US PRE-MARKET MOVERS: Mag-7, NET, VRT, SHOP, GFS, F, GILD, NTES, HOOD, HUM, KHC, LYFT, U

ES +0.1% NQ +0.2% RTY +0.2%

• Mag-7: NVDA +0.6% AMZN +0.4% MSFT +0.2% GOOGL +0.1% AAPL flat TSLA -0.2% META -0.4%
• NET +14.5%: EPS & rev. topped w/ strong next Q & FY rev. outlook
• VRT +14%: Profit beat w/ midpoint of next Q guide above exp.
• SHOP +10%: Top line beat & to buyback shares for $2bln
• GFS +6.5%: Strong Q numbers & outlook
• F +2%: Rev. beat, guided stronger profits for ‘26 & highlighted progress in improving its core business & cost controls
• GILD -3.5%: Guidance underwhelmed
• NTES -4%: Top & bottom-line surpassed exp.
• HOOD -7%: Rev. short w/ both crypto & options trading rev. light & net deposit growth slowing
• HUM -8%: Dismal FY EPS outlook
• KHC -8%: FY26 EPS view way short of St. consensus
• LYFT -17.5%: EBITDA & rev. light
• U -20%: Next Q rev. view disappoints