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The AI infrastructure trade is doing the heavy lifting this morning, with hardware and chip names jumping on fresh endorsements, strong forward guidance, and data center growth stories that give the buildout some hard numbers. Notably, a consumer retailer is the single biggest gainer of the group, riding a guidance raise and easing cost pressure.

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Victoria's Secret (VSCO): +35%

The lingerie retailer raised its full-year guidance after beating on the quarter, and it pointed to lower tariff costs as a key reason. When a consumer name lifts its outlook and credits an easing cost headwind, the market reads it as margin relief that could stick, and traders are piling in.

Hewlett Packard Enterprise (HPE): +30%

The IT company posted current-quarter guidance that topped estimates and raised its full-year outlook. After a stretch where investors questioned whether legacy hardware names could ride the AI buildout, a confident forward guide is exactly the proof point the market was waiting for.

Marvell Technology (MRVL): +18%

The chip stock is surging after Nvidia CEO Jensen Huang said Marvell could be the next trillion-dollar company. An endorsement that comes from the most important figure in AI hardware is the kind of catalyst that reframes how the street values a name overnight.

Microchip Technology (MCHP): +9%

The semiconductor name rallied after breaking out its data center business, which it expects to grow roughly 65% this year. Investors have been hunting for under-the-radar ways to play the AI infrastructure wave, and a credible data center growth story inside an established chipmaker fits the bill.

Intuit (INTU): -6%

Goldman cut Intuit to Sell and slashed its price target to $276 from $519, warning that a new wave of AI-powered tax competitors could chip away at TurboTax, the franchise behind roughly a quarter of revenue.

Credo Technology (CRDO): -3%

The maker of cables and chips beat on the quarter and guided current-quarter revenue above consensus, yet shares are slipping. When an AI-adjacent name delivers a clean beat and still sells off, it usually signals expectations had already run ahead of the print.

Alphabet (GOOGL): -3%

The Google parent dipped after saying it plans to sell $80 billion in stock, including a $10 billion investment from Berkshire Hathaway. A sale that large raises the supply of shares in the near term, and even a marquee Berkshire stamp isn't fully offsetting that dilution concern this morning.

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Apple (AAPL)

All eyes are on next week's Worldwide Developers Conference, running June 8 to 12, which traders are framing as the moment Apple either reframes itself as an AI winner or confirms the skeptics. The interesting thing is how quiet retail has stayed: StockTwits sentiment was sitting bearish with low message volume early this week, even with the stock near record territory.

Analysts are leaning in where retail hasn't, with Morgan Stanley calling WWDC a key catalyst and Bank of America lifting its target to $380 on an agentic AI thesis. With the stock up around 35% year-to-date, the event could either flip the under-positioned crowd or reinforce their caution.