About last night…

AI earnings season is almost over. But last night exposed where the real AI money is actually flowing:

→ Snowflake ripping 30% after hours
→ Marvell raising AI guidance again
→ Salesforce proving Agentforce is becoming real revenue
→ and Synopsys discovering that “beat and raise” is no longer enough.

The strange part? All four companies technically delivered good quarters.

But last night showed the difference between “talking about AI” and actually making money from it.

Here is the story ⇩

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Disclaimer:
*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.
*Mode cumulative revenue includes full year revenue of businesses acquired in 2025.

The Scoreboard

Story 1 · Snowflake 

Snowflake SNOW ( ▲ 34.54% ) entered earnings down nearly:

20%

this year.

One quarter erased basically all of it.

The company reported:
→ Revenue: $1.39B vs $1.32B expected
→ EPS: $0.39 vs $0.32 expected
→ FY27 guidance raised to $5.84B

Then the stock exploded:

+30% after hours yesterday.

But the real story was not the beat.

It was the:

$6 BILLION

AWS (Amazon Web Services) partnership announced alongside earnings. That changes the entire narrative around Snowflake.

For the last year, investors worried AWS was becoming a competitor.

Tonight Snowflake reframed AWS as: “actually… our gigantic AI partner.”

That is a very different story.

The company also announced the acquisition of Natoma — a platform focused on securely integrating enterprise AI agents into internal systems.

The context: Snowflake has been fighting the perception that hyperscalers like AWS are eating its lunch. A $6 billion deal with AWS reframes that entirely — from competitor to partner. That reframing, combined with a clean beat, explains the 30% move.

!!! The Anthropic connection. Last year Snowflake signed a $200 million deal to power its agentic AI with Anthropic’s Claude. Last night results suggest that bet is starting to pay off — Snowflake’s AI agent capabilities are now attracting a $6 billion AWS partnership and a dedicated acquisition to build the governance layer around those agents. The agentic AI stack is assembling in real time.

SPONSOR BREAK presented by ModeMobile*

Musk’s warning just revealed a $1T opportunity
Musk says universal income is needed. This company built it already.

Elon Musk’s latest statement wasn’t subtle. AI could force governments to introduce universal income.

That’s the future most people are preparing for.

Mode Mobile is already there.
 

Story 2 · Marvell

Marvell MRVL ( ▼ 0.84% ) raised guidance. Again. By a lot. Again.

Quarter after quarter.

The company reported:
→ Revenue: $2.42B (in line)
→ EPS: $0.80 (in line)

And honestly? Nobody cared much about the quarter itself.

The entire stock story is guidance.

And guidance went up.
Again.

Marvell raised:

FY2027 revenue guidance

to:

$11.5B

That is:

+$500M

versus last quarter.

Then management raised:

FY2028 guidance

to:

$16.5B

Which is:

+$1.5B

above prior guidance… and comfortably above Wall Street expectations.

CEO Matt Murphy attributed it directly to: “exceptional AI-related bookings.”

Again.

That phrase is quietly becoming the soundtrack of earnings season.

The company also continues benefiting from:
→ Microsoft AI spending
→ Amazon custom chips
→ hyperscaler demand
→ and Nvidia’s $2B investment announced earlier this year

The message last tonight was simple:

The AI infrastructure buildout still looks enormous.

And companies supplying the plumbing continue seeing demand accelerate faster than analysts expected.

SPONSOR BREAK presented by ModeMobile*

Musk’s warning just revealed a $1T opportunity
Musk says universal income is needed. This company built it already.

Elon Musk’s latest statement wasn’t subtle. AI could force governments to introduce universal income.

That’s the future most people are preparing for.

Mode Mobile is already there.
 

Story 3 · Salesforce

This one might have been the sneakiest-important report of the night.

Salesforce stock entered earnings down:

more than 30%

this year.

The bear thesis was: AI agents eventually reduce the need for per-seat software licenses — the core of Salesforce’s entire business model.

Then last night Salesforce CRM ( ▲ 0.61% ) reported:
→ Revenue: $11.1B vs $11.05B expected
→ EPS: $3.88 vs $3.13 expected
→ Full-year EPS guidance massively above expectations

But the number everybody cared about was:

Agentforce ARR: $1.2B

up:

+205% YoY

That changes the conversation.

Because Agentforce is no longer:
→ an AI demo
→ a concept
→ a press release

It is now: a billion-dollar business line.

The irony here is almost perfect:

AI was the reason Salesforce stock got crushed this year.

Last night, AI became the reason the stock worked again.

The market is starting to reward companies that can prove: “we are monetizing AI already.”

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Story 4 · Synopsys

Beat revenue. Beat EPS. Raised guidance above consensus. Stock fell anyway.

This was the most interesting reaction of the night.

Synopsys SNPS ( ▼ 7.73% ) reported:
→ Revenue: $2.28B vs $2.25B expected
→ EPS: $3.35 vs $3.14 expected
→ Full-year guidance raised above consensus

And the stock still fell.

Welcome to late-stage AI earnings season.

Synopsys currently sits in a strange position.

The company absolutely benefits from AI because:
→ more complex AI chips
→ more custom silicon
→ more HBM architectures

all require Synopsys software tools to design them.

Nvidia even took a stake in the company last year tied to chip design partnerships.

But last night the market focused less on earnings…
and more on Elliott Management getting a board seat.

That shifted the narrative immediately toward:
→ activist pressure
→ margin expansion
→ future expectations

The earnings themselves almost became secondary.

Lesson Of The Day:

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