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AVGO jumps 4.8% on Google AI chip deal, but remains 20% below its 52-week high.
Delta hikes bag fees $50 as fuel costs surge. Investors watch margins amid rising operational risks.
AI Phase 2: KEYS surges 80%+ on validation demand, CALX taps rural broadband funding. Both offer growth.
LNN misses revenue & profit targets; sales down 15.7%. Margins shrink amid soft demand. Buy? Risk/reward unclear.
PIMCO eyes $14B Oracle data center debt deal. Oracle's AI infra build-out faces scrutiny amid rising debt.
Zscaler & Atlassian: AI security plays with 58%+ upside potential, but watch valuations & profitability.
LEVI up 2.8% on earnings buzz; MSTR adds BTC, up 4%. VPG gains 2.9% on tech sentiment.
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