IBM fell 24% ($65B market cap loss) following a Q2 revenue miss of $17.2B, while AEHR surged after reporting a Q4 EPS beat of $0.11 and issuing FY27 revenue guidance ($130M–$150M) significantly above estimates. PLTR recovered from premarket lows to close up 3% at $135, and major banks GS, BAC, JPM, and WFC all exceeded Q2 earnings and revenue expectations. High options activity was noted in NVDA, TSLA, AAPL, PLTR, INTC, MU, IBM, AMZN, MSFT, and WULF, while NBIS secured a $1B+ AI compute deal with Reflection AI.