GoPro shares surged 40% yesterday after the company announced a merger and said it would expand into data centers and defense, marking an artificial intelligence (AI) pivot. Stock futures were mixed after Wall Street’s decline, while the U.S. and Iran continued exchanging strikes. U.S. Central Command said it launched another round of strikes on Iranian targets, reportedly prompting retaliatory attacks by Tehran on Kuwait, Jordan and Bahrain. AI leaders including Nvidia CEO Jensen Huang, Anthropic Co-Founder Tom Brown and OpenAI CEO Sam Altman are attending the G20 Innovation Ministerial in Chapel Hill, North Carolina, led by Commerce Secretary Howard Lutnick and White House Office of Science and Technology Policy Director Michael Kratsios. The gathering comes as criticism of AI and data centers intensifies. Bessent said AI companies have done a "horrendous job" explaining themselves to Americans. Lutnick said the Trump administration is developing a framework for semiconductor tariffs and blamed Canada for the collapse of tariff talks, while Canadian Prime Minister Mark Carney criticized the administration’s negotiating approach. Dell shares rose nearly 9% before the bell after the company exceeded second-quarter expectations and raised its fiscal 2027 forecast, citing strength in its AI server business. Palo Alto Networks also beat expectations and announced plans to buy AI agent startup Console. Separately, Stan Kroenke said he was buying a controlling stake in the Los Angeles Angels, a transaction that values the team and its regional sports network at $4 billion, according to a source. Berkshire Hathaway CEO Greg Abel called Alphabet a significant AI player after the conglomerate disclosed a $17 billion second-quarter investment in Alphabet shares.