NYSE:GWREStock Market
Guidewire Slides 15% After Fiscal 2027 Revenue Growth Outlook
Guidewire Software, Inc. fell to $172.00 in extended trading after reporting fiscal 2026 results, down $30.86, or 15.21%, from Thursday’s $202.86 close. As of…
Technology
Samsara Rises 15% Premarket After Q2 Revenue Tops Forecast, Full-Year Outlook Raised
Samsara Inc. was indicated at $44.48 at 7:05 a.m. EDT on Friday, September 4, up 14.78% from Thursday’s $38.75 close, before the New York Stock Exchange opened, after a fiscal second-quarter report beat the…
Category hubTechnology
Technology News & Analysis
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- Sep 4, 2026
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Technology
What the extended-hours move changed
Equity-value ratios use 83.26 million shares and the midpoint of fiscal 2027 guidance. They are not enterprise-value multiples.
September 3 close
- Share price
- $202.86
- Equity value
- $16.89bn
- Equity value / revenue
- 9.84×
- Price / operating cash flow
- 37.1×
Last displayed after hours
- Share price
- $172.00
- Implied equity value
- $14.32bn
- Equity value / revenue
- 8.34×
- Price / operating cash flow
- 31.5×
Price observed at 6:34 a.m. EDT on September 4; the quote was still labeled after hours, not a new premarket trade. Sources: Google Finance and Guidewire’s SEC-filed results. TS2 calculations.
Federal ReserveStock Market
Nasdaq-100 Futures Rise 0.38% as Jobs Report Tests Rate-Relief Rally
NEW YORK, September 4, 2026, 4:52 a.m. EDT — U.S. equity futures carried only a sliver of Thursday’s rally into Friday morning, except for…
CryptocurrencyStock Market
Standard Chartered Stock Flat as UAE Crypto Launch Lacks Revenue Detail
LONDON, September 4, 2026, 9:32 a.m. BST — Standard Chartered PLC shares were almost unchanged in early London trading after the bank added institutional…
CanadaStock Market
TSX Gains 1.5% Led by Mining and Tech Stocks
Canada’s benchmark stock index rose 541.51 points, or 1.50%, to 36,633.12 at Thursday’s 16:00 EDT close. The S&P/TSX Composite posted its sharpest one-day advance…
Toronto led the North American close
Sources: The Canadian Press and Reuters. Dow and S&P 500 percentages are calculated from the reported point changes and prior closes.
The three engines of the TSX rally
Sector price returns at 16:00 EDT on September 3.
8.0% weightTechnology: about 0.30 point of index return
19.0% weightMaterials: about 0.59 point
34.0% weightFinancials: about 0.48 point
Closing returns: Reuters. August 31 weights: S&P Dow Jones Indices. Contributions are simple weight-times-return estimates.
Most of the gain was in place by noon
Index levels during the September 3 Toronto cash session.
+1.50%Prior close to 16:00 EDT
+0.23%Noon level to 16:00 EDT
Cash market closed16:00-18:37 EDT; no new index print
Opening level: Reuters. Noon level: Baystreet.ca. Closing level: Reuters.
Cloud ComputingNASDAQ:GOOGL
Alphabet Stock Gains 1.7% as Gemini Price Freeze Challenges 35.6% Cloud Margin
MOUNTAIN VIEW, California, September 3, 2026, 14:47 PDT — Alphabet shares climbed 1.7% after the company announced it would maintain prices for its Gemini…
Alphabet Class A: regular session into aftermarket
$342.69 +1.65%Gemini 3.8 Flash API price step
U.S. dollars per one million tokens
Through Dec. 31, 2026
Input$0.75
Output$3.75
From Jan. 1, 2027
Input$1.50
Output$7.50
Both rates double after the introductory period. Source: Google, September 2, 2026.
Google’s reported Gemini 3.8 evidence
54.9%HLE-Verified score for 3.8 Flash
47.2%Flash Cyber CWE-Bench pass@1, versus 47.8% for a leading frontier model
>70%Success on Google’s 20-language vulnerability-discovery benchmark
2.6×More correct Chrome patches than larger commercial models in Google’s test
Company-reported evaluations; internal tests may not predict customer workloads. Source: Google launch report.
