Stock Movers Nvidia Earnings Pop; Salesforce Dip; HP Cuts Forecast
May 29, 2025
Nvidia shines with a strong earnings report expecting $45 billion in revenue, despite facing export restrictions that could cost them $8 billion in China. Salesforce's stock dips even after raising its annual forecast, as the integration of its $8 billion Informatica acquisition remains uncertain. HP's profit outlook falls short, prompting a cut in its annual earnings forecast due to economic challenges. Additionally, Synopsys faces difficulties with adjusted EPS missing estimates amid U.S. policies on technology sales to China.
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Nvidia Defies Export Hit
- Nvidia's revenue outlook remains strong despite a $8 billion hit due to export restrictions to China.
- The company's AI chip production and system-level integration drive positive investor sentiment and stock gains.
Salesforce's Forecast vs. Risks
- Salesforce raised its annual forecast and first-quarter revenue beat estimates by 8%.
- Acquisition risks and execution concerns from Informatica deal cause a sector perform downgrade and share decline.
HP Cuts Earnings Forecast
- HP cut its profit outlook citing economic weakness and tariff costs on Chinese goods.
- The company’s shares declined about 9%, reflecting investor concern over profitability outlook.