Zaveckas Laurynas @Bladke: "Happy thanks giving all! Here..."

United Kingdom

Happy thanks giving all! Here is a small update on market to keep an eye at: $DELL (Dell Technologies Inc C) Dell surged after topping Q3 expectations and lifting its 2026 revenue outlook, driven largely by accelerating demand for its AI server hardware as enterprises continue scaling data-center infrastructure. As AI infrastructure expands, hardware providers such as Dell are seeing direct upside — highlighting a less flashy but meaningful segment of the broader AI boom. $HOOD (Robinhood Markets Inc.) Robinhood jumped after unveiling a new futures and derivatives exchange — a move that signifies meaningful expansion beyond traditional retail trading and could redefine its growth path. For a fintech player, broadening revenue sources can be transformative. This step underscores how business-model evolution can rapidly draw investor interest. $TER (Teradyne Inc) Teradyne rallied almost 7% today following a solid Q3 beat, fueled by strong demand for its AI-driven semiconductor test equipment and upbeat guidance that resonated well with investors. As AI-chip production and cloud infrastructure scale, suppliers like Teradyne — which provide automated testing equipment across the semiconductor ecosystem — are gaining importance. The stock’s recent strength signals rising confidence that it stands to benefit meaningfully from the AI-hardware expansion. Markets are heading into Thanksgiving with a blend of AI-driven optimism and selective caution. Hardware plays rallied, software names held firm, and defense surprised to the upside — a balanced plate, fitting for the holiday. $SPX500 $NSDQ100 $DJ30