S&P 500 futures are flat after yesterday's -0.72% slide. PAYX leads pre-market losers, down 8.77% after maintaining full-year guidance.
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PAYX Paychex
Paychex shares declined 8.77% despite reporting in-line revenue and an adjusted earnings beat for Q1 2027, as management maintained its full-year guidance, disappointing investors (per Paychex Management).
EXPE Expedia Group
Expedia Group shares fell 7.72% after Barron's reported that Meta's new autonomous AI assistant, Muse, sparked concerns over structural disruption to digital marketplaces (per Barron's).
VICR Vicor Corporation
Vicor Corporation gained 5.52% after raising its Q3 2026 sequential revenue growth guidance to more than 20%, driven by royalties from a new AI OEM license (per Vicor Corporation Management).
PANW Palo Alto Networks
Palo Alto Networks climbed 5.00% after launching its Unit 42 Continuous Frontier AI Defense service, utilizing generative AI models from Anthropic and OpenAI (per Palo Alto Networks).
CRWD Crowdstrike
Crowdstrike Holdings rose 4.97% after Morgan Stanley lifted its price target to $254 and maintained an Overweight rating, citing the company as a prime beneficiary of increased AI-driven cybersecurity spending (per Morgan Stanley).
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Trending on X
MCD McDonald’s
McDonald's shares fell 4.81% after its Investor Day presentation, where an $8.5 billion 'NEXT' growth strategy for franchisees was viewed by investors as a financial burden (per McDonald's Corporation).
PLTR Palantir Technologies
Palantir Technologies gained 3.68% alongside other cybersecurity stocks as investors rotated towards mission-critical security software (per MarketBeat).
CRWD Crowdstrike Holdings
Crowdstrike Holdings rose 4.97% after Morgan Stanley lifted its price target to $254 and maintained an Overweight rating, citing the company as a prime beneficiary of increased AI-driven cybersecurity spending (per Morgan Stanley).
PANW Palo Alto Networks
Palo Alto Networks climbed 5.00% after launching its Unit 42 Continuous Frontier AI Defense service, utilizing generative AI models from Anthropic and OpenAI (per Palo Alto Networks).
OKTA Okta
Okta's stock climbed 4.45% after its Oktane Call 2026 Investor Summit, where the company emphasized that the next wave of enterprise software will depend on secure artificial intelligence agents (per Okta Inc.).
AI Economy
Anthropic's Claude AI
Anthropic announced that its Claude AI model identified a previously unknown enzyme system called array-associated reverse transcriptases (ART) in bacteriophages, the first output from its life sciences research group (per GKToday).
PANW Palo Alto Networks
Palo Alto Networks introduced its Unit 42 Continuous Frontier AI Defense service, an agentic offensive security service that integrates advanced generative AI models from Anthropic and OpenAI to proactively identify and remediate enterprise vulnerabilities (per Palo Alto Networks).
OKTA Okta
During its Oktane Call 2026 Investor Summit, Okta highlighted that the future of enterprise software relies on secure artificial intelligence agents and presented a plan for governing AI agents across organizations (per Okta Inc.).
VICR Vicor Corporation
Vicor Corporation raised its Q3 2026 revenue growth guidance, attributing the increase primarily to royalty income from a new non-exclusive license for its Vertical Power Delivery (VPD) technology to a major AI OEM (per Vicor Corporation Management).
Smart Money
AVGO Broadcom
Broadcom was a most-bought ticker in fintwit-tracked analyst portfolios, with analysts noting general positive sentiment for the semiconductor giant.
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