Benzinga Bulls and Bears: Nvidia, CrowdStrike, Intuit

Salesforce (CRM) Stock Soars on Q2 Earnings: Is It Too Late to Buy?

Salesforce delivered a strong Q2 report with revenue of $11.34 billion (beating consensus) and raised full-year guidance. The stock rallied over 20% as investors gained confidence in the company's ability to leverage AI as a growth driver. Agentforce and Data 360 ARR reached $3.9 billion with 210% YoY growth, while major customers like Cisco, Dell, Uber, and Robinhood are expanding AI deployments with Salesforce.

Warsh Sparks Rate-Hike Bets, Nvidia Reaffirms AI Growth Story: This Week on Wall Street

Kevin Warsh reignites rate-hike bets, Nvidia posts its best day since April, and CrowdStrike prints the biggest gain in its history.

QUICK SPARK: Salesforce Stock Books Best Week Since August 2020

Salesforce closed up 24.31% for the week, its strongest run since August 2020 and the top S&P 500 performer, after an 80% Q2 EPS beat and Anthropic AI deal.

Okta Stock Surges 29% Post Q2 Earnings: Should You Buy?

Okta reported better-than-expected Q2 fiscal 2027 earnings with revenues of $805 million (up 11% YoY) and adjusted EPS of $1.05, beating consensus estimates. The company showed strong enterprise demand with customers generating over $1 million ACV increasing 20%, and new AI-agent security products contributing 30% of quarterly bookings. Okta provided positive FY27 guidance expecting 10-11% revenue growth and raised its Zacks Rank to #2 (Buy).

Shares of software companies are trading lower, possibly after Federal Reserve Chairman Kevin Warsh’s comments on inflation raised concerns that interest rates could remain higher for longer. The prospect of higher rates may weigh on growth-oriented stocks.

Intuit Inc. Investors Have Until September 8th to Seek Lead Plaintiff Role with Bragar Eagel & Squire, P.C.

A class action lawsuit has been filed against Intuit Inc. for allegedly making false statements about its competitive advantages and business strength during the Class Period (February 25, 2025 - June 1, 2026). The company faced significant losses in its TurboTax business due to competitive and pricing pressures, causing its stock to decline 20% ($76.86 per share) on May 21, 2026, following disappointing Q3 2026 results. Investors have until September 8, 2026 to apply as lead plaintiff.