Stock

Salesforce reported strong Q4 results with revenue and EPS exceeding expectations, driven by its AI platform Agentforce. However, shares fell due to investor concerns about AI’s impact on enterprise software. While Agentforce shows rapid adoption, concerns remain about organic growth and GAAP margins. The company announced a significant stock repurchase program. Guidance for FY27 was mixed, with revenue estimates met but operating margin and GAAP EPS falling short.

PayPal’s stock surged nearly 7% following a Bloomberg report that fintech rival Stripe is considering acquiring either the entire company or specific business units. This news comes amid PayPal’s recent stock decline and intensified competition. While PayPal faces growth challenges, Stripe is experiencing rapid expansion, recently achieving a $159 billion valuation. Stripe has focused on product development and growth, with an IPO not currently planned.

DoorDash stock rallied Thursday despite a Q4 earnings miss, as investors focused on early signs of strategic gains from aggressive investments. While initial results and near-term guidance disappointed, analysts viewed the spending as a precursor to future growth and efficiency. Positive trends in core and new segments, alongside successful subscriber growth and the Deliveroo acquisition’s global market expansion, appeased investor concerns, driving the stock’s rebound.

Pinterest’s stock plummeted nearly 17% following a Q4 earnings report that missed revenue and profit expectations. The company cited tariff impacts and reduced ad spending from major retailers as key concerns. Despite this, Pinterest is doubling down on AI, planning workforce reductions and office downsizing to reallocate resources. While analysts expressed mixed views, the platform’s strong user growth, especially among Gen Z, offers a foundation for future monetization strategies driven by AI advancements.

Spotify’s stock rose 14% after reporting strong Q4 results. Monthly active users grew 11% to 751 million, surpassing expectations, and paid subscribers increased 10% to 290 million. The company credits growth to international expansion and platform enhancements like audiobooks and AI tools. Net income surged to 1.17 billion euros. Future projections remain positive, with continued user growth anticipated despite minor revenue headwinds.

Palantir’s stock jumped 10% after reporting Q4 revenue of $1.41 billion, beating analyst estimates. This growth was driven by increased AI tool spending from government and commercial clients, despite previous market volatility. CEO Alex Karp called the results the “best in tech in a decade.” The company secured significant contracts with the U.S. Army and Navy, boosting its government sector presence. Analysts remain optimistic about future growth, projecting margin expansion.

Nvidia shares dipped amid uncertainty over its potential $100 billion investment in OpenAI. Nvidia CEO Jensen Huang described the figure as non-binding and expressed concerns about OpenAI’s strategy and competition. While affirming Nvidia’s role as a significant investor, the lack of definitive terms has caused investor caution. The situation highlights the dynamic nature of strategic alliances in the AI sector.

Intel’s stock dropped 14% after a weak earnings report and a grim forecast, citing supply chain issues and production inefficiencies. Despite CEO Lip-Bu Tan’s acknowledgment of unmet demand and falling yield rates, the company faces a “multiyear journey” to reclaim leadership, especially in the AI market. First-quarter revenue projections missed analyst expectations, fueling investor concerns about the company’s long-term AI strategy and its foundry business’s competitiveness. While Intel reported a strong fourth quarter, the path forward remains challenging.

A presidential endorsement following a meeting with Intel’s CEO boosted the company’s shares. President Trump highlighted the U.S. government’s significant stake, acquired through the CHIPS Act, which has already yielded substantial returns. Intel, facing competition, recently launched advanced U.S.-made chips, showcasing domestic manufacturing capabilities. This government investment and strategic recalibration aim to strengthen U.S. technological sovereignty amid complex global supply chains.

SharkNinja (SN) announced the pricing of a secondary offering of 5,500,000 ordinary shares at $116.00 per share by selling shareholders affiliated with Chairperson CJ Xuning Wang. Underwriters have a 30-day option to purchase an additional 825,000 shares. SharkNinja will not receive any proceeds from the offering, expected to close on August 22, 2025. J.P. Morgan and BofA Securities are the joint lead book-running managers. The offering is made via a registration statement filed with the SEC.