Earnings dispersion climax
NVDA muted post-earn dip; INTU -20% plunge; SOFI -43% sell-the-news; WMT -7% post-earnings dip. Upcoming CRM/SNOW/DELL/COST catalysts with Dell surging 16% on $34B AI orders. ZS cratering 31.5% on weak guidance and rising memory costs, reversing prior bullish setup. DKS mixed with Foot Locker turnaround costs, ANF up 9% on earnings beat. Snowflake +25% on AWS deal; Salesforce weak guidance. Marvell earnings implied move key. BigTech/Dell/QCOM surges show dispersion amid yield/oil pressure. Equal-weight ETF strength confirms broadening. Latest: SNOW +37% after hours on Q1 beat and $6B AWS deal; ZS -25% premarket; MU +9% premarket on Barclays PT raise; CRM/SNOW earnings tomorrow (SNOW already reported); Dow futures rise with AI stocks in buy areas (Zscaler, Modine, Semtech).