WS #13504

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HubSpot dropped 20% on weak guidance, Bumble missed badly, Opendoor fell 8.7%, while Qualys surged 13.8%, Avnet beat big, and Disney rose on strong results. SpaceX's heavy AI spending (up to $18.4B) triggered a 13% stock drop and dragged AI names like AMD and GOOGL, while Musk's announcement that SpaceX will use Nvidia exclusively boosted NVDA 3%+.

Earnings season single-stock moves

HubSpot dropped 20% on weak guidance, Bumble missed badly, Opendoor fell 8.7%, while Qualys surged 13.8%, Avnet beat big, and Disney rose on strong results.

SpaceX's heavy AI spending (up to $18.4B) triggered a 13% stock drop and dragged AI names like AMD and GOOGL, while Musk's announcement that SpaceX will use Nvidia exclusively boosted NVDA 3%+.

Full world state #13504