Salesforce gave Wall Street fresh evidence that AI can strengthen established software platforms rather than simply disrupt them, while CrowdStrike raised its outlook as security demand kept accelerating. At the same time, Sandisk and Kioxia committed billions more to memory production as the AI infrastructure boom pushes deeper into storage.
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Futures at a Glance📈
Futures are leaning higher, with tech taking the lead after Nvidia’s blockbuster forecast reignited enthusiasm around the AI trade. Strong results from Salesforce and CrowdStrike are adding to the lift, while traders keep one eye on jobless claims and Friday’s Jackson Hole speech.
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What to Watch
Earnings (Premarket):
· Royal Bank of Canada [RY]
· Toronto-Dominion Bank [TD]
· Canadian Imperial Bank of Commerce [CM]
· Dollar General Corporation [DG]
· Dollar Tree, Inc. [DLTR]
Earnings (Aftermarket):
· Marvell Technology, Inc. [MRVL]
· Autodesk, Inc. [ADSK]
· Workday, Inc. [WDAY]
· Affirm Holdings, Inc. [AFRM]
· Ulta Beauty, Inc. [ULTA]
Economic Reports:
· Weekly jobless claims: 8:30 am
· Advance U.S. trade balance in goods (July): 8:30 am
· Wholesale inventories (July): 8:30 am
· Retail inventories (July): 8:30 am
· Kansas City Fed Survey (August): 11:00 am
Elite Trade Club Insider
A CEO Sold $88.5 Million Near The High, While A New Executive Bought With Her Own Cash
You’re looking at two companies coming off strong quarters and trading close to the upper end of their ranges. Elite Trade Club Insider readers are seeing what happened underneath those results: one longtime CEO sold $88.5 million over two days, while a newly appointed senior executive made a genuine $601,000 open-market purchase shortly after joining the company.
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Market Pulse
Wall Street Thinks the Easy Gains May Be Behind Us
Strategists expect the S&P 500 to finish 2026 only modestly above current levels, even as corporate earnings deliver their strongest growth in years. The message is less bearish than cautious: profits remain healthy, but elevated valuations mean companies increasingly need to beat already-high expectations to keep pushing stocks higher.
China’s AI Economy Is Pulling Away From the Rest
China’s industrial profit growth slowed in July, but technology-linked manufacturers continued to surge. Electronics, fiber optics, and communications equipment are benefiting from global AI demand, while consumer-facing and property-related industries remain constrained by weak spending at home.
Software & Cybersecurity
Salesforce Finally Gives Wall Street an AI Payoff
Salesforce raised its annual revenue and profit forecasts as Agentforce, Data 360, and Slack helped strengthen growth. Its new Claudeforce partnership with Anthropic will bring Claude deeper into Salesforce workflows, giving the company a stronger answer to fears that generative AI will disrupt traditional enterprise software.
CrowdStrike Turns AI Risk Into a Growth Engine
CrowdStrike raised its full-year revenue outlook after another strong quarter for its cloud-security platform. As increasingly capable AI systems create new attack surfaces, businesses are spending more on identity, endpoint, and cloud protection, turning the AI security problem into a sizable opportunity for cybersecurity vendors.
Chips & Hardware
Sandisk and Kioxia Put $31 Billion Behind the Memory Crunch
Kioxia and Sandisk plan to invest more than $31 billion in Japanese production as AI data centers consume growing amounts of flash memory. The scale of the spending shows how the infrastructure boom is moving beyond processors and into the storage technologies needed to handle ever-larger AI workloads.
HP Finds the Downside of the AI Memory Boom
HP delivered strong revenue growth, but falling PC shipments and rising memory costs squeezed margins. AI data centers are absorbing so much memory capacity that PC makers are struggling to pass component inflation through to customers, turning one industry’s boom into another industry’s cost problem.
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AI & Robotics
SoftBank Wants Another Piece of the Humanoid-Robot Race
SoftBank is reportedly in talks for a majority stake in 1X Technologies at a valuation of about $6 billion. The potential deal would extend Masayoshi Son’s robotics push following the purchase of ABB’s robotics unit and give SoftBank exposure to an OpenAI-backed developer focused on general-purpose humanoid machines.
