AI Stock Market News Today

US equity futures declined as disappointing earnings from Amazon, Microsoft, and Meta offset gains from Google. Simultaneously, surging oil prices and confirmation of Jerome Powell's tenure at the Federal Reserve are shaping market sentiment.

• Dow futures fell amid mixed Big Tech results
• Amazon, Microsoft, and Meta saw price declines

VICI Properties Inc. saw a significant jump in first-quarter profits driven by increased lease financing revenues. The REIT reported net income of $872.4 million, marking a substantial year-over-year increase.

• Net income grew by approximately 60% year-over-year
• Quarterly revenue surpassed the $1 billion threshold

Plexus Corp has posted a significant increase in second-quarter profits and revenue, beating previous year figures. The company provided optimistic guidance for the upcoming quarter, signaling continued operational momentum.

• Q2 Revenue: $1.163 billion (up 18.7%)
• GAAP EPS: $1.82 vs $1.41 last year

Tyler Technologies posted strong first-quarter results with total revenue reaching $613.5 million. Growth was primarily fueled by a 23.5% jump in SaaS revenue and robust public sector demand.

• Total revenue increased 8.6% to $613.5 million
• SaaS revenue grew 23.5% to $222.4 million

ProPetro's PROPWR unit has signed a framework agreement to acquire up to 2.1 GW of power generation assets from Caterpillar by 2031. The initiative is designed to bolster power infrastructure for data center operations.

• Agreement for up to 2.1 GW of power generation assets
• Execution timeline through 2031

Twenty One Capital shares surged following a proposal by majority shareholder Tether to merge the firm with Strike and Elektron Energy. The move aims to consolidate Bitcoin treasury, mining, and financial services into a single public entity.

• XXI shares surged >8% on merger news
• Merger includes Twenty One Capital, Strike, and Elektron Energy

Crude oil futures extended gains for a fourth consecutive session as the Strait of Hormuz remains largely closed. U.S. President Donald Trump has indicated that the naval blockade of Iranian ports will remain in place until a nuclear agreement is reached.

• WTI reached $109.64 per barrel
• Brent crude trading near $118

Founder Chip Wilson has publicly criticized Lululemon's current market positioning, suggesting the brand has lost its exclusive appeal. The remarks follow a week of silence after the company named its new chief executive.

• Chip Wilson criticizes Lululemon's current brand identity
• Comments emerge after the appointment of a new CEO

C.H. Robinson Worldwide saw net income rise to $147.2 million in the first quarter, bolstered by cost-cutting measures. However, total revenue dipped slightly to $4.01 billion due to headwinds in ocean and truckload volumes.

• Net income increased to $147.2 million from $135.3 million YoY
• Adjusted EPS rose to $1.35 from $1.17

Italy's Chiesi Group has announced a cash acquisition of KalVista Pharmaceuticals at $27 per share. The move aims to expand Chiesi's rare disease portfolio through KalVista's recently approved therapy, EKTERLY.

• Acquisition price set at $27 per share in cash
• KalVista shares rose 38.62% to close at $26.67

American Financial Group saw a significant increase in net income for the first quarter of 2026. The company reported earnings per share of $2.29, up from $1.84 in the prior year.

• Net income grew to $191 million
• EPS rose to $2.29 per share

Asian stock futures are trending lower following a surge in oil prices driven by instability in Iran. The downturn follows a mixed session in U.S. markets and a steady hand from the Federal Reserve.

• Japan, Australia, and Hong Kong futures trending lower
• Oil prices rising on Iran war uncertainty