Stock Movers Cava Group Soars, Lowe's Drops, Workday Dives After CEO Says Anthropic and OpenAI Use His Company’s Software
Feb 25, 2026
Shares in a fast-casual chain jump after an upbeat long-range sales forecast. A home-improvement retailer falls on weaker-than-expected guidance tied to high borrowing costs and softer big-ticket spending. An enterprise software firm slides amid headlines about top AI companies using its products and investor anxiety over AI disruption.
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CAVA's Strong Quarter Sparks Big Rally
- CAVA's sales and outlook beat expectations and drove a >20% intraday rally.
- Norma Linda highlights stronger-than-peer Q4 growth and a 40% year-to-date rally that signals outperformance in fast-casual dining.
Lowe's Guidance Miss Shows Consumer Pullback
- Lowe's forecast missed expectations, causing shares to drop as consumers pull back on big-ticket and remodeling spending.
- Norma Linda links the miss to high borrowing costs and economic volatility reducing DIY purchases compared with Home Depot.
Workday Guidance Miss Fuels AI Anxiety
- Workday shares plunged up to 10% after subscription sales guidance slightly missed analyst estimates and investors worried about AI disruption.
- Norma Linda notes subscription revenue guidance of $2.34 billion versus $2.35 billion expected and a ~40% YTD share decline.