JD News & Events

The major averages closed higher on the last trading day of the month as Dell's blowout results helped add fuel to the ongoing rally in tech.Oil prices pulled back amid further diplomatic signaling around Iran, although it was reported that Iran's armed forces fired missiles late Thursday and President Trump said in a social media post that he was meeting to decide if he would approve a deal to extend the ceasefire.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Dell Technologiesprovided areport for Q1Costcoreported, though comparable-store sales rose 9.8% year-over-yearGapreportedand raised its FY26 net interest income outlookAutodeskprovided areport for Q1 and agreed to acquire MaintainX in a deal valued at $3.6BSeveral space stocks, including AST SpaceMobile, EchoStar, and Rocket Lab, were slipping after Blue Origin's New Glenn rocketin Cape Canaveral2. WALL STREET CALLS:SusquehannaDellto Positive, hiked its price target to $700HSBCSnowflaketo Buy on AI visibilityDeutscheAST SpaceMobileafter the Blue Origin New Glenn rocket explosionBest Buyto Neutral at UBSSentinelOneto Buy at BofA and downgraded to Market Perform at Raymond James after Q1 report3. AROUND THE WEB:Mercedes-Benzcould be shut out of U.S. car market under a new bill, CNBC reportsNvidia'splans to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become "increasingly uncertain" as supply chain activity around the product appears to have stalled, The Elec saysMetais creating an Enterprise Solutions unit that embeds engineers and product managers directly with large corporate customers to accelerate adoption and deployment of its AI tools, The Information reportsJD.comfounder Liu Qiangdong has pledged to prioritize protecting the company's roughly 900,000 employees from AI-driven automation, Bloomberg reportsMassachusetts Attorney General Andrea Joy Campbell is suing UnitedHealth'sUnitedHealthcare, alleging the subsidiary purposefully made low-income older adults appear sicker to boost its bottom line, Stat News says4. MOVERS:Replimuneincreases afterfor RP1 in combination with nivolumab following communications with the FDANetAppand PagerDutywere higher afterOktagained afterand raising its guidance for FY27Ambarellafell afterand providing guidance for Q2iHeartMediawas lower after DealBooktalks over a potential sale to Sirius XMare on pause5. EARNINGS/GUIDANCE:Genescoand raised its guidance for FY27Elmet, with EPS and revenue beating consensusTempus AIreiteratedHealthEquityand raised its guidance for FY27UiPath, provided guidance for Q2, and raised its outlook for FY27INDEXES:The Dow rose 363.49, or 0.72%, to 51,032.46, the Nasdaq gained 55.15, or 0.20%, to 26,972.62, and the S&P 500 advanced 16.43, or 0.22%, to 7,580.06.

The major averages were higher near noon on the last trading day of the month, though traders continue to reassess whether the market can continue climbing alongside structurally higher interest rates.Oil prices have pulled back after further diplomatic signaling around Iran. Brent crude remains elevated historically, but has retreated from the sharp spikes seen earlier this month during peak Strait of Hormuz concerns. Meanwhile, Iran's armed forces reportedly fired missiles late Thursday and President Trump has yet to approve an extension of a ceasefire.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Dell Technologiesprovided areport for Q1Costcoreported, though comparable-store sales rose 9.8% year-over-yearGapreportedand raised its FY26 net interest income outlookAutodeskprovided areport for Q1 and agreed to acquire MaintainX in a deal valued at $3.6BSeveral space stocks, including AST SpaceMobile, EchoStar, and Rocket Lab, were slipping after Blue Origin's New Glenn rocketin Cape Canaveral2. WALL STREET CALLS:SusquehannaDellto Positive, hiked its price target to $700HSBCSnowflaketo Buy on AI visibilityDeutscheAST SpaceMobileafter the Blue Origin New Glenn rocket explosionBest Buyto Neutral at UBSSentinelOneto Buy at BofA and downgraded to Market Perform at Raymond James after Q1 report3. AROUND THE WEB:Nvidia'splans to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become "increasingly uncertain" as supply chain activity around the product appears to have stalled, The Elec saysMetais creating an Enterprise Solutions unit that embeds engineers and product managers directly with large corporate customers to accelerate adoption and deployment of its AI tools, The Information reportsJD.comfounder Liu Qiangdong has pledged to prioritize protecting the company's roughly 900,000 employees from AI-driven automation, Bloomberg reportsMassachusetts Attorney General Andrea Joy Campbell is suing UnitedHealth'sUnitedHealthcare, alleging the subsidiary purposefully made low-income older adults appear sicker to boost its bottom line, Stat News saysA battery plant partly owned by General Motorsis delaying the return of hundreds of workers in northeast Ohio amid continued weak demand for electric cars, Reuters reports4. MOVERS:Replimuneincreases after announcing it willfor RP1 in combination with nivolumab following communications with the FDANetAppand PagerDutyhigher afterOktagains afterand raising its guidance for FY27Ambarellafalls afterand providing guidance for Q2iHeartMedialower aftertalks over a potential sale to Sirius XMare on pause5. EARNINGS/GUIDANCE:Genescoand raised its guidance for FY27Elmet, with EPS and revenue beating consensusTempus AIHealthEquityand raised its guidance for FY27UiPath, provided guidance for Q2, and raised its outlook for FY27INDEXES:Near midday, the Dow was up 0.75%, or 379.04, to 51,048.01, the Nasdaq was up 0.19%, or 50.30, to 26,967.77, and the S&P 500 was up 0.23%, or 17.75, to 7,581.38.

