
Situational Awareness LP disclosed a 5.6% stake in Nebius (NBIS), which hit all-time highs after hours, while Marvell (MRVL), Snowflake (SNOW), and Dell (DELL) reported strong financial beats or major contract wins. Meta (META) is expanding paid AI subscriptions, Robinhood (HOOD) launched AI-driven "Agentic" trading and credit cards, and Reddit (RDDT) integrated globally with Shopify (SHOP). High options volume was concentrated in NVDA, TSLA, META, MU, AAPL, AMZN, IREN, MSFT, NOK, and PLTR.