AI names are carrying the pre-market while PCs and fast food are getting dumped.
ES +0.4%, NQ +1.0%, RTY flat
$NVDA +6% after first long-term guide showed stronger FY28 revenue on broad AI demand
$CRM +10.5% on profit beat, raised outlook, AI growth accelerating plus big Anthropic mark
$CRWD +9.5% beat top and bottom, lifted guidance, AI cyber demand still compounding
$OKTA +18% strong quarter, FY view raised
$DG +7.6% beat on EPS, sales, same-store sales
$HPQ -14% PC units down, memory and commodity costs crushed margin despite higher profit outlook
$WEN -14.5% Trian says no take-private bid after prepping one
Nasdaq doing the heavy lifting. AI stocks are the bid. Hardware and burgers are the fade.
ES +0.4%, NQ +1.0%, RTY flat
$NVDA +6% after first long-term guide showed stronger FY28 revenue on broad AI demand
$CRM +10.5% on profit beat, raised outlook, AI growth accelerating plus big Anthropic mark
$CRWD +9.5% beat top and bottom, lifted guidance, AI cyber demand still compounding
$OKTA +18% strong quarter, FY view raised
$DG +7.6% beat on EPS, sales, same-store sales
$HPQ -14% PC units down, memory and commodity costs crushed margin despite higher profit outlook
$WEN -14.5% Trian says no take-private bid after prepping one
Nasdaq doing the heavy lifting. AI stocks are the bid. Hardware and burgers are the fade.