CLOSING BELL

The market climbed Monday after AI hardware stopped bleeding and the Dow punched through 53,000 for the first time.

Tech did the heavy lifting. Chipmakers and megacap names bounced after Foxconn’s sales pointed to durable AI demand, Nvidia said its roadmap is intact, and traders looked to Samsung earnings for the next memory-chip tell.

Believe it or not, the next earnings season soft launches this week, with Delta’s report Wednesday, beginning in truth next week with JPMorgan Chase and the other giant financial institutions. Buckle up, buttercup; there were nearly 100 days of war in the past quarter, and it’ll start showing up in reports.

Stocktwits heat clustered around $SOUN, $WULF, $DELL, $CAVA, and $RIVN, with traders chasing squeeze math, AI infrastructure leases, and one very strange presidential Dell pump.

Today’s Briefing:

• After the Bell: Dell jumped after Trump plugged its computers from the Oval Office opening bell

• Stocks: Microsoft cut deeper into Xbox while WULF and SOUN kept the AI trade weird and loud

• Pops and Drops & More

AFTER THE BELL
Dell Gets Pumped After U.S. Prez Rings Opening Bell 🖥️

Dell Technologies, the PC and AI server maker, jumped Monday after President Trump used the first White House stock-market opening bell to promote its computers and the new Trump Accounts program. “Go out and buy a Dell computer,” Trump said, with Michael and Susan Dell in the Oval Office after pledging more than $6B to seed the accounts.

The program will enable kids born between 2025 and 2028 to apply for a $1k contribution from the Treasury towards a stock market investing account, that will grow as they do. Kids under the age of 18 also have access to the accounts. BNY is the financial agent managing the infrastructure in a collab with Robinhood. CEO Vlad Tenev said it will give kids a, “head start on the American Dream.“

The RIP: $DELL ( ▲ 4.43% ) rose 4.4%, gained as much as 9% intraday, traded 7.1M shares, and has 28.4k Stocktwits watchers. Trump disclosed 24 Dell trades in 2025, including 16 purchases and 8 sales, totaling roughly $300k to $1M.

This was not a normal AI-server demand move, and it wasn’t the first time Trump has mentioned Dell. According to recent filings, the president has made 24 trades of Dell Tech stock, including 16 purchases valued up to $770,000, according to CNBC. Dell stock got a presidential promo, a political contribution angle, and a financial disclosure wrinkle in the same headline, which is why the stream treated it more like a reaction trade than a clean fundamentals reset. 🖥️

Community is bearish, message volume is low across ~28.4k Watchers.

<blockquote align="center" class="stocktwits-embedded-post" data-origin="https://stocktwits.com" data-id="658342702"

$DELL  

APPARENTLY DONATING TO TRUMP ISN’T A BAD INVESTMENT:

Dell Technologies jumps over 8% after Trump says ‘go out and buy a Dell’

Shares of Dell Technologies are up 8.3% to $427.06 in morning trading after President Trump said to “go out and buy a Dell.” Trump was promoteing Dell at the first-ever White House opening bell following the launch of Trump Accounts.

Oh…and then there’s this:

cnbc.com/2026/05/28/michael…

Weigh in on $DELL: promo or proof →

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STOCKS
Xbox Gets Smaller 🎮

Microsoft fell Monday after announcing 4,800 immediate job cuts and a year-long Xbox reset that will eliminate 3,200 gaming roles, roughly one-fifth of the unit. The company is also spinning out or selling four game studios and reviewing options for Arkane, making gaming the clearest casualty of Microsoft’s AI-era cost discipline.

The RIP: $MSFT ( ▼ 0.96% ) fell 0.96%. Four studios are being divested, with Arkane under review. Xbox CEO Asha Sharma told Bloomberg the gaming division has been losing 64 cents on the dollar for years, after spending sprees that brought in giant studios like Blizzard.

