Key insights
- Alphabet (GOOGL) rose on its new AI model, Gemini 4 Argon. Micron Technology (MU) surged after a strong earnings beat and optimistic 2027 guidance driven by AI demand. Constellation Energy (CEG) climbed on a significant deal with Amazon (AMZN) to expand
After-Hours Movers:
Alphabet (GOOGL)
Alphabet rose 2% in post-market trading after Google unveiled Gemini 4 Argon, its next-generation flagship AI model. The release follows weeks of anticipation and signals accelerated model deployment across Google Cloud and enterprise AI workflows, boosting investor sentiment around Alphabet’s proprietary AI stack and infrastructure positioning.
Micron Technology (MU)
Micron Technology jumped 2% after delivering a massive fiscal Q4 beat-and-raise report. The memory chipmaker reported adjusted EPS of $33.42 (beating estimates by $2.26) on revenue of $54.23 billion (above the $50.45 billion consensus). Micron also issued explosive Q1 fiscal 2027 guidance, projecting revenue of $60.0–$63.0 billion and EPS of $37.15–$39.15, propelled by unprecedented demand for High Bandwidth Memory (HBM) modules used in AI data centers.
Constellation Energy (CEG)
Constellation Energy climbed 3% after announcing a major long-term agreement with Amazon to support and expand the Calvert Cliffs Clean Energy Center in Maryland. The deal will enable over $3 billion in infrastructure investments, including plant upgrades and adding approximately 190 megawatts of new, emissions-free nuclear generating capacity between 2030 and 2032 to help power Amazon Web Services (AWS) data center operations.
Nu Holdings Ltd. (NU)
Nu Holdings gained 6% after issuing an official statement denying media speculation regarding a potential transaction with UK-based digital bank Monzo. While expressing respect for Monzo, Nubank’s management explicitly confirmed that no transaction or merger is being pursued, easing near-term concerns over capital dilution and complex cross-border regulatory
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