Google Cloud’s widening earnings base
+82%Revenue growth
35.6%Q2 2026 operating margin
22bn/minGemini API tokens in Q2
Quarter ended June 30, 2026. Margin calculated from reported figures. Source: Alphabet earnings release.
NASDAQ:ADBEStock Market
Adobe Stock Rises 2.1%, Analyst Price Targets Point to 8% Potential Decline
Adobe Inc. rose 2.13% to close at $285.75 on Thursday. However, the consensus analyst price target suggests shares face 8.1% downside, despite three recent…
Adobe aftermarket price, dollars per share
Selected Nasdaq prints after Thursday’s $285.75 regular close
Three target raises before September 10 earnings
Gray shows the old target; blue shows the new target. Upside uses Thursday’s $285.75 close.
Barclays
$250 → $2953.2% upside
RBC
$285 → $31510.2% upside
Citi
$228 → $3015.3% upside
Adobe’s third-quarter guidance bridge
Fiscal Q2 actual to the midpoint of fiscal Q3 company guidance
Total revenue
$6.62bn→$6.695bn
+1.1% sequentialCreative & Marketing subscription revenue
$4.54bn→$4.625bn
+1.9% sequentialNon-GAAP diluted EPS
$5.96→$6.075
+1.9% sequentialAnalysts remain weighted toward Hold
Ratings issued by 29 analysts during the past three months
9 Buy · 31%
16 Hold · 55%
4 Sell · 14%
CybersecurityNASDAQ:ZS
Zscaler Pulls Back From 12% Surge While Nasdaq Maintains 1.4% Advance
NEW YORK, September 3, 2026, 17:00 EDT — Zscaler gave up most of an earlier 12% rally on Thursday while the Nasdaq Composite held…
Close gains held in the first aftermarket hour
As of
Regular session to close
Nasdaq +1.40%S&P 500 +1.06%Dow +1.18%
Aftermarket-to-date, 16:00–17:00
SPY −0.03%QQQ −0.02%Preceding 60 min: same interval
Rates carried the equity signal
Change from Wednesday's close to Thursday's close
September hike probability63.2% → 50.4%−12.8 percentage points
2-year Treasury yield4.39% → 4.34%−5 basis points
10-year Treasury yield4.79% → 4.77%−2 basis points
Sources: AP close report and CME FedWatch figures cited there. Yields shown to the published precision.
Results drove a two-sided tape
Regular-session change; bar length compares absolute moves
SNOW+16.6%
HPE+5.0%
META+3.0%
AVGO−2.7%
TSN−7.3%
VSCO−13.2%
Source: Associated Press market close, September 3, 2026.
Artificial IntelligenceNASDAQ:AVGO
Broadcom Shares Drop 2.7% After AI Valuation Pressured by 0.7% Sales Miss
PALO ALTO, California, September 3, 2026, 14:03 — Broadcom shares slipped 2.7% as the company's latest results reported a 0.7% shortfall in sales, putting…
Broadcom’s regular-session path
USD per share; selected five-minute observations
The beat, then the guidance gap
Broadcom’s $29.591 billion revenue mix
Fiscal third quarter 2026
AI semiconductor$16.700B · 56.4%
Other semiconductor$4.139B · 14.0%
Infrastructure software$8.752B · 29.6%
Analyst targets span a $499 range
USD per share; 49 analysts
CybersecurityEarnings
Zscaler’s 12% After-Hours Surge Reversed as Cash-Flow Margin Slips to 7%
Zscaler, Inc. lost much of a 12% after-hours gain on Thursday, as the turnaround highlighted investor worries over the cash outlays tied to its…
Zscaler after-hours reaction
Source: Yahoo Finance, one-minute extended-hours observations. Values are not live-streaming.
ARR growth: headline versus underlying
Reported ARR$3.771B25% year-over-year growth
Excluding Red Canary$3.630B20% year-over-year growth
Acquired ARR contribution$141M3.7% of reported ARR
Source: Zscaler fiscal 2026 fourth-quarter results, released September 3, 2026.
