AI, Amps & Altitude: Market Movers Rewrite the Playbook

August 29, 2025

DENVER, Colo., Aug 29, 2025 (247marketnews.com)- As the market gears up for another high-volume session, investors are digesting a slew of earnings, expansion announcements, and strategic pivots from some of the most watched names across tech, retail, entertainment, and AI infrastructure.

Autodesk (NASDAQ:ADSK) surged in early trading after reporting fiscal Q2 2026 results that outpaced expectations and included a raised FY revenue outlook. The company cited strength in AECO (Architecture, Engineering, Construction, and Operations), especially from continued investment in data centers, infrastructure, and industrial buildings.

CEO Andrew Anagnost positioned the firm squarely in the AI race, saying, “We have been building industry-specific foundation models and products capable of understanding and reasoning about 2D and 3D geometry… even physical behavior.”

With a long-established SaaS model and the Autodesk Store performing ahead of plan, ADSK looks primed to capitalize on the intersection of AI and the built environment.

VENU (NYSE:VENU), the rising star in premium entertainment real estate, closed a $34.5 million public offering at $12 per share, funding flagship developments Sunset McKinney (TX) and Sunset Broken Arrow (OK). The projects are slated to open in 2026 and are expected to help scale VENU’s network to 25 amphitheaters and 15 indoor complexes by 2030.

The company is also integrating a blockchain-based fan engagement platform, doubling down on high-margin experiences and vertical infrastructure. With a $2 billion ticketing volume projection and institutional support mounting, VENU remains a stock to watch into the fall.

Ulta Beauty (NASDAQ:ULTA) shares are in focus after the company reported a 9.3% YoY increase in net sales, hitting $2.8 billion in Q2. Comparable sales rose 6.7%, with strong growth across all major categories. EPS came in at $5.78 per diluted share, topping expectations.

CEO Kecia Steelman said the retailer is “executing our Ulta Beauty Unleashed strategy” while preparing for evolving consumer trends in the back half of the year. Despite macro caution, ULTA’s omnichannel strength and category leadership make it a standout in retail resilience.

IREN (NASDAQ:IREN) stunned the Street with record FY25 financials, driven by an explosive ramp in both Bitcoin mining and AI Cloud infrastructure:

  • Total FY25 revenue: $501M (+168% YoY)
  • Net income: $86.9M, up from a $28.9M loss last year
  • Adjusted EBITDA: $269.7M (+395%)

IREN expects $200–250 million in AI cloud revenue by December 2025, scaling to 10,900 NVIDIA GPUs with room to deploy >60,000 Blackwell GPUs. With NVIDIA Preferred Partner status, liquid-cooled GB300 NVL72s in buildout, and 3GW of grid-connected power, IREN is emerging as a vertically integrated AI infra player to rival traditional cloud incumbents.

Kimberly-Clark (NYSE:KMB) agreed to a $40.4 million settlement with the U.S. Department of Justice, resolving a criminal case related to the sale of adulterated MicroCool surgical gowns. The resolution removes an overhang, though reputational risks may linger.

All eyes on Alibaba (NYSE:BABA), which is set to report Q1 FY2026 earnings with consensus EPS at $1.95. Investors will be looking for signals on cloud growth, international retail expansion, and progress on restructuring efforts in the face of China’s shifting regulatory and economic environment.

Please go to https://247marketnews.com/venu-disclosure/ for additional 247marketnews.com VENU disclosure

About 24/7 Market News
As a pioneer in digital financial market media, 24/7 Market News (24/7MN) is dedicated to the swift distribution of financial market news and information. 24/7 MN incorporates comprehensive corporate communications resources and tools to engage the investment community. Visit 24/7 Market News website here.

24/7 MARKET NEWS, INC Disclaimer
Please go to https://247marketnews.com/disclaimer/ for disclaimer information.

CONTACT:
24/7 Market News
Editor@247marketnews.com

Related news for (ADSK, VENU, ULTA, IREN, KMB, BABA)

NASDAQ and NYSE quotes and data are delayed 15 minutes unless indicated otherwise. Market data and exchange information are provided for informational purposes only and is not intended for trading purposes. Neither 24/7 Market News Editors, 247 Market News, or data and content providers shall be liable for any errors or omissions, delays, misquotes or other market information relayed in any press materials. You should Use Realtime data to conduct due diligence before investing or trading, and trading in any stock is risky you could lose all your money.