US PRE-MARKET MOVERS: Mag-7, Oil names, GSAT, RTX, AKAM, ANRO, Healthcare, Steel/Aluminium names

Trump's recent prime-time address has reignited tensions in the Middle East, impacting market sentiment negatively among major tech stocks, which are all seeing losses in pre-market trading.

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[DESK UPDATE] Easter Schedule: Given the ongoing Middle East conflict and the US NFP report on Good Friday, the desk will operate as usual across Good Friday (April 3rd), Easter Monday (April 6th) and the surrounding days

US BROKER MOVES: WING upgraded at Piper Sandler; RTX upgraded at Melius

US PRE-MARKET MOVERS: Mag-7, Oil names, GSAT, RTX, AKAM, ANRO, Healthcare, Steel/Aluminium names

US Challenger Job Cuts (Mar) 60.620K (Prev. 48.307K)

Iran's Ghalibaf says in less than a week, country has brought forward around 7mln Iranians who have already stepped up and declared they're ready to pick up arms and stand in defense of Iran

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ES -1.5% NQ -1.9% RTY -1.9%

Trump reignites Middle East tensions in primetime nationwide address

  • Mag-7: AAPL -1.1% MSFT -1.3% AMZN -2.2% TSLA -2.4% GOOGL -2.4% META -2.5% NVDA -2.7%
  • CVX +3% XOM +3.5% COP +3.6% EOG +3.6%: Oil prices gain after Trump’s address
  • GSAT +12%: In talks to be acquired by AMZN in a deal valued at c. $9bln
  • RTX +0.6%: Upgraded at Melius
  • AKAM -3%: Downgraded at Baird
  • ANRO -12%: Disappointing ph2 data
  • Trump admin is preparing tariffs, poss. from Thurs., on drugmakers that have not agreed to guarantee low US prices
  • Trump exp. to overhaul US steel & aluminium tariffs by changing duties on finished products made w/ the metals
Context

Conversely, oil stocks are gaining as rising prices reflect the geopolitical concerns, while ongoing talks of tariffs on drugmakers may create additional pressure in the healthcare sector. Overall, this backdrop suggests a risk-off mood could dominate early trading.

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