US PRE-MARKET MOVERS: HUM/UNH/CVS, GLW, CRWV, MU, CRM, GM, HCA, AAL, UPS, RTX, BA, NUE, JBLU, SANM
SourceNewsquawk
SectionUS Equities
ES +0.3% NQ +0.6% RTY +0.2%
- HUM -17% UNH -16.7% CVS -13%: Trump admin proposes keeping the rates steady that Medicare pays insurers
- GLW +6%: META reportedly agreed a deal to pay GLW as much as $6bln for fibre optic cables in data centres
- CRWV +4.7%: Following NVDA investment yday, upgraded at Deutsche Bank
- MU +4.5%: To invest $24bln over 10 years in Singapore NAND plant
- CRM +2.3%: Subsidiary Computable Insights awarded $5.64bln Army contract
Earnings:
- GM +4.3%: Profit topped & approves new $6bln share repurchase prog.
- HCA +4.5%: Profit topped & authorised additional share repurchase prog. for up to $10bln
- AAL +4%: Midpoint of FY profit view surpassed Wall St. consensus
- UPS +3.7%: Top & bottom line surpassed exp; Strong FY rev. outlook
- RTX +3%: Strong Q metrics w/ midpoint of FY EPS view also above exp.
- BA -1%: Profit beat, but only topped as results incl. $9.6bln gain on digital aviation solutions deal
- NUE -2.5%: EPS & rev. light
- JBLU -3.5%: Deeper loss per shr. than exp.
- SANM -9%: Next Q sales outlook disappointed
- In earnings, UNH profit & rev. was short w/ FY26 top line guidance light