Innovation & Tech
Alphabet is seeking to raise $80 billion to fund AI infrastructure expansion, while Berkshire Hathaway commits an additional $10 billion investment. The move comes as AI demand continues to exceed available capacity and Anthropic moves toward a public offering.
Earnings
Dell Technologies posted record-breaking results as AI server demand accelerated sharply, driving revenue, earnings, and guidance far above Wall Street expectations.
Innovation & Tech
Robinhood shares climbed after the brokerage unveiled new AI-powered trading and spending tools while also benefiting from momentum tied to its Trump Accounts savings platform rollout.
Earnings
Zscaler shares plunged after the cybersecurity company delivered strong quarterly results but issued softer growth guidance and reduced free cash flow expectations tied to sales turnover and rising infrastructure costs.
Earnings
Abercrombie & Fitch shares surged after the retailer delivered a stronger-than-expected earnings quarter and reaffirmed its full-year outlook, helping ease investor concerns about slowing demand, promotional pressure, and weakness across Europe.
Sector
Space and aerospace stocks climbed sharply after SpaceX’s latest Starship test renewed investor focus on satellite networks, launch infrastructure, and the growing commercial space economy.
Earnings
AutoZone stock fell after the auto-parts retailer delivered a sizable earnings beat but missed revenue expectations slightly, while inflation-related margin pressure and weaker international growth weighed on investor reaction.
Innovation & Tech
Micron stock surged after UBS issued a dramatic price-target increase, arguing that AI-driven memory demand and long-term supply agreements are changing the company’s historically cyclical earnings profile.
Earnings
Deckers stock moved higher after the company reported record annual revenue and earnings, with strong demand for HOKA running shoes and UGG products helping drive guidance above Wall Street expectations.
Earnings
Ross Stores stock climbed to record highs after the discount retailer delivered stronger-than-expected quarterly sales, a major jump in comparable-store growth, and higher full-year guidance driven by strong customer traffic.
Innovation & Tech
Dell stock surged to a record high as analysts raised expectations for upcoming earnings, pointing to accelerating artificial intelligence infrastructure demand and growing optimism around the company’s AI server business.
Earnings
Zoom stock climbed after the company reported stronger-than-expected earnings and raised its annual guidance, with growing adoption of AI products helping expand enterprise demand and customer spending.