Market Midday: Stocks Higher, Salesforce Surges 19%, Nvidia Outlook • 8/27/26

Watch on YouTube ↗  |  August 27, 2026 at 16:47  |  3:47  |  CNBC
Speakers
Jessica Edinger — Anchor
Josh Brown — CEO, Ritholtz Wealth Management
Mike Santoli — Senior Markets Commentator
Michelle Caruso-Cabrera — CEO of MCC Global Enterprises
Beth Hammock — Cleveland Fed President

Summary

CNBC's midday update covers a broad stock rally led by Salesforce, Nvidia, Okta, and CrowdStrike. Nvidia's post-earnings visibility and Salesforce's AI-driven earnings persistence are highlighted as bullish catalysts. The update also touches on Jackson Hole, Treasury supply dynamics, and mortgage rates.

  • Stocks are higher midday with Dow, S&P 500, and Nasdaq gains.
  • Salesforce rises almost 20% on AI growth and Anthropic investment.
  • Okta and CrowdStrike rally as AI cyber attacks boost earnings.
  • Nvidia reports strong results, demand exceeds AI chip supply, and chip prices are set to rise.
  • Josh Brown sees Nvidia visibility from replacement cycle and installed base.
  • Mike Santoli says Salesforce earnings look more persistent.
  • Jackson Hole discussion focuses on Treasury buyback and hyperscaler fixed income demand.
  • Mortgage rates edge up as Treasury yields tick higher.
Ideas
Jessica Edinger Anchor 0:29
AI cyber attacks boost cybersecurity earnings.
Okta and CrowdStrike are rising because the increasing threat of AI cyber attacks is boosting earnings for both cybersecurity companies.
OKTA CRWD MED
Jessica Edinger Anchor 0:42
Nvidia demand exceeds supply, prices rising.
Nvidia's suddenly greater forward visibility comes from its gigantic installed base of data centers using Nvidia GPUs and the replacement cycle because chips burn out in three to four years.
NVDA MED
Jessica Edinger Anchor 1:32
Salesforce AI and Anthropic gains boost stock.
Salesforce earnings can be more persistent, so investors can pay more for the stock; Salesforce acts as the interface to a huge range of workplace tools, and AI can be incorporated rather than displace what it does.
CRM MED
Michelle Caruso-Cabrera CEO of MCC Global Enterprises 2:20
Watch Treasuries around Bessent buyback, hyperscaler demand.
Treasury Secretary Bessent's bond buyback intervention and heavy hyperscaler debt issuance have absorbed fixed income demand that could otherwise support US government bonds; upcoming Fed chair comments may address whether these stories converge.
TLT LOW
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This CNBC video, published August 27, 2026, features Jessica Edinger, Michelle Caruso-Cabrera discussing OKTA, CRWD, NVDA, CRM, TLT. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jessica Edinger, Michelle Caruso-Cabrera  · Tickers: OKTA, CRWD, NVDA, CRM, TLT