US PRE-MARKET MOVERS: AVGO, NVDA, BRK.B, TTD, IREN, MS
ES -0.3% NQ -0.4% RTY -0.8%
- AVGO +6%: EPS, rev. beat, to buyback shares for $10bln & strong next Q outlook
- NVDA -0.4%: Halted prod. of China-bound H200 AI chips & reallocated manufacturing capacity at TSMC to its next-gen Vera Rubin hardware
- BRK.B +1.2%: Begins repurchasing shares & CEO Greg Abel buys $15mln in stock
- TTD +21%: OpenAI had early talks with Trade Desk to sell ads
- IREN -5%: Up to $6bln "at-the-market" equity share sell prog.; announced agreement to buy >50k NVDA B300 GPUs to expand AI Cloud capacity
- MS -1%: Laying off 2.5k people, with layoffs tied to shifting business priorities & individual job performance
Context
Pre-market movements show a mixed picture for key US stocks. AVGO is up sharply with strong earnings and a significant buyback plan, suggesting investor confidence in growth, while NVDA's slight decline reflects concerns over production halts and strategic shifts, which may affect sentiment across the semiconductor sector. TTD's substantial gain due to potential AI advertisement collaborations indicates a bullish outlook for tech and media, contrasting with declines in MS amidst layoffs, highlighting sector-specific volatility heading into today's trading session.
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