Fourth-quarter cash conversion reset
FY25 free cash flow$171.9M
FY26 free cash flow$60.8M
FY25 capex + software$78.7M
FY26 capex + software$218.5M
Free-cash-flow margin fell to 7% from 24%, despite 25% revenue growth.
Source: Zscaler fiscal 2026 earnings release. Bars share a $218.5 million scale.
BreakingNYSE:VZ
Verizon Stock Climbs 0.9% Amid Outage Concerns Despite Churn Recovery Efforts
Verizon Communications Inc. gained 0.9% on Thursday even as a new outage disrupted service. By 12:52 p.m. PT, over 4,000 users had reported issues.
Verizon shares rose across five sessions
NYSE close, U.S. dollars
Source: MarketScreener. September 3 volume remained preliminary when captured.
Current reports remain below earlier 2026 spikes
User-submitted issue reports; counts are not affected-customer totals
What network reliability protects
Reported financial and operating markers, 2026
80 bpQ1 wireless service-revenue drag from January outage credits
≈$165mImplied Q1 revenue effect; TS2 estimate
184,000Q2 postpaid phone net additions
$6.4bnQ2 free cash flow, up 24.4% year over year
Sources: Verizon first-quarter transcript and second-quarter results.
BreakingNASDAQ:MSFT
Microsoft Shares Gain 3% as $41 Billion Capital Spending Puts Focus on Cash Flow
REDMOND, Washington, September 3, 2026, 15:17 — Shares of Microsoft Corporation climbed 2.95% to $511.48 on Thursday, as the tech giant's strong cloud momentum…
Microsoft regular-session price
$511.48 · +2.95%
As of · U.S. dollars
Source: Nasdaq. Values shown at selected intervals; not live-streaming.
Growth still runs ahead of the group
Fiscal fourth quarter 2026 · year-on-year change
67%company gross margin
65%Microsoft Cloud gross margin
41%Intelligent Cloud operating margin
Source: Microsoft FY2026 Q4 earnings call.
The quarterly AI investment-to-cash bridge
Fiscal fourth quarter 2026 · billions of U.S. dollars
$55.4bnoperating cash flow
$41.0bnreported capital expenditure
$35.8bncash paid for property and equipment
$19.6bnfree cash flow
Investor lens: reported capital expenditure equaled 2.1 times free cash flow. Cash property spending equaled 1.8 times free cash flow.
Source: Microsoft FY2026 Q4 earnings call. Ratios calculated from reported figures.
Stock MarketTechnology
Nasdaq Gains 1.5% as Big Tech Advances on Lower Yields
The Nasdaq Composite rose 1.54% as of 14:00 EDT on Thursday, leading a widespread U.S. market recovery. Easing bond yields supported renewed interest in…
Major indexes held their gains
Nasdaq +1.54%S&P 500 +1.14%Dow +1.20%Russell 2000 +0.51%
Source: Yahoo Finance one-minute index quotes; returns versus September 2 close.
Session advance versus the latest hour
Percentage change through 14:00 EDT
Nasdaq
Session+1.54%
13–14+0.18%
S&P 500
Session+1.14%
13–14+0.12%
Dow
Session+1.20%
13–14+0.09%
Russell 2000
Session+0.51%
13–14+0.11%
Source: Yahoo Finance one-minute quotes; TS2 calculations.
Advancers held a clear lead
Latest available exchange breadth: 12:00 EDT
NYSE
1,661 advancing913 declining
244.89 million primary shares
Nasdaq
2,536 advancing1,543 declining
3.79 billion shares
Source: WaveRider midday market summary.
Sector performance
· Select Sector SPDR proxies
Consumer discretionary+1.75%
Financials+1.47%
Technology+1.32%
Communication+1.09%
Real estate+0.98%
Industrials+0.90%
Utilities+0.86%
Health care+0.10%
Staples−0.04%
Energy−0.13%
Materials−0.37%
Source: Yahoo Finance; TS2 calculations versus September 2 closes.
