NVIDIA In the pre-market session, shares of Applied Digital rose nearly 4% after the company reported a 250% year-over-year increase in revenue for the second quarter of fiscal year 2026;Defense stocks rallied across the board, with Northrop Grumman up over 7%, Raytheon Technologies up nearly 5%, and Palantir up over 1.5%; Donald Trump. reported a 50% year-over-year increase in the 2027 defense budget.