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

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.