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US PRE-MARKET MOVERS: ESLT, OKLO, RACE, MOD, AZO, JOYY, CGNX, LUNR

Importance
Level 1

ES +0.7% NQ +1.1% RTY +1.2%

  • ESLT +11.3%: Earnings beat; won $1.4B EU defence contract.
  • OKLO +10.3%: Selected by the DOE for advanced negotiations under the Surplus Plutonium Utilization Program.
  • RACE -2.7%: Unveiled Luce, its first five-seat, four-door fully electric vehicle, priced at $640K.
  • MOD +17.0%: Signed a long-term agreement to supply more than $4B of Airedale cooling products.
  • AZO -5.3%: Revenue missed.
  • JOYY +10.3%: Revenue & guidance beat.
  • CGNX +4.9%: Upgraded at JPMorgan to 'Overweight' from 'Neutral'.
  • LUNR +11.1%: Cantor Fitzgerald remains bullish on LUNR following its reaffirmed FY26 revenue guidance.
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