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Crowdstrike $CRWD is expanding its Falcon platform into 33 security modules🔒 The architecture is built around a single sensor and real time data pipelines and spans AI security, cloud, identity, endpoint, SIEM, threat intelligence and agentic workflows.

Iren $IREN has 3 layers of the business 🔋 - Data Centers (land, power, cooling) - Compute (chips, storage, servers & networking - Software (the managed services compounded)

Iren $IREN has seen growth on their contract economies🔋 - 3 year contracts have seen +125% growth - 5 year contracts have seen +70%

Affirm $AFRM just reported earnings🏦 Revenue: $1.16B Vs $1.11B EST EPS: $4.62 Vs $0.35EST

Iren $IREN says their demand is strengthening🔋 They have already sold out their 2026 capacity Their 2027-2028 plan positions them for a broader customer base

Iren $IREN has signed a new multiyear contract with an undisclosed AI Frontier Lab🔋 They have also reported wins with: - Cohre - Perplexity - Prometheus - Figure AI - Fal AI - Higgsfield AI

Iren $IREN just reported earnings🔋 Revenue: $137.2M Vs $135.6M EST EPS: N/A Vs -$0.61 EST

Rubrik $RBRK just reported earnings🧱 Revenue: $427.26M Vs $387.07M EST EPS: $0.20 Vs $0.04EST

SentinalOne $S just reported earnings🛡️ Revenue: $291.98M Vs $290.28M EST EPS: $0.08 Vs $0.07EST

Ulta Beauty $ULTA just reported earnings💄 Revenue: $3.03B Vs $2.98B EST EPS: $6.55 Vs $6.19EST

Marvell Technologies $MRVL just reported earnings🤖 Revenue: $2.73B Vs $2.71B EST EPS: $0.94 Vs $0.93 EST

Iren $IREN reports earnings today after close🔋 The implied move is: $3.59 8.50% The expectations are: Revenue: $140.38M EPS: -$0.55 Expect numbers at 4:00PM EST Here’s the Historical Earnings Data👇

Marvell Technologies $MRVL reports earnings today after close🤖 The implied move is: $20.59 8.56% The expectations are: Revenue: $2.71B EPS: $0.87 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Rubrik $RBRK reports earnings today after close🧱 The implied move is: $11.30 12.20% The expectations are: Revenue: $396.32M EPS: -$0.04 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Affirm $AFRM reports earnings today after close🏦💳 The implied move is: 8.97% $6.99 The expectations are: Revenue: $1.11B EPS: $0.72 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Workday $WDAY reports earnings today after close⛅️ The implied move is: $12.44 6.40% The expectations are: Revenue: $2.63B EPS: $2.34 Expect numbers at 4:01PM EST Here’s the Historical Earnings Data👇

SentinalOne $S reports earnings today after close🔒 The implied move is: $2.17 10.66% The expectations are: Revenue: $290.23M EPS: -$0.21 Expect numbers at 4:15PM EST Here’s the Historical Earnings Data👇

Ulta Beauty $ULTA reports earnings today after close💄 The implied move is: $39.05 7.27% The expectations are: Revenue: $3B EPS: $6.25 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Marvell Technologies $MRVL says its Data Center business has gone from less than 10% of revenue to a path toward 80%+🤖 CEO Matt Murphy says Data Center revenue is now north of $2B per quarter, versus Marvell projecting just $200M of AI revenue in 2023.

SK Hynix $SKHY has began construction on their US high bandwidth memory packaging facility🧠🇺🇸 It’s located in Indiana & is expected to cost $4B, this will significantly speed up US memory operations They are planning to construct the wafers in Korea, send them to this