Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
Nvidia reported Q2 revenue of $96.2 billion, more than doubling year over year, as data-center sales surged to $89 billion. Still, the company’s CEO indicated that sustaining outsized growth will be challenging.
THE APEX TIMES
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An analyst pointed to a growth trajectory that, if realized, would be unprecedented for a large public company, after Nvidia guided for $108 billion in third-quarter revenue and followed a second-quarter performance described as a wide miss versus expectations.
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CVS Health said longtime director Larry M. Robbins resigned from its board in August 2026 and that Teresa Heitsenrether, an executive focused on data and analytics at JPMorgan, is among the changes. Analysts are watching whether governance and community investment themes announcement a broader shift in how the company frames growth.
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A Yahoo Finance report highlights a pocket of consumer and travel-facing stocks, led by Cheesecake Factory, Victoria’s Secret, Cracker Barrel, CarMax and Airbnb, that have outpaced NVIDIA this year by a wide margin.
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The retailer says its new Target Beauty Studio concept will expand its in-store beauty assortment with a mix of premium, global and trend-led offerings, including dozens of brands that are new to Target.
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In a results update covered by Yahoo Finance, Salesforce said its latest quarter delivered record revenue and that adoption of its AI agent platform helped drive Agentforce ARR to $1.5 billion. The company also raised full-year guidance for fiscal 2027, citing continued demand for AI-enabled customer and business workflows.
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The company’s latest quarterly update and guidance point to continued momentum in data center AI hardware, while management flagged constraints in the near term.
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Cathie Wood’s ARK Investment Management bought 57,705 shares of AVGO across three funds, according to a market-news report published on NVIDIA’s earnings day.
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Shares of Micron, SanDisk parent Western Digital unit SNDK, and SK hynix-linked suppliers rose after a market report said Nvidia’s memory procurement commitments last quarter surged, highlighting how tightly AI hardware supply is being managed.
