Dell Technologies & The Walt Disney Company

Dell Technologies: Dell Technologies' upgraded forecasts boosted AI sentiment, leading to significant gains in its stock and contributing to the overall positive market performance, despite being a secondary factor to the main geopolitical event.

The Walt Disney Company: The Walt Disney Company gained after exceeding profit expectations, with its 'Zootopia 2' movie boosting streaming, parks, and cruise businesses.

Dell Technologies: Dell Technologies soared after delivering profits that blew past expectations and raising its outlook, citing powerful demand for AI computing.

The Walt Disney Company: The Walt Disney Company is mentioned as a benchmark for Alphabet Inc.'s investment spending, highlighting the scale of AI-related expenditures.