US PRE-MARKET MOVERS: NVDA, LITE/CIEN/COHR, JHG, DAL, JBLU, STYLD, NBIS, LNSR
The pre-market moves reflect notable dynamics across several sectors, particularly driven by company-specific news and guidance.
US BROKER MOVES: LMND upgraded at Morgan Stanley; LLY downgraded at HSBC
Honeywell (HON) executive on Venezuela, says “we have over 400 assets in Venezuela… short term, it’s not going to grow… more of a 3–4 year type of cycle”; working with Chevron (CVX) to assess the situation
US PRE-MARKET MOVERS: NVDA, LITE/CIEN/COHR, JHG, DAL, JBLU, STYLD, NBIS, LNSR
Delta Airlines (DAL) exec says jet fuel has almost doubled since the start of the year, and crack spreads are significantly higher than crude, via conference call
NEC Director Hassett says coordinated oil reserve release could go up if needed; Iran conflict is going to be over in the short run, has a plan for every quarter of the disruption
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ES -0.1% NQ -0.2% RTY -0.3%
- NVDA +0.2%: Post CEO Huang’s keynote address at GTC; sees $1tln Blackwell & Rubin sales by 2027
- LITE -3.7% CIEN -2% COHR -4%: Huang said copper wires remain important in server racks
- JHG +2.7%: Victory Capital submits revised bid which amounts to $56.84/shr for JHG shares
- DAL +2%: Lifts rev. outlook on demand momentum
- JBLU +1.4%: Expects stronger Q1 travel demand vs. prior exp.
- STLD -2%: Cuts Q1 profit guidance
- NBIS -6%: To raise $3.75bln in convertible loan offering Nebius
- LNSR -22.5%: Alcon & Co. agreed to terminate their previously announced merger agreement
- Morgan Stanley said default rates in private credit could rise to 8% as AI disruption continues to pressure software sector
Delta Air Lines and JetBlue have revised their revenue outlooks upwards, suggesting strong demand in the travel sector, while NVIDIA's CEO's comments indicate bullish sales forecasts, supporting sentiment in the semiconductor space. Conversely, Steel Dynamics has tempered expectations by cutting profit guidance, which may signal broader challenges in materials aimed at infrastructure, potentially affecting related equities.
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