16:36 WDC TTN Summary Q1 Earnings Call: Management says storage demand is expanding beyond core cloud and hyperscale customers into enterprise, NeoCloud and AI frontier labs, creating a “larger, and more diversified customer base.”16:01 WDC Reports Q1 $4.64 v $4.09e, Rev $4.38B v $4.16Be; Guides Q2 strong; Raises quarterly dividend 16.7% to $0.175 from $0.15 (indicated yield 0.18%)16:05 BE Reports Q3 $0.94 v $0.71e, Rev $1.24B v $1.07Be16:17 OPENAI.IPO Reportedly near a funding round of up to $30B at a $1.25T valuation, led by UAE investors and Coatue - CNBC17:04 RIVN Acquires 3D spatial generation and simulation platform Third Dimension AI; No financial terms disclosed17:10 RNG 17:00 ET Q3 call: Customers using at least one native paid AI product now represent over $400M of ARR, approximately 15% of total ARR and double a year ago. This customer cohort has meaningfully higher ARPU and net retention; management sees AI expanding wallet share and strengthening retention. The figure represents these customers’ total ARR, not standalone AI revenue.
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16:36WDC TTN Summary Q1 Earnings Call: Management says storage demand is expanding beyond core cloud and hyperscale customers into enterprise, NeoCloud and AI frontier labs, creating a “larger, and more diversified customer base.”
16:01WDC Reports Q1 $4.64 v $4.09e, Rev $4.38B v $4.16Be; Guides Q2 strong; Raises quarterly dividend 16.7% to $0.175 from $0.15 (indicated yield 0.18%)
16:05BE Reports Q3 $0.94 v $0.71e, Rev $1.24B v $1.07Be
16:17OPENAI.IPO Reportedly near a funding round of up to $30B at a $1.25T valuation, led by UAE investors and Coatue - CNBC
17:04RIVN Acquires 3D spatial generation and simulation platform Third Dimension AI; No financial terms disclosed
17:10RNG 17:00 ET Q3 call: Customers using at least one native paid AI product now represent over $400M of ARR, approximately 15% of total ARR and double a year ago. This customer cohort has meaningfully higher ARPU and net retention; management sees AI expanding wallet share and strengthening retention. The figure represents these customers’ total ARR, not standalone AI revenue.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007703.75 ▼1.33%EUR/USD1.12 ▲0.38%USD/JPY156.79 ▼0.94%GBP/USD1.34 ▲1.37%OIL--Gold4039.8 ▼16.2%