Dell’s AI server quarter was everything the market wanted. Palo Alto reported a quarterly loss and took the whole cybersecurity sector lower alongside it. Today’s edition has those stories, Alphabet’s antitrust court victory, and every name that moved.

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You’re looking at two large companies benefiting from very different structural growth stories. Elite Trade Club Insider readers are seeing the capital decisions underneath them: one major shareholder bought $123.5 million of stock across just two days, while the CEO at another filed to sell up to $74.6 million after an extraordinary run in earnings and cash flow.

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Dell reported Q2 revenue of $46.97 billion — up 58% year-over-year — with adjusted EPS of $7.04 against a $4.91 estimate, powered by a record $16.4 billion in AI server revenue and a $95 billion backlog; full-year guidance was raised and the stock gained 15%.

Palo Alto posted a GAAP quarterly loss despite beating on adjusted metrics, fell 9%, and dragged Okta, CrowdStrike, Fortinet, and Zscaler lower with it even though those companies hadn't reported anything; GitLab beat estimates and soared 15% as the sector's only bright spot.

A federal judge rejected the DOJ's push to break up Google's ad-exchange business, ordering an end to practices that depress publisher rates but refusing any divestiture.

Uber cut 3,300 jobs after softening its Q3 outlook, while PG&E slashed $2 billion in planned spending after California's wildfire liability debate stayed unresolved.

Bond yields edged back from yesterday's highs as a Fed official signaled September's hike isn't a done deal.

Southwest Airlines will open its first airport lounges through a partnership with JPMorgan Chase, starting with Austin, Baltimore, Honolulu and Nashville as the carrier adds another premium offering alongside assigned seating and extra-legroom options.

The airline will also introduce a new Chase co-branded credit card with lounge access in 2027, giving Southwest another higher-margin revenue stream as it works to compete more directly for travelers who traditionally choose larger network carriers.

Uber is cutting about 10% of its workforce, eliminating roughly 3,300 positions while reducing management layers and consolidating teams as the company redirects resources toward ride-hailing, delivery and its growing autonomous-vehicle strategy.

Management plans to reduce employees sitting seven or more reporting layers below the CEO by 20% and limit fully remote positions to roughly 1% of staff, making this Uber’s largest round of layoffs since the pandemic.

KKR agreed to acquire A1 Garage Door Service for around $2 billion, adding one of the country’s largest residential garage-door repair businesses to a home-services portfolio that already includes Neighborly and Groundworks.

A1 operates across roughly 20 states, giving KKR another scaled platform in a fragmented industry where private-equity firms have been targeting recurring repair and maintenance demand and opportunities to consolidate smaller local operators.

Nasdaq completed its acquisition of AI platform Dasseti, bringing automated due diligence, manager research and ongoing monitoring into its eVestment business as the exchange operator expands its technology offerings for institutional investors and asset managers.

Dasseti covers 17,000 asset managers and general partners representing about $34 trillion in assets, extending Nasdaq’s reach deeper into private markets where investment teams still rely heavily on spreadsheets, PDFs and manual workflows.

PG&E will defer about $2 billion of planned spending and launch a strategic review after changes to a California wildfire bill failed to ease concerns around future liability costs, reducing its planned 2027 capital investment from $13.4 billion to roughly $11.4 billion.

The utility also expects to reduce its borrowing needs by $2 billion and will reconsider regulatory, financial and operational options, putting some housing and renewable-energy connections at risk of delay while management reassesses how much capital it can commit under California’s current wildfire framework.

Berkshire Hathaway sees a major opportunity in data-center power demand as CEO Greg Abel said the expansion of AI infrastructure should create substantial growth for Berkshire Hathaway Energy, where data centers already represented about 8% of electricity load in Iowa last year.

Abel said energy availability is becoming a constraint on AI expansion, positioning Berkshire’s utility operations to benefit as hyperscalers build more computing capacity and require increasingly large amounts of dependable electricity across the regions where the conglomerate owns power businesses.

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Amgen faces a widening regulatory setback for Tavneos after UK regulators suspended the rare-disease drug for new patients and set a path toward full withdrawal in March 2027, following similar action in Europe and a proposed U.S. withdrawal over concerns surrounding its pivotal clinical data.

