US PRE-MARKET MOVERS: AMD, SMCI, ANET, OXY, NVO, GOOGL, CVS, COR, DIS, UBER, GLW, GFS, Fertiliser/Chemical names
ES +1% NQ +1.6% RTY +1.8%
- AMD +21%: EPS & rev. beat w/ better than exp. guidance driven by accelerating data centre growth & strong demand for processors and GPU shipments
- SMCI +15%: Profit beat w/ stellar next Q & FY outlook as demand for AI servers remained robust
- GLW +15%: Announces long-term partnership w/ NVDA to strengthen US manufacturing for AI infrastructure
- GOOGL +1.6%: Anthropic committed to spend $200bln w/ Google Cloud over 5yrs under recent agreement
- OXY -8%: Rev. light & lowered FY26 prod. outlook
- NVO +8%: Net sales, EBIT & Wegovy sales all beat
- CVS +5%: Top & bottom-line surpassed Wall St. exp. alongside lifting FY profit view
- COR -6%: Q metrics light
- DIS +4%: Solid Q report
- UBER +10.5%: Stellar outlook offsets quarterly metrics
- GFS +6%: Upgraded at Susquehanna
- ANET -9.5%: Q1 metrics beat, as did guidance, but persistent supply constraints, near-term growth challenges & steep valuation prompted investors to step back
- Fertiliser & chemical Cos. hit as Iran/US closer to ending war: DOW -8% CF -7.5% LYB -7.5% NTR -5% MOS -2%
Context
Today's pre-market movers highlight a mixed earnings landscape, with strong performance from companies like AMD and SMCI, driven by robust demand in AI and data centers. However, OXY's significant drop reflects disappointing revenue and production outlook, indicating market sensitivity to guidance amidst evolving sector dynamics. Notably, the fertilizer and chemical stocks are reacting negatively to geopolitical developments, suggesting that external factors are also heavily influencing sector performance.
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