Shares of FuboTV Inc. climbed 2.0% on Friday as an announced upgrade shifted ESPN and Fox Sports channels to 1080p resolution. This adjustment increases pixel count by more than two times compared to 720p, while not needing 4K-compatible devices.
Sharper sports streams meet flat comparable revenue.
| Metric | Latest | Comparison |
|---|---|---|
| NA subscribers | 5.75M | +2% YoY |
| NA revenue | $1.474B | ~flat pro forma |
| Adjusted EBITDA | $19.1M | 1.3% margin |
| Net loss | $(25.7)M | Improved from $(72.0)M pro forma |
| Measure | Reading |
|---|---|
| Cash + restricted cash | $236.4M |
| FY2026 ending cash guide | ≥$200M |
| Positive free cash flow | Expected FY2027 |
| FY2028 adjusted EBITDA target | ≥$300M |
Sources: Fubo Q3 FY2026 release and SEC exhibit; Fubo pricing and 4K support; Google Finance; Cord Cutters News. The 0.5% retention case is an illustrative estimate, not company guidance. Monthly revenue run-rate uses quarter-end subscribers and includes advertising.
| Item | Status | Investor use |
|---|---|---|
| Apple event | Confirmed | Launch catalyst |
| “Apple Watch Ultra 4” | Not announced | Search term only |
| Current Ultra 3 | $799; 42 hours | Price and battery benchmark |
| Ultra revenue | Not disclosed | Tracked inside $7.88B category |
| Upside | Premium price holds and new health or connectivity features widen upgrade demand. |
| Middle | Incremental update sustains category growth near the latest 6.5% rate. |
| Downside | Limited differentiation shifts buyers to cheaper Watch models or delays upgrades. |
| Metric | FY2026 | Reference |
|---|---|---|
| Revenue | $39.1B | +78% YoY |
| Gross margin | 10.8% | 11.1% prior year |
| Net income | $2.2B | $1.0B prior year |
| Diluted EPS | $3.26 | $1.68 prior year |
| Positive | Quarterly revenue approaches $15B while gross margin holds above the 10.8% full-year level. |
| Neutral | Revenue scales, but mix pulls margin back toward the fiscal-year average. |
| Negative | Customer timing or power and cooling constraints delay rack acceptance. |
The ASX 200 finished a volatile reporting-season week 0.37% higher. Dicker Data led a Friday tech rebound, but sticky inflation, a 5.09% 10-year yield and next week’s GDP keep duration risk in focus.
| Stock | Fri | Verified catalyst |
|---|---|---|
| Dicker Data | +20.7% | H1 EBITDA +37.3%; guidance beat; AI invoiced value above A$50m |
| Pantoro Gold | +5.9% | Gold-sector strength before the later global sell-off |
| Xero | +4.8% | Software rebound |
| PEXA | −17.4% | FY27 guidance flagged slower property activity |
| WAM Capital | −18.5% | A$125.9m loss and dividend cut |
ASX opening auction; continuous trading follows at about 09:59:45.
11:30 AESTBusiness Indicators, mineral exploration and RBA financial aggregates.
Balance of payments and government finance.
16:30 AESTRBA Index of Commodity Prices.
Q2 national accounts: GDP, consumption, investment, income and saving.
July international trade in goods.
RBA balance sheet. Watch the weekly close against 9,128 and 9,038.
Reporting-season beats broaden beyond software; GDP shows resilient private demand without another inflation shock; iron ore stabilises and 9,128 is reclaimed.
GDP or wages data reinforce RBA tightening risk; global yields stay high after the Fed’s hawkish turn; 9,038 breaks and the index revisits 9,000.
9,038 Thursday close / first support
9,128 Wednesday close / first resistance
9,272 6 Aug record close
| Metric | Q1 FY27 | Q2 FY27 | Q3 guide |
|---|---|---|---|
| Revenue | $81.6B | $96.2B | $108.0B ±2% |
| Seq. growth | 20.0% | 17.9% | 12.2% |
| Gross margin | 74.9% | 75.0% | 74.0% ±0.5 pt |
| Data center | $75.2B | $89.0B | Not guided |
| Consensus | Buy |
| Ratings mix | 57 Buy · 7 Overweight · 2 Hold · 1 Sell |
| Median target | $316.60 · 45.5% above close |
| Q2 capital returned | $26.0B |
| Remaining repurchase authority | $99.0B |
Sources: NVIDIA Q2 FY2027 release; Reuters, Aug. 27–28, 2026; FactSet via WSJ/MarketWatch. Market figures are time-sensitive and stated as of the timestamps above.
