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● The swing followed two different reports about OpenAI'sRevenuepublished a day apart, not anything Oracle said.
● Palo Alto Networks climbed on Friday, trading around $418.78 in the afternoon asCybersecuritystocks staged a sharp rebound.
● Pinterest climbed on Friday, trading around $21.10 to $21.19 in the morning, with no company-specific news.
● Palantir rose $10.27 to close at $209.05 on Friday, a record closing level according to market data.
● Palantir climbed $10.27 to $209.05 on Friday, a record close according to market data, with about 37.6 million shares traded.
● Shopify traded solidly higher on Friday afternoon as buyers returned to software stocks, with no company announcement.
● IBM crept higher on Friday, finishing at $227.13, with no IBM announcement on the day explaining the gain.
● Piper Sandler upgraded Jack Henry to Overweight from Neutral on Friday while keeping its price target at $175.
● Lumentum jumped on Friday after its chief executive said optical capacity is sold out through early 2029.
● Lumentum chief executive Michael Hurlston said optical capacity is sold out into 2029, with someDemandunfilled.
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