CenterPoint by Clear Street @CenterPointSec

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $AMD down 7% after a research and analytics firm published a report on the company, indicating that Q2 YoY GPU deployment has “materially worsened”, adding that its Q2 data center sales estimate is slightly below consensus. 2️⃣ $SPCX up 4% after the company announced it will acquire Cursor for $60B in stock. 3️⃣ $MRVL down 9% in sympathy with $AMD on lower GPU deployment fears. 4️⃣ $LITE down 9% as the AI sector and optical stocks fell on Tuesday. 5️⃣ $USO down 5% as oil prices fell after the U.S.-Iran peace agreement was recently signed. 6️⃣ $MSTR down 6% as Bitcoin prices softened ahead of the Federal Reserve meeting on Wednesday. 7️⃣ $MU down 6% as shares of stocks in the memory sector fell amid weakness in the AI sector. 8️⃣ $KLAC down 7% as semiconductor equipment stocks fell amid demand concerns. 9️⃣ $JPM up 4% as financial stocks broadly gained on Tuesday. 🔟 $ASTS down 6% as space-related companies were volatile amid the recent $SPCX IPO. Market News 🆕 Oil prices fell on Tuesday as the U.S.-Iran deal will allow Iran to sell oil right away, according to the WSJ. 🆕 Kevin Warsh will host his first press conference as Fed Chair on Wednesday. Upcoming Events 6/17/26 ➡️ Fed Interest Rate Decision ➡️ FOMC Press Conference ➡️ Earnings: $PGR, $JBL, $KMX *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $SPCX up 19% as strong momentum continued after its IPO on Friday. Options trading will become available starting on Tuesday. 2️⃣ $NVDA up 3% after the company filed a prospectus to sell notes of various durations. 3️⃣ $WDC up 16% as shares of memory companies rallied sharply on Monday amid strong sector momentum. 4️⃣ $NBIS up 11% as AI-compute stocks rallied sharply following the U.S.-Iran peace agreement. 5️⃣ $MSTR up 5% as Bitcoin traded above $66K as treasury yields retreated. 6️⃣ $RKLB up 6% after Keybanc upgraded the stock and assigned a $135 price target. 7️⃣ $AAOI up 13% as shares of optics stocks broadly rallied amid bullish sector news regarding widespread adoption of the technology. 8️⃣ $FOXA down 16% after the company announced it will acquire $ROKU. 9️⃣ $META up 4% after Trump threatened France with high tariffs on wine unless Macron drops tax on U.S. large tech companies. 🔟 $FISV down 11% after appointing Takis Georgakopoulos as CEO and reaffirming forward guidance. Market News 🆕 The Iran interim peace deal boosted markets broadly on Monday, with the Nasdaq having its best day since March. 🆕 U.S. emergency oil reserves dropped to the lowest level since 1983. Upcoming Events 6/16/26 ➡️ ADP Employment Change Weekly ➡️ 20-Year Bond Auction ➡️ Earnings: $VNCE, $LZB, $WLY *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $SPCX up 19% in IPO debut, making Elon Musk the first trillionaire. 2️⃣ $USO down 3% as oil prices slid amid ongoing negotiations between the U.S. and Iran, which are expected to reach an agreement in the coming days. 3️⃣ $SNDK up 5% as momentum in the memory sector persisted on Friday amid positive analyst comments. 4️⃣ $ROKU up 20% on reports suggesting it is participating in sale talks, according to Bloomberg News. 5️⃣ $ALB up 7% on comments from lithium developer U.S. Elemental and Citigroup analysts in recent days, pointing to constrained supply and buoyant prices. 6️⃣ $RKLB down 10% as shares of space-related companies broadly traded lower following SpaceX’s IPO debut. 7️⃣ $ARM up 11% after B of A Securities raised its price target on the stock to $335. 8️⃣ $SMCI down 4% on news that it plans to offer 7% Series A mandatory convertible preferred shares. 9️⃣ $LEN down 5% after the company reported mixed financial results. 🔟 $ADBE down 7% amid multiple price target cuts and analyst downgrades. Market News 🆕 Middle East peace deal hopes rose following positive comments from Iran and Pakistan. 