--- title: "Nvidia's Best Day Since April 2025, Cybersecurity Stocks Go Vertical: Stock Market Today" type: "News" locale: "en" url: "https://longbridge.com/en/news/297218087.md" description: "Nvidia surged 9% on strong revenue forecasts, while cybersecurity stocks rallied significantly due to AI demand optimism. Technology was the only S&P 500 sector in positive territory, with other ten sectors falling. Major indices rose modestly ahead of the Jackson Hole symposium. Key movers included Okta (+28%), Salesforce (+21%), and CrowdStrike (+17.6%) following earnings beats, while Hormel Foods dropped sharply after cutting guidance." datetime: "2026-08-27T17:25:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/297218087.md) - [en](https://longbridge.com/en/news/297218087.md) - [zh-HK](https://longbridge.com/zh-HK/news/297218087.md) generator: "portal-rs" --- # Nvidia's Best Day Since April 2025, Cybersecurity Stocks Go Vertical: Stock Market Today **Nvidia Corp.** (NASDAQ:NVDA)‘s forecast for a roughly 70% revenue surge next fiscal year sent the chipmaker up 9% Thursday, eyeing its best-performing day since April 2025. A staggering rally in cybersecurity stocks, fueled by optimism over agentic AI demand, has triggered an unusual shift beneath the surface. Technology was the only S&P 500 sector in the green by midday, with the other 10 all lower. In addition: - The S&P 500 rose 0.8% to 7,734.44, while the Dow Jones Industrial Average added 0.4% to 53,663.52, advancing 200 points. - The Nasdaq 100 rallied almost 1% to about 29,500 points. - Bond yields stabilized ahead of Kevin Warsh’s highly anticipated speech at Jackson Hole on Friday. - The 10-year Treasury yield held at 4.66%, while the 30-year yield was at 5.18%. ## Thursday’s Data Hands Hawks Ammunition Initial jobless claims fell 4,000 to 203,000 against forecasts for 208,000, wholesale inventories jumped 1.3% versus the 0.2% consensus, and the Kansas City Fed manufacturing production index held at 17, its highest since April 2022.  Crude firmed modestly. West Texas Intermediate rose 0.6% to $82.73 a barrel, while Brent added 1.2% to $88.85, both still nursing weekly losses of roughly 5% on signs of diplomatic progress in the Middle East. Gold edged up 0.3% to $4,606.62 an ounce, with the **SPDR Gold Shares (NYSE:GLD)** tracking the move. Silver was the stronger metal, rising 1.8% to $69.35 an ounce. **Bitcoin** (CRYPTO: BTC) rallied 2.7% above $80,000. ## Thursday’s Performance In Major US Indices | Index | Last | % Change | MTD | YTD | | ------------ | --------- | -------- | ----- | ------ | | S&P 500 | 7,734.44 | +0.8% | +3.3% | +13.1% | | Dow Jones | 53,663.52 | +0.4% | +2.3% | +11.6% | | Nasdaq 100 | 29,484 | +0.9% | +4.7% | +17.2% | | Russell 2000 | 3,016.29 | +0.4% | +3.0% | +21.9% | *Updated by 1:00 PM ET* According to the Benzinga Pro platform: - The **Vanguard S&P 500 ETF (NYSE:VOO)** gained 0.7%. - The **SPDR Dow Jones Industrial Average ETF Trust (NYSE:DIA)** rose 0.4%. - The **Invesco QQQ Trust (NASDAQ:QQQ)** climbed 0.9%. - The **iShares Russell 2000 ETF (NYSE:IWM)** advanced 0.4%. ## Cybersecurity Melts Up While The Other Ten Sectors Bleed The **Technology Select Sector SPDR Fund** (NYSE:XLK) surged 2.9% and was the only one of the 11 S&P 500 sector funds to advance. The **Consumer Staples Select Sector SPDR Fund** (NYSE:XLP) was the worst performer, down 1.0%. Losses elsewhere were tightly clustered. The **Communication Services Select Sector SPDR Fund** (NYSE:XLC) fell 0.8%, the **Utilities Select Sector SPDR Fund** (NYSE:XLU) slid 0.7% and the **Energy Select Sector SPDR Fund** (NYSE:XLE) dropped 0.6% despite firmer crude. The **Financial Select Sector SPDR Fund** (NYSE:XLF) was the most resilient decliner at 0.4%. Industry-level dispersion was extreme. The **iShares Expanded Tech-Software Sector ETF** (BATS:IGV) rocketed 6.9%, easily the standout, while the **VanEck Semiconductor ETF** (NASDAQ:SMH) added 2.9% and the **Invesco Solar ETF** (NYSE:TAN) rose 1.9%.  