Lumentum Shares Surge on AI Infrastructure Rotation, Executive Sale
Technology Sarah Chen

Lumentum Shares Surge on AI Infrastructure Rotation, Executive Sale

Lumentum shares climbed over 4% Friday, reaching a new intraday peak amid heavy trading volume. The move comes as capital rotates into AI infrastructure stocks, with optics and networking names benefiting.

LITE
AppLovin Shares Climb on Social Platform Development Signals
Technology Sarah Chen

AppLovin Shares Climb on Social Platform Development Signals

AppLovin shares gained 3.3% to $425.74 after indications emerged that the mobile advertising firm is developing a social platform. The company is hiring a founding backend engineer in Singapore for the project.

APP META NVDA
Walmart Shares Dip on Cautious Consumer Outlook Despite Strong Digital Growth
Earnings James Calloway

Walmart Shares Dip on Cautious Consumer Outlook Despite Strong Digital Growth

Walmart shares declined 1.5% in early trading Friday as the retailer's cautious outlook regarding budget-conscious consumers offset strong digital sales growth and a dividend increase.

WMT
Broadcom Gains on 6G Chip Launch as VMware Concerns Loom
Technology Sarah Chen

Broadcom Gains on 6G Chip Launch as VMware Concerns Loom

Broadcom shares advanced following the introduction of its new 5G Advanced/6G radio chip, BroadPeak. Investor attention remains divided between this hardware innovation and ongoing challenges in its VMware software segment.

AVGO NVDA MRVL SMH
Palantir Stock Dips Despite $1B DHS Deal, Rackspace Partnership
Technology Sarah Chen

Palantir Stock Dips Despite $1B DHS Deal, Rackspace Partnership

Palantir Technologies stock declined 1.5% to $132.89 on Friday, underperforming the broader software sector. The move came amid conflicting catalysts including a reported $1 billion U.S. Department of Homeland Security contract, a new strategic partnership with Rackspace Technology, and an analyst upgrade from Mizuho Securities.

PLTR
Tesla Shares Dip on Cybertruck Price Cuts and Autopilot Legal Setback
Markets Daniel Marsh

Tesla Shares Dip on Cybertruck Price Cuts and Autopilot Legal Setback

Tesla shares declined approximately 1% as the company introduced a lower-priced Cybertruck model and faced a significant legal ruling related to its Autopilot system.

TSLA
Microsoft Shares Slip Amid AI Cost Concerns; Insider Purchase Noted
Markets Daniel Marsh

Microsoft Shares Slip Amid AI Cost Concerns; Insider Purchase Noted

Microsoft shares fell Friday, trailing the Nasdaq 100, as the market weighs escalating costs for artificial intelligence and cloud expansion. A significant insider purchase by a board member was disclosed ahead of Nvidia's upcoming quarterly results.

MSFT NVDA QQQ SPY AMZN XLK
Karman Holdings Retreats After Citi-Driven Surge; Eyes March Conference
Markets Daniel Marsh

Karman Holdings Retreats After Citi-Driven Surge; Eyes March Conference

Karman Holdings stock declined 4% to $84.85, partially reversing a sharp two-session advance. Citigroup maintains a Buy rating with a $125 target, citing stronger demand signals.

KRMN XAR ITA
Occidental Petroleum's Strategic Moves Offset by Debt Focus as Oil Prices Hold
Earnings James Calloway

Occidental Petroleum's Strategic Moves Offset by Debt Focus as Oil Prices Hold

Occidental Petroleum's stock edged lower as the market assessed new capital spending guidance and a $700 million debt tender offer, despite the company posting better-than-expected Q4 earnings and raising its dividend.

OXY CVX XOM USO
Etsy Gains on Depop Sale and Upbeat Q1 Guidance
Earnings James Calloway

Etsy Gains on Depop Sale and Upbeat Q1 Guidance

Etsy shares advanced following the announcement of its $1.2 billion sale of Depop to eBay and the release of its fourth-quarter financial results, which included revenue of $881.6 million.

ETSY EBAY SHOP
Western Digital's SanDisk Stake Sale Fuels Stock Volatility, Debt Focus
Markets Daniel Marsh

Western Digital's SanDisk Stake Sale Fuels Stock Volatility, Debt Focus

SanDisk shares advanced as Western Digital divested a significant portion of its stake, raising $3.17 billion for debt reduction. Market attention now shifts to the potential sale of Western Digital's remaining 1.7 million shares.

WDC
SSR Mining Calls Convertible Notes, Gold Prices Rally on Economic Data
Commodities Rebecca Torres

SSR Mining Calls Convertible Notes, Gold Prices Rally on Economic Data

SSR Mining shares advanced as the company announced the redemption of its 2.50% convertible notes due 2039, which could lead to the issuance of approximately 13 million new shares. Concurrently, gold prices strengthened following disappointing U.S. economic growth data.

SSRM GLD NEM