URBN) dropped by 3%, and HP (HPQ) fell significantly by 9%.