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The split this morning comes down to who raised the bar and who lowered it. Hardware names tied to the AI buildout are surging on blowout guidance, pulling their peers higher right alongside them, while a cybersecurity name that guided soft is getting hit hard for it.

Retail is feeling the squeeze most: weak comps and cautious outlooks are sinking apparel names regardless of how the actual quarter landed. And even a clean beat wasn't enough to save one software stock, where a single soft line is overshadowing the rest of the print.

Wall Street is preparing for what could become one of the biggest IPOs in market history.

SpaceX.

And if history tells us anything, when Elon Musk takes a company public…

It doesn't just create one winner.

It creates an entire ecosystem of winners around it.

When Tesla surged…

Battery suppliers exploded.

When Nvidia ran…

AI infrastructure stocks went parabolic.

When OpenAI went mainstream…

Data center and power companies soared 10x, 20x, even 50x.

Now investors are asking a different question:

If SpaceX IPOs… what industries could benefit next?

The answer?

We think Elon is going all-in on AI automation - because things running in space will need tech to operate perfectly on their own.

And we found a $2 startup positioned right at the center of it.

Specifically - investors that have at least $2,500 to work with have a chance to get in early BEFORE this company potentially goes public as well

How?

>>> If you have at least $2,500 to work with, get the company name and details by clicking here.*†

Best,
Invested Alpha

Dell Technologies (DELL): +33%

Dell raised its full-year guidance well above what Wall Street was modeling, and the stock is exploding higher as a result. The lift comes straight from the AI buildout: surging demand for AI servers is reshaping a company most people still think of as a laptop maker.

PagerDuty (PD): +21%

PagerDuty lifted its full-year earnings guidance above its prior range and topped consensus, then backed it up with a broad beat across earnings, revenue, and operating income. The move reflects a market rewarding companies willing to raise the bar rather than just clear it.

NetApp (NTAP): +18%

NetApp guided ahead of expectations for both the coming quarter and the full year, and paired it with a clean beat. For a data infrastructure name, raising the bar on guidance is the signal investors care about most right now.

Hewlett Packard Enterprise (HPE): +12%

HPE is riding the updraft from Dell's blowout guidance. When the clearest read-through on AI server demand prints a number this strong, the rest of the hardware complex gets repriced alongside it.

Okta (OKTA): +9%

Okta guided revenue for both the current quarter and the full year above what analysts expected, alongside a beat on the quarter just reported. For an identity-management name, raised guidance is what convinces the market that the growth story still has room to run.

SentinelOne (S): -16%

SentinelOne guided current-quarter revenue below what analysts were expecting, and its earnings projection missed too. For a cybersecurity name priced on growth, soft guidance is the thing the market punishes hardest, and it is doing exactly that.

Gap (GAP): -15%

Gap cut its full-year sales outlook, trimming the top of its growth range just as investors were looking for signs of momentum. The earnings line actually came in ahead, but in this environment, the lowered outlook is what the market is reacting to.

American Eagle Outfitters (AEO): -14%

American Eagle posted weaker comparable sales than the Street expected and followed it with disappointing guidance for the current quarter. For a teen apparel retailer, a soft outlook on top of slowing sales is a tough combination, and the stock is paying for it.

Autodesk (ADSK): -7%

Autodesk beat on both the top and bottom lines and guided the current quarter above forecasts, but one closely watched revenue line came in light, and that is the detail traders are fixating on. When a stock is priced for consistency, a single soft metric can outweigh an otherwise solid print.

Wall Street is preparing for what could become one of the biggest IPOs in market history.

SpaceX.

And if history tells us anything, when Elon Musk takes a company public…

It doesn't just create one winner.

It creates an entire ecosystem of winners around it.

When Tesla surged…

Battery suppliers exploded.

When Nvidia ran…

AI infrastructure stocks went parabolic.

When OpenAI went mainstream…

Data center and power companies soared 10x, 20x, even 50x.

Now investors are asking a different question:

If SpaceX IPOs… what industries could benefit next?

The answer?

We think Elon is going all-in on AI automation - because things running in space will need tech to operate perfectly on their own.

And we found a $2 startup positioned right at the center of it.

Specifically - investors that have at least $2,500 to work with have a chance to get in early BEFORE this company potentially goes public as well

How?

>>> If you have at least $2,500 to work with, get the company name and details by clicking here.*†

Best,
Invested Alpha

Lululemon (LULU)

Lululemon has been one of the year's ugliest large-cap retail stories, down roughly 38% in 2026 on slowing North American sales, leadership churn, and a public feud with founder Chip Wilson. But the chatter is turning: that feud is reportedly heading toward a settlement, and word that contrarian investor Michael Burry started buying near the lows has retail traders on Reddit and Stocktwits debating whether the bottom is finally in.

The stock has clawed back roughly 12% off a recent 52-week low, but it has not made a decisive move yet. With first-quarter earnings due June 4, that report looms as the test of whether the early bounce is the start of a turn or just a pause in a long slide.