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US PRE-MARKET MOVERS: NVDA, ORCL, CRML/USAR/MP/UUUU/UAML, IDXX, MCD, DIS, HUM, BYDDY

SourceNewsquawk
SectionUS Equities

ES -0.3% NQ -0.6% RTY -0.4%

  • NVDA -1.3%: Plans to invest up to $100bln in OpenAI to support training & operation of AI models has stalled after internal doubts
  • ORCL +2.3%: Plans to raise $45-50bln this year to expand its Cloud infrastructure; following, Fitch rates senior notes offering 'BBB' & affirms IDR w/ outlook stable
  • Trump launches $12bln mineral stockpile to counter China; CRML +8.5% USAR +5.7% MP +5.5% UUUU +5.2% UAML +5.1%
  • IDXX +1.1%: EPS & profit beat
  • MCD +1%: Upgraded at BTIG
  • DIS flat: Top, bottom line surpassed exp. & on track to repurchase $7bln of stock in FY26; close to naming new CEO
  • HUM -2%: Downgraded at MS
  • BYDDY -4.5%: Weak Jan. sales (-30% Y/Y) signalled cooling demand; LI -1% XPEV -5% NIO -1.6%
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