US Pre-Market Movers: SNDK, MU, SLNO, DOW, LYB, NFLX

Today's pre-market movers indicate significant shifts in investor sentiment across key sectors.

Newsquawk StaffPublished On the live feed at 4 more headlines followed before this page went public
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Iran says that the Marvdasht Petrochemical Complex was targeted; a fire was caused, but not significant damage

A White House official told me the plan for a 45-day ceasefire between the U.S. and Iran is "one of many ideas” being discussed at the moment; “The President has not signed off on it. President Trump will speak more at 1pm EDT”, via Axios' Ravid

US Pre-Market Movers: SNDK, MU, SLNO, DOW, LYB, NFLX

Citi sees the Fed cutting rates starting from September (prev. June)

"Hearing the sound of huge Kuwaiti explosions in Basra, Iraq", via Tasnim

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  • Sandisk (SNDK) +4%, Micron (MU) +3.7%: Memory names performing well after recent sell off. 
  • Soleno Therapeutics (SLNO) +33%: Neurocrine (NBIX) -2% confirmed it is to acquire SLNO for USD 53/shr in cash, or USD 2.9bln.
  • Netflix (NFLX) +1.9%: upgraded to Buy from Neutral at Goldman Sachs
  • Dow Inc (DOW) -3.4%: downgraded to Underperform from Neutral at Bank of America
  • LyondellBasell (LYB) -3.8%: downgraded to Underperform from Neutral at Bank of America
Context

Sandisk and Micron are rebounding after a prior decline, signaling renewed confidence in semiconductors, while Neurocrine's acquisition of Soleno is buoying SLNO, highlighting strong M&A activity. Conversely, Dow and LyondellBasell's downgrades from Bank of America suggest challenges in the chemicals sector, which may impact broader market sentiment and investor positioning.

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