The Trading Day · Thursday, August 27, 2026

The five-print evening resolves bullish — Nvidia's supply-constrained 70% guide flips a muted release into a paid call, and Salesforce and CrowdStrike are paid double digits.

Nvidia closed Wednesday at 209.66, down 1.59%, and the initial after-hours reaction to its report was muted — near 208.98, down about 0.3% — despite $96 billion in revenue against a $92.27 billion consensus, the company's largest beat in two years, with data center revenue at $89 billion, up 18% sequentially. The call is what moved the stock: preliminary fiscal 2028 guidance of roughly 70% revenue growth against a consensus near 44-45%, framed by Jensen Huang as a supply ceiling rather than a demand ceiling — "Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%." By the last after-hours trade the stock sat at 219.53, up 4.7%.

The Morning 10

1 Nvidia's Muted Release Flips to a Paid Call on a Supply-Constrained 70% Guide
2 Salesforce's Claudeforce Lands Next to an Honest Anthropic Mark Inside the Beat
3 CrowdStrike's Discount Converts to Payment, HP Punished, Synopsys Shrugs — the Verdict Spread
4 The After-Hours Infrastructure Ripple Reads the Supply Constraint as a Capex Signal
5 Both Bond Lines Hold a Second Day Into an In-Line PCE Print, Friday's Weekly Verdict Ahead
6 IBIT Hands Back the 44.5 Line by Four Cents, Bitcoin Still Under 80,000
7 SOXX Holds a Second Day While Wednesday's Defensive Tape Collides With a Risk-On Overnight
8 Lululemon Closes Through Its 50-Day as HOOD's Chart Pick Score and Walmart's Stall Sit Into Friday
9 Jackson Hole Opens, PDD's Window Closes, RBRK Reports Tonight Into a Friday Triple-Stack
10 Outside View — Dan Niles, Niles Investment Management

The full Morning 10 →

On the tape

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