Hello and welcome to Morning Brief Market Sunrise. I'm Jared Blickery live from Yahoo Finance in New York. It is Thursday the 28th of August.Coming up on the show, the Nvidia earnings aftermath, what the data center numbers mean for the AI trade, and we're going to hear from CEO Jensen Wang on his China strategy, and then tariffs glo go global. Why protectionism headlines matter for prices and profits. And we're going to tell you about the AI stock that jumped 14% this morning.So grab your coffee and let's ...

We have all been sold a lot of hypnosis around what's about to happen with AI. You're talking to somebody who is extremely suspect if anybody uses those initials. Agi.Today we're joined by one of the greatest founders of the last 20 years, Mark Benny off from Salesforce. When you look at other data clouds, Snowflake, Data Brick, Palanteer Foundry, they're all in the three to4 billion revenue. They're in my sites.Doctors who are using AI and they're so overrelyant on an AI that's inaccurate, they are giving ...

Core Viewpoint - The strong performance of AI application software stocks in the U.S. market, particularly Snowflake's impressive earnings report, has alleviated concerns about potential impacts from economic slowdown and competition from new AI companies [1] Company Performance - Snowflake's Q2 results showed a net loss of $298 million, equating to a loss of $0.89 per share, while revenue reached $1.144 billion, representing a 32% increase year-over-year, surpassing analyst expectations of $1.09 billion [1] - The non-GAAP earnings per share were reported at $0.35, exceeding analyst predictions of $0.27 [1] Market Reaction - Following the earnings report, Snowflake's stock surged nearly 15%, with other AI application software stocks like Datadog, MongoDB, and Applovin also experiencing gains of approximately 5%, over 4%, and over 3% respectively [1] Outlook - Snowflake provided an optimistic outlook for future performance, which has helped to mitigate fears regarding the software sector's vulnerability to economic challenges and competition from emerging AI firms [1]

智通财经APP获悉，周四，Snowflake(SNOW.US)开盘涨超13%，报227.32美元。消息面上，该公司2026 财年第二季度营收10.905亿美元，同比增长32%，高于市场预期的10.4亿美元;non-GAAP净利润1.276亿 美元，调整后每股收益0.35美元，几乎是去年同期的两倍，亦高于预期的0.27美元。Snowflake预计第三 季营收约11.3亿美元，好于预期的11.2亿美元;同时，公司收入全年营收指引至43.95亿美元，此前预期为 43.3亿美元，市场预期为43.4亿美元。 （原标题：美股异动 | 上调2026财年营收 Snowflake(SNOW.US)涨超13%） ...

周四，Snowflake(SNOW.US)开盘涨超13%，报227.32美元。消息面上，该公司2026财年第二季度营收 10.905亿美元，同比增长32%，高于市场预期的10.4亿美元;non-GAAP净利润1.276亿美元，调整后每股 收益0.35美元，几乎是去年同期的两倍，亦高于预期的0.27美元。Snowflake预计第三季营收约11.3亿美 元，好于预期的11.2亿美元;同时，公司收入全年营收指引至43.95亿美元，此前预期为43.3亿美元，市场 预期为43.4亿美元。 ...

Snowflake Gains on Strong Results and Raised Guidance. Get the numbers on the Bloomberg Stock Movers report. https://t.co/ZLlEIkgZa3 ...

Core Insights - The second-quarter fiscal 2026 earnings season has shown results exceeding market expectations, particularly for MongoDB Inc. and Snowflake Inc. [1][2] MongoDB Inc. - MongoDB reported quarterly revenues of $591.4 million, surpassing the Zacks Consensus Estimate of $551.1 million, with adjusted earnings per share of $1 exceeding the estimate of $0.64 [3][4] - Subscription revenues reached $572.36 million, reflecting a year-over-year increase of 23.4%, with MDB Atlas subscription revenues at $438.97 million, up 29.2% year-over-year [3][4] - The company provided strong guidance for the third quarter, with a revenue midpoint of $589.5 million, and highlighted a significant market opportunity, owning only 2% of an estimated $100 billion total addressable market [4][5] - MongoDB's focus on cloud-based database software and its Atlas platform has driven demand, particularly among larger enterprises, enhancing sales efficiency and customer acquisition [5][6] Snowflake Inc. - Snowflake reported quarterly revenues of $1.14 billion, exceeding the Zacks Consensus Estimate of $1.09 billion, with adjusted earnings per share of $0.35 surpassing the estimate of $0.26 [8][9] - Product revenue, which is central to Snowflake's business, was $1.09 billion, up 31.5% year-over-year, and the company raised its fiscal 2026 product revenue guidance to $4.40 billion from a previous forecast of $4.33 billion [8][9] - Snowflake is positioned to benefit from the growing demand for cloud-based data platforms, with its AI Data Cloud unifying structured and unstructured data, enhancing real-time analytics capabilities [10][12] - The cloud analytics market is projected to grow from $35.39 billion in 2024 to $130.63 billion by 2030, indicating a 25.5% CAGR, driven by enterprises transitioning to scalable platforms [11][12]

