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Nvidia's Quarterly Report Drives Tech Stocks Higher
Stocks finished the day broadly higher after Nvidia's upbeat quarterly report and outlook for 70% revenue growth for next fiscal year led a rally among other notable tech firms. Salesforce's "beat and raise" report and its collaboration with Anthropic also supported its shares and the indexes.Traders are now looking to Jackson Hole with Fed Chair Kevin Warsh scheduled to deliver his keynote speech Friday at 10 a.m. ET. Investors will be looking for clues about whether the Fed views persistent inflation as a reason to keep rates higher or whether weakening labor-market conditions could eventually justify easing.Additionally, the Trump administration has told mediators it has no interest in going back to the terms of the memorandum of understanding it reached with Iran in June, people familiar with the matter told The Wall Street Journal. Oil prices surged nearly 2% after the news, as The Journal noted that Trump is willing to wait and see if a policy of squeezing Iran economically bears fruit.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiareported, provided an upbeat outlook, and reportedly agreed to acquire Hugging Face for $12.9BSalesforceprovided aand announced its "Claudeforce" collaboration with AnthropicHP Inc.also provided aBest Buyreportedand raised its guidance for FY27Dollar Treeand Dollar Generalboth provided2. WALL STREET CALLS:First Solarto Outperform at BMO Capital after 16% pullbackCelsiusto Hold at Deutsche BankInteractive Brokerswith a Market Perform at Raymond JamesEverpureto Buy at BofA with more growth to comeCitiAbercrombie & Fitchon valuation after 36% rally3. AROUND THE WEB:Anthropic is weighing allowing its existing shareholders sell some stock in its blockbuster IPO while also mulling longer-than-usual lockup periods for sales after it goes public, The Information reportsBPis in talks to sell some of its upstream oil and gas assets in Egypt to Energean, Reuters saysTrian is no longer preparing a take-private bid for Wendy's, Reuters reportsThe Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Axios saysMetahas quietly become one of Anthropic's largest customers, potentially spending up to $10B annually on its AI models despite publicly criticizing the company, NY Times reports4. MOVERS:Oktaincreased after, providing guidance for Q3, and raising its outlook for FY27Veevagained afterand raising its outlook for FY27Tenablewas higher afterin S&P SmallCap 600Hormel Foodsfell afterand narrowing its guidance for FY26Modernawas lower after announcing a5. EARNINGS/GUIDANCE:Burlington Stores, provided guidance for Q3, and raised its outlook for FY26Build-A-Bearand lowered its guidance for FY26Titan Machineryand backed its guidance for FY27HealthEquityand backed its guidance for FY27, with CEO Scott Cutler calling it "a record-setting second quarter"Canadian Solar, with EPS missing consensusINDEXES:The Dow rose 105.56, or 0.20%, to 53,569.44, the Nasdaq gained 411.16, or 1.57%, to 26,541.35, and the S&P 500 advanced 55.29, or 0.72%, to 7,730.99.
Nasdaq Rises 350.95 Points on Nvidia Earnings
The major averages were sharply higher near noon after Nvidia's upbeat quarterly report and outlook for 70% revenue growth for next fiscal year led a rally among other notable tech firms. Salesforce's "beat and raise" report and its collaboration with Anthropic also supported its shares and the indexes.Traders are now looking to Jackson Hole with Fed Chair Kevin Warsh scheduled to deliver his keynote speech Friday at 10 a.m. ET. Investors will be looking for clues about whether the Fed views persistent inflation as a reason to keep rates higher or whether weakening labor-market conditions could eventually justify easing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiareported, provided an upbeat outlook, and reportedly agreed to acquire Hugging Face for $12.9BSalesforceprovided afor Q2 and announced its "Claudeforce" collaboration with AnthropicHP Inc.also provided aBest Buyreportedand raised its guidance for FY27Dollar Treeand Dollar Generalboth provided2. WALL STREET CALLS:First Solarto Outperform at BMO Capital after 16% pullbackCelsiusto Hold at Deutsche BankInteractive Brokerswith a Market Perform at Raymond JamesEverpureto Buy at BofA with more growth to comeCitiAbercrombie & Fitchon valuation after 36% rally3. AROUND THE WEB:Trian is no longer preparing a take-private bid for Wendy's, Reuters reportsThe Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Axios saysGoogleis moving its team dealing with identifying risks and societal impact of AI out of Google DeepMind, the research lab developing its most advanced AI models, WSJ reportsBritish Columbia Premier David Eby is urging Canada to reconsider its planned purchase of up to 88 U.S.-made F-35samid escalating trade tensions and tariffs, NY Times saysMetahas quietly become one of Anthropic's largest customers, potentially spending up to $10B annually on its AI models despite publicly criticizing the company, highlighting the increasingly intertwined and competitive nature of the AI ecosystem, NY Times reports4. MOVERS:Oktaincreases after, providing guidance for Q3, and raising its outlook for FY27Veevagains afterand raising its outlook for FY27Tenablehigher after announcing it will replace Leggett & Platt inHormel Foods (HRL) falls afterand narrowing its guidance for FY26Modernalower after announcing a5. EARNINGS/GUIDANCE:Burlington Storesprovided guidance for Q3, and raised its outlook for FY26Build-A-Bearand lowered its guidance for FY26Titan Machineryand backed its guidance for FY27HealthEquity (HQY)and backed its guidance for FY27, with CEO Scott Cutler calling it "a record-setting second quarter"Canadian Solar, with EPS missing consensusINDEXES:Near midday, the Dow was up 142.20, or 0.27%, to 53,606.08, the Nasdaq was up 350.95, or 1.34%, to 26,481.15, and the S&P 500 was up 48.80, or 0.64%, to 7,724.50.