🆕 SK Hynix picks Nasdaq for U.S. share listing, according to Reuters. Upcoming Events 6/15/26 ➡️ NY Empire State Manufacturing Index (Jun) ➡️ Industrial Production (May) ➡️ Earnings: $CGC, $AIOT, $DOMO, $HITI, $PLAY, $QMCO, $RFIL *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $QQQ up 3% after President Trump stated that planned military strikes against Iran had been called off due to the approval of discussions with the Iranian leadership. 2️⃣ $SPCE up 21% as space-related stocks broadly traded higher ahead of SpaceX’s IPO on Friday. 3️⃣ $ADBE down 5% after the company reported financial results and announced several members of senior leadership will depart from the company. 4️⃣ $SNDK up 14% as shares of memory stocks traded higher amid strong recent momentum. 5️⃣ $ORCL down 8% after receiving mixed analyst reactions following its earnings report and announcement of planned equity and debt financing. 6️⃣ $TSLA up 4% ahead of the highly anticipated SpaceX IPO. 7️⃣ $ARM up 11% after B of A Securities raised its price target to $335. 8️⃣ $ADSK down 7% after $ORCL reported financial results. 9️⃣ $HOOD up 7% after Needham raised its price target to $97. 🔟 $ASTS up 11% as space and satellite-related companies rallied ahead of the SpaceX IPO. Market News 🆕 Trump stated that a deal with Iran has been reached and will be signed soon. 🆕 Treasury yields fell across the curve on Thursday as Fed policy expectations shifted amid the U.S.-Iran MOU. Upcoming Events 6/12/26 ➡️ SpaceX IPO Commences Trading ➡️ Michigan Inflation Expectations ➡️ Earnings: N/A *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $ORCL down 5% after reporting financial results and announcing it expects to raise $40B through a combination of debt and equity financing, including its previously announced $20B ATM equity issuance. 2️⃣ $SMCI down 28% after the company announced a $7B financing package that includes $5B concurrent underwritten offerings of common stock and depository shares and a $2B ATM offering. 3️⃣ $F down 4% amid rising oil prices, and Trump’s comments regarding the unlikely USMCA trade pact renewal. 4️⃣ $BE down 10% as shares of AI-energy companies fell amid general market weakness. 5️⃣ $CAT down 6% despite the company recently announcing an increase to its quarterly dividend. 6️⃣ $AAOI up 7% on news that it will supply Spectrum with its Quantumlink remote management software. 7️⃣ $MU down 4% amid general market weakness due to high inflation data and ongoing Middle East conflicts. 8️⃣ $TSLA down 3% ahead of the upcoming SpaceX IPO and general market weakness. 9️⃣ $NEM down 6% as shares of precious metals companies fell amid U.S. Dollar strength and falling metals prices. 🔟 $DVN up 5% after the company provided an updated 2026 outlook. Market News 🆕 Oil prices rose as the U.S. prepares for strikes on Iran, while the crude SPR reached its lowest level since August 2023. 🆕 Trump stated he will not renew the USMCA trade pact with Mexico and Canada. Upcoming Events 6/11/26 ➡️ PPI / Core PPI ➡️ Initial / Continuing Jobless Claims ➡️ Earnings: $LOVE, $ADBE, $RH, $HOFT, $LEN, $ACB, $MH *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $SMCI down 9% after announcing a $7B equity and convertible financing to fund the purchase of components to satisfy AI orders the company has recently received. 2️⃣ $AAOI down 18% as shares of optics stocks broadly fell on Tuesday on a negative sector report. 3️⃣ $STI down 30% as momentum in the company faded following a recent squeeze. 4️⃣ $SLV down 4% as silver and gold prices fell amid general market volatility. 5️⃣ $NUVL up 39% after GSK announced it will acquire the company for $10.6B. 6️⃣ $AAPL down 3% as shares fell following the company’s recent WWDC event. 7️⃣ $MRVL down 7% as shares of semiconductor stocks fell amid general market weakness. 8️⃣ $MXL down 8% as the AI sector had heavy selling pressure on Tuesday. 