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CrowdStrike reports $332.8 million net new ARR and raises FY27 NNARR growth 630 basis points to 34% at the midpoint
Ending ARR $5.84 billion, +25%. Table net new ARR $332.8 million grew 51% — a different metric. GAAP diluted EPS $0.01 and non-GAAP $0.31 stay separate. FY27 NNARR growth raised 630 basis points to 34% at the midpoint.
Dycom reports record $2.006 billion Q2 contract revenues and raises FY27 outlook to $7.48–$7.66 billion
Record $2.006 billion revenues (table $2.01 billion), +45.6% or 16.7% organically. The acquired-revenue plug is Building Systems, not NTI-only. FY27 now $7.48–$7.66 billion, reflecting an approximately $150 million wireless deferral.
Salesforce reports $11.3 billion Q2 revenue and raises FY27 guide; GAAP EPS of $4.29 includes $2.43 from strategic-investment gains
Revenue $11.3 billion; cRPO $33.5 billion. GAAP diluted EPS $4.29 is not operating EPS — footnote (3) prints a $2.43 strategic-investment impact. FY27 raise: $100 million organic, $200 million pending Contentful and Fin, $100M FX headwind.
Smucker Q1 net sales $2.22 billion; adjusted EPS $3.24 includes $0.84 tariff-refund benefit
Net sales $2.22 billion, up 5 percent. Adjusted EPS $3.24 included an $0.84 tariff-refund benefit. Fiscal 2027 outlook now includes those first-quarter refunds; the pages do not map $0.84 to the approximately $115.0 million printed in gross profit.
Meta and D.C. AG describe a youth-safety settlement in different dollars; Meta flags a Q3 legal accrual outside July expense guidance
Meta described approximately $18 billion over 10 years (~$12.7 billion allocated, ~$5.3 billion contingent). D.C. OAG said at least $12.1 billion and up to $17.1 billion. Meta flagged an approximately $10 billion Q3 legal expense outside July guidance.
Williams-Sonoma Q2 comparable brand revenue +6.2%; fiscal 2026 outlook raised
Williams-Sonoma reported $1.96 billion of net revenues and 6.2% comparable brand revenue. GAAP diluted EPS $2.84; non-GAAP $2.10. Raised fiscal 2026 guidance assumes no benefit from tariff refunds or related interest. 10-Q not filed.
NVIDIA’s Q2 call added a 70% fiscal 2028 growth outlook not in the 8-K
Colette Kress called about 70% fiscal 2028 revenue growth a supply-constrained outlook. That sentence is not in Exhibit 99.1. Jensen Huang told analysts demand is greater than 70%.
AWS and NVIDIA plan 2 million additional GPUs for 2027–2028
The August 26 NVIDIA Newsroom release is a multi-year capacity plan, not the fiscal Q2 2027 8-K. Official results remain on the sourced recap. This page does not invent conference-call Q&A.
NVIDIA’s fiscal Q2 2027 revenue was $96.221 billion; Data Center was $89.0 billion
GAAP and non-GAAP gross margin were both 75.0%. Q3 revenue is guided to $108.0 billion, plus or minus 2%, with no China Data Center compute assumed. Written CFO commentary is posted ahead of the 5:00 p.m. ET call.
NVIDIA’s fiscal Q2 2027 results are published; this page was the pre-call watch
Official results and written CFO commentary posted August 26. TickerGrove’s sourced recap is at /stories/nvidia-q2-fy2027-results. The Q1 baseline below is no longer the last print.
BEA published the Q2 2026 GDP second estimate; this page was the pre-print watch
The official second estimate is live on the Markets tape and at BEA. This preview is earlier coverage, not the current print. Figures below remain the July 30 advance vintage.
CoStar completed the acquisition of Bora (Zonda) for $800 million in cash
CoStar Group furnished an 8-K on August 21, 2026 under Item 7.01. The accompanying press release is furnished, not filed.
Fed holds the funds rate at 3-1/2 to 3-3/4% on a 9–3 vote; July minutes published 08-19-2026.
The 07-29-2026 decision left the target range unchanged. The 08-19-2026 minutes are the record of that meeting, not a new vote.
NVIDIA set August 26 for fiscal Q2 2027 results; the official print is recapped separately.
Written commentary posted about 1:20 p.m. PT, with the conference call at 2:00 p.m. PT. Official Q2 FY2027 figures are recapped at /stories/nvidia-q2-fy2027-results. The Q1 baseline below remains dated May 20, 2026.
Deere’s quarterly net income rose 7% as management called 2026 the bottom of the equipment cycle.
Reported sales and earnings improved, while the cycle claim remains a management outlook to test against orders and inventories.
Walmart raised its outlook as ecommerce and advertising grew, but tariff refunds lifted the quarter.
Digital businesses expanded faster than company sales; the reported margin and guidance still carry a temporary refund benefit.
Treasury 10-year yield stood at 4.69% on 08-20-2026
The 2-year was 4.19% on the same official par-curve row. The 0.50-point gap is subtraction, not a traded note.
Target’s $4.11 quarterly EPS included a $1.65 tariff-refund benefit.
Sales and comparable sales improved, but more than two-fifths of reported EPS came from a refund the company does not include beyond the quarter.
Treasury raises the long-end liquidity-support buyback maximum to at least $4 billion per operation
The current maximum is $2 billion. The larger operations apply to 10-year to 20-year and 20-year to 30-year nominal coupons, effective September 9 through November 4, 2026.
Home Depot’s total sales rose 5.7%, while comparable sales increased 1.7%.
Acquisition and store growth helped the top line; the same-store measure shows a more restrained demand picture.
Cisco’s quarterly product revenue rose 24% as AI infrastructure orders reached $4 billion.
Networking led reported growth while services revenue was flat; management expects a larger AI revenue contribution in fiscal 2027.
AMD’s data-center business became the majority of revenue as quarterly sales rose 50%.
Data Center supplied 58% of company revenue, but an unusually weak prior-year profit comparison requires care.
Apple’s fiscal third-quarter sales rose 16%; tariff refunds lifted the margin comparison.
The filed quarter shows broad growth led by iPhone and Mac, while a roughly two-point tariff-refund benefit means the 50.1% gross margin needs context.
Amazon’s second-quarter sales reached $200.6 billion; AWS supplied most segment operating income.
The operating business expanded, while a $53.4 billion non-operating gain—primarily tied to Anthropic investments—drove the much larger net-income jump.
June PCE prices fell 0.1% from May; they were 3.7% above a year earlier
This is a monthly accounts release, not the quarterly GDP price line.