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%