The expert upped the earnings forecast for calendar year 2027 to $7.23 per share, up 12%. One of the key reasons for this upgrade is the rapid ramp-up of Nvidia's Blackwell platform.

Guidance for the coming quarter was less upbeat than anticipated: Management expects earnings per share of about $3.70, while the consensus call on Wall Street is currently $4.05.

Salesforce reports first-quarter revenue of $9.83 billion, beating the consensus estimate of $9.75 billion. The company reports first-quarter adjusted earnings of $2.58 per share, beating analyst ...