US PRE-MARKET MOVERS: DDOG, SPOT, TSM, DD, HAS, DGX, AMZN, KO, FISV, ON, SPGI

ES flat NQ flat RTY flat

• DDOG +10%: EPS, rev. & op. income beat, although guidance was weak
• SPOT +10%: EPS, MAUs & total premium subs topped w/ strong guidance
• TSM +3%: 37% Y/Y rise in Jan. rev. to $12.7bln
• DD +2%: Sees FY sales & profit above exp. after Q4 metrics beat, helped by higher sales in healthcare segment & by business restructuring
• HAS +1.7%: Top & bottom line surpassed exp.
• DGX +1.5%: EPS, rev. beat w/ better than exp. FY outlook
• AMZN +0.7%: Plans to launch an AI content marketplace allowing publishers to sell content to AI firms
• KO -3.2%: Rev. fell short
• FISV -3.5%: FY profit guide midpoint was shy of Wall St. exp
• ON -5%: Mixed next Q guidance
• SPGI -13.5%: Profit weak w/ disappointing FY outlook
• Hyperscalers: Trump admin plans tariff carve-outs for US hyperscalers, incl. AMZN, GOOG, MSFT linked to TSMC’s US investment commitments