US PRE-MARKET MOVERS: NVDA, AAPL, BNTX, KSS, TSM, HPE
ES -0.1% NQ flat RTY -0.4%
- NVDA -0.1%: Preparing open-source AI agent platform, NemoClaw
- AAPL +0.1%: Increased iPhone prod. in India by ~53% in 2025 to 55mln units & now makes c. 25% of its iPhones there
- BNTX -17%: Co. said co-founders are leaving to found a new Independent venture by the end of 2026
- KSS -8.5%: Rev. light as was midpoint of FY profit view
- TSM +0.7%: Jan. & Feb. rev. +30% Y/Y, supported by AI infrastructure demand before conflict in the Middle East
- HPE +1.8%: Profit topped & lifted outlook for networking rev. w/ a surge in enterprise AI server orders
Context
The pre-market movers indicate mixed sentiment across key tech players, with NVIDIA slightly down as it prepares to launch an open-source AI platform, while Apple sees positive momentum from increased iPhone production in India. On the downside, BioNTech faces significant pressure following the departure of co-founders, reflecting potential instability, while Kohl's revenue misses expectations, potentially weighing on retail sentiment. Overall, the data suggests selective strength in AI and semiconductor demand, yet caution remains in the retail sector and biotech.
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