Great to be talking tech stocks and markets with the awesome crew of @Downtown @michaelbatnick @fundstrat at @FutureProof_HQ for @TheCompoundNews 🕶️🍿🔥🏆🎯🐂☀️🏖️ @FundstratDirect

The sun rises behind lower Manhattan and One World Trade on the 25th anniversary of the attack on the WTC in New York City, Friday morning #newyork# #newyorkcity# #nyc# #neverforget#

We will never forget. The NYSE Community reflects on 25 years since September 11, 2001. Their personal stories illuminate the resilience of New York City, honoring the memory of the victims and heroes of that day.

Great to be on @CNBCFastMoney with @MelissaLeeCNBC discussing the software space and the AI Revolution with earnings from Oracle and Adobe a key barometer for the Street. Great discussion with Dan Nathan @karenfinerman @timseymour @GuyAdami 🏆🍿🎯🔥📺🐂👇@CNBC

Great to be on @CNBCFastMoney with @MelissaLeeCNBC discussing the software space and the AI Revolution with earnings from Oracle and Adobe a key barometer for the Street. Great discussion with Dan Nathan @karenfinerman @timseymour @GuyAdami 🏆🍿🎯🔥📺🐂👇@CNBC

ORACLE $ORCL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.3B (Est. $19.14B) 🟢; +30% YoY 🔹 Adj. EPS: $1.92 (Est. $1.74) 🟢; +30% YoY 🔹 RPO: $664B; +$209B YoY FY Guide: 🔹 Revenue: At least $90B (Est. $89.79B) 🟢 🔹 Adj. EPS: $8.10 (Est. $8.07) 🟢 Q2 Guide: 🔹 Adj. EPS: $1.85-$1.93 USD (Est. $1.89) 🟡 🔹 Revenue Growth: 30% to 34% USD/CC 🔹 Cloud Revenue Growth: 65% to 71% USD; 64% to 70% CC Segment Net Revenue: 🔹 Cloud: $11.6B; +62% YoY 🔹 Cloud Infrastructure: $7.4B; +121% YoY 🔹 Cloud Applications: $4.2B; +10% YoY 🔹 Software: $5.6B; -3% YoY 🔹 Hardware: $774M; +15% YoY 🔹 Services: $1.4B; +5% YoY Other Q1 Metrics: 🔹 Non-GAAP Operating Income: $8.2B; +31% YoY 🔹 Non-GAAP Operating Margin: 42% 🔹 Operating Cash Flow: $23.1B; +184% YoY 🔹 Free Cash Flow: -$5.4B 🔹 CapEx: $28.5B Key Updates: 🔹 AI Cloud Contracts: More than $30B booked in Q1, increasing RPO to $664B 🔹 ATM Equity Program: $20B of common stock sold before commissions

Look forward to discussing a big night for the software sector with Oracle and Adobe earnings after the bell with all eyes on monetizing the AI Revolution on @CNBCFastMoney at 5 pm with @MelissaLeeCNBC @CNBC 🏆🔥🍿📺🎯

PALANTIR EVENT TODAY Palantir $PLTR just confirmed that its AIPCon 11 event will be taking place today "Some of the world’s most consequential institutions across aviation, technology, media, insurance, defense, healthcare, and manufacturing take the stage. Acrisure. Cisco. Eaton. The FAA. Hexion. L3Harris. Novartis. NVIDIA. Ondas Sentinel. USA TODAY. Zeta. And more"

Look forward to discussing a big night for the software sector with Oracle and Adobe earnings after the bell with all eyes on monetizing the AI Revolution on @CNBCFastMoney at 5 pm with @MelissaLeeCNBC @CNBC 🏆🔥🍿📺🎯

Taiwan Semiconductor Manufacturing Co. reported record monthly revenue for August on Thursday, as demand for chips used in artificial intelligence applications remained strong. The world’s largest contract chipmaker posted revenue of $514.8 billion New Taiwan dollars for August, up 53.3% from a year earlier and 10.1% from July. Dive deeper into the chip giant's earnings on CNBC:

$NVDA & $PLTR LAUNCH SOVEREIGN AI STACK FOR SUPPLY CHAINS Nvidia is deploying Palantir Foundry/AIP with customized Nemotron models across its own supply chain, spanning thousands of suppliers and 1.3M parts per Vera Rubin rack. The system is designed to identify constraints, optimize materials allocation and help coordinate the path from wafer to first token. Enterprises will also be able to customize the stack using proprietary data and deploy it on-prem or in the cloud while retaining control of their models and data.