Market Overview - The U.S. stock market opened with slight gains, with the Nasdaq up 0.18%, S&P 500 up 0.1%, and Dow Jones up 0.09% [1] Company Highlights - Nvidia saw a rise of over 1%, reporting a Q2 revenue growth of 56% year-over-year, exceeding expectations, and approved an additional $60 billion for stock buybacks [1] - Cloud software company Snowflake increased by 10.5%, with Q2 revenue growth of 32% year-over-year, also raising its full-year revenue forecast [1] - Trip.com Group (携程) rose by 8.2%, reporting a Q2 net profit attributable to shareholders that grew over 26% year-over-year, and announced a stock buyback of up to $5 billion [1] - CrowdStrike experienced a decline of over 2%, reporting a Q2 net loss of $77.7 million, reversing from profit, and provided slightly lower revenue guidance for the upcoming quarter [1]

Group 1 - The U.S. stock market opened with slight gains, with the Nasdaq up 0.18%, S&P 500 up 0.1%, and Dow Jones up 0.09% [1] - Nvidia's Q2 revenue increased by 56% year-over-year, exceeding expectations, and the company approved an additional $60 billion for stock buybacks [1] - Snowflake's Q2 revenue grew by 32% year-over-year, surpassing expectations, and the company raised its full-year revenue forecast [1] - Trip.com saw an 8.2% increase in stock price, with Q2 net profit attributable to shareholders rising over 26%, and announced a stock buyback of up to $5 billion [1] - CrowdStrike experienced a decline of over 2%, reporting a net loss of $77.7 million in Q2, transitioning from profit to loss, with revenue guidance slightly below market expectations [1]

Market Overview - US stock index futures showed slight increases, with Nasdaq futures up 0.02%, S&P 500 futures up 0.06%, and Dow futures up 0.15% [1] - European stock indices had mixed results, with Germany's DAX up 0.04%, UK's FTSE 100 down 0.32%, France's CAC up 0.43%, and the Euro Stoxx 50 up 0.2% [1] Economic Indicators - Initial jobless claims in the US for the week ending August 23 were 229,000, slightly below the expected 230,000, with the previous value revised from 235,000 to 234,000 [1] - The US second quarter GDP annualized growth rate was revised to 3.3%, exceeding the expected 3.1% and the previous value of 3% [2] Company Developments - a16z released a global AI top 100 list, with ChatGPT ranked first, and DeepSeek and Quark in the top ten [3] - Nvidia reported a 56% year-over-year revenue increase to $46.7 billion for Q2 of fiscal year 2026, and approved an additional $60 billion for stock buybacks, with Q3 revenue expected to be $54 billion [3] - Pfizer, Moderna, and Novavax received FDA approval for their COVID vaccines for high-risk patients [4] - Toyota achieved record production and sales in July, with a 4% year-over-year increase in sales to 963,796 vehicles [4] - Porsche initiated the selection process for a new CEO, with current CEO Oliver Blume focusing on Volkswagen Group operations [4] - GlobalFoundries reported good progress in obtaining subsidies under the CHIPS Act, with no equity involvement [5] - Alibaba plans to refinance a $6.5 billion syndicated loan maturing in 2026 [6] - Li Auto's self-developed smart driving chip has been tested on the road, with some computing performance exceeding Nvidia's Thor-U [7] - HP's Q3 revenue for fiscal year 2025 was $13.9 billion, with adjusted earnings per share of $0.75, both exceeding expectations [8] - Li Auto reported Q2 revenue of 30.2 billion yuan, with adjusted net profit of 1.46 billion yuan, and expects Q3 delivery volume between 90,000 to 95,000 vehicles [9] - Trip.com reported Q2 revenue of 14.8 billion yuan, with adjusted earnings per ADS of 7.2 yuan, and plans to repurchase up to $5 billion in stock [10] - Didi's core platform total transaction volume (GTV) grew 15.9% year-over-year to 109.6 billion yuan, with order volume increasing 15.2% to 4.464 billion orders [11] - Snowflake reported Q2 revenue of $1.0905 billion for fiscal year 2026, with non-GAAP net profit of $127.6 million, both exceeding expectations [12] - CrowdStrike reported Q2 revenue of $1.17 billion for fiscal year 2026, exceeding expectations, but recorded a net loss of $77.7 million, transitioning from profit to loss year-over-year [13]