Exascale Labs drew heavy trading on its first Nasdaq session. The valuation case now rests on converting a large reported pipeline while funding an asset-heavy GPU capacity strategy.
| Quarter | Revenue |
|---|---|
| Q4 2023 | $0.068m |
| Q1 2024 | $0.479m |
| Q2 2024 | $0.770m |
| Q3 2024 | $1.171m |
| Q4 2024 | $1.442m |
| Q1 2025 | $2.160m |
| Q2 2025 | $2.242m |
| Q3 2025 | $3.262m |
| Q4 2025 | $3.545m |
The company reported 64% average quarterly growth across this sequence. FY2025 revenue totaled $7.0 million.
A three-year agreement committed about $71.4 million to dedicated GPU capacity. It is a procurement obligation, not customer revenue.
Shareholders approved the combination. Roughly $12 million remained in trust after redemptions, before transaction expenses.
The business combination closed. Management cited a qualified pipeline exceeding $300 million.
XLAB shares and XLABW warrants began Nasdaq trading.
Sources: MarketWatch market data; closing announcement; SEC filing on trust cash; SEC investor presentation; GPU capacity agreement. Financial figures reflect company disclosures and are not forecasts.
NASDAQ: CHAI · Mobile games and advertising analytics
| Metric | Q2 2026 | Q2 2025 | YoY |
|---|---|---|---|
| Revenue | $22.35m | $14.34m | +55.8% |
| Gross profit/(loss) | ($0.01m) | ($0.40m) | 97.2% narrower |
| Net loss | ($1.62m) | ($0.76m) | +114% |
| H1 revenue | $26.12m | $28.85m | -9.5% |
| H1 operating cash flow | $5.45m | ($2.42m) | Turned positive |
Using the original 264.4M-share model, $14.50 implies an illustrative $3.83B equity value—not a verified current market cap.
| Measure | Reading | Investor interpretation |
|---|---|---|
| 2025 commercial revenue | €16.5M | 4.7× 2024 level |
| 2025 total revenue incl. grants | €23.7M | Grants remain material |
| Booked / awarded business | >€66M | >4.0× commercial revenue |
| Illustrative equity value | $3.83B | ≈200× 2025 commercial revenue* |
| Cash per modeled share | ≈$1.36 | Based on $360M / 264.4M |
| Company | Price | Day | Market value |
|---|---|---|---|
| Pasqal | $14.50 | +48.12% | Debut; share count unsettled |
| IonQ | $39.17 | −7.75% | $14.42B |
| Rigetti | $15.63 | −4.93% | $5.20B |
| D-Wave | $16.81 | −6.12% | $6.23B |
| Quantum Computing | $8.16 | −5.72% | $1.83B |
A $3.1B pullback leaves most of the earnings rerating intact.
Friday retraced about 29% of Thursday’s estimated $10.6B market-value gain.
| Measure | Latest | Signal |
|---|---|---|
| Q3 revenue | $2.477B | +42% YoY |
| GAAP net income | $545.8M | +125% YoY |
| Non-GAAP EPS | $3.91 | Above guide |
| FY revenue midpoint | $9.715B | Raised |
| Operating cash-flow target | ≈$2.8B |
| Free cash-flow target | ≈$2.6B |
| FCF / revenue midpoint | 26.8% |
| Average analyst target | $544.97 |
| Target upside | ≈21% |
Ansys integration costs, slower EDA demand and weaker cash conversion could compress the earnings multiple. The gap between 41.5% non-GAAP and 10.4% GAAP operating-margin guidance remains large.
Q4: $2.530B–$2.580B revenue and $4.10–$4.16 non-GAAP EPS. Full year: $15.04–$15.10 non-GAAP EPS and approximately $2.6B free cash flow.
Sources: Synopsys fiscal Q3 release and financial supplement; market data at 11:33:12 EDT; analyst consensus accessed Aug. 28. Market-value changes are estimates derived from reported price moves and current capitalization. Not investment advice.
The market priced an AI-infrastructure plan before contracts.
| Measure | Figure | Status |
|---|---|---|
| Lyken.AI ownership | 9.9% | Acquired |
| FNGR shares issued | 1,674,480 | Restricted |
| Cash paid | $0 | Equity-funded |
| B300 nodes | 128 | Nonbinding MOU |
The rally values execution that has not occurred. No site, power, customer or project-financing agreement is definitive. The Lyken customer memorandum is nonbinding. Equity consideration dilutes holders, while micro-cap liquidity can reverse quickly.
Illustrative milestone completion: strategy disclosed; four core contractual steps remain.
Sources: FingerMotion announcement and June 8-K; Aug. 28 filing summary; market data at 11:26:07 EDT. Implied prior market cap and value added are calculations from current market cap and the 261.7% price move. Not investment advice.
Reuters reported Nvidia paused some credit-support deals that exchanged financing help for cloud-revenue participation.
