News Bulletin
Thursday, August 27, 2026
Evening Edition

Economic Numbers:

Time	Event	Actual	Forecast	Previous
Thursday, August 27, 2026
8:30	Initial Jobless Claims	203K	208K	207K
8:30	Retail Inventories Ex Auto (Jul)	0.70%		-0.50%
8:30	Goods Trade Balance (Jul)	-118.80B	-100.80B	-101.41B
8:30	Continuing Jobless Claims	1,778K	1,790K	1,796K
13:00	7-Year Note Auction	4.51%		4.47%

Indices

	CLOSE	50 DMA	200 DMA
DJIA	53,568.55	52,754.39	49,682.92
NASDAQ	26,541.35	25,949.98	24,300.97
S&P 500	7,730.79	7,557.69	7,113.01

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap: market Capital/ BMO: Before Market Opening /AMC: After Market Close)

COMPANY	EPS Act	EPS Fore	Rev Act	Rev Fore	Mkt Cap	Time
WorkdayWDAY:US	-	2.61	-	2.64B	$52.09B	PM
AutodeskADSK:US	-	3.12	-	2.01B	$51.80B	PM
Dollar TreeDLTR:US	2.7	1.09	4.9B	4.85B	$27.63B	AM
Ulta Salon Cosmetics FragranceULTA:US	-	6.17	-	2.98B	$23.89B	PM
MongoDBMDB:US	-	1.61	-	735.17M	$23.72B	PM
Dollar GeneralDG:US	2.48	1.99	11.3B	11.19B	$23.31B	AM
Burlington StoresBURL:US	2.37	2.16	3B	3.02B	$21.15B	AM
Best BuyBBY:US	1.47	1.34	9.78B	9.52B	$15.98B	AM
Hormel FoodsHRL:US	0.37	0.36	2.96B	3.06B	$12.92B	AM
GapGPS:US	-	0.5	-	3.71B	$7.34B	PM
Campbell SoupCPB:US	-	0.39	-	2.16B	$6.74B	AM
AimcoAIV:US	-	-	-	-	$6.71B	PM
HUBHUBG:US	-	0.29	-	941.12M	$2.50B
Oxford IndustriesOXM:US	-	1.3	-	393.41M	$581.90M	PM

Market News:

Wall Street ended higher on Thursday after Nvidia’s blockbuster quarterly results reinvigorated investor enthusiasm for the artificial intelligence trade. Software stocks also surged on the back of a post-earnings jump in Dow 30 component Salesforce.

Nvidia, the world’s largest company, delivered quarterly revenue that more than doubled from a year ago, driven by soaring demand for its hardware amid a historic AI infrastructure buildout. The company also forecasted fiscal year 2028 revenue growth that was significantly above expectations.

The benchmark S&P 500 climbed 0.7% to close at 7,728.57 points, the tech-heavy NASDAQ Composite surged 1.6% to settle at 26,541.35 points, and the blue-chip Dow Jones Industrial Average rose 0.2% to conclude at 53,568.55 points.

Nvidia adds more than $440 billion in market value

Shares of the chipmaker finished 8.7% higher, adding over $440 billion in market capitalization. It reported fiscal Q2 2027 revenue of $92.22 billion, a surge of 106% Y/Y. Sales from data centers, its biggest segment, soared 117% Y/Y to $89.02 billion.

Even more eye-catching than the top-line figures were Nvidia’s guidance. The firm sees fiscal Q3 revenue of $108 billion, plus or minus 2%, and on the earnings conference call finance chief Colette Kress said fiscal year 2028 revenue is anticipated to grow about 70% Y/Y, while highlighting that this was supply-constrained outlook.

"Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%," Nvidia top boss Jensen Huang said on the call. CFO Kress did note, however, that supply bottlenecks were seen persisting through at least the end of fiscal year 2028 and that it would have an impact on gross margins.

Software stocks post best day in over a year

Aside from Nvidia, software names also rallied on the back of a post-earnings advance in Salesforce and CrowdStrike. The broader iShares Expanded Tech-Software Sector ETF added nearly 8% and notched its best day since April 9, 2025.

Salesforce, a Dow 30 component, reported a quarterly top- and bottom-line beat and lifted its full year profit and revenue guidance, with CEO Marc Benioff saying “AI is delivering value across every layer of our platform.” Shares soared nearly 23%.

The San Francisco-based enterprise software provider also announced an expanded partnership with Anthropic, unveiling "Claudeforce" - a new plugin that would allow sellers and agents access to critical data from inside Anthropic’s Claude chatbot.

Meanwhile, shares of CrowdStrike jumped more than 20% after the cybersecurity firm raised its full year revenue outlook. "The quarter was a sea change for CrowdStrike, and I see these dynamics continuing. We are in an arms race. AI is driving more cyber attacks. AI is driving more cyber spending," top boss George Kurtz said on the earnings conference call.

Interest rate outlook remains key driver of market action

Away from earnings, monetary policy outlook continued to grab a chunk of the spotlight.

Market participants on Wednesday received data which showed the Fed’s preferred inflation measure - the core personal consumption expenditures (PCE) price index - ticked up 0.2% M/M and 3.3% Y/Y in July, matching expectations. The M/M figure accelerated from June, while the Y/Y reading remained the same. The 3.3% annual rise was significantly above the Fed’s long-term target of 2%.

On a headline basis, the M/M and Y/Y increases came in a touch hotter than anticipated.

Separately, a second estimate of U.S. real gross domestic product growth for Q2 came in unchanged at 1.5%. With the cumulative data painting a picture of a resilient economy and sticky inflation, odds of the Fed holding interest rates steady in September increased. The indicators also suggested that policy tightening was not off the table.

"U.S. core PCE surprised to the upside of market expectations, though the underlying details and next month’s methodology update should temper this hawkish signal. The case for a Fed hike is building, and today’s reports keep a September hike in play if they are followed by strong August CPI and employment reports," JPMorgan analysts led by Maia Crook said on Wednesday.

"We continue to think the data will not be sufficiently convincing for a majority to hike in September, and maintain our December hike forecast," they added.

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