Nasdaq-100 futures are down about 1.2% and S&P 500 futures 0.4% lower, while Dow futures rise 0.4%. Alphabet fell about 10% after hours on renewed AI spending concerns after missing fiscal Q3 estimates, while Microsoft rose about 4% on Azure growth.
Top News
Nasdaq-100 futures
Down about 1.2% as Alphabet's after-hours drop weighed on tech, per FXStreet and Yahoo Finance.
GOOGL Alphabet
Missed fiscal Q3 estimates and fell about 10% after hours on concerns about AI spending (per FXStreet; Yahoo Finance).
GMAB Genmab
JPMorgan upgraded to Overweight from Neutral after Phase 3 Rina-S data, and shares rose 28.3% to $57.29 (per Investing.com).
FFIV F5 Networks
Piper Sandler cut to Neutral from Overweight after fiscal 2027 guidance disappointed, and shares fell 20.4% to $365.53 (per Piper Sandler via Investing.com).
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Trending on X
MRVL Marvell Technology
Up 3.3% to $251.65.
GOOGL Alphabet
Fell about 10% after hours on its fiscal Q3 miss and AI spending concerns (per FXStreet).
NOW ServiceNow
Down 3.0% to $150.13.
LITE Lumentum Holdings
Up 5.5% to $913.95.
MSFT Microsoft
Rose about 4% after hours on strong Azure cloud growth (per FXStreet).
AI Economy
CoreWeave
Hit a 52-week low Monday as neocloud sector concerns grew, after Elon Musk called SpaceX buying neocloud companies 'pointless' (per Stocktwits).
Anthropic IPO filing
The filing revived the AI trade and lifted semiconductor makers in Monday's session (per CNBC).
MSFT Microsoft Azure
Azure cloud growth drove a roughly 4% after-hours gain, moving opposite Alphabet's post-earnings drop (per FXStreet).
Smart Money
BE Bloom Energy
Fintwit buy activity led the screen, though no sourced catalyst surfaced in today's research.
See all of today's top buys at fintwit.ai
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