Microsoft is protecting Azure, Copilot, and AI infrastructure spending by shrinking lower-margin gaming exposure. DA Davidson’s Gil Luria said gaming has become “almost irrelevant” to Microsoft, which is the real investor tell. 🎮

Wulf Gets Claude ⚡

TeraWulf, the AI and high-performance computing infrastructure developer, climbed Monday after it signed Anthropic to a 20-year lease at its Justified Data campus in Kentucky. The stock faded hard from its early spike, but the deal gives the former Bitcoin-mining story a frontier AI tenant and a long-duration revenue anchor.

The RIP: $WULF ( ▲ 4.86% ) +4.9%, 20-year lease, ~$19B contracted revenue, ~401 MW critical IT load, initial capacity in 2H 2027, full ramp by early 2028, 50.1% Abernathy JV stake sale, ~$450M investment monetized.

The setup is cleaner, but not instant. TeraWulf still has to finance and build the campus before the revenue turns live, which is why the tape did not reward the headline like a finished cash-flow stream. Clear Street kept a Buy rating and $36 target, framing the deal as validation of WULF’s multi-gigawatt AI infrastructure pipeline.

Community is bullish, message volume is high across ~29.2k Watchers.

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$WULF All the doubters and panic sellers can now take a deep breath. Sleep well knowing that the rest of us that held will be winning for years to come. Never doubt this TeraWulf team. 🇺🇸

SoundHound Squeeze Talk 🔊

SoundHound AI, the voice and agentic AI software company, jumped Monday as retail traders chased the stock through $7 and revived the short-squeeze setup. The stream tied the move to high short interest, the amended LivePerson deal, and hopes that the acquisition expands SoundHound’s customer-service footprint.

The RIP: $SOUN ( ▲ 6.26% ) rose 6.3%, hit 7.09 intraday, traded 28.1M shares, and drew high Stocktwits volume across 57.4k watchers. Stocktwits sentiment ran 75% bullish and 25% bearish, with 105 enterprise messages captured over 72 hours.

This was a positioning move first. The bull case is that LivePerson gives SoundHound more enterprise reach, but the tape is trading the squeeze math: hold $7, keep volume elevated, and make shorts chase instead of lean.

Community is extremely bullish, message volume is high across ~57.4k Watchers.

<blockquote align="center" class="stocktwits-embedded-post" data-origin="https://stocktwits.com" data-id="658375024"

$SOUN parabolic jump incoming hold on guys

Sound off in $SOUN: squeeze or fade →

TRENDING ON STOCKTWITS
Pops & Drops

$LMND ( ▲ 10.04% )  Lemonade ⚡: surged +10% after analysts warmed to its Tesla insurance partnership

$ANET ( ▲ 8.31% )  Arista: jumped +8% after BlackRock highlighted AI networking upside

$RIVN ( ▲ 8.11% )  Rivian ⚡: ripped +7% after deliveries topped expectations and guidance rose

$ONDS ( ▲ 5.53% )  Ondas ⚡: popped +7% after buying DZYNE and lifting guidance

$RIGL ( ▲ 3.96% )  Rigel ⚡: gained +4% after VEPPANU launch chatter resurfaced

$CAVA ( ▼ 6.47% )  Cava ⚡: fell -7% after valuation worries hit restaurant momentum

$RKLB ( ▼ 7.34% )  Rocket Lab: dropped -7% after space-stock momentum cooled hard

ST EDITOR’S PICKS
Links That Don’t Suck 🌐

📈 Nvidia denies report its next-generation AI server faces delays, says roadmap is intact

😨 DDOG’s Late-June Rally Failed To Carry The Stock Beyond Recently Hit Record Highs

💰️ Foxconn second-quarter revenue jumps, company cautions on geopolitics

📺️ MU, F Stocks Climb After Micron And Ford Sign Major Memory Pact

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Macro: Trade balance (8:30 AM ET). 📊
Pre-Market Earnings: $CRMT Americas Car Mart, Inc.. ☀️
After-Market Earnings: $PENG Penguin Solutions Inc.. 🌙

Get In Touch 📬

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