Nvidia said the broader compute-access model remains in place and continues to evolve.
| Metric | Value | Signal |
|---|---|---|
| Revenue | $1.93M | +412% YoY |
| Adjusted EBITDA | $0.59M | Positive |
| Net loss | −$430.4M | Mostly non-cash |
| Cash | $1.861B | Build-out buffer |
| Current note liabilities | $1.007B | Financing weight |
| Checkpoint | Why it matters |
|---|---|
| Financing terms | Determines deployment cost and equity dilution |
| GPU acceptance | Triggers capacity availability and revenue |
| Customer utilization | Turns reserved capacity into billed sales |
| Contract amendments | Tests whether Nvidia's pause reaches SharonAI |
| Cash burn | Measures runway during infrastructure ramp |
The stock move values implementation risk, not simply demand. SharonAI's SEC filing already says deployments need additional debt or equity financing and face phased acceptance tests.
Key question: can $8.8 billion of contracted value convert into revenue without costly new capital?
| Metric | Q2 FY27 | Q2 FY26 | Change |
|---|---|---|---|
| Total revenue | $928.0M | $789.1M | +18% |
| Subscription revenue | $766.8M | $659.2M | +16% |
| GAAP operating income | $275.0M | $195.9M | +40% |
| GAAP net income | $273.4M | $200.3M | +37% |
| Adjusted EPS | $2.35 | $1.99 | +18% |
Recurring subscription growth and restrained cost expansion drove the earnings leverage.
Vault CRM conversions and Falcon deployments are the clearest operating tests behind the AI narrative.
Recurring growth versus weaker per-share profit expectations
Premarket: August 28, 2026, 09:30 EDT · Results: fiscal Q2 ended July 31, 2026| Metric | New | Previous / consensus |
|---|---|---|
| Q3 revenue | $309M–$311M | $310M consensus |
| Q3 adjusted EPS | $0.08–$0.09 | $0.10 consensus |
| FY revenue | $1.202B–$1.207B | $1.195B–$1.205B |
| FY operating income | $124M–$128M | $115M–$125M |
| FY adjusted EPS | $0.30–$0.32 | $0.32–$0.38 |
| FY diluted shares | 361M | 350M |
Bar lengths normalize the displayed growth rates to a 25% scale.
| Non-GAAP operating margin | 10% | 2% year ago |
| Non-GAAP net margin | 10% | 5% year ago |
| GAAP gross margin | 72% | 75% year ago |
| Non-GAAP gross margin | 77% | 79% year ago |
| GAAP net margin | −32% | −30% year ago |
Change in guidance midpoints versus the prior company outlook.
The selloff reflects a quality-of-earnings question. ARR and revenue still grow above 20%, and adjusted operating margin reached a record 10%. Yet a larger diluted share count and lower EPS range mean that improved operations are not translating cleanly into per-share earnings.
| Cash and investments | $813M |
| Q2 free cash flow | −$13.2M |
| Six-month operating cash flow | $31.9M |
| Six-month free cash flow | $17.5M |
| GAAP Q2 net loss | $93.4M |
| Consensus | Overweight |
| Buy / Overweight | 22 |
| Hold | 16 |
| Average target | $22.98 |
| Target range | $15.50–$28.00 |
Average target implies roughly 8% upside from the 09:30 EDT premarket price.
Sources: SentinelOne fiscal Q2 2027 release and filings; MarketWatch; Public premarket data; Investor’s Business Daily; WSJ/FactSet. Extended-hours prices can be thin and volatile.
| Metric | Q2 FY27 | YoY |
|---|---|---|
| Billings | $1.854B | +10% |
| Revenue | $2.046B | +16% |
| GAAP operating margin | 29% | +4 pts |
| Adjusted margin | 41% | +2 pts |
| Adjusted EPS | $3.30 | +$0.68 |
| Current RPO | $5.245B | +12% |
| Total RPO | $7.433B | +2% |
| Deferred revenue | $4.258B | +11% |
| Unbilled deferred revenue | $3.175B | -8% |
Lower multi-year discounts support pricing but temporarily weigh on long-duration RPO.
| Revenue | $8.295B–$8.345B |
| Billings | $8.575B–$8.650B |
| Adjusted margin | ≈39% |
| Adjusted EPS | $12.52–$12.60 |
| Free cash flow | $2.725B–$2.750B |
Free cash flow includes about $45M of MaintainX transaction expenses.
Autodesk is expanding revenue, current backlog and margins. The selloff says the market wants that strength to reach per-share profit faster. MaintainX can deepen the platform, but its integration now sets the next execution hurdle.
Sources: Autodesk Aug. 27, 2026 earnings release and opening commentary; MarketWatch; Barron’s; MarketBeat. Market figures may be delayed. Informational only.
