Alphabet Unveils Gemini 4 Argon as Accenture, Micron Beat Estimates

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3▲7 ▼0Impact / 5
Summary · why it matters

Alphabet rose 2% in premarket trading after unveiling Gemini 4 Argon, its most advanced artificial intelligence model yet, which the company said delivers improvements in cybersecurity, coding and complex professional work. Accenture soared 17% after fiscal fourth-quarter revenue of $18.68 billion beat its own guidance of $17.75 billion to $18.4 billion and the FactSet consensus estimate of $18.3 billion, with earnings of $3.29 per share also topping expectations. Rocket Lab climbed 4.5% after signing a multiyear launch agreement for 20 new Electron missions with Tokyo-based company Synspective, which Rocket Lab called the largest commercial launch contract for Electron to date. Micron reported better-than-expected fiscal fourth-quarter results, earning an adjusted $33.42 per share on revenue of $54.23 billion versus analyst estimates of $31.61 per share on revenue of $51.07 billion, though the stock fell slightly while the Roundhill Memory ETF gained more than 1% and the VanEck Semiconductor ETF advanced 1%. McCormick rose nearly 5% on third-quarter adjusted earnings of 86 cents per share and revenue of $2.02 billion, both above consensus, while Dollar Tree added 1.3% on a Loop Capital upgrade to buy from hold and Nu Holdings gained nearly 6% after denying it is pursuing a transaction with U.K. digital bank Monzo.

Impact on assets 8

Artificial Intelligence▲ · 2 stocks
Accenture plc
ACN
▲ PositiveCapitalrelevance

Accenture's fiscal Q4 revenue of $18.68B and EPS of $3.29 both beat guidance and consensus.

Alphabet Inc Class C
GOOG
▲ PositiveTechnologyrelevance

Alphabet unveiled Gemini 4 Argon, its most advanced AI model yet, with improvements in cybersecurity, coding and complex professional work.

Consumer Staples▲ · 2 stocks
Dollar Tree Inc
DLTR
▲ PositiveCapitalrelevance

Dollar Tree rose after Loop Capital upgraded the stock to buy from hold.

Space Economy▲ · 2 stocks
Rocket Lab USA Inc.
RKLB
▲ PositiveDemandrelevance

Rocket Lab signed a multiyear launch agreement for 20 new Electron missions with Synspective, its largest commercial launch contract for Electron to date.

Semiconductors▲ · 1 stocks
Micron Technology Inc
MU
▲ PositiveCapitalrelevance

Micron's fiscal Q4 adjusted EPS of $33.42 and revenue of $54.23B beat analyst estimates.

Digital Finance & Tokenization▲ · 1 stocks
Nu Holdings Ltd
NU
▲ PositiveCapitalrelevance

Nu Holdings gained nearly 6% after denying it is pursuing a transaction with U.K. digital bank Monzo, removing M&A uncertainty.

Off-coverage companies 1

MonzoPrivate± Mixed
relevance