The Dow rose 0.4% at the opening, the S&P 500 rose 0.4%, and the Nasdaq rose 0.7%.

Oracle rose 2.7%, Oppenheimer upgraded its rating to "outperforming the market". Circle rose 20.1%, Q4 adjusted EBITDA was $167 million, a 412% year-on-year increase. First Solar fell 17.8%, net sales guidance for the year is below expectations. HP fell 4.2%, dragged down by higher tariffs and memory costs affecting profit guidance. Workday fell 10%, subscription revenue guidance for the fiscal year is lower than expected.