⚗️ Microsoft & OpenAI in the lab

Good evening. After a hectic week with so many stock movers, today is a quieter day. The good news is that it’s a quicker read so you can get on with your weekend.

⬆︎⬇︎ 1-day change
Market data: today’s market close

WINNERS

⬆︎7.77% Six Flags

The theme park operator said 18 million people visited between June and August, with August driving a rebound after earlier weather challenges. Promotions helped boost demand, even as per-guest spending slipped. The company reaffirmed its full-year profit outlook and noted 2026 season pass sales are already ahead of last year, even with higher prices. [Read more]

⬆︎2.39% Super Micro

The hardware maker rolled out systems powered by Nvidia’s new Blackwell chips. The plug-and-play servers are fully integrated with Nvidia software like AI Enterprise and Blueprints to deliver faster, more efficient AI performance. [Read more]

⬆︎1.77% Microsoft

Massive IPO incoming… Microsoft signed a preliminary deal with OpenAI to reshape their partnership as it pursues a restructuring plan to become a for-profit company and explore a public listing. OpenAI’s largest shareholder is Microsoft and it’s valued at about $500 billion in private markets, so the potential IPO could be the biggest ever. [Read more]

MORE WINNERS

⬆︎16.70% Warner Bros
⬆︎7.62% Paramount Skydance
⬆︎7.36% Tesla

⬆︎⬇︎ 1-day change
Market data: today’s market close

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LOSERS

⬇︎4.60% RH

🔔 Earnings report - The upscale furniture retailer is feeling the pinch from tariffs and a sluggish housing market. Everything came in below expectations, and the company cut its profit outlook expecting $30 million in extra tariffs costs this year with much of its furniture made in China and Vietnam. [Read more]

⬇︎19.90% Ocado

When your biggest U.S. partner suddenly prefers humans. Ocado is a UK company that started as an online-only supermarket but is now best known for selling warehouse robotics. Its partnership with Kroger looks shaky after the U.S. grocer said it’s reviewing its automated warehouse strategy, with more focus on fulfilling orders directly from stores. [Read more]

MORE LOSERS

⬇︎1.84% Boeing
⬇︎6.27% Circle
⬇︎13.78% Opendoor

⬆︎⬇︎ 1-day change
Market data: today’s market close

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