Canadian marine technology company Kraken Robotics posted a 2Q operational beat with revenue up 4% to C$27.3 million and adjusted Ebitda of C$5 million. Scotiabank analyst Kevin Krishnaratne notes the company's C$355 million pipeline, up from C$292 million in July, and a new long-term battery master supply agreement validating the Sea Power franchise.

Nvidia delivered stunning second-quarter results with revenue and net profit more than doubling to $96.22 billion and $59.69 billion. XTB research director Kathleen Brooks says a continued pre-market rally could signal a new bullish phase. Meanwhile, Coin Bureau founder Nic Puckrin warns Nvidia's $500 billion AI financing deal with asset managers could backfire if chip demand falters, leaving lenders with unwanted collateral. Nvidia shares rose 7.8% to $226.02 premarket.

CrowdStrike swung to a profit on 26% revenue growth as demand jumped amid fears over hostile AI agents. JPMorgan analyst Brian Essex cites the "Mythos Moment" after Anthropic withheld its Mythos model over cybersecurity risks, positioning CrowdStrike as a primary beneficiary. Shares surged 8.4% premarket.

Salesforce shares jumped 11% premarket after reporting higher second-quarter profit. Jefferies' Joseph Gallo notes top talent returning from AI labs, including former Agentforce Sales head Kaylin Voss and former Chief Customer Officer Peter Doolan, should help the company push its own AI solutions.