US PRE-MARKET MOVERS: AMD, WDAY, TTWO, ZM, ROST, AA, INSP
Newsquawk Staff ·
ES +0.3% NQ +0.3% RTY +0.4%
- AMD +2%: CEO said it is working w/ Taiwan partners to increase prod.capacity as stronger-than-exp. demand tightens global CPU market
- WDAY +7.5%: Stronger than exp. results, upgraded margin forecast w/ mgmt. citing strength in AI & rising use of its AI agents
- TTWO +3.5%: Metrics beat & as it reiterated 19th Nov. release date for GTA6; note, next Q & FY guidance disappointed
- ZM +8%: EPS & rev. topped alongside raising FY27 outlook
- ROST +5.5%: Stellar Q1 report, supported by strong comp. sales, higher customer traffic, better margins & raised FY outlook
- AA +1.7% Upgraded at UBS
- INSP -3%: Downgraded at BofA
- US EQUITY OPEN: Mag-7 earnings lead Tech and Indices lower as the Middle East situation remains fragile
- US PREMARKET MOVERS: META, TSLA, IBM, LRCX, BX, PG, CMCSA, SAP, BABA
- US BROKER MOVES: CME upgraded at JPM; BROS downgraded at RBC
- [MARKET ANALYSIS] European bourses suffer from the risk tone in Asia, as Tesla's cut in spending plans reignite AI worries
- European Movers: Hermes (RMS FP) -8%, Nokia (NOKIA FH), -0.8%, Nestle (NESN SW) +0.4%, Roche (ROP SW) +0.5%, SAP (SAP GY) +1%, Barclays (BARC LN) +1.8%, UCB (UCB BB) +13%
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