9️⃣ $MSTR down 7% as the price of Bitcoin fell to $61K. 🔟 $CRDO up 5% as reports on the connectivity sector boosted shares in the company. Market News 🆕 Markets were volatile on news that a U.S. aircraft was shot down by an Iranian drone, fearing a U.S. response could derail negotiations. 🆕 SpaceX IPO demand nears four times oversubscribed, according to Reuters. Upcoming Events 6/10/26 ➡️ CPI / Core CPI (May) ➡️ 10-Year Note Auction ➡️ Earnings: $ORCL, $CHWY, $SFIX, $JILL, $CNM, $ATEX, $AEMD, $NAVM *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $AAPL down 2% after introducing new AI integration APIs and expanded agentic coding tools at its WWDC event. 2️⃣ $INTC up 11% on reports suggesting that Google and Nvidia are planning to call on the company as a backup producer of chips. 3️⃣ $MU up 9% after Cantor Fitzgerald raised its price target to $1,500. 4️⃣ $MRVL up 10% on recent news that the company secured a spot in the S&P 500. 5️⃣ $ASML up 6% after Elon Musk had positive comments about the company in a social media post. 6️⃣ $TSLA up 4% after a report suggesting that the company’s May retail sales in China rose almost 23% YoY and exports from its Shanghai factory rose almost 68%. 7️⃣ $MSTR up 5% after the company announced it bought another 1,550 $BTC. 8️⃣ $STI down 19% after the company announced $35M private placement of common stock. 9️⃣ $BMNR up 6% as $ETH prices rebounded slightly from the steep selloff last week. 🔟 $FCEL down 10% after reporting financial results and filing for a mixed shelf offering. Market News 🆕 OpenAI confidentially files for IPO, according to CNBC. 🆕 Bitcoin prices hovered near $63K on Monday. Upcoming Events 6/9/26 ➡️ ADP Employment Change Weekly ➡️ 3-Year Note Auction ➡️ Earnings: $ASO, $CASY, $UEC, $BARK, $UNFI, $CBRL, $LE, $LAKE, $SJM *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $QQQ down 4% after May nonfarm payroll data exceeded expectations and diminished chances of Fed rate cuts this year. Also, semiconductor stocks and AI companies fell sharply after steep recent rallies. 2️⃣ $META down 5% on reports suggesting the company is considering an equity capital raise worth tens of billions to fund its AI infrastructure investments. 3️⃣ $ENPH down 18% as surging treasury yields caused broad selling in momentum stocks. 4️⃣ $STI up 57% after the company announced patents in lithium metal battery technology. 5️⃣ $DRAM down 15% as shares of companies in the memory sector broadly fell as bullish positioning tempered. 6️⃣ $BMNR down 11% after the company announced the pricing of its offering of 3.5 million shares of its 9.5% perpetual preferred at $80 per share. 7️⃣ $NVDA down 6% amid a risk-off appetite for AI stocks on Friday. 8️⃣ $MRVL down 16% as sharp selling pressure ensued along with the general market. 9️⃣ $NOK down 13% as momentum in the stock slowed amid general market weakness. 🔟 $COIN down 7% as crypto prices plunged amid concerns about AI technology finding weaknesses in crypto protocols. Market News 🆕 The U.S. economy reported far more jobs than expected on Friday, boosting Fed rate-hike odds, as higher inflation and labor market strength diminish the chances of interest rate cuts. 🆕 Bitcoin fell below $60K on Friday as AI disruption fears in the crypto sector and surging treasury yields weighed on prices. Upcoming Events 6/8/26 ➡️ CB Employment Trends Index (May) ➡️ NY Fed 1-Year Consumer Inflation Expectations (May) ➡️ Earnings: $FCEL, $MTN, $CBP, $AVO, $GHM, $MAMA, $GLOO, $VFS *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $STI up 350% after the company unveiled its extreme-climate battery technology for low-earth-orbit-based AI data centers. 2️⃣ $HOOD up 6% after Goldman Sachs raised its price target to $105. 3️⃣ $BX up 7% as market rotation into financial stocks lifted shares. 4️⃣ $UNH up 5% after the company received several price target hikes from investment banks. 