Trump Considers New Semiconductor Tariffs Impacting Multiple Companies
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.SEMICONDUCTOR TARIFFS:The Trump administration is considering broad new semiconductor tariffs that could extend to chip-containing products such as laptops and data-center servers, potentially raising AI infrastructure costs while linking tariff relief to U.S. manufacturing investment, Politico's Ari Hawkins and Gabby Miller. The administration is also mulling a phase-in period for the new tariffs, people familiar with the matter say. Publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.GRID EQUIPMENT:President Trump signed an emergency order that bars the U.S. purchase or installation of certain foreign-made, bulk-power system electrical equipment, and associated software, where it could pose cybersecurity or operational risks, Jennifer Dlouhy of Bloomberg, citing a White House official. Publicly traded companies in the solar space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.DRUG PRICING DEALS:The Trump administration is set to announce new drug pricing agreements with several midsized biotechs, trading Medicaid discounts tied to international prices for exemptions from certain Medicare pricing pilots and, in some cases, tariff relief, Bloomberg's Nyah Phengsitthy, Rachel Cohrs Zhang, and Madison Muller. Publicly traded companies in the space include Neurocrine Biosciences, Exelixis, Alnylam, BioMarin, United Therapeutics, Ionis, Bio-Techne, and Alkermes.DATA-SHARING DEALS:The Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Courtenay Brown of Axios. The Labor Department has signed memorandums of understanding with "a lot of these tech companies," acting Labor Secretary Keith Sonderling told Axios.
Company Expects Q3 2026 Revenue of $1.3 to $1.5 Billion
The company said, "In Q3 2026, the Company expects total revenue to be in the range of $1.3 billion to $1.5 billion. Gross margin is expected to be between 13.5% and 15.5%. Total module shipments recognized as revenue are expected to be in the range of 3.5 GW to 3.8 GW. Total battery energy storage shipments in Q3 2026 are expected to be in the range of 3.4 GWh to 3.8 GWh. The Company is reiterating its guidance of 6.5 GW to 7.0 GW of solar modules and 4.5 GWh to 5.5 GWh of battery energy storage solutions for the U.S. market in 2026."
Canadian Solar Reports Q2 Revenue of $1.21B
Reports Q2 revenue $1.21B, consensus $1.14B. Colin Parkin, CEO of Canadian Solar, said, "We are executing on a multidimensional solar technology roadmap, spanning advanced cell innovations to next-generation applications. In the near to midterm, U.S. manufacturing remains at the forefront of our strategy. In July, we celebrated the official opening of our state-of-the-art HJT solar cell factory, marking a historic milestone, as Canadian Solar became not only the first commercially operational HJT manufacturer in the United States, but also a meaningful contributor to the local economy and community development. In addition to ramping up the Phase I capacity of 2.1 GWp, we will start installing equipment for Phase II before the end of the year, bringing total nameplate cell capacity to 6.3 GWp in the first half of 2027. This will position CS PowerTech as the largest crystalline silicon cell manufacturer in North America. When combined with our 10 GWp module facility in Texas, CS PowerTech solidifies its position as one of North America's premier integrated PV manufacturers."
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