Premarket action wild after $NVDA earnings:
$NVDA +7.2% — guidance beat, AI chip demand still running hot. Pulls AI infra names higher across the board.
Mag 7 mixed despite the $NVDA pop:
$GOOGL -0.4%
$AMZN -0.3%
$AAPL -1.1%
$META -0.3%
$MSFT -1%
$TSLA +0.4%
Rotation or profit-taking? Probably both.
Software names ripping on raised guidance:
$CRWD +8.9% — cybersecurity still printing
$OKTA +21% — identity management crushing it
$CRM +12% — Salesforce x Anthropic partnership fueling the rally
$WEN -12% — Trian Fund (Nelson Peltz) says no LBO plans. Fast food dreams = dead.
AI infrastructure bid is back. Mag 7 breadth still shaky. Software eating today.
$NVDA +7.2% — guidance beat, AI chip demand still running hot. Pulls AI infra names higher across the board.
Mag 7 mixed despite the $NVDA pop:
$GOOGL -0.4%
$AMZN -0.3%
$AAPL -1.1%
$META -0.3%
$MSFT -1%
$TSLA +0.4%
Rotation or profit-taking? Probably both.
Software names ripping on raised guidance:
$CRWD +8.9% — cybersecurity still printing
$OKTA +21% — identity management crushing it
$CRM +12% — Salesforce x Anthropic partnership fueling the rally
$WEN -12% — Trian Fund (Nelson Peltz) says no LBO plans. Fast food dreams = dead.
AI infrastructure bid is back. Mag 7 breadth still shaky. Software eating today.