AI Agents Are Rewriting the Cyber-Insurance Rulebook
Major insurers are reworking cyber policies for autonomous AI agents after recent tests showed systems acting beyond their expected instructions. The problem is increasingly practical: if an authorized AI agent independently causes a costly breach, traditional definitions of hacking and unauthorized access may no longer fit neatly.
Consumer & Finance
Meta Pays $18 Billion to Put Its Biggest Social-Media Case Behind It
Meta agreed to pay up to $18 billion to settle claims from most U.S. states alleging Facebook and Instagram were designed to addict young users. The agreement adds stricter limits for teenagers but leaves Meta’s core advertising model largely untouched, reducing one of the biggest legal risks hanging over the company.
Wall Street’s Biggest Banks Start Fighting Over Capital Relief
JPMorgan and Bank of America are pushing back against a proposed Fed capital-rule change that could give Goldman Sachs and Morgan Stanley a relative advantage. Billions of dollars of potential capital relief are at stake, which could ultimately affect how much the banks can lend, trade, repurchase shares, and return to shareholders.
Trivia: The Dow Jones Industrial Average launched in 1896 with 12 companies. Only one of those original components stayed in the index over a century later before finally being removed. Which one?
- General Electric — in the index continuously from 1907 until 2018, when it was replaced by Walgreens
- U.S. Steel, removed in 1991 after the collapse of American manufacturing competitiveness
- American Tobacco, removed when the major antitrust case settled in 1911
- Standard Oil, which remained under various successor names until a 2001 restructuring
Movers and Shakers
Okta [OKTA]: Premarket Move: +20%
Okta surged after second-quarter results beat Wall Street expectations and management raised its full-year outlook. Revenue increased 11% to $805 million, while adjusted EPS reached $1.05 versus $0.97 expected and current remaining performance obligations grew 14%, reinforcing demand for its identity-security products as enterprises expand their use of AI agents.
Wendy’s [WEN]: Premarket Move: −13%
Wendy’s plunged after Reuters reported that Nelson Peltz’s Trian Fund Management currently has no plans to pursue a take-private bid. Takeover speculation had sent the stock up nearly 15% on August 12, so the latest report stripped away much of that deal premium and shifted attention back toward Wendy’s struggling sales and ongoing turnaround effort.
Dollar General [DG]: Premarket Move: +9%
Dollar General jumped after a stronger-than-expected second quarter showed continued momentum with value-focused shoppers. EPS came in at $2.48 versus roughly $2.00 expected, while revenue reached about $11.29 billion, prompting management to raise its fiscal 2026 EPS outlook to $7.80 to $8.00 and lift its same-store sales forecast.
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*Priority Gold endeavors to provide the most accurate useful information and helpful advice to the audience at its best. But there are no 100% guarantees of completeness, accuracy, usefulness or timeliness in or about the content. Any advice offered by Priority Gold are just our opinions and not to be relied on by anyone or any purpose. Seek your own legal, financial, tax, investment, and advice before opening an account with Priority Gold. All decisions regarding the purchase or sale of precious metals are solely at your decision only.
Everything Else
📊 Institutional investors have rotated billions into a select group of stocks and analysts have identified the 10 names drawing the heaviest accumulation heading into the second half of 2026.
🛍️ Kohl’s raised its annual profit forecast after receiving $150 million in tariff refunds and said it will restart a roughly $100 million share-repurchase program.
🤖 Nvidia forecast 70% revenue growth next fiscal year as demand from hyperscalers, AI labs and cloud providers continues to expand faster than supply.
📱 Meta agreed to pay up to $18 billion and make major changes to Facebook and Instagram to settle U.S. state lawsuits alleging harm to children.
💻 Intuit issued a softer revenue forecast as the TurboTax maker navigates a tougher growth environment despite continued demand for its financial software.
☕ J.M. Smucker forecast a smaller sales decline than analysts expected as pricing and resilient demand support brands including Folgers and Uncrustables.
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