Victory Capital's $7B Deal, AI Earnings Surge, and Fed Signals

About this episode

Victory Capital acquires First Eagle Investments in $7B deal creating $571B manager, CrowdStrike and Salesforce report record AI-driven earnings, Fed's Goolsbee says recent inflation data doesn't look terrible

Chapters

Sources & Citations

Victory Capital IR Press Release

ir.vcm.com

Reuters – Victory Capital to buy First Eagle Investments in $7 billion deal

www.reuters.com

Bloomberg – Victory Capital Agrees to Buy First Eagle in $7 Billion Deal

www.bloomberg.com

Pensions & Investments – Victory Capital Holdings to acquire First Eagle Investments in $7 billion deal

www.pionline.com

CrowdStrike Q2 FY27 Earnings: Revenue, ARR Top Estimates

qz.com

CrowdStrike Jumps 11% on Record Second Quarter as 'Mythos Moment' Drives AI Cyber Wave

www.cnbc.com

Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Official Press Release)

www.salesforce.com

Salesforce's Q2 Earnings Beat by a Mile. The Guidance Raise Might Matter More.

www.tikr.com

X (via traders_kings)

x.com

Fed’s Goolsbee says latest inflation data is better By Reuters

www.investing.com

Fed's Goolsbee says latest inflation data is better | Kitco News

www.kitco.com

Fed's Goolsbee: Recent Inflation Cooling Is Encouraging, But More Evidence Still Needed

www.tradingkey.com