5️⃣ $MU down 7% as shares of AI and memory stocks were volatile on Thursday. 6️⃣ $AVGO down 12% after the company reported mixed Q2 financial results. 7️⃣ $CIEN down 13% after the company reported Q2 financial results. 8️⃣ $AAOI up 10% amid momentum in optical-connectivity stocks following recent bullish comments from Nvidia’s CEO. 9️⃣ $MRVL up 4% after the company gained on recent positive comments from Jensen Huang and rumors that the company is a potential S&P addition candidate. 🔟 $LLY up 4% as shares of pharmaceutical companies broadly gained amid market rotation on Thursday. Market News 🆕 Trump to invoke emergency powers for $700M coal industry funding. 🆕 The PDT rule for traders is no longer officially in place. Upcoming Events 6/5/26 ➡️ Nonfarm Payrolls (May) ➡️ Unemployment Rate (May) ➡️ Earnings: $ABM, $GIII *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $AVGO down 13% after the company reported mixed Q2 financial results amid a sales miss. 2️⃣ $CRWD down 11% after the company reported financial results and approved a 4-for-1 forward stock split. 3️⃣ $IBM down 7% as momentum slowed in the stock after a strong recent run higher. 4️⃣ $MSTR down 7% as Bitcoin prices fell below $65K. 5️⃣ $RKLB down 7% as the space sector was volatile leading into the upcoming SpaceX IPO. 6️⃣ $WMT up 3% after BTIG reiterated a Buy rating and maintained a $145 price target. 7️⃣ $SNDK up 6% after Morgan Stanley raised its price target on the stock to $1,750. 8️⃣ $MRNA up 7% after the company won a $285M HHS contract. 9️⃣ $NOW down 7% as shares of software companies traded broadly lower on Wednesday amid general market pressure. 🔟 $NVTS up 19% after the company reported a collaboration with Nvidia’s MGX Ecosystem to accelerate 800 VDC AI infrastructure. Market News 🆕 SpaceX announced IPO plans involving 555.5 million shares at $135 each. 🆕 Treasury yields and oil prices rose on Wednesday amid ongoing Middle East tensions. Upcoming Events 6/4/26 ➡️ Challenger Job Cuts ➡️ Initial / Continuing Jobless Claims ➡️ Earnings: $CIEN, $RBRK, $PL, $CMCO, $LULU, $CAL, $DOCU, $IOT *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MRVL up 32% after $NVDA CEO Jensen Huang called it the “next-trillion dollar company” during a speech at the Computex trade show in Taipei. 2️⃣ $HPE up 19% after reporting strong earnings and sales results and receiving multiple price target increases from analysts. 3️⃣ $MSTR down 9% as the Bitcoin price fell below $68K on Tuesday. 4️⃣ $PATH down 7% after software companies broadly fell, possibly in response to Alphabet’s announcement that it is raising $80B to fund its AI plans. 5️⃣ $SMCI up 7% on a series of positive catalysts and partnerships with AI-related companies on Tuesday. 6️⃣ $MSFT down 4% after showcasing a series of new products and AI features. 7️⃣ $LITE up 14% as optical connectivity-related stocks traded higher after Nvidia CEO Jensen Huang’s comments on the sector. 8️⃣ $ENPH up 13% as solar stocks broadly bounced on Tuesday. 9️⃣ $INTU down 9% after Goldman Sachs downgraded its rating on the stock to a Sell and lowered its price target to $276. 🔟 $AVGO up 5% as semiconductor stocks rose following Alphabet’s announcement that it is raising $80B to fund its AI plans. Market News 🆕 SpaceX targets $1.75T IPO valuation, including greenshoe option, according to Reuters. 🆕 U.S. job openings rose to 7.618M in April, above expectations. Upcoming Events 6/3/26 ➡️ ADP Nonfarm Employment Change (May) ➡️ Factory Orders (Apr) ➡️ Earnings: $MMED, $AVGO, $CRWD, $MDT, $AI, $CGNT, $M, $VEEV, $FIVE, $CHPT *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $HPE up 36% after reporting robust earnings and sales results, as well as raising its forward guidance. 2️⃣ $MSTR down 6% after the company sold a small amount of Bitcoin for the first time since 2022. 3️⃣ $NVDA up 6% after the company announced AI tools and blueprints that include AI-integrated laptops, humanoid robots, and autonomous driving. 