US PRE-MARKET MOVERS: NVDA, LITE/CIEN/COHR, JHG, DAL, JBLU, STYLD, NBIS, LNSR
SourceNewsquawk
SectionUS Equities
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