Woofun AI reports that U.S. index futures declined slightly, with Dow, S&P 500, and Nasdaq 100 futures dropping 0.11%, 0.10%, and 0.14% respectively. The S&P 500 has risen 14% this quarter, marking its strongest quarterly performance in six years.

Meanwhile, Bernstein raised SanDisk’s target price from $1,700 to $3,000, implying 50% upside.

Anthropic announced full availability of Claude on Microsoft Azure, powered by Nvidia GB300 Blackwell Ultra GPUs. A new agreement with Amazon shifts billing from per-computing-hour to per-token. Exelon warned that rising electricity demand could trigger U.S. blackouts by 2027, noting AI firms may underestimate infrastructure headwinds.