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US Top News and Analysis | Salesforce's beat fails to convince the market that software can survive AI AI generated summary, Read the full article for complete information. Salesforce reported a better‑than‑expected Q1 fiscal 2027, with revenue rising 13.3% year‑over‑year to $11.13 billion and adjusted earnings per share of $3.87, topping estimates by 76 cents. The company highlighted strong momentum for its AI‑powered platform Agentforce, which closed a record 98 deals and lifted annual recurring revenue to $1.2 billion (up 205% YoY), while overall cloud ARR reached $3.4 billion, up 200% YoY. Margins improved and the firm beat GAAP and non‑GAAP expectations, yet investors remain cautious because legacy‑software growth lagged and the outlook for remaining performance obligations was modest. Salesforce amplified its share‑repurchase program, buying back $27.1 billion of stock in the quarter, and reiterated guidance for Q2 revenue of $11.27‑$11.35 billion and FY revenue of $45.9‑$46.2 billion, with modest EPS upgrades but a trimmed GAAP margin outlook. Maintaining a “2” rating with a $215 price target, analysts argue Salesforce remains a critical enterprise‑software platform despite AI‑disruption concerns. Read more: https://www.cnbc.com/2026/05/27/salesforces-beat-fails-to-convince-market-that-software-can-survive-ai.html #Salesforce #LSEG #Agentforce #Data360 #ASR

US Top News and Analysis | Walmart to report first-quarter earnings before the bell. Here's what Wall Street expects AI generated summary, Read the full article for complete information. Walmart is slated to release its fiscal first‑quarter earnings before the market open on Thursday, with analysts forecasting earnings of 66 cents per share on about $175 billion in revenue. The report is expected to shed light on U.S. consumer health amid higher gas prices, a recent dip in sentiment, and broader economic headwinds such as sticky inflation and a global trade war. Investors will be watching whether Walmart’s growing base of higher‑income shoppers remains resilient, how lower‑income consumers are coping, and how the retailer’s higher‑margin advertising and marketplace businesses are offsetting any pressure on lower‑margin grocery sales. The earnings call will also address whether the boost from last year’s larger tax refunds—cited by peers as a spending upside—is fading, and what that means for consumer spending trends and overall economic momentum. Read more: https://www.cnbc.com/2026/05/21/walmart-wmt-earnings-q1-2027.html #Walmart #WallStreet #LSEG #MiddleEast

US Top News and Analysis | Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker AI generated summary, Read the full article for complete information. Nvidia is poised to deliver a strong fiscal first‑quarter results report, prompting Morgan Stanley to upgrade its outlook and raise its price target from $260 to $285, a 26% upside from the previous close. The bank now expects earnings of $1.72 per share on revenue of $79.26 billion, up from earlier estimates, citing surging demand for Nvidia’s AI‑driven data‑center hardware, robust supply‑chain positioning, and $95 billion in purchase commitments that should secure shipments for the next 18 months. Analysts broadly share this optimism, with the majority rating the stock as a buy or strong buy, and the company’s shares have climbed about 66% over the past year as AI remains a dominant investment theme. Read more: https://www.cnbc.com/2026/05/18/nvidia-reports-earnings-this-week-morgan-stanley-is-getting-more-bullish.html #Nvidia #MorganStanley #JosephMoore #LSEG #WallStreet #

US Top News and Analysis | Target is set to report first-quarter earnings, offer read on consumer AI generated summary, Read the full article for complete information. Target is slated to release its fiscal first‑quarter earnings on Wednesday amid a challenging consumer environment, with analysts expecting $1.46 in earnings per share on $24.64 billion of revenue. The retailer is in the midst of a turnaround led by CEO Michael Fiddelke, who cites strong February sales as a sign of a potential upswing and has bolstered the effort by appointing former Walmart executive Jeff England as chief supply chain officer. Despite a multi‑quarter sales slump and flat annual growth over the past four years, Target’s stock has fallen more than 40 % over five years yet is up roughly 30 % this year. Chief financial officer Jim Lee says the company will boost spending this year, allocating about $5 billion—over $1 billion more than the prior year—to supply‑chain improvements and store investments as part of the turnaround plan. Read more: https://www.cnbc.com/2026/05/20/target-tgt-q1-2026-earnings.html #Target #LSEG #MichaelFiddelke #JeffEngland #JimLee

Sweden Herald - Latest Sweden News | Meta does not live up to expectations, stock falls in after-hours trading by Sweden Herald AI generated summary, Read the full article for complete information. Meta’s latest quarterly report disappointed analysts, as its shares plunged nearly 7 % in after‑hours trading on the New York Stock Exchange. The company posted earnings of $7.32 per share on revenue of $56.3 billion, slightly above the $55.45 billion analysts had forecast, but investment costs came in far lower at $19.84 billion versus the expected $27.57 billion. Daily active users rose 4 % to 3.56 billion, still falling short of the 3.62 billion expected. The combination of mixed financial results and weaker‑than‑anticipated user growth led to a sharp drop in Meta’s stock price. Read more: https://swedenherald.com/article/meta-does-not-live-up-to-expectations-stock-falls-in-afterhours-trading #Meta #LSEG #NewYork #businessnews

Sweden Herald - Latest Sweden News | Amazon is doing better than expected after beating quarterly earnings and revenue expectations by Sweden Herald AI generated summary, Read the full article for complete information. Amazon posted a stronger‑than‑expected quarterly performance, reporting earnings per share of $2.78 versus the $1.64 analysts had forecast and revenue of $181.52 billion, outpacing the $177.3 billion consensus. Cloud services generated $37.59 billion—above the $36.64 billion estimate—and grew 28 % year‑over‑year. For the upcoming quarter, Amazon projects sales of $194‑199 billion, beating the $188.9 billion analysts anticipated, yet its shares slipped 1.5 % in after‑hours trading on the NYSE. Read more: https://swedenherald.com/article/amazon-is-doing-better-than-expected-after-beating-quarterly-earnings-and-revenue-expectations #Amazon #AmazonWebServices #LSEG #NewYorkStockExchange