All eyes point to NVDA this evening. The AI chip giant reports Q2 2027 results at 5pm ET. Expectations are sky-high after a year of relentless outperformance. MRVL follows Thursday, giving markets a second read on AI infrastructure demand. Together, the two prints will set the tone for the sector into September.
Affirm Holdings delivered a strong beat after the close. Q4 EPS came in at $4.62 against a $1.106B revenue estimate, with actual sales of $1.165B. Full-year revenue guidance topped $5.44B, well above the $5.287B consensus. The stock also appointed Michael Linford as President, effective immediately.
Cybersecurity told a split story. SentinelOne beat Q2 estimates but issued soft earnings guidance — shares slipped. Rubrik also fell despite posting a strong Q2 print. CrowdStrike remains the standout performer, with its best single day ever fresh in memory and analysts still chasing targets higher.
Bears pushed KVYO short interest to nearly 20% of free float, up 6.8 percentage points in a week. CAPR saw its SI hit 44.6% — with borrowing availability collapsing to just 23%.
On the buy side, Bill Gates filed $562M in Republic Services purchases across 44 trades. Across the Atlantic, Kenneth Dart disclosed $716M of purchases in Swedish gaming giant Evolution AB.
Agilent Technologies drew four simultaneous target hikes from Goldman, Citi, B of A, and Stifel. Salesforce consensus targets also moved higher. Canadian banks RY and TD report Thursday — credit and housing health will be in focus.
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