US PRE-MARKET MOVERS: AMZN, AAPL, BE, RBLX, RDDT, FTNT, UAA, HIMS, COTY, STLA, MOH, DOCS

A mixed bag of earnings results is likely to shape market sentiment today.

Newsquawk StaffPublished On the live feed at 3 more headlines followed before this page went public
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US PRE-MARKET MOVERS: AMZN, AAPL, BE, RBLX, RDDT, FTNT, UAA, HIMS, COTY, STLA, MOH, DOCS

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ES +0.6% NQ +0.7% RTY +1.2%

  • AMZN -7.5%: Profit missed & alarmed investors by forecasting a sharply higher CapEx driven by aggressive investment in AI infrastructure
  • AAPL -0.3%: Scaling back plans for an AI-based virtual health coach
  • Rest of Mag-7: NVDA +3% TSLA +1.5% MSFT +1.3% GOOGL -0.8% META flat
  • BE +15%: EPS & rev. beat w/ strong FY outlook
  • RBLX +14%: Rev. topped w/ strong guidance
  • RDDT +12%: Top & bottom-line surpassed exp.
  • FTNT +2%: Strong Q4 metrics w/ solid FY & next Q rev. view
  • UAA +1.5%: Surprise profit per shr., rev. beat w/ solid FY EPS outlook
  • HIMS -6.7%: US FDA commissioner Makary recently said FDA will be taking action against Cos. producing "illegal copycat drugs"
  • COTY -11%: EPS light, withdrew FY26 guidance & warned of a weaker-than-exp. next Q citing a leadership transition & challenging beauty market backdrop
  • STLA -27%: Will take a €22.2bln charge as part of a business reset
  • MOH -28%: Dismal FY outlook & will exit MAPD product for 2027; weighing on other healthcare names
  • DOCS -31%: Adj. EBITDA light alongside weak next & FY rev. view
Context

Amazon's significant drop due to a profit miss and a concerning CapEx forecast signals heightened caution in tech investments, while strong performances from companies like BE and RBLX may provide bullish counterpoints that investors will watch closely. However, negative guidance from major players like STLA and MOH highlights underlying risks and could weigh heavily on sectors linked to consumer discretionary and healthcare.

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