Management lifted fiscal 2027 guidance by about $500 million and fiscal 2028 guidance by about $1.5 billion.
| Metric | Q2 FY27 | Signal |
|---|---|---|
| Revenue | $2.739B | +37% |
| Adjusted EPS | $0.94 | $0.93 est. |
| GAAP net income | $308M | +58% |
| Operating cash flow | $605.5M | 22.1% margin |
| Non-GAAP gross margin | 58.9% | Profitable scale |
| Signal | Current view | Investor meaning |
|---|---|---|
| Q3 revenue | $3.15B ±5% | More than 50% growth implied |
| Q3 adjusted EPS | $1.10 ±$0.05 | Above Q2 run-rate |
| Google contribution | Some through FY28 | Larger in FY29 |
| Investor Day | Oct. 6, 2026 | Next major detail point |
The median target offers roughly 22% upside from premarket. Forward P/E is 58.4×, versus 32.2× for Broadcom.
The selloff reversed part of Thursday’s 11.3% surge. Premarket price remained 3.9% above Wednesday’s close, supporting an expectations-reset reading.
| Metric | Q2 FY27 | Signal |
|---|---|---|
| Revenue | $427.3M | +38% |
| Subscription revenue | $407.2M | +37% |
| Cloud ARR | $1.48B | +39% |
| $100K+ ARR customers | 3,084 | +23% |
| Free cash flow | $65.7M | 15% margin |
| Fiscal 2027 | New range | Prior range |
|---|---|---|
| Revenue | $1.685B–$1.693B | $1.638B–$1.648B |
| Adjusted EPS | $0.47–$0.53 | $0.25–$0.35 |
| Subscription ARR | $1.880B–$1.885B | Raised |
| Free cash flow | $323M–$333M | Raised |
Twenty-eight analysts tracked by StockAnalysis rate the shares Buy or Strong Buy. New post-results targets included $115, $120 and $130.
| Metric | Q2 FY27 | YoY |
|---|---|---|
| Revenue | $805M | +11% |
| Subscription revenue | $793M | +12% |
| RPO | $4.858B | +17% |
| cRPO | $2.585B | +14% |
| GAAP operating income | $107M | +161% |
| Free cash flow | $227M | +40% |
| Period | Metric | Guidance |
|---|---|---|
| Q3 FY27 | Revenue | $813M–$817M |
| Q3 FY27 | cRPO | $2.590B–$2.600B |
| Q3 FY27 | Operating margin | 24%–25% |
| FY27 | Revenue | $3.216B–$3.226B |
| FY27 | Free cash flow | $910M–$930M |
| FY27 | FCF margin | 28%–29% |
Okta’s rally rests on a measurable combination: faster near-term backlog growth, a doubled GAAP operating margin and 28% free-cash-flow conversion. The stock now prices in continued cRPO expansion and little tolerance for a guidance miss.
Record net new ARR and stronger cash conversion pushed the stock near fresh highs. The valuation now leaves less room for a routine quarter.
Market close: Aug. 27, 2026, 16:00 EDT · Financials: quarter ended July 31, 2026The pre-report reference is inferred from the 20.5% one-day move. Closing data are timestamped Aug. 27, 2026, 16:00 EDT.
Net new ARR accelerated faster than total ARR. Falcon Flex ARR exceeded $2.29B and grew 101%, showing larger platform commitments rather than a narrow seat expansion.
| Revenue guide midpoint | $6.001B |
| Prior midpoint | $5.935B |
| Guide increase | $66M |
| Q3 revenue midpoint | $1.526B |
| Metric | Q2 FY27 | Change |
|---|---|---|
| Revenue | $1.471B | +26% |
| Subscription revenue | $1.400B | +27% |
| GAAP subscription margin | 78% | +1 pt |
| Operating cash flow | $530.3M | +59% |
| Free cash flow | $377.4M | +33% |
| GAAP operating loss | ($33.2M) | improved $72.3M |
Adoption rates among subscription customers as of July 31, 2026.
| Company | Ticker | Daily move |
|---|---|---|
| Okta | OKTA | +28.6% |
| CrowdStrike | CRWD | +20.5% |
| Palo Alto Networks | PANW | +12.8% |
| ServiceNow | NOW | +10.0% |
Software and security stocks also benefited from renewed AI spending confidence.
| Implied equity value | ~$238B |
| FY27 guide midpoint multiple | ~39.7× sales |
| Raised analyst targets | $238–$250 |
| Upside to target range | 4.4%–9.7% |
| Consensus | Buy · 44 analysts |
Equity value uses $227.96 and 1.044B diluted weighted-average shares. It is an approximation, not the exchange-reported market capitalization.
Valuation risk is immediate: raised price targets sit close to the market price.
Other watchpoints: long enterprise sales cycles, intense platform competition, acquisition integration, and $399.0M of quarterly stock-based compensation.
