After-hours movers:

NVIDIA (NASDAQ: NVDA) rose 4% after it issued strong guidance, easing fears of an AI bubble. “Blackwell sales are off the charts, and cloud GPUs are sold out,” said Jensen Huang, founder and CEO of NVIDIA.

• Shares of CoreWeave (NASDAQ: CRWV) rose 6%, Nebius Group (NASDAQ: NBIS) rose 6% and Oracle (NYSE: ORCL) rose 2% following results from NVIDIA. AMD (NASDAQ: AMD) rose 2.5%, Oklo (NYSE: OKLO) rose 4%, Broadcom (NASDAQ: AVGO) rose 2%, Palantir (NASDAQ: PLTR)
  rose 3%, and major averages advanced after-hours.

Palo Alto Networks (NASDAQ: PANW) fell 5% after reporting in-line results and guidance and announcing a deal to buy Chronosphere for $3.35 billion.

Regeneron (NASDAQ: REGN) rose 5% after FDA approved EYLEA HD for retinal vein occlusion treatment.