NEW YORK (CNNMoney) -- It's a cloudy day for Salesforce's (CRM) investors as shares of the customer relations software company are down 9.5%.
Salesforce reported earnings a bit above consensus estimates and guided next quarter higher, but investors are worried about slowing organic growth that does not justify the current sky-high valuation.
On the other side of the performance spectrum is Aruba Networks (ARUN), which announced 44% revenue growth and raised earnings guidance for next year. Its stock advanced 2% on the news.
In other tech earnings news, Marvell Technology (MRVL) reported a 24% decline in earnings, but still managed to beat the Street's estimates by a smidge. Its shares advanced 7%.
These are some of the popular themes on StockTwits this Friday:
oktobernv $CRM - Salesforce trades for 732 times reported earnings, compared with 13 for the S&P 500 - Yea, that makes sense.
firstadopter $CRM JPM "Most troubling is that new biz growth declined to 12% per our calculations from 42% in JulQ after 5 straight Qs of >55% growth"
4C_Blue $CRM They think stock will go up 20pc every time they use the word "cloud" just like using the word ".com" ten years ago. Means the same thing
bearcreekzeke $ARUN Great business, taking share, expanding margins, analyst upgrades, +20% short interest, new Cisco VP. Here we go.
TrendRida I listened to $ARUN's CC. They are hitting on all cylinders & aren't being affected by the PIIGS...
Nils1975 $MRVL summary: HDD better than feared, flood causes adoption of newer tech and SSD ->both +ve for $MRVL (better margins + higher share) ![]()
| Index | Last | Change | % Change |
|---|---|---|---|
| Dow | 12,454.83 | -74.92 | -0.60% |
| Nasdaq | 2,837.53 | -1.85 | -0.07% |
| S&P 500 | 1,317.82 | -2.86 | -0.22% |
| Treasuries | 1.74 | -0.01 | -0.80% |
| Company | Price | Change | % Change |
|---|---|---|---|
| Bank of America Corp... | 7.15 | 0.01 | 0.14% |
| Sprint Nextel Corp | 2.62 | 0.09 | 3.56% |
| Cisco Systems Inc | 16.33 | -0.06 | -0.37% |
| Chesapeake Energy Co... | 15.81 | 0.23 | 1.48% |
| Ford Motor Co | 10.60 | 0.01 | 0.09% |
| Overnight Avg Rate | Latest | Change | Last Week |
|---|---|---|---|
| 30 yr fixed | 3.80% | 3.80% | |
| 15 yr fixed | 3.09% | 3.11% | |
| 5/1 ARM | 2.65% | 2.69% | |
| 30 yr refi | 3.77% | 3.86% | |
| 15 yr refi | 3.09% | 3.21% |
Today's featured rates:

FedEx's Fred Smith did 2 tours of duty in Vietnam as a Marine. Meet 10 Fortune 500 executives who served in the U.S. military. More
Group of farmers in southern Kansas pool their land to more than double their money from an oil company for their mineral rights. Play

Here are some hot tips if you're going out car-shopping this weekend. More

This 150-square-foot home can be shipped anywhere and then assembled like Ikea furniture. More

Many Class of 2012 grads find themselves without work. But those who landed jobs say internships are key. More