Salesforce Q1 FY27 Preview: Agentforce Meets a -33% Stock
Salesforce reports Q1 FY27 on May 27, 2026. Revenue guide is $11.03-$11.08B; non-GAAP EPS guide is $3.11-$3.13. The number that matters: Agentforce ARR.
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Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid
Japan’s Nikkei 225 closed at a record 65,158 on May 25, 2026, up 2.87%. Iran peace talks crushed oil; SoftBank and chip equipment names led the bid.
Ford Jumps 9.2% to 3-Year High as AI Story Re-Rates
Ford ripped 9.22% to $14.93, a fresh 52-week and 3-year high, as Wall Street started crediting its AI and Dearborn pivot. Now comes the hard part.
Futu Plunges 27% on $271M China Penalty; Tiger Hit Too
Futu Holdings dropped 26.9% Friday after the CSRC proposed a ~$271M penalty for unlicensed mainland brokerage. Tiger Brokers fell 25.3% in sympathy.
Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now
Dell ripped 16.77% Friday after NVIDIA’s record $81.6B quarter. With a $43B AI server backlog already in hand, Q1 FY27 has to deliver.
Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet
Navitas Semiconductor jumped 20% to $29.25 on May 22, extending a 287% YTD run as the 800V AI data center power thesis takes hold.
S&P 500 Hits 8-Week Win Streak, Longest Since 2023
Wall Street’s eight-week run, its longest since December 2023, lifted the S&P 500 to 7,473 as small caps and quantum names led Friday.
Workday Beats: Subs +14%, Raises FY27 Margin to 30.5%
Workday’s Q1 FY27 hit $2.54B in revenue and $616M in free cash flow; FY27 non-GAAP operating margin guidance was raised to 30.5%.
TJX Beats and Raises: Comps +6%, EPS $1.19, Buyback to $3B
TJX Companies posted Q1 FY27 comps up 6%, EPS of $1.19 (+29% YoY), returned $1.1B to shareholders, and lifted its FY27 sales, margin, EPS, and buyback guidance.
Nintendo’s Switch 2 Hits 19.86M Units; FY27 Outlook Cautious
Nintendo’s first Switch 2 fiscal year almost doubled group revenue to 2.31 trillion yen. So why is the FY27 guide so conservative?