BUZZ-U.S. STOCKS ON THE MOVE-Applied Materials, CDW, Dell

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The Morning News Call newsletter: here Wall Street’s main indexes were mixed on Thursday as investors took stock of economic data that had been delayed by the U.S. government shutdown, while Nvidia’s shares tumbled on concerns over intensifying competition in the AI chip space. (.N) At 13:30 EST, the Dow Jones Industrial Average (.DJI) was up 1.21% at 47,009.64. The S&P 500 (.SPX) was up 0.74% at 6,754.87, and the Nasdaq Composite (.IXIC) was up 0.45% at 22,974.63. The top three S&P 500 (.PG.INX) percentage gainers: Keysight Technologies Inc (KEYS.N) , up 8.9% Builders FirstSource Inc (BLDR.N) , up 7.2% Albemarle Corp (ALB.N) , up 7.2% The top three S&P 500 (.PL.INX) percentage losers: Advanced Micro Devices Inc (AMD.OQ) , down 6.9% Texas Pacific Land Corp (TPL.N) , down 3