Tiger Birthday! We're celebrating Sagat's BIG day today! 🎂 As he's no longer a member of Shadaloo, now he can enjoy his time in the mountains and continue to reign as the Emperor of Muay Thai. 🐯

Seagate ($STX) says the data storage crunch is getting worse as cloud demand accelerates. CEO Dave Mosley says “absolutely everything” the company can produce beyond plan is already spoken for, with billions of AI agents expected to drive the next wave of storage demand.

Seagate $STX fell 6.3% after hours on its results, less than the 8.3% move options had priced in. Adjusted EPS: $7.68 reported vs. $7.43 expected. Revenue was $4.23 billion, up 61% from $2.63 billion a year ago. Seagate guided fiscal second-quarter revenue to $4.8 billion, plus or minus $100 million. Its gross margin was 57.8%, up from 40.1% a year ago. EQT $EQT fell 0.1% against a 4.4% implied move. Adjusted EPS: $0.42 reported vs. $0.35 expected. Expand Energy $EXE was up 0.3% against a 4.2% implied move. It bought back $305 million of stock in the quarter, bringing this year's total to about $900 million, or 4% of its shares. Caesars $CZR fell 0.2% against a 2.4% implied move. Caesars Digital, its online unit, posted $44 million of adjusted EBITDA, up from $28 million a year ago. The company's net loss was $123 million, compared with $55 million a year ago. Baker Hughes $BKR reported after 5 p.m. Adjusted EPS: $0.70 reported vs. $0.61 expected. Revenue was $8.03 billion, up 14% from $7.01 billion a year ago, in its first quarter including Chart Industries. Orders were $10.8 billion, and its Industrial & Energy Technology backlog reached a record $39.4 billion. ONEOK $OKE raised its 2026 adjusted EBITDA guidance midpoint to $8.55 billion, from $8.35 billion in August. Its $2.13 of EPS includes a one-time, non-cash tax benefit of $0.53 a share.