Markets bounced back today with the Dow crossing 50k for the first time. Tech led the way again. Here are the main movers: **APP (+13%):** CapitalWatch retracted some money laundering allegations against a shareholder. The stock jumped on the apology. **ORCL (+12%):** Got an upgrade to "buy" from analysts who think the risks regarding their OpenAI deal are fading. **HIMS (-16%) & NVO (+3.5%):** Hims stopped selling their compounded Wegovy pill. Novo Nordisk is suing them to stop sales of unapproved copies. **KD (-55%):** Rough day. They slashed their outlook, filed a late report notice with the SEC, and announced three execs are leaving. **KR (+4%):** Hired a former Walmart exec as their new CEO to help compete on digital. **MNDY (-15%):** Guidance for next quarter came in weaker than expected. **Software stocks:** Jefferies put out a note saying the recent sell-off in software due to AI fears is overblown and valuations are looking historically low.