The Brutalist Report
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- Salesforce and Anthropic unveil Claudeforce, which brings Salesforce data and workflows into Claude, starting with a plugin featuring 37 prebuilt sales skills (Michael Nuñez/VentureBeat) [11d]
- Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (Deborah Mary Sophia/Reuters) [11d]
- Brazil's government sues Discord for $97M, accusing it of failing to comply with laws protecting children and teens; Discord calls the lawsuit disproportionate (Reuters) [11d]
- Internal email: Google is moving DeepMind's ~90-person "AI responsibility" team, focused on the risks and societal impact of AI, to Google's global affairs unit (Erin Woo/Wall Street Journal) [11d]
- AWS plans to add 2M Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs to its data center fleet in 2027 and 2028, in addition to 1M GPUs announced in March (Bloomberg) [11d]
- CrowdStrike reports Q2 revenue up 26% YoY to $1.47B, vs. $1.44B est., and forecasts FY 2027 revenue above estimates; CRWD jumps 9%+ after hours (Jake Bleiberg/Bloomberg) [11d]
- Salesforce reports Q2 revenue up 11% YoY to $11.35B, vs. $11.32B est., net income up 87% to $3.5B, forecasts Q3 revenue above est.; CRM jumps 13%+ after hours (Jordan Novet/CNBC) [12d]
- HP reports Q3 revenue up 12.5% YoY to $15.7B, PC revenue up 18% to $11.8B, but units down 16%, and Printing revenue down 2% to $3.9B; HPQ drops 9%+ after hours (Dina Bass/Bloomberg) [12d]
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- Could Genmab (GMAB) Stock Win as Royalty Growth Fuels a New Earnings Cycle? [11d]
- Greatland Resources delivers A$862 million profit in first full year of Telfer ownership [11d]
- Could Toast (TOST) Stock Keep Rising as Its Restaurant Platform Expands? [11d]
- How Ford Is Using an Unusual Strategy to Reverse Business in a Key Region. Hint: It's Using Competitors. [11d]
- Review & Preview: Nvidia to the Rescue? [11d]
- 3 Big Changes Just Hit XRP, Dogecoin, and Ethereum ETFs [11d]
- Gold Consolidates Above $4,600 as Investors Weigh Fed Rate Path [11d]
- Could Tyson Foods (TSN) Stock Win as Chicken Strength Offsets a Beef Downturn? [11d]
- Amazon just tripled its order of Nvidia chips over ‘surging demand’ [11d]
- St George Mining joins push for Brazilian rare earths processing hub [11d]
- Beam Global (BEEM) Q2 2026 Earnings Call Transcript [11d]
- Could Qnity Electronics (Q) Stock Win as AI Drives Demand for Advanced Semiconductors? [11d]
- OpenAI Is the Sole Investor in Its Latest Venture Fund [11d]
- Nvidia Posts Record $96.2B Revenue, Shares Jump on $108B Outlook [11d]
- Truist sees investment doubling potential in tumbling tech stock [11d]
- Could Venture Global (VG)’s Raised Guidance Signal a Multi-Year LNG Growth Story? [11d]
- Nvidia's Valuation Just Hit Lows Not Seen Since 2019, Even as Its Profits Doubled [11d]
- The Federal Cushion Holding Down Stand-Alone Part D Premiums Ends December 31. Your 2027 Plan Won’t Have It. [11d]
- Elon Musk Reveals Why SpaceX Launched Tesla’s Roadster Into Orbit: ‘We Didn’t Want to Risk Anything Valuable’ [11d]
- Trump Made Big Trades in This Dividend Growth ETF. You Probably Shouldn’t. [11d]
- Why Abercrombie & Fitch Stock Surged 35% Today [11d]
- Could Expedia (EXPE) Stock Keep Rising as B2B Growth Fuels its Next Phase? [11d]
- Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter [11d]
- Why Rocket Lab (RKLB) Could Outpace Viasat (VSAT) as Defense Space Spending Accelerates [11d]
- Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years? [11d]
- Pfizer vs. Abbott: Which Dividend Healthcare Stock Offers the Better Risk-Reward? [11d]
- Ooma Q2 Earnings Call Highlights [11d]
- Veeva Systems Q2 Earnings Call Highlights [11d]
- Herbalife Maps Growth Plan With APAC Momentum, Margin Expansion and Debt Reduction [11d]
- Urban Outfitters Q2 Earnings Call Highlights [11d]
- Agilent Technologies Q3 Earnings Call Highlights [11d]
- Salesforce Q2 Earnings Call Highlights [11d]
- Synopsys Q3 Earnings Call Highlights [11d]
- Okta Q2 Earnings Call Highlights [11d]
- NVIDIA Q2 Earnings Call Highlights [11d]
- Nutanix Q4 Earnings Call Highlights [11d]
- His Self-Directed IRA Owned a $600,000 Rental. One Turn of a Wrench Put the Entire Account at Risk. [11d]
- Sportswear giant closes 113 stores as shares plunge [11d]
- Elon Musk Grok Bot Promise: We Will Make You Whole if AI Loses Your Money [11d]
- Prediction: NuScale Hits a New High Before 2027 [11d]
- Retired Air Traffic Controller With a $71,000 Pension Slammed by Three Layers of Tax [11d]
- Former JPMorgan executive Staley says he shared confidential bank information with Epstein [11d]
- The AI trade is changing — here’s where to look for opportunity next [11d]
- J.M. Smucker's Adjusted EPS Jumped 71%. Take Out the Tariff Refund and Here's What the Quarter Actually Looked Like. [11d]
- Diesel Prices: It’s a Refining Crisis, Not Crude [11d]
- Autonomous Trucks Are Here: Einride’s 27% Revenue Jump [11d]
- S&P 500 Edges Lower Despite Favorable NVIDIA Results and Stable Core PCE [11d]
- Hut 8's CFO Sells 6,445 Shares for $508,000 After a One-Year Return of 240% [11d]
- Here Are the Business Executives Who Have Mamdani’s Ear [11d]
- Jensen Huang Just Delivered Great News to Nvidia Shareholders [11d]
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