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Update: Equities Fall as Traders Assess Inflation Data
US Markets

Update: Equities Fall as Traders Assess Inflation Data

(Updates with market moves at the end of the day, and other changes, if any.)US stocks declined on Wednesday after a report showed the Federal Reserve's preferred inflation metric held steady well above its 2% target.The Dow Jones Industrial Average fell 0.2% to 53,463.88 following a three-day advance. The Nasdaq Composite edged down 0.1% to 26,130.20, while the S&P 500 settled just below the flatline at 7,675.70.Among sectors, healthcare saw the steepest decline, while industrials paced the gainers.The Fed's preferred inflation measure, which excludes food and energy, held steady at 3.3% year over year in July, as projected. The monthly metric climbed 0.2%."As long as the month-on-month rate continues to come in close to 0.2%, the annual rate of inflation will converge on 2% over time, but the question is how much more patience the Fed actually has," ING Bank said in a report. "Markets continue to price a (25 basis point) rate hike before year-end while economists, in general, still favor an extended pause for policy rates."Markets are currently pricing in a 64% probability that the Fed will keep its benchmark lending rate steady next month, with the remaining odds in favor of a 25-basis-point increase, according to the CME FedWatch tool.US Treasury yields were mostly higher, with the 10-year yield up one basis point at 4.65% and the two-year yield rising 0.9 basis point to 4.21%.In other economic news, US durable goods orders rose more than projected in July, led by strong demand for civilian aircraft, official data showed.Nvidia shares fell 1.6% after advancing by 2.2% in the previous session. The chipmaking giant released its fiscal second-quarter results after Wednesday's closing bell.In other company news, Intuit (INTU) shares fell 3.2%, among the notable declines on the S&P 500, after the tax and finance software maker overnight issued a soft fiscal 2027 outlook.Zoom Communications (ZM) shares slumped 7% as the video communication platform late Tuesday provided a downbeat earnings outlook for its fiscal third quarter following a second-quarter beat.Abercrombie & Fitch (ANF) shares surged about 36% after the apparel retailer raised its full-year outlook as tariff-related refund benefits helped the company post fiscal second-quarter results above Wall Street's estimates.West Texas Intermediate crude oil was down 0.6% at $81.90 a barrel in Wednesday late-afternoon trade, while Brent fell 1.3% to $87.43.Spot gold fell 1.4% to $4,594.49 per troy ounce, while silver lost 0.8% to $68.89 per ounce.

Dow JonesNasdaq CompositeS&P 500$ANF$INTU$NVDA$ZM
Sectors

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) rising 0.6% and the State Street SPDR S&P Semiconductor ETF (XSD) easing 0.1%The Philadelphia Semiconductor Index was little changed.In corporate news, Meta Platforms (META) agreed to pay a maximum of $16.68 billion to resolve claims brought by several US states that the tech giant used its platforms to "ensnare" youth and teens, according to a filing in federal court. Meta shares rose 1.2%.Amazon-backed (AMZN) Anthropic will spend $45 billion to rent about 460 megawatts of AI cloud computing power from Nscale's flagship data center in West Virginia over six years, Bloomberg reported. Amazon shares fell 0.4%.Zoom Communications (ZM) shares fell 6.6% after the company provided a downbeat earnings outlook for fiscal Q3 following a Q2 beat.Intuit (INTU) shares dropped 3.9%, a day after the company issued a soft fiscal 2027 outlook.

$AMZN$INTU$META$ZM
Update: Equities Fall Intraday After Inflation Report; Nvidia Earnings On Deck
US Markets

