Okta Inc. jumped 20.89%. Earnings beat and a second full-year guidance raise.

Salesforce.com surged 12.65%. Results beat and its Anthropic partnership expanded.

CrowdStrike Holdings, Inc. (CRWD) rallied 9.91%. Q2 beat with higher full-year outlook.

Direxion Daily Semiconductors Bull 3x Shares (SOXL) gained 7.00%. NVIDIA’s beat lifted semiconductors.

Marvell Technology (MRVL) advanced 4.92%. Susquehanna raised its target to $265 from $230.

NVIDIA climbed 4.63%. Fiscal Q2 revenue neared $96 billion with strong guidance.

Palo Alto Networks rose 4.55%. The Information said the CEO explored Datadog and Okta deals.

ARM Holdings rose 4.07%. IBM unveiled a dual-architecture mainframe supporting ARM.

Micron Technology (MU) rose 3.64%. Leadership changes aimed to speed its AI strategy.

Western Digital rose 3.34%. A convertible note exchange optimized its debt structure.

ServiceNow rose 3.24%. Software sentiment improved amid a cybersecurity-led rebound.

Seagate Technology PLC (STX) rose 2.97%. The CEO flagged “physical AI” lifting local storage demand.

Chip stocks rose, with Cerebras Systems rising 3.21%, Lam Research rising 2.55%, SUPER MICRO COMPUTER INC rising 2.30%.

Optical communication stocks rose, with AXT Inc rising 7.27%, Applied Optoelectronics rising 4.13%, Corning rising 2.68%.

Software stocks rose, with Workday rising 3.47%, Snowflake rising 2.10%.

Among other individual movers, IREN Ltd rising 3.51%, IONQ Inc. rising 2.17%, D-Wave Quantum Inc. rising 2.11%, BitMine Immersion Technologies Inc. rising 2.09%, Rocket Lab USA, Inc. rising 2.07%, Moderna, Inc. falling 1.00%.