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Outlook Strengthens on Organic Momentum, Acquisitions, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662608164","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662608164?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:50","pubTimestamp":1787845854,"startTime":"0","endTime":"0","summary":"Salesforce's  updated fiscal 2027 outlook reflects a lift from both organic momentum and recent acquisitions, pointing to a stronger revenue trajectory than expected, RBC Capital Markets said Wednesday in a report.Salesforce's revised fiscal 2027 revenue guidance implies $300 million of upside, including $200 million from the Contentful and Fin acquisitions and $100 million from organic strength tied to Agentforce, Data 360, and Slack, RBC said.The company expects fiscal 2027 adjusted EPS of $16.67 to $16.71 on revenue of $46.1 billion to $46.4 billion, compared with previous guidance of EPS of $14.06 to $14.12 on revenue of $45.9 billion to $46.2 billion.Salesforce's pricing strategy is increasingly organized around use cases rather than individual products, a \"sensible\" shift given varying customer maturity, RBC said. The approach supports average order value expansion over time as usage increases, the report said.RBC raised its price target on Salesforce stock to $250 from $210 and 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Demand Visibility Outshines Margin Headwinds, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662815380","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662815380?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:41","pubTimestamp":1787845262,"startTime":"0","endTime":"0","summary":"Nvidia  is providing a strong demand outlook that outshines modest gross margin headwinds, RBC Capital Markets said in a note Thursday.The note pointed to Nvidia's unusual step of guiding a full year out, projecting some 70% revenue growth in 2028 amid ongoing supply constraints, against consensus of around 45% growth.\"Visibility appears to be extending even further based on purchase commitments,\" the report said.The report said Rubin ramps off to a strong start and CPU revenue is on track to more than double next year, while customer diversification is continuing.RBC reiterated its outperform rating and boosted its price target to $330 from $300.Price: 225.54, Change: +15.88, Percent Change: 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York Times Names Farah Miller Deputy for Community in Audience Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2662008135","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662008135?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:40","pubTimestamp":1787845204,"startTime":"0","endTime":"0","summary":"New York Times names Farah Miller deputy for community in Audience unitThe New York Times appointed Farah Miller as deputy for community in its Audience group, formalizing her stint as acting 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Value Fund Might Hold Amazon. These 3 Managers are Buying Hard Assets Instead.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662081581","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662081581?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:39","pubTimestamp":1787845140,"startTime":"0","endTime":"0","summary":"Look at the largest holdings of some of the most popular value funds and you might be surprised. 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Options volume extremely heavy with 301k 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'Best Positioned' to Deal With Supply Constraints, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808996","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662808996?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:09","pubTimestamp":1787843398,"startTime":"0","endTime":"0","summary":"Nvidia  is \"best positioned\" to deal with supply constraints in the industry that limit growth, Wedbush said in a Thursday note.CEO Jensen Huang implied that unconstrained demand would underpin growth of about 100%, compared with the 70% it can supply, the report said, backing view that the bottleneck in the industry is procurement and not a lack of customer demand.Supply and capacity commitments increased to $279 billion from $119 billion, mostly due to new agreements related to memory, according to the note.The report also pointed to Nvidia's forecasts of gross margin down to 74% in fiscal Q3, hitting a low point 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She's Investing in These AI Chip Rivals.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089934","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089934?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:08","pubTimestamp":1787843280,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices looks to be falling out of favor with prominent technology investor Cathie Wood. 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Salesforce, Marvell, Veeva, Okta, Hormel, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089685","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089685?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:07","pubTimestamp":1787843220,"startTime":"0","endTime":"0","summary":"Stocks rallied Thursday as a batch of stellar tech earnings reports, including one from Nvidia, revived the artificial-intelligence trade.Nvidia shares rose 7.7% after the chip maker's second-quarter 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Delivers Strong Q2 as Long-Term Outlook Improves, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089528","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089528?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:03","pubTimestamp":1787842980,"startTime":"0","endTime":"0","summary":"Nvidia  delivered solid fiscal Q2 results, supported by a stronger long-term outlook, with management pointing to higher revenue expectations and continued demand, Morgan Stanley said in a note Thursday.The firm said the quarter was above expectations, but the more important takeaway was management's longer-term outlook. Nvidia expects about 70% growth in fiscal 2028, compared with Morgan Stanley's previous estimate of 52% and consensus of around 40%.The bank said it is raising its fiscal 2028 and fiscal 2029 revenue estimates about $100 billion and $200 billion, respectively. Demand remains heavily supply-constrained, and management said demand is \"much greater\" than the 70% growth level, it added.Gross margins were slightly weaker because of higher memory costs, but this removes an important overhang for investors, the firm said, adding that Nvidia's expected 72% to 73% gross margin next year is broadly in line with its 72.5% estimate.\"This is our Top Pick in the semis group, with a 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4,000 lower than the upwardly revised 207,000 reported a week earlier.----Bank of Korea Hikes Again as It Raises Growth, Inflation ForecastsSouth Korea's central bank lifted its projections for economic growth and core inflation this year----Think Treasurys Are Having a Rough 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