Update: Equities Fall Intraday After Inflation Report; Nvidia Earnings On Deck

(Updates with latest market prices and developments.)US benchmark equity indexes drifted lower intraday as traders parsed the latest inflation data while awaiting technology bellwether Nvidia's (NVDA) financial results.The Nasdaq Composite and the Dow Jones Industrial Average were down 0.2% each at 26,093.1 and 53,460.6, respectively, after midday Wednesday. The S&P 500 edged down 0.1% to 7,671.6. The three indexes finished Tuesday trading higher, with the Dow rising for a third consecutive session.Among sectors, consumer discretionary and healthcare saw the steepest declines intraday Wednesday, while industrials paced the gainers.US inflation accelerated sequentially in July, keeping the Federal Reserve's preferred gauge for price increases well above its 2% target, while consumer spending growth eased, official data showed.US Treasury yields were mostly higher intraday, with the 10-year yield up 2.5 basis points at 4.66% and the two-year yield rising 2.2 basis points to 4.23%.Markets are currently pricing in a 60% probability that the Fed will keep its benchmark lending rate steady next month, with the remaining odds in favor of a 25-basis-point increase, according to the CME FedWatch tool.Nvidia shares were down 1.3% intraday, following a 2.2% increase in the previous session. The chipmaking giant is scheduled to report its fiscal second-quarter results after the closing bell Wednesday. The current consensus on FactSet is for non-GAAP earnings of $2.09 a share on revenue of $92.27 billion.In a recent note to clients, Morgan Stanley said Nvidia is expected to post strong second-quarter results, though investors are likely to focus more on its longer-term growth drivers.CrowdStrike (CRWD), Salesforce (CRM), Synopsys (SNPS), HP (HPQ) and Urban Outfitters (URBN) are also scheduled to report results in the after-hours, along with others.In other company news, Intuit (INTU) shares fell 3.5% intraday, among the worst performers on the S&P 500, after the tax and finance software maker overnight issued a soft fiscal 2027 outlook.Zoom Communications (ZM) shares slumped 6.4% as the video communication platform late Tuesday provided a downbeat earnings outlook for its fiscal third quarter following a second-quarter beat.Abercrombie & Fitch (ANF) shares surged 31% intraday Wednesday after the apparel retailer raised its full-year outlook as tariff-related refund benefits helped the company post fiscal second-quarter results above Wall Street's estimates.West Texas Intermediate crude oil was up 0.6% at $82.81 a barrel, while Brent advanced 0.3% to $88.80.The Iranian military said it reached a revenue-sharing deal with Oman on the Strait of Hormuz, the world's most important chokepoint for crude flows, Bloomberg News reported.Spot gold fell 1.4% to $4,593.34 per troy ounce, while silver lost 1.1% to $68.73 per ounce.

Dow JonesNasdaq CompositeS&P 500$ANF$CRM$CRWD$HPQ$INTU$NVDA$SNPS$URBN$ZM
Wire

Sector Update: Tech Stocks Mixed Wednesday Afternoon

Tech stocks were mixed Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) up 0.4% and the State Street SPDR S&P Semiconductor ETF (XSD) easing 0.1%.The Philadelphia Semiconductor index was fractionally lower.In corporate news, Meta Platforms (META) has agreed to pay a maximum of $16.68 billion to resolve claims brought by several US states that the tech giant used its platforms to "ensnare" youth and teens, according to a filing in federal court. Meta shares were up 1.2%.Zoom (ZM) shares fell 6.5% after the video communication platform provided a downbeat earnings outlook for its fiscal Q3 following a Q2 beat.Intuit (INTU) shares dropped 3.6% after the tax and finance software maker overnight issued a soft fiscal 2027 outlook.

$INTU$META$ZM
Wire

Zoom Communications' Online Segment Slowdown May Limit Revenue Upside, UBS Says

Zoom Communications' (ZM) Q2 results showed Enterprise segment revenue growth accelerating to 8% year on year, but the upside was offset by weaker-than-expected performance from the company's Online segment, UBS said in a note Wednesday.Growth in the company's Online business decelerated from 3% year on year in Q1 to about 1% year on year in Q2, UBS said, adding that Zoom attributed the "slowdown to softer top-of-funnel activity."The investment firm said that as a result, Zoom "effectively reiterated" its about 4% revenue growth guidance for H2 in constant-currency terms, as stronger trends in its Enterprise segment and the contribution from its acquisition of Common Room are now expected to be offset by the weaker Online business.UBS noted Zoom is now guiding for "flattish" growth for the Online segment in H2 compared with previous expectations for a slight increase in growth.The investment firm said the decreased guidance for the Online segment implies H2 revenue guidance would otherwise have increased by about $10 million to $20 million supported by strength from the Enterprise division as well the Common Room deal.UBS has a neutral rating on Zoom and a $115 price target.Price: $93.29, Change: $-7.63, Percent Change: -7.56%

