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A streaming behemoth is getting punished this morning after telling investors to expect less. A buy-now-pay-later name is heading the other direction after a major bank called it a top pick. And a tech rally that has been quietly building all week is ending Friday on a high note, with software names posting gains that would have looked impossible just a few weeks ago.

Beneath all of it, a small psychedelic biotech is generating the kind of social media chatter that tends to have a way of becoming its own catalyst.

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Affirm Holdings (AFRM): +5%

Morgan Stanley named Affirm a top pick this morning, citing room for earnings upside as the buy-now-pay-later space stabilizes. The firm added that easing fears around private credit stress should help a stock that has already given back nearly a fifth of its value in 2026.

Ally Financial (ALLY): +4%

Ally delivered a clean earnings beat in the first quarter, comfortably topping EPS estimates. Revenue came in slightly short, but in this environment investors appear happy to take a beat anywhere they can find one.

Salesforce (CRM): +3%

Software names are finishing the week on a strong note as a group, with Salesforce, Adobe (ADBE), and ServiceNow (NOW) each adding around 2%. The iShares Expanded Tech-Software Sector ETF (IGV) is up more than 14% for the week, a significant rebound after a bruising stretch for the sector.

Oracle (ORCL): +2%

Oracle is on pace for its sixth consecutive positive session Friday, capping a week in which the stock has gained more than 30%. That would be its best week since 1999.

Netflix (NFLX): -9%

Netflix posted earnings but the guidance is what the market is focused on, and it wasn't what investors wanted to hear. The Q2 profit forecast came in below analyst expectations, and the announcement that co-founder Reed Hastings plans to leave the board in June added another layer of uncertainty to an already disappointed tape.

Albemarle (ALB): -3%

Baird downgraded the lithium chemicals company to neutral Friday, just one session after Albemarle surged 16%. The downgrade follows a sharp single-day run, suggesting the analyst community sees the pop as an opportunity to reset expectations rather than chase the move.

Alcoa (AA): -2%

Alcoa missed on both earnings and revenue last quarter. When an aluminum producer misses in a market already watching industrial demand closely, there isn't much to cushion the fall.

Knight-Swift Transportation Holdings (KNX): -1%

The trucking company lowered its Q1 guidance, blaming a winter weather hit to demand and rising fuel costs in March.

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Psyence Biomedical (PBM) + 66% (Pre-Market)

The retail community is locked in on this small-cap biotech after reports emerged Thursday that the Trump administration is preparing an executive order to encourage federal research into ibogaine, a psychedelic compound being studied for PTSD and traumatic brain injury treatment in veterans. PBM, which is advancing ibogaine therapies through a collaboration with PsyLabs, posted its best session ever Thursday and climbed another 28% in after-hours trading.

The executive order has not been signed yet, and ibogaine is expected to remain a Schedule I substance regardless. That gap between the policy signal and actual reclassification is what the debate on StockTwits centers around, with traders split between those riding the momentum and those watching for a fade once the ink dries. Whether the order materializes this week could determine whether Friday continues the run or reverses it.

✌️That’s it for today.