Meta Platforms shares surged 11% to close at $741.25 on about 48 million shares, marking the stock’s biggest one-day gain since April 2025. The stock has risen more than 20% since Muse, Meta’s personal AI agent, launched on Sept. 8, with a free tier and $20 and $100 monthly plans. Wells Fargo raised its price target to $796 from $640, while Mizuho said the rollout is a meaningful step toward showing returns on AI spending. On the chart, the stock cleared resistance at $665 and weekly volume has been positive for the past four weeks.

AMD said its server CPU revenue rose more than 70% year over year in Q2 2026, helped by demand tied to agentic AI. Management expects server CPU revenue growth to exceed 80% year over year in H2 2026, and said it could raise that outlook in Q3. The company’s market capitalization has crossed $1 trillion for the first time.

Samsung India reported FY26 net profit down 36% year on year to ₹7,228 crore, while revenue from operations edged up 1.2%. Smartphone revenue slipped 1.4%, exports fell 10%, and telecom network revenue declined 12.8%. With costs rising and core businesses under pressure, the company did not recommend a dividend for FY26.

GameStop CEO Ryan Cohen increased his stake by 1.15 million shares at an average price of about $22.94 per share, taking his direct holdings to 40.498 million shares. Director Alain Attal also bought 17,500 shares, adding to a wave of insider purchases. The concentrated buying has put GME back in focus for near-term trading, but weakening revenue trends and potential share dilution remain key concerns.

Thor Industries reported fourth-quarter revenue of $2.312 billion, beating analysts’ expectations of $2.168 billion. Earnings came in at 78 cents per share, below the 96 cents per share analysts had forecast. Shares rose about 5% on Tuesday after the sales beat.

U.S. stocks were mixed on Tuesday, with the Dow slightly lower and the Nasdaq modestly higher as oil prices fell and the AI trade stayed in focus. PayPal jumped more than 2% after announcing a partnership with Meta that lets customers use Muse personal AI agents to shop online. Viking Therapeutics surged more than 25% after its experimental obesity drug showed 22% weight loss in a clinical trial. AutoZone reported fourth-quarter profit growth and said it expects sales to accelerate in 2027, while SanDisk rose 5% after Rosenblatt initiated coverage with a Buy rating and a $2,400 price target.

Anthropic has released Claude Opus 5.5, pricing it at $4 per million input tokens and $20 per million output tokens, down 20% from Opus 5. The company said the model performs similarly to the more expensive Fable 5.1 on most tasks. It is Anthropic’s first model since CEO Dario Amodei called for third-party evaluations, which Article 55 of the EU AI Act has required in Europe since August 2025.

DoorDash has agreed to a $131.5m settlement with New York City regulators over failures to pay gig workers fully or on time. Of that total, $83m addresses a dispute over how the company calculated pay for time workers were logged on the app waiting for orders, while systemic errors left about $6.6m in wages unpaid and another $5.7m paid days or weeks late. DoorDash said the problems stemmed from “complex” changes to New York state minimum-wage rules introduced in 2023 and said the issues affected under 1% of overall local transactions.