4️⃣ $GOOGL down 2% in after-hours following the announcement of an $80B equity raise for AI spending. 5️⃣ $ARM up 15% after Nvidia unveiled new AI and hardware products. Also, Mizuho raised its price target to $425. 6️⃣ $MGM up 16% after receiving a proposed $48.30 cash acquisition offer from People Incorporated. 7️⃣ $MU up 6% after Raymond James raised its price target to $1,100. 8️⃣ $QCOM down 8% amid increasing competition in the AI space. 9️⃣ $NBIS up 15% as hyperscaler AI spending headlines boosted the company. 🔟 $RKLB down 14% as the space sector consolidated following last week’s Blue Origin rocket explosion on the launchpad. Market News 🆕 Anthropic confidentially filed for IPO with the SEC. 🆕 Oil prices perked up on Monday after tensions flared in the Middle East as talks with Iran stalled. Upcoming Events 6/2/26 ➡️ Redbook YoY ➡️ JOLTs Job Openings ➡️ Earnings: $DG, $PANW, $VSCO, $GTLB, $ULTA, $TIGR, $PETS *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $DELL up 15% after the company reported robust financial results and issued Q2 guidance above estimates. Also, the company raised its FY27 forward guidance. 2️⃣ $ONDS up 22% following reports that the Trump administration is in talks to fund companies in the drone industry to increase domestic production. 3️⃣ $RGTI up 9% as shares of quantum stocks rallied after recent consolidation. 4️⃣ $RCAT up 32% on news that the company’s maritime division launched full production of Variant 7 Uncrewed Surface Vessel autonomous platform for U.S. and allied defense missions. 5️⃣ $DLTR up 17% after the company reported better-than-expected Q1 financial results and raised its FY26 adjusted EPS guidance with its midpoint above estimates. 6️⃣ $SNPS down 8% after receiving mixed analyst reactions to its financial results. 7️⃣ $SNOW up 36% after receiving multiple analyst upgrades and price target hikes following its recent earnings report. 8️⃣ $HOOD up 11% on news that Trump Accounts will be available on the platform soon. 9️⃣ $MSFT up 3% following news that $SNOW and AWS reached a significant chip agreement. 🔟 $BBY up 15% after the company reported better-than-expected Q1 financial results. Market News 🆕 Anthropic raised $65B in series H funding at a $965B valuation. 🆕 The U.S. and Iran have reportedly reached a version of a peace deal, pending President Trump’s approval. Upcoming Events 5/29/26 ➡️ Chicago PMI (May) ➡️ Fed Speaker ➡️ Earnings: $ELMT, $KNOP, $FUFU *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

The PDT rule is changing. Here’s where CenterPoint stands. centerpointsecurities.com/pdt-update/

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $SNOW up 35% after reporting robust financial results and announcing plans to spend $6B on on AWS over five years. 2️⃣ $NBIS up 14% after the Situational Awareness fund disclosed a large position in the company. 3️⃣ $META up 3% after the company launched subscriptions for Instagram, WhatsApp, and Facebook. 4️⃣ $ZS down 31% after the company reported financial results and issued sales guidance below estimates. The company received multiple price target cuts from analysts. 5️⃣ $PDD down 10% after the company reported a year-over-year decrease in Q1 EPS results. 6️⃣ $IREN up 13% after the company announced it has entered into a purchase agreement with $DELL for air-cooled Blackwell systems. 7️⃣ $BSX down 12% after MedTech highlighted an ongoing slowdown in demand for its WATCHMAN cardiac implant. 8️⃣ $APP up 10% after recent positive analyst comments. 9️⃣ $ARM down 5% as shares of some semiconductor stocks fell on Wednesday. 🔟 $ASTS up 8% as companies in the space sector continued to have strong momentum into the upcoming SpaceX IPO. Market News 🆕 Oil inventories fell less than expected on Wednesday, leading to a slight drop in crude prices. 