Tavneos entered Amgen’s portfolio through its $3.7 billion ChemoCentryx acquisition, making the expanding regulatory pressure more consequential as the company continues defending the treatment before the FDA while authorities question whether its original evidence reliably demonstrated effectiveness.

HCA Healthcare is eliminating a portion of corporate positions across its corporate office and support functions, with the hospital operator pointing to rising costs, growth in uninsured patients, and shifting healthcare policy as pressures requiring changes to its cost structure.

The reductions add another operational response to the financial strain facing large hospital systems, with HCA trying to protect resources for patient care while absorbing higher labor and operating expenses and a larger burden from patients without insurance coverage.

Daktronics reported its strongest quarterly EPS in three years as first-quarter sales rose 7.1% to $234.6 million, helped by 29% growth in transportation and a 66% jump internationally while gross margin expanded to 30.5%.

Backlog remained above $300 million for a sixth straight quarter, and the company is adding selective price increases, procurement savings and new production from its Mexico facility as it works toward its longer-term 7% to 10% annual revenue growth target.

Sprinklr pushed its contracted backlog above $1 billion as remaining performance obligations grew 11%, and the enterprise software company added customers including Sony, Mazda, GoDaddy, Navy Federal Credit Union and TransUnion during the quarter.

AI-native product annual recurring revenue grew 40%, and Sprinklr now has more than 200 AI engagements, giving the company another growth avenue even as total quarterly revenue increased only 1% and professional-services execution remained a drag on results.

bioAffinity Technologies [BIAF] $9.75 (+47.95%)

bioAffinity makes CancerSEEK, a blood-based test that detectsearly-stage lung cancer from circulating metabolic signatures. The stock has now surged roughly 48% for two consecutive sessions, building on whatever regulatory or commercial milestone triggered the initial move.

At $2.7 million in total value, a name this small moves on conviction, and the conviction is clearly building — two back-to-back sessions of this magnitude on above-average volume means this isn’t noise.

Focus Universal [FCUV] $15.16 (+33.57%)

Focus Universal provides universal smart technology platforms for IoT connectivity and industrial automation.

The company has appeared in the top movers list for the second consecutive session, continuing a momentum run that reflects active institutional and retail positioning in a name with limited float.

The AI infrastructure buildout is driving renewed interest in hardware connectivity platforms that sit between sensors and cloud.

Swvl Holdings [SWVL] $5.08 (+32.64%)

Swvl runs a mass transit technology platform serving cities across the Middle East, Africa, and Southeast Asia.

The company is actually generating earnings — P/E of 41.91x — which puts it in a different category from most names running this aggressively.

With Middle East logistics and transportation seeing elevated demand as geopolitical tensions reshape shipping patterns, Swvl’s regional positioning is getting a second look.

IMC Rare Earths [IMC] $6.53 (-23.89%)

IMC Rare Earths mines and processes rare earth elements in North America, positioning itself as a Western alternative to Chinese rare earth supply chains.

The stock fell 22% today on elevated volatility as the rare earth sector faces competing pressures: geopolitical tailwinds from China supply chain diversification efforts, offset by the operational reality that building out alternative rare earth production takes years and capital the market is now less willing to provide while bond yields are at decade highs.

Pasqal Holding [PSQL] $12.19 (-21.66%)

Pasqal makes quantum computing hardware using neutral-atom qubit arrays. The company is among the most advanced European quantum hardware developers, but today’s selloff reflects broader investor frustration with the timeline gap between quantum computing milestones and commercial revenue.

When bond yields are pushing 5%, the patience for decade-long payoff theses gets shorter.

Credo Technology [CRDO] $165.22 (-20.04%)

Credo Technology beat Q1 estimates — revenue of $479 million, up 114% year-over-year, with guidance of $525-535 million for Q2 above consensus — and still fell 20% because margin compression from rising operating expenditures spooked investors who had priced in continued expansion.

This is the third major AI hardware or networking company this week to beat-and-raise and still sell off. The bar is at the stratosphere.

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