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The major averages closed broadly higher as investors shift from escalation fears to tentative optimism around renewed U.S.-Iran diplomacy. Crude slipped back below the $100 level as signals emerge that both sides are considering another round of negotiations, easing immediate supply fears tied to the Strait of Hormuz. The New York Times has reported that Pakistan is seeking to organize a second round of U.S.-Iran talks this week.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:AmazonGlobalstarfor $90 per share in cash or sharesWells Fargoreported, while big bank rivals Citiand JPMorganboth reported upbeat quarterly earnings and revenueJohnson & Johnsonprovided areport for Q1 and raised its quarterly dividend 3.1%CarMaxreported, noting it plans to open four new stores in FY27Microsoftintends tofor its datacenter in Cheyenne, Wyoming in partnership with Black Hills2. WALL STREET CALLS:Teslato Neutral from Sell at UBSDeutsche BankGeneral Motorsto Buy following pullbackFordto Buy from Neutral at UBSGFL Environmentalto Underweight at JPMorganCraig-HallumFastlyto Hold3. AROUND THE WEB:United AirlinesCEO Scott Kirby has floated the idea of a possible tie-up with American Airlines, Bloomberg reportsDelta Airlineshas removed a pair of key environmental sustainability targets from its web page, deleting its pledge to use sustainable aviation fuel for 10% of its jet fuel by 2030 and rephrased its quest to achieve net-zero emissions by 2050 as an "aspiration," not a goal, Bloomberg reportsAnthropic hired Ballard Partners, a lobbying firm with strong ties to the Trump administration days after the DOD designated the startup a supply chain risk, Bloomberg saysNetflix'shostility to cinematic releases has long since damaged its relationships with theater owners, but co-CEO Ted Sarandos is trying to recover them, NY Times saysU.S. President Donald Trump is pitching the idea of a U.S. naval blockade of the Strait of Hormuz as an opportunity for American oil-and-gas exporters, but the squeeze on supplies will likely poorly impact gas prices at the pump, WSJ says4. MOVERS:Avanoswas higher after announcing itby American Industrial Partners for $25.00 per shareTravere Therapeuticsincreased after announcingBloom Energygained afterwith OracleLucidwas lower after, providing guidance for Q1, and announcing $300M stock offeringAdobe, Figma, and GoDaddyall fell after The Informationthat Anthropic is working on an AI design tool5. EARNINGS/GUIDANCE:Rent The Runwayand provided guidance for Q1 and FY26Albertsons, with EPS beating consensusUnity Bancorp, with CEO James Hughes commenting, "We are pleased to report another strong quarter for Unity Bancorp, highlighted by solid profitability"BlackRock, with EPS and revenue beating consensusBlaizeprovidedand backed its guidance for FY26INDEXES:The Dow rose 317.74, or 0.66%, to 48,535.99, the Nasdaq gained 455.35, or 1.96%, to 23,639.08, and the S&P 500 advanced 81.14, or 1.18%, to 6,967.38.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.EXPANDED PARTNERSHIP:Bloom Energyannounced an expanded partnership with Oracleto support the rapid buildout of its AI and cloud computing infrastructure. Under a master services agreement, Oracle intends to procure up to 2.8 gigawatts of Bloom's fuel cell systems. As part of this agreement, an initial 1.2 GW of capacity has been contracted, with deployment underway and continuing into next year. Bloom's fuel cells will support Oracle projects in the U.S. and help meet demand for its cutting-edge cloud infrastructure. The expanded partnership underscores Bloom's capability to provide fast, reliable power suited for AI workloads, which require rapid, load-following support that traditional grids were not designed to deliver. Bloom's systems are built to support higher-density AI workloads more efficiently, with a technology platform aligned to emerging standards such as 800 V dc.UNDER SCRUTINY:OpenAI's $852B valuation is under scrutiny from backers as the group switches focus to the enterprise market and handling competition from Anthropic, George Hammond of The Financial Times. A series of deals, initiatives, and abandoned projects have been designed to defend ChatGPT's dominance among consumers while also taking on Anthropic in the market for corporate AI tools. Some investors believe the changes could leave OpenAI vulnerable to Anthropic and Googlewhile it prepares for an initial public offering as early as this year.NVIDIA ISING:Nvidiaannounced the world's first family of open source quantum AI models, Nvidia Ising, designed to help researchers and enterprises build quantum processors capable of running useful applications. Named after a landmark mathematical model that dramatically simplified the understanding of complex physical systems, the Nvidia Ising family provides high-performance, scalable AI tools for quantum error correction and calibration - two of the most critical challenges in building hybrid-quantum classical systems. Ising models run the world's best quantum processor calibration and enable researchers to tackle much larger, more complex problems with quantum computers by delivering up to 2.5 times faster performance and 3 times higher accuracy for the decoding process needed for quantum error correction, the company said. Nvidia added that Nvidia Ising complements the Nvidia CUDA-Q software platform for hybrid quantum-classical computing and integrates with the Nvidia NVQLink QPU-GPU hardware interconnect for real-time control and quantum error correction, providing researchers and developers with a full suite of tools needed to "turn today's qubits into tomorrow's accelerated quantum supercomputers."PARTNERSHIP:Cloudflareannounced a partnership with cloud and AI security leader Wiz, now part of Google Cloud, to give security teams a unified way to analyze and protect AI-powered applications across their entire environment. By integrating the power of Cloudflare's AI Security for Apps directly into the Wiz Security Graph, organizations will gain access to their entire AI footprint, and the tools needed to secure it.