🆕 Fed’s Cook stated the Fed is ready to hike rates if needed, but urged patience. Upcoming Events 5/28/26 ➡️ PCE / Core PCE Prices (Apr) ➡️ 7-Year Note Auction ➡️ Earnings: $BBY, $DELL, $PATH, $PLAB, $HRL, $MDB, $COST, $XPEV, $S, $KSS, $GAP, $FUTU *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $MU up 19% after UBS raised its price target on the stock to $1,625 amid surging memory sector demand. 2️⃣ $AMD up 7% as momentum in semiconductor stocks persisted on strong CPU demand. 3️⃣ $AZO down 9% after the company reported financial results. 4️⃣ $APP up 6% on a positive analyst note downplaying competition from $META. 5️⃣ $ASTS up 13% as most space-related companies rallied in anticipation of the upcoming SpaceX IPO. 6️⃣ $INTU down 4% after Mizuho lowered its price target on the stock following its recent earnings report. 7️⃣ $RDW up 26% on space-sector enthusiasm following the launch of last week’s Starship V3. 8️⃣ $RGTI down 5% as shares of quantum companies consolidated after recent sector moves higher. 9️⃣ $MNTS up 109% on an apparent short squeeze despite filing a prospectus for a $200M mixed shelf offering. 🔟 $LUNR down 8% after losing the NASA Lunar Terrain Vehicle contract. Market News 🆕 Trump stated that it is critically important that the CFTC maintains authority over prediction markets. 🆕 Ongoing negotiations between the U.S. and Iran persisted without significant updates on Tuesday. Upcoming Events 5/27/26 ➡️ ADP Employment Change Weekly ➡️ 5-Year Note Auction ➡️ Earnings: $DKS, $MRVL, $CRM, $BBWI, $BNS, $SNOW, $SNPS, $CPRI, $HPQ, $PDD, $P, $DY, $BMO, $AMSC *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $INTU down 20% after reporting financial results and issuing forward guidance below estimates. Also, the company received multiple price target cuts from investment firms. 2️⃣ $INFQ up 33% after the company signed a LOI with the US Department of Commerce’s CHIPS R&D office for $100M in milestone-based funding to advance neutral-atom quantum computing. 3️⃣ $SNDK up 10% as shares of memory sector stocks were broadly higher on Thursday. 4️⃣ $ENPH up 15% after the company published a technical white paper on GaN technology for next-generation distributed power electronics. 5️⃣ $RL up 14% after the company reported better-than-expected financial results and Needham raised its price target on the stock. 6️⃣ $IBM up 11% after the company announced it received a $1B award and a letter of intent to build an American quantum chip foundry. 7️⃣ $WMT down 6% after the company reported financial results and affirmed its FY27 guidance, which was below estimates. 8️⃣ $ARM up 13% after $NVDA earnings boosted the AI sector outlook. 9️⃣ $DE down 5% after reporting financial results and reiterated its tariff exposure remained at around $900M. 🔟 $BE up 9% after the company recently announced an agreement with $NBIS to supply fuel cells to help power Nebius’s AI cloud infrastructure. Market News 🆕 Oil prices were volatile amid conflicting headlines around a potential draft agreement between the U.S. and Iran. 🆕 OpenAI generated about $5.7B in revenue in Q1, according to The Information. Upcoming Events 5/22/26 ➡️ Michigan Inflation Expectations (May) ➡️ Michigan Current Conditions (May) ➡️ Earnings: $BAH, $BJ, $GSL *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $NVDA is mostly unchanged after reporting robust financial results that beat expectations across earnings, revenue, and forward guidance. 2️⃣ $TE up 26% on continued momentum from the Situational Awareness fund’s 13F filing disclosing a position in the company. 3️⃣ $AAL up 7% as airline stocks broadly traded higher amid a slip in oil prices. 4️⃣ $POET up 13% on a relief rally following a sharp decline in the stock after a recent offering. 5️⃣ $FCEL up 16% as momentum in fuelcell-related stocks reignited. 