ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer offered insights on. Highlighting its recent stock split, a caller asked if Cramer likes the stock at the current levels. He replied: “Well, the problem is that it is a software company and the software companies are being eaten by the hardware, some would say. It still has a high price-to-earnings multiple. I was surprised the stock gave up so many points on Friday. I thought it would bounce back today, and it really didn’t. I think that at 42 t ...

Core Insights - Nutanix reported strong demand for its cloud platform in Q1 FY2026, with bookings slightly exceeding expectations and an 18% year-over-year growth in Annual Recurring Revenue (ARR) [2][3] - The company announced expansions in partnerships with Dell and Microsoft to enhance its cloud platform offerings [2] - Despite a revenue shift from Q1 to future periods, the overall revenue expectation remains unchanged, and free cash flow guidance for the full year has been raised [2] Financial Performance - Q1 FY2026 ARR reached $2.28 billion, up from $1.94 billion in Q1 FY2025, marking an 18% increase [3] - Total revenue for Q1 FY2026 was $670.6 million, a 13% increase from $591.0 million in Q1 FY2025 [3] - GAAP operating income increased to $49.3 million from $27.3 million year-over-year, while non-GAAP operating income rose to $131.8 million from $118.2 million [3] - Free cash flow for Q1 FY2026 was $174.5 million, compared to $151.9 million in the same quarter last year [3] Guidance and Outlook - For Q2 FY2026, Nutanix expects revenue between $705 million and $715 million, with a non-GAAP operating margin of 20.5% to 21.5% [4] - The full-year revenue guidance is projected to be between $2.82 billion and $2.86 billion, with a non-GAAP operating margin of 21% to 22% and free cash flow expected to be between $800 million and $840 million [4] Recent Developments - The company continues to add new logos and maintain a healthy free cash flow performance, indicating strong business fundamentals [2] - Nutanix's average contract duration remains stable at 3.1 years, reflecting consistent customer engagement [3]

Core Insights - SuperX AI Technology has significantly outperformed Nvidia in stock returns this year, with an increase of over 1,480% compared to Nvidia's 30% rise [2][4] Company Overview - SuperX AI Technology is a full-stack AI infrastructure provider, focusing on AI servers, digital power systems, and thermal management [4] - The company supplies essential infrastructure for data centers, which are critical for the training and deployment of AI technologies [4] Business Model - SuperX AI Technology offers a cloud platform that enables access to high-performance Nvidia GPUs, positioning the company for higher-margin recurring revenue [5] - Although currently not profitable, the shift towards recurring revenue streams could enhance profitability in the future [5]

Core Insights - CoreWeave Inc. (NASDAQ:CRWV) is identified as one of the top AI stocks to consider for investment, with Cantor Fitzgerald maintaining an Overweight rating and a price target of $116 [1] - A new agreement with NVIDIA, valued at $6.3 billion, allows NVIDIA to access CoreWeave's unsold cloud computing capacity until April 13, 2032 [2] - This agreement is expected to increase CoreWeave's backlog by 21%, rising from $30.1 billion at the end of Q2 2025 [2] Company Overview - CoreWeave operates a cloud platform designed to scale, support, and accelerate Generative AI, providing the necessary infrastructure for computational workloads in various companies [3]

Group 1: Palo Alto Networks (PANW) - Palo Alto Networks reported a revenue increase of 15% year on year to US$9.2 billion for FY2025, with operating profit rising 81.7% to US$1.2 billion [2] - Profit before tax climbed 61.5% year on year to US$1.6 billion, and free cash flow increased by 12% to US$3.47 billion [3] - The company announced the acquisition of CyberArk Software for approximately US$25 billion, at a 26% premium to its share price [4] Group 2: Ecolab (ECL) - Ecolab's revenue remained flat at US$7.7 billion for 1H 2025, while operating profit increased by 7.7% to US$1.27 billion [5] - The company generated a free cash flow of US$616.6 million and declared a cash dividend of US$0.65, which is 14% higher than the previous year [6] - Ecolab expects earnings per share for 2025 to be between US$2.02 and US$2.12, reflecting a year-on-year increase of 10% to 16% [7] Group 3: DexCom (DXCM) - DexCom reported a revenue increase of nearly 14% year on year to US$2.2 billion for 1H 2025, with operating profit climbing 33.7% to US$346.3 million [8] - The company generated a free cash flow of US$305.5 million, despite a slight dip in net profit to US$285.2 million due to a higher tax bill [9] - The diabetes market is projected to grow significantly, with the number of sufferers expected to rise from 589 million in 2024 to 853 million by 2030 [9][10] Group 4: HubSpot (HUBS) - HubSpot's revenue increased by 17.6% year on year to US$1.47 billion for 1H 2025, with gross profit improving by 16.3% to US$1.24 billion [11] - The company achieved a free cash flow of US$259.8 million, which is 28.7% higher than the previous year [12] - HubSpot's customer count grew by 18% year on year to 267,982, and calculated billings increased by 26% to US$814.3 million [12]