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The AI trade is broadening this morning. A long-overlooked chipmaker landed one of the rarest upgrades on Wall Street, equipment makers are rallying on a customer's spending plans, and memory names are snapping back from yesterday's selloff.

Beyond the chips, a recent software IPO is ripping on strong guidance and space stocks are climbing into a historic listing, while Chinese tech slides under fresh regulatory pressure from Beijing. The winners and losers below tell you exactly where the money is rotating before the open.

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Navan (NAVN): +20%

The travel management platform told Wall Street to expect more revenue this quarter and this year than analysts were modeling, and backed it up with a beat on last quarter's results. For a newer public software name, raised guidance is the clearest possible signal that demand is real, and the market is paying up for it.

Intel (INTC): +5%

Bank of America double upgraded the chipmaker straight from underperform to buy, a leap analysts rarely make. The call hinges on agentic AI driving fresh demand for the central processing units Intel actually sells. After years on the sidelines of the AI trade, Intel is getting pulled into the story.

Applied Materials (AMAT): +5%

Oracle's plan to spend even more on its AI buildout is lifting the companies that sell chipmaking equipment, with Lam Research also climbing ~4%. When one customer's spending plans move an entire supply chain, it tells you how concentrated the AI trade has become.

Sandisk (SNDK): +4%

Memory chipmakers are snapping back from Wednesday's sector-wide selloff, with Western Digital, Seagate Technology, and Micron Technology all in green pre-market. A bounce this fast and this broad suggests yesterday's selling was about positioning, not a change in the underlying story.

Intuitive Machines (LUNR): +3%

Space stocks are bouncing back from Wednesday's losses with SpaceX's IPO expected to price on Friday. The biggest space listing in history hasn't even hit the tape yet, and it's already pulling money into everything that orbits.

Alibaba (BABA): -4%

Beijing's market regulator summoned several major e-commerce platforms, the Wall Street Journal reported, and Alibaba is taking the hardest hit among U.S.-listed China tech names. Regulatory scrutiny is the one risk this group can never fully shake, and the largest platform tends to absorb the most of it.

JD.com (JD): -2%

The e-commerce company is sliding alongside its Chinese peers on the same regulatory headline. When Beijing's watchdog starts summoning platforms, investors don't wait to find out who is on the list.

PDD Holdings (PDD): -2%

The Temu parent is slipping with the rest of China's e-commerce names after Beijing's regulator summoned major platforms. PDD built its business on aggressive discounting, exactly the kind of behavior regulators tend to look at first.

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Adobe (ADBE)

Adobe reports earnings tonight after the close, and retail chatter on StockTwits has climbed into high message volume territory with sentiment leaning bullish, while noted investor Michael Burry argued ahead of the print that the market may be underpricing the stock. The debate splitting traders is the same one that has hung over the name all year: whether AI is eroding demand for Adobe's creative software or quietly strengthening its moat.

The setup is loaded. Shares are down roughly 33% this year, and the report lands while the company searches for a new CEO following Shantanu Narayen's announced departure, with options markets pricing in a swing of nearly 9% in either direction. Tonight's report could either deepen the AI-disruption narrative that has weighed on the stock or hand the bulls their first real foothold of the year.