6️⃣ $BE up 8% on news that $NBIS and Bloom Energy reached an agreement to deploy Bloom’s fuelcell technology to power Nebius’s AI infrastructure build-out. 7️⃣ $ARM up 15% as AI and semiconductor stocks broadly rallied amid a slight drop in oil prices and bond yields on U.S.-Iran negotiations. 8️⃣ $INTU down 14% after the company reported financial results and issued FY26 EPS guidance below estimates. 9️⃣ $ENPH up 13% after Goldman Sachs raised its price target to $57. 🔟 $HAS down 8% after the company reported mixed Q1 financial results and issued FY26 guidance below estimates. Market News 🆕 SpaceX files for IPO on Nasdaq under ticker symbol $SPCX. 🆕 Fed meeting minutes showed the majority of policymakers see rate hikes as likely if inflation persists. Upcoming Events 5/21/26 ➡️ Housing Starts (Apr) ➡️ Initial / Continuing Jobless Claims ➡️ 10-Year TIPS Auction ➡️ Earnings: $NIO, $DECK, $WMT, $BULL, $WDAY, $WMS, $TTWO, $AAP, $RL, $DE, $ZM *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $ALAB up 13% after Evercore ISI raised its price target to $297. 2️⃣ $SLV down 4% as silver prices fell amid rising bond yields, as traders priced in potential rate hikes later this year. 3️⃣ $MRVL up 4% after Evercore ISI raised its price target to $155. 4️⃣ $IWM down 1% as inflation concerns rattled small-cap equities. 5️⃣ $EQT up 4% on rising natural gas prices due to energy disruptions. 6️⃣ $QCOM down 4% after the company’s CFO presented at the J.P. Morgan Global Technology, Media, and Communication Conference. 7️⃣ $VRT down 5% after the company hosted an investor conference. 8️⃣ $LLY up 3% on no specific catalyst on Tuesday. 9️⃣ $PANW down 3% despite Truist Securities raising its price target to $275. 🔟 $AKAM down 6% after the company announced plans to commence a $1.3 billion Senior Notes Offering. Market News 🆕 Japan assured markets of bold action regarding currency stability amid rising yields. 🆕 Bessent stated that the U.S.-China truce on critical minerals and tariffs can be extended through subsequent meetings this year. Upcoming Events 5/20/26 ➡️ Crude Oil Inventories ➡️ FOMC Meeting Minutes ➡️ Earnings: $NVDA, $ADI, $VFC, $ELF, $INTU, $ZIM, $TGT, $SBLK, $LOW, $URBN, $TJX *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.

🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $TE up 23% after a 13F filing revealed the Situational Awareness fund initiated a position in the company. 2️⃣ $ZS up 8% after Keybanc raised its price target to $190. 3️⃣ $POET down 11% as shares continued to slide after announcing the closing of its recent $400M offering. 4️⃣ $MU down 5% as the memory sector traded broadly lower on Monday amid profit taking and general market pressure. 5️⃣ $D up 9% following reports suggesting NextEra Energy is discussing a stock deal that would give the company a $66B valuation. 6️⃣ $NOW up 8% after B of A Securities reinstated a Buy rating on the stock and announced a $130 price target. 7️⃣ $LITE down 8% amid selling pressure in the optics and photonics sectors. 8️⃣ $RKLB up 5% as the space sector remained bid in anticipation of the upcoming SpaceX IPO. 9️⃣ $MSTR down 6% as Bitcoin fell to $76K amid rising treasury yields. 🔟 $REGN down 9% after the company announced results from the Phase 3 trial evaluating two dose levels of fianlimab in combination with cemiplimab did not reach significance for the primary endpoint. Market News 🆕 Trump is postponing Tuesday’s planned strikes on Iran amid negotiations and pleas from the UAE. 🆕 A jury dismissed all claims in Musk’s lawsuit against OpenAI, removing an obstacle as the company intends an IPO. Upcoming Events 5/19/26 ➡️ Fed’s Waller Speaks ➡️ ADP Employment Change Weekly ➡️ Earnings: $HD, $KEYS, $VRT, $CAVA, $AS, $TOL, $ECC, $AUNA, $RRGB *Information is from sources believed to be reliable. CenterPoint Securities cannot guarantee the accuracy or completeness of such information. This material should not be viewed as a recommendation to buy or sell any securities or to adopt any investment strategy.