The major averages had a mixed day back from the long weekend as markets reacted to reports of potential progress in U.S.–Iran talks aimed at ending the conflict. However, uncertainty remains as the president also warned that military action remains possible if talks fail and fresh clashes between the U.S. and Iran clouded the outlook for an interim deal to reopen the Strait of Hormuz. Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Eli LillyCurevo, LimmaTech Biologics, and Vaccine Company in deals worth up to $4B combinedBPsaid Albert Manifold has been removed as board chair followingAutoZonereportedChip stocks, including Micronand Qualcommrose on hopes that easing geopolitical tensions around the Iran conflict could reduce supply-chain and risk-premium pressuresFerrariunveiled, a five-seat electric vehicle2. WALL STREET CALLS:Marvellto Buy at HSBC on "undervalued" optical interconnect strengthBooz Allento Buy at StifelNorthlandIntel, Astera Labsand Semtechto Market PerformBofAthe firm's price target on Appleto $380 from $330UBSthe firm's price target on Micronto $1,625 from $5353. AROUND THE WEB:Occidental Petroleumis buying a 10% interest in Exxon Mobil'sdeepwater exploration block offshore Trinidad and Tobago, Reuters reportsThe European Union is set to open an in-depth investigation into Chinese e-commerce group JD.com'sbid for German electronics retailer Ceconomy, FT reportsWixis preparing its largest-ever round of layoffs, with plans to cut about 1,000 jobs, or roughly 20% of its workforce, following weak earnings, a sharp stock decline, and mounting pressure on profitability, Calcalist reportsPrologisand the American Bureau of Shipping will be anchoring a $200M venture-capital, VC, fund betting on a U.S. revival in maritime and logistics, WSJ saysNvidiaCEO Jensen Huang has asked Super Micro Computerto tighten its compliance after Taiwan detained three people for allegedly making fraudulent declarations related to AI servers made by Nvidia, Bloomberg says4. MOVERS:ASP Isotopesgains after announcing it hasthe first 18 stages of its Silicon-28 enrichment facility located in Pretoria, South AfricaOusterincreases after entering aSatellogichigher after securing an $18M contract forCircle Internetfalls after KeyBanccoverage of the stock with a Sector Weight ratingCosanlower in New York after HSBCthe stock to Reduce5. EARNINGS/GUIDANCE:VNET Groupand backed its guidance for FY26Champion Homes, with EPS and revenue beating consensusCSW Industrial, with CEO Jospeh Armes commenting, "I am pleased to report all-time record revenue and adjusted EBITDA for the fiscal Q4 and FY26"Uni-Fuelsand raised its guidance for FY26Dropboxand fiscal year 2026 financial results to be in-line with or above the guidance rangesINDEXES:The Dow fell 118.02, or 0.23%, to 50,461.68, the Nasdaq gained 312.21, or 1.19%, to 26,656.18, and the S&P 500 advanced 45.65, or 0.61%, to 7,519.12.