Earnings
Dell Technologies delivered record fiscal second-quarter revenue as AI server orders accelerated and infrastructure sales surged. A $95 billion AI backlog and sharply higher FY27 guidance sent DELL stock higher as demand continued to outstrip supply.
Earnings
Palo Alto Networks delivered stronger-than-expected fiscal fourth-quarter results and an upbeat FY27 outlook as AI-related security demand accelerated. Yet PANW stock fell sharply as investors weighed strong execution against elevated expectations after a major rally.
Innovation & Tech
Uber is positioning itself as a platform for autonomous transportation rather than building its own self-driving fleet, while new analyst coverage, expanding AV partnerships and growing regulatory pressure keep the long-term impact of robotaxis in focus.
Business Trends
Apple enters a new chapter under CEO John Ternus as investors weigh the company’s AI progress, product pipeline, regulatory pressures and escalating OpenAI dispute. Apple shares gained more than 2% Tuesday despite broader pressure on technology stocks.
Innovation & Tech
Fervo Energy shares surged after a 396 MW power agreement with Google turned part of their geothermal partnership into contracted capacity, with an option that could expand Google’s purchase to nearly 1 GW by 2030.
Earnings
Yext shares jumped after fiscal Q2 results showed a 31% adjusted EBITDA margin and stronger enterprise momentum, while new Scout capabilities and Corvo AI broadened the company’s push into AI-powered discovery.
Innovation & Tech
Tesla shares climbed more than 5% Monday as investors focused on Cybercab activity, Full Self-Driving developments and Elon Musk’s plan to build 100 GW of annual solar-production capacity.
Business Trends
Eli Lilly is acquiring Merida Biosciences for up to $2.875 billion, adding an early-stage precision-immunology platform as the drugmaker expands beyond obesity and diabetes. LLY shares moved lower as investors weighed the deal’s longer-term potential against its early development stage.
Business Trends
SLB’s $3.4 billion Kelvion acquisition adds thermal management to its fast-growing data center business, expanding its role beyond oilfield services as AI infrastructure investment accelerates.
Business Trends
Caterpillar’s record second quarter showed growth spreading across construction and power generation, while AI infrastructure, rental fleet demand and a $72 billion backlog are changing the drivers behind CAT’s expansion.
Innovation & Tech
SpaceX CEO Elon Musk says annual revenue could reach roughly $3.5 trillion by 2033, while current results show both extraordinary AI growth and heavy capital demands. Alphabet’s much larger, profitable Google Cloud business provides a sharp comparison.
Macro
Nvidia, Salesforce, CrowdStrike and Elastic were rewarded for growth that strengthened forward expectations, while Marvell, Micron, Ulta, Autodesk and others showed how quickly markets punished results that left questions about what comes next.