TRANSCRIPT

Tess Marek: Good evening. The tape tonight is led by Palantir, which surged +11.69% (98th percentile) since the open. That marks its 23rd-biggest since-the-open day of the last 1148 sessions, after rising +0.48% at the open before that surge took hold. Yahoo Finance had it at 12:22 ET asking why the stock is surging, MarketWatch at 11:29 ET saying it is leaving peers behind in the AI race, and Yahoo again at 10:00 ET looking past Palantir’s blowout earnings to where the stock could head next. Our feed check shows he has not posted about this ticker today. Next on the move list is Oracle, which surged +4.35% (93rd percentile) since the open. That is its 86th-biggest since-the-open day of the last 1148 sessions, following a -1.13% drop at the open. Yahoo Finance reported at 11:12 ET on Wall Street strategists picking the AI trade’s winner and loser between Oracle and Amazon. Our feed check shows he has not posted about this ticker today either. Rounding out the movers is Microsoft, which jumped +2.84% (91st percentile) since the open. That stands as its 103rd-biggest since-the-open day of the last 1148 sessions, after falling -0.63% at the open. Yahoo Finance posted three items today: at 09:28 ET on Dean of Valuation Aswath Damodaran raising alarm bells for Microsoft alongside Meta and Alphabet; at 08:30 ET on 131 poisoned AI packages hitting Microsoft’s npm with CrowdStrike mentioned in the pitch; and at 05:20 ET on Wall Street thinking about which is the better buy between Microsoft and Amazon. Our feed check shows he has not posted about this ticker today. Palantir, Oracle, and Microsoft moved together today — Palantir up +11.69%, Oracle up +4.35%, and Microsoft up +2.84%.

Tess Marek: That's the show. We're on Spotify and YouTube — if this earned it: like, subscribe, tell a friend. And housekeeping: the machine that writes this gets tuned constantly for cleaner news. The numbers are real; the jokes are not.