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Wire

Zoom Communications to Gain From AI, Enterprise Growth Despite Online Pressure, RBC Says

Zoom Communications (ZM) could benefit from stronger enterprise demand, wider AI use, product expansion and more customers moving away from older communications systems, while slower online growth and near-term margin pressure remain risks to watch, RBC Capital Markets said in a note Tuesday.According to the note, the company's enterprise business could keep improving as the company sells more products, moves further into larger customers, expands its sales channels and reduces customer losses.Zoom could also win more business as companies replace older on-premise phone systems, with nine of its 10 largest phone deals in fiscal Q2 involving customers moving away from such systems to Zoom's AI services, the note said.Online revenue remains a key concern because more customers are using AI tools instead of traditional search, while pricing comparisons and less help from foreign exchange could add pressure in H2, according to the note.RBC maintained its outperform rating on Zoom and its $130 price target, saying that it expects costs tied to AI trials and the Common Room acquisitions to ease over time, while Zoom's technology setup and wider product use could support gross margins near its long-term 80% goal.Price: $93.66, Change: $-7.27, Percent Change: -7.20%

$ZM
Sectors

Sector Update: Tech Stocks Decline Premarket Wednesday

Technology stocks were declining premarket Wednesday, with the State Street Technology Select Sector SPDR Fund (XLK) down 0.8% and the State Street SPDR S&P Semiconductor ETF (XSD) 0.4% lower.Intuit (INTU) shares were down more than 10% after the company set fiscal Q1 and 2027 guidance that fell short of analysts' estimates.Zoom Communications (ZM) stock was down more than 5% after the company issued fiscal Q3 non-GAAP earnings per share outlook below analysts' expectations.Photronics (PLAB) shares were up more than 22% after the company posted an increase in fiscal Q3 revenue.

$INTU$PLAB$XLK$XSD$ZM
Equity Futures Mixed Pre-Bell Ahead of Key Inflation Report, Nvidia Earnings
US Markets

Equity Futures Mixed Pre-Bell Ahead of Key Inflation Report, Nvidia Earnings

The main US equity measures were mixed in premarket activity Wednesday as traders await a key inflation report and the latest financial results of tech bellwether Nvidia (NVDA).The Nasdaq was down 0.1%, the Dow Jones Industrial Average was up 0.1%, while the S&P 500 was little changed before the opening bell. The three indexes finished Tuesday trading higher, with the Dow rising for a third consecutive session.The personal income and outlays report for July is scheduled to be released at 8:30 am ET. The report includes the personal consumption expenditure core price index, the Federal Reserve's preferred inflation metric, as well as data on consumer spending.Data are expected to show that core PCE -- which excludes food and energy prices -- increased 0.2% sequentially and 3.3% annually, according to a Bloomberg-compiled consensus.Treasury yields were mixed in premarket action, with the two-year rate retreating one basis point to 4.2% and the 10-year rate little changed at 4.64%.On Tuesday, Boston Fed President Susan Collins said the Fed may have to raise interest rates soon, unless inflation continues to cool.Markets are currently pricing in a 64% probability that the central bank will keep its benchmark rate steady next month, with the remaining odds in favor of a 25-basis-point hike, according to the CME FedWatch tool.The second estimate report of the US second-quarter gross domestic product is also out at 8:30 am, along with the durable goods orders report for last month. Wednesday's economic calendar also has the weekly mortgage applications bulletin and weekly EIA domestic petroleum inventories report.Richmond Fed President Thomas Barkin is slated to speak at 11:45 am.Nvidia shares were up 0.4% pre-bell, following a 2.2% increase Tuesday. The chipmaking giant is scheduled to report its fiscal second-quarter results after the markets close Wednesday. The current consensus on FactSet is for non-GAAP earnings of $2.09 a share on revenue of $92.27 billion.In a recent note to clients, Morgan Stanley said Nvidia is expected to post strong second-quarter results, though investors are likely to focus more on its longer-term growth drivers.CrowdStrike (CRWD), Salesforce (CRM), Synopsys (SNPS), HP (HPQ) and Urban Outfitters (URBN) are also scheduled to report results in the after hours, while Williams-Sonoma (WSM), J.M. Smucker (SJM), Abercrombie & Fitch (ANF), Bath & Body Works (BBWI) and Kohl's (KSS) post before the bell, among others.West Texas Intermediate crude oil dropped 2.7% to $80.18 a barrel before the open, while Brent fell 3% to $85.97.The foreign ministers of Iran and Oman discussed a proposed framework Tuesday to establish "a joint temporary navigational corridor" through the Strait of Hormuz and implement a joint project to clear the crucial waterway of mines, news outlets reported. The two countries also reportedly agreed to continue technical talks for the future administration of the strait.Intuit (INTU) shares were down 9.8% pre-bell Wednesday after the tax and finance software maker overnight issued a soft fiscal 2027 outlook.Zoom Communications (ZM) fell 6.9% in premarket activity as the video communication platform late Tuesday provided a downbeat earnings outlook for its fiscal third quarter following a second-quarter beat.Gold fell 0.3% to $4,679 per troy ounce, while bitcoin dropped 0.7% to $78,340.