The **Global X Cybersecurity ETF** (NYSE:BUG) was up 9.7%. ## Thursday’s Stock Movers **Okta Inc. (NASDAQ:OKTA)** was the best performer in the Russell 1000, soaring 28.0% to $172.10 after fiscal second-quarter adjusted earnings of $1.05 per share beat the $0.97 consensus on revenue of $805 million versus $795 million expected. The identity provider raised full-year adjusted EPS guidance to $3.90-$3.94 against a $3.84 Street estimate and said AI-focused products such as Okta for AI Agents accounted for roughly 30% of new bookings. **Salesforce Inc. (NYSE:CRM)** jumped 21.0% to $248.77 after posting second-quarter adjusted EPS of $5.90 on revenue of $11.35 billion, up 10.8% year-on-year, and lifting its fiscal 2027 revenue outlook by $300 million in constant currency to $46.1 billion-$46.4 billion. Results included a $2.6 billion gain on its stake in Anthropic, alongside the launch of Claudeforce. **CrowdStrike Holdings Inc. (NASDAQ:CRWD)** rallied 17.6% to $222.38 on record net new annual recurring revenue of $333 million, up 51% year-on-year, and adjusted EPS of $0.31 that extended its beat streak to nine quarters. Management raised fiscal 2027 net new ARR growth guidance by 630 basis points to 34% at the midpoint. **Veeva Systems Inc. (NYSE:VEEV)** climbed 17.1% to $286.87 after reporting quarterly EPS of $2.35 against a $2.22 consensus on revenue of $928 million, up 17.6%, and raising fiscal 2027 EPS guidance to $9.21 and revenue guidance to $3.682 billion-$3.687 billion. **Figma Inc. (NYSE:FIG)** rounded out the top five, up 14.3% to $30.88. **Read Also: CrowdStrike Stock's Best Day Ever: These 11 Analysts Raised Targets** ## Cybersecurity Complex Went Vertical Behind CrowdStrike, Okta **Palo Alto Networks Inc. (NASDAQ:PANW)** rose 12.1% ahead of its Sept. 1 results, **Zscaler Inc. (NASDAQ:ZS)** gained 10.5%, **SentinelOne Inc. (NYSE:S)** added 9.8%, **Fortinet Inc. (NASDAQ:FTNT)** rose 7.2%, and **SailPoint Inc. (NASDAQ:SAIL)** advanced 13.8% despite not reporting until Sept. 9. The pain was concentrated in staples, retail and hardware. **Hormel Foods Corp. (NYSE:HRL)** was the worst name in the index, tumbling 9.2% to $21.52 after third-quarter adjusted EPS of 37 cents arrived alongside a cut to full-year sales guidance to $12.1 billion-$12.2 billion and a slashed diluted EPS range of $1.06-$1.12 from $1.28-$1.37, with management citing weak retail demand and soft private-label snack nut volumes. **Everpure Inc. (NYSE:P)** sank 8.4% to $99.72 despite 38% revenue growth and a sharply raised full-year outlook, as investors focused on negative second-quarter free cash flow and a gross margin running at the low end of the company’s target range, while it prioritizes share gains over near-term profitability. **Burlington Stores Inc. (NYSE:BURL)** fell 6.4% to $293.96 as second-quarter sales landed below analyst estimates even with total sales up 11% and comparable store sales up 2%. The bleed spread across the off-price and discount complex, with **Dollar Tree Inc. (NASDAQ:DLTR)** down 4.0% and **Five Below Inc. (NASDAQ:FIVE)** off 3.6%. **Moderna Inc. (NASDAQ:MRNA)** dropped 5.7% to $141.20 after announcing a $2.0 billion private placement of convertible senior notes due 2032. **Celsius Holdings Inc. (NASDAQ:CELH)** slid 5.0% to $33.48 after Deutsche Bank downgraded the energy drink maker to Hold from Buy. ## Thursday’s Russell 1000 Top Gainers | Name | % change | | ------------------------------ | -------- | | **Okta, Inc.** | +28.03% | | **Salesforce, Inc.** | +20.99% | | **CrowdStrike Holdings, Inc.** | +17.55% | | **Veeva Systems Inc.** | +17.13% | | **Figma, Inc.** | +14.25% | ## Thursday’s Russell 1000 Top Losers | Name | % change | | ---------------------------- | -------- | | **Hormel Foods Corporation** | -9.22% | | **Everpure, Inc.** | -8.43% | | **Burlington Stores, Inc.** | -6.38% | | **Moderna, Inc.** | -5.65% | | **Celsius Holdings, Inc.** | -4.96% | *Image: Shutterstock* ### Related Stocks - 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