US PRE-MARKET MOVERS: NVDA, HPE, MCHP, STM, MRVL, GOOGL, SIG, DG
SourceNewsquawk
SectionUS Equities
ES -0.2% NQ flat RTY -0.1%
- NVDA +1.5%: CEO Huang says Co. has capacity to supply robust AI growth despite constraints
- HPE +25%: EPS, rev. beat, lifted next Q/FY profit view & highlighted strong server demand tied to AI infrastructure growth
- MCHP +8%: Expects data centre solutions business to grow c. 65% to ~$500mln in CY26
- STM 11%: '26 data centre rev. now exp. at ~$1bln (prev. 500mln+) & said it could double in '27
- MRVL +23%: At Computex conference, Nvidia chief Huang reportedly said next tln-dollar Co. will be Marvell
- GOOGL -2.7%: Plans to raise $80bln for AI goals & Berkshire to invest $10bln
- SIG +6%: EPS beat
- DG +4%: Bottom line topped & lifted FY26 profit view