Dow JonesNasdaq CompositeS&P 500$ANF$BBWI$CRM$CRWD$HPQ$INTU$KSS$NVDA$SJM$SNPS$URBN$WSM$ZM
Zoom Communications Third-Quarter Earnings Outlook Misses Street Views; Shares Down Pre-Bell
US Markets

Zoom Communications Third-Quarter Earnings Outlook Misses Street Views; Shares Down Pre-Bell

Zoom Communications (ZM) shares fell early Wednesday as the video communication platform provided a downbeat earnings outlook for its fiscal third quarter following a second-quarter beat.The company expects adjusted earnings between $1.46 and $1.48 a share for the ongoing quarter, it said late Tuesday. Analysts polled by FactSet are looking for $1.49. Zoom pegs third-quarter revenue at $1.275 billion to $1.280 billion, compared with Wall Street's $1.28 billion views.The company's shares were down 6.5% in premarket activity Wednesday. The stock has jumped nearly 17% so far this year.For the quarter ended July, adjusted EPS increased to $1.55 from $1.53 a year earlier, defying Wall Street's views for a decline to $1.48."The EPS growth reflects strong top-line performance, as well as anti-dilution driven by our buyback program and disciplined stock compensation management," Zoom Chief Financial Officer Michelle Chang said on an earnings conference call late Tuesday, according to a FactSet transcript.Second-quarter revenue advanced 4.9% year over year to $1.28 billion, just ahead of the market's forecast for $1.27 billion.Enterprise revenue increased 7.8% to $787.5 million, representing its strongest growth rate in three years, Zoom Chief Executive Eric Yuan said in an earnings release. The number of customers contributing more than $100,000 in trailing 12 months revenue rose 8.2% annually in the quarter. Online revenue nudged 0.6% higher to $489.7 million."We are pleased with our progress in (artificial intelligence) monetization led by customer experience and early momentum across new AI revenue streams," Chang said on the call. "We remain on track to surpass $5 billion in revenue this year, while maintaining our focus on profitability."For fiscal 2027, Zoom now expects adjusted EPS of $6.08 to $6.12 on revenue of $5.085 billion to $5.095 billion. The company previously projected adjusted EPS of $5.96 to $6 on sales of $5.08 billion to $5.09 billion. The Street is looking for non-GAAP EPS of $6.08 and sales of $5.09 billion.The upgraded revenue outlook assumes enterprise sales growing faster than anticipated, partially offset by "flat" online growth, Chang told analysts."We believe the quarter was decent, but would note the online headwind from AI-driven discovery shifts is worth monitoring," RBC Capital Markets said in note to clients Wednesday.Last month, technology giant Microsoft (MSFT) reported fiscal fourth-quarter results above the Street's expectations, with sales in the productivity and business processes segment -- which includes Microsoft Teams -- up 14% year over year.

