AI data center delays boost existing players like IREN, CIFR, NBIS. IREN leads with energy & GPUs, NBIS with software stack.
Ford jumps 3.5% on UBS upgrade, $2 EPS target. EV strategy & cash flow boost outlook.
Oil: Private survey of inventory shows a headline crude oil build vs. draw expected
Google faces $135M settlement over Android data claims. Payouts depend on claimant count, potentially small.
ROKU jumps 3.3% on reporting changes & platform updates. Volatile stock near 52-wk high.
Brent crude drops 5% on peace talks optimism, but Dated Brent stays above $120. Energy crisis persists.
STRL's 51% YoY revenue growth & AVAV's $186M order signal strong AI plays. VRT's $10.2B sales show cooling demand.
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