US PRE-MARKET MOVERS: Semis, GM, DT, SHW, NUE, KO, AMT, CNC, UPS, GLW, SPOT

ES -0.6% NQ -1.2% RTY -0.8%

• OpenAI misses targets, stoking data centre spending concerns; NVDA -1.7% TSM -3.1% MU -3.5% INTC -4% AVGO -4.3% AMD -5.2% ORCL -7.7% Semi ETF SOXX -3.7%
• GM +5.2%: Metrics topped, lifted FY EBIT view w/ midpoint of profit outlook also impressing
• DT +4.8%: Starboard delivers letter to Co. & looks forward to continuing constructive engagement w/ mgmt. & board
• SHW +3.6%: EPS & rev. beat
• NUE +3.5%: EPS & rev. topped
• KO +2.3%: Q report impresses
• AMT +1.5%: Adj. EBITDA & rev. topped Wall St. exp.
• CNC +1.6%: Top & bottom-line surpassed exp. alongside lifting FY guidance
• UPS -3.2%: Q1 metric topped & reaffirmed FY outlook, but shares fall as profit fell ~28% Y/Y
• GLW -8%: Next Q rev. guidance disappointed
• SPOT -10.5%: Rev. light