BreakingEarnings
UiPath Shares Gain 3% Pre-Earnings With ARR Bar Down 38%
UiPath Inc. stock gained 3.0% to $18.53 on Thursday, trading higher before its fiscal second-quarter earnings release. The company is scheduled to announce results…
UiPath held most of its opening gain
Intraday change from Wednesday's $17.99 close
As of . Source: Yahoo Finance; values rounded.
The ARR hurdle is lower
Q2 guide midpoint implies 38% less net new ARR
Q1 actual$49m
Q2 guide high$33m
Q2 midpoint$30.5m
Q2 guide low$28m
ARR at April 30 was $1.901 billion. Q2 guidance was $1.929 billion–$1.934 billion. Source: UiPath; TS2 calculations.
First-quarter operating pulse
Revenue$418m+17% year on year
ARR$1.901bn+12% year on year
Net retention109%existing cohort
Adjusted free cash flow$130m31% of revenue
Quarter ended April 30, 2026. Q2 margin uses the midpoint of revenue guidance. Source: UiPath; TS2 calculations.
Stock MarketTechnology
Nasdaq Jumps 1.4% as Tech Sector Drives Wall Street Gains on Declining Yields
NEW YORK, September 3, 2026, 12:07 EDT — The Nasdaq advanced 1.4%, with technology stocks leading a broader rise across Wall Street, as lower…
Index gains broadened during the latest hour
Session change versus Wednesday's close; last-hour change covers 10:55–11:55 EDT.
As of . Source: Yahoo Finance; five-minute bars, calculations by TS2.
Sector breadth: nine gainers, two laggards
Change from Wednesday's close through 11:55 EDT, using Select Sector SPDR funds.
Consumer discretionary · XLY+1.89%
Financials · XLF+1.39%
Technology · XLK+1.20%
Real estate · XLRE+1.10%
Communication services · XLC+1.02%
Utilities · XLU+0.96%
Industrials · XLI+0.69%
Energy · XLE+0.16%
Consumer staples · XLP+0.05%
Health care · XLV−0.02%
Materials · XLB−0.36%
As of September 3, 2026, 11:55 EDT. Source: Yahoo Finance; calculations by TS2.
AI-linked stocks split sharply
Session change through 11:55 EDT; bar lengths use a common 22% scale.
SNOW+21.08%
META+4.04%
MSFT+3.60%
AAPL+1.48%
NVDA+1.38%
AVGO−4.21%
As of September 3, 2026, 11:55 EDT. Source: Yahoo Finance; company releases and TS2 calculations.
Rates helped; oil still carried inflation risk
Three market readings framing the equity move.
10-year Treasury4.746%−5.0 bp vs Wednesday
WTI crude$91.50+$0.49 vs settlement
S&P 5007,749.46+1.08% in session
Treasury as of 11:47 EDT; WTI as of 11:52 EDT; equities as of 11:55 EDT. Source: Yahoo Finance; delayed five-minute data.
Artificial IntelligenceNASDAQ:NVDA
Nvidia Rises 1.4% After $12.93 Billion Hugging Face Acquisition, Valued at 86x Sales
SANTA CLARA, California, September 3, 2026, 11:52 - Nvidia shares advanced 1.4% following its agreed $12.93 billion purchase of Hugging Face, pricing the deal…
NVDA regular-session path
U.S. dollars per share;
Source: Yahoo Finance. Five-minute observations; final point uses the quoted 11:52:24 EDT price.
What $12.9303 billion represents
86.2×reported $150 million annualized revenue
2.87×Hugging Face’s $4.5 billion 2023 valuation
22.9%NVIDIA’s $56.586 billion cash and debt securities
21.7%NVIDIA’s $59.688 billion quarterly GAAP net income
Sources: Reuters and NVIDIA’s July 2026 Form 10-Q. Revenue is a reported estimate.
The developer distribution layer NVIDIA is buying
18m+developers, researchers and creators
3m+models
500kdatasets
1mapplications
200k+companies
Source: NVIDIA acquisition announcement, September 3, 2026.
Current sell-side view
30 Buy0 Hold0 Sell
$250low target
$329.32average target
$515high target
Source: Google Finance, 30-analyst summary and 12-month targets, viewed September 3, 2026 at 11:48 EDT.