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Wire

Zoom Communications Fiscal Q2 Adjusted Earnings, Revenue Rise

Zoom Communications (ZM) reported fiscal Q2 adjusted earnings late Tuesday of $1.55 per diluted share, up from $1.53 a year earlier.Analysts polled by FactSet expected $1.48.Revenue in the three months ended July 31 rose to $1.28 billion from $1.22 billion a year earlier.Analysts projected $1.27 billion.The company expects fiscal Q3 non-GAAP diluted EPS of $1.46 to $1.48 on revenue of $1.275 billion to $1.28 billion. Analysts expect EPS of $1.50 on revenue of $1.28 billion.Zoom boosted full-year guidance to non-GAAP diluted EPS of $6.08 to $6.12 on revenue of $5.085 billion to $5.095 billion, up from the prior outlook of EPS of $5.96 to $6 on revenue of $5.08 billion to $5.09 billion.Analysts projected EPS of $6.04 on revenue of $5.09 billion.Zoom shares fell 2.4% in after-hours trading.

$ZM
Stocks Rise Pre-Bell as Traders Weigh US Trade Measures Against Iran, Canada
US Markets

Stocks Rise Pre-Bell as Traders Weigh US Trade Measures Against Iran, Canada

US equity futures were pointing higher on Tuesday as investors assess new US trade measures against Iran and Canada.The S&P 500 and the Dow Jones Industrial Average rose 0.5% each in premarket activity, while the Nasdaq increased 1%. The S&P 500 and Nasdaq finished the previous trading session lower, while the Dow closed higher.On Monday, the Treasury Department launched an economic campaign to cut off financial channels that support Iran."We are launching an economic onslaught against Iran's financial connections around the globe," Treasury Secretary Scott Bessent said Monday. "Our objective is to sever every economic lifeline that sustains this tyrannical regime until Tehran stands alone."Countries doing business with Iran will be given deadlines to shut down Iran-related activities, while entities aiding money laundering or sanctions evasion on behalf of Tehran could be cut off from the US financial system, according to a statement.Iran reportedly promised to retaliate against the expanded US sanctions and expressed confidence that its major trading partners will resist Washington's pressure campaign, according to CNBC. China, Russia, India, Pakistan, Qatar and Turkey, among others, still trade with Tehran, Axios reported Monday.West Texas Intermediate crude oil dropped 3% to $82.5 a barrel before the opening bell, while Brent fell 2.9% to $89.53.In a social media post on Monday, President Donald Trump said the US will increase tariffs on imports of certain goods, including cars and trucks, from Canada to 50% starting next year, after trade talks between the two countries collapsed late last week.Canadian Prime Minister Mark Carney said last week that Canada will match the US tariffs "dollar for dollar."Treasury yields were down in premarket action, with the two-year retreating 1.7 basis points to 4.22% and the 10-year rate off 3.4 basis points to 4.67%.Federal Reserve Chair Kevin Warsh's debut Jackson Hole speech on Friday is unlikely to help clear up investor confusion over the Treasury Department's bond market intervention, Morgan Stanley said in a note sent Monday. The firm's economists view the expansion in bond buybacks announced last week as evidence that the Treasury had become uncomfortable with a rise in long-term interest rates.Markets are currently pricing in a 60% probability that the Fed will keep its benchmark rate steady in September, with the remaining odds in favor of a 25-basis-point hike, according to the CME FedWatch tool.Tuesday's economic calendar has the Case-Shiller Home Price Index and the Federal Housing Finance Agency House Price Index, both for June, at 9 am ET. The consumer confidence and the Richmond Fed manufacturing index, both for August, are out at 10 am, along with the new home sales report for July.Richmond Fed President Thomas Barkin is scheduled to speak at 8 am and later at 4 pm.Dick's Sporting Goods (DKS) is set to release its latest financial results before the bell, among others. Intuit (INTU), Heico (HEI) and Zoom Communications (ZM) post their earnings after the markets close.Gold dipped 0.1% to $4,692 per troy ounce, while bitcoin inclined 0.6% to $79,298.

Dow JonesNasdaq CompositeS&P 500$DKS$HEI$INTU$ZM
Asia Markets

US Equity Investors to Focus on Nvidia's Earnings, Chair Warsh's Jackson Hole Speech, PCE Inflation This Week

US equity investors are expected to focus this week on Nvidia's (NVDA) earnings, Federal Reserve Chair Kevin Warsh's speech at the annual Jackson Hole symposium, and inflation data key to monetary policy formulation.* Nvidia is likely to report a beat on Q2 revenue driven by stable Blackwell demand, with FQ3 guidance potentially lifting confidence toward earnings targets in 2027 and 2028, a UBS note said. Management will likely spotlight growing backlog from robust AI compute demand and traction in open models.* Other quarterly reports due this week include Intuit (INTU), Zoom Communications (ZM), CrowdStrike (CRWD), Salesforce (CRM), Synopsys (SNPA), Agilent Technologies (A), Trip.com (TCOM), and Marvell Technologies (MRVL).* Investors will weigh Chair Warsh's speech at Jackson Hole on Friday as a litmus test for the new Fed, according to a Stifel note Sunday. Stifel's base case is that Warsh will signal progress in inflation and a continued policy pause even though core inflation remains above target.* "We view 3% core inflation as the new 2%, supported by sticky 'supercore' (core services ex-housing), and AI-capex and war disruptions sustaining goods inflation," per the Stifel note.* Macroeconomic data due this week include personal consumption expenditures, or PCE, price index for July, gross domestic product second estimate for Q2, non-farm payrolls annual revision preliminary, Michigan consumer sentiment and inflation expectations for August, durable goods orders for July, ADP employment change and initial jobless claims.* Iran dismissed the US threat of "the greatest financial offensive ever," vowing to shut down all oil exports from the Gulf "if the economic war continues" and issued a new warning not to use the Strait of Hormuz without its permission, Reuters reported.* Treasury auctions this week will include $69 billion of two-year notes on Tuesday, followed by a $70 billion auction of 5-year notes on Wednesday, according to a Jefferies note Friday.

Dow JonesNasdaq CompositeS&P 500$A$CRM$CRWD$INTU$MRCL$NVDA$SNPA$TCOM$ZM
Wire

Zoom's Growth Reacceleration Is Durable as It Moves Beyond Meetings, BofA Says

Zoom Communications (ZM) shows a durable path to growth recovery as the company increasingly transitions from a single-product video-meetings provider into a broader communications and work platform, BofA Securities said in a Wednesday note.Zoom's newer product portfolio, including Phone, Contact Center, AI Companion and Workvivo, is reaching sufficient scale to help support enterprise net dollar expansion above 100%, BofA Securities said.While Microsoft (MSFT) Teams remains a competitor, Zoom does not need to beat Microsoft; it only needs to defend its installed base and drive wallet-share expansion through cross-selling, according to the note.BofA Securities further said returns of capital are a central part of its bull thesis on the company, noting that Zoom has a highly flexible balance sheet with about $7.7 billion in cash and marketable securities, zero debt and strong free-cash-flow generation, allowing the company to fund product investment, acquisitions and buybacks.BofA Securities reinstated coverage of the stock with a Buy rating and a $130 price target.Price: $107.86, Change: $+3.15, Percent Change: +3.00%

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Research

BofA Upgrades Zoom Communications to Buy From Neutral, Price Target is $130

Zoom Communications (ZM) has an average rating of overweight and mean price target of $117.29, according to analysts polled by FactSet.

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Insider Trading

Zoom Communications Insider Sold Shares Worth $2,424,454, According to a Recent SEC Filing

Eric S. Yuan, Director, Chief Executive Officer, on August 05, 2026, sold 24,200 shares in Zoom Communications (ZM) for $2,424,454. Following the Form 4 filing with the SEC, Yuan has control over a total of 22,998 Class A common shares of the company, with 22,998 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000113/xslF345X05/wk-form4_1786136621.xml

$ZM
Insider Trading

Zoom Communications Insider Sold Shares Worth $5,289,061, According to a Recent SEC Filing

Eric S. Yuan, Director, Chief Executive Officer, on July 13, 2026, sold 57,824 shares in Zoom Communications (ZM) for $5,289,061. Following the Form 4 filing with the SEC, Yuan has control over a total of 22,998 Class A common shares of the company, with 22,998 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000104/xslF345X05/wk-form4_1784158213.xml

$ZM
Wire

Zoom Communications' Tiered AI Strategy Seen as Key Driver of Future Growth, RBC Says

Zoom Communications' (ZM) tiered artificial intelligence strategy could drive higher customer spending and accelerate growth, RBC Capital Markets said in a note emailed Tuesday.The analysts said that after holding investor meetings with Zoom's Head of IR, Charles Eveslage, they have a better understanding of how the company is monetizing AI across three tiers.The first layer includes core AI features such as meeting summaries and My Notes at no additional cost to reduce customer churn and differentiate the platform from Microsoft (MSFT) Teams. The second layer is ZoomMate, a horizontal AI offering priced at about $20 per user per month, providing AI-powered search across Zoom and third-party applications, workflow automation, and content creation. The third layer consists of higher-priced, persona-specific AI products, the analysts said.The analysts said they like this framework because it creates a clear upgrade path from free AI that reduces churn, to paid AI that increases revenue per user, to specialized AI products that drive greater spending across enterprise departments."We continue to believe the platform evolution remains underappreciated by investors even as revenue growth remains in the mid-single digits," they added.RBC maintained its outperform rating and $130 price target on Zoom Communications.Price: $85.55, Change: $-0.59, Percent Change: -0.68%

$ZM
Insider Trading

Zoom Communications Insider Sold Shares Worth $2,639,028, According to a Recent SEC Filing

Eric S. Yuan, Director, Chief Executive Officer, on June 02, 2026, sold 24,200 shares in Zoom Communications (ZM) for $2,639,028.SEC Filing:https://www.sec.gov/Archives/edgar/data/1585521/000158552126000074/xslF345X05/wk-form4_1780610530.xml

$ZM
Sectors

Sector Update: Tech Stocks Higher Late Afternoon

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1% and the State Street SPDR S&P Semiconductor ETF (XSD) climbing 3.8%.The Philadelphia Semiconductor index added 1.8%.In corporate news, Dell Technologies (DELL) shares surged 17% after Wells Fargo raised the company's price target to $270 from $180.Advanced Micro Devices (AMD) is working with Taiwan partners to boost production capacity as higher-than-expected demand limits the global CPU market, Reuters reported, citing AMD Chief Executive Lisa Su. AMD shares climbed 3.8%.Zoom Communications (ZM) appears poised for growth acceleration following a strong Q1, given sustained momentum in its AI products, RBC Capital Markets said in a note. Zoom shares jumped past 9%.Take-Two Interactive Software (TTWO) reported a narrower fiscal Q4 net loss as revenue increased. MoffettNathanson adjusted its price target on the company's shares to $196 from $206 while maintaining its neutral rating. Take-Two shares were down 3.9%.

$AMD$DELL$TTWO$ZM
Research

Research Alert: CFRA Raises Opinion On Shares Of Zoom Communications, Inc. To Hold From Sell

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $55 to $120, applying an EV/revenue multiple of 5.4x to our FY 27 estimate, close to its five-year historical average multiple at 5.1x. We raise our FY 27 EPS estimate by $0.14 to $6.05 and increase FY 28's by $0.15 to $6.27. The adoption of new AI features is not only increasing user engagement but also helping to drive productivity and workflow automation for customers, as seen with products like AI Companion 3.0 and My Notes, which surpassed 1.5 million monthly active users within four months of launch. Paid AI was involved in nine out of the top 10 customer experience deals, demonstrating strong pull-through from AI solutions and the effectiveness of ZM's flexible pricing models. In addition, progress in online business stabilization is evident, as the segment continues to show slight growth despite a nominal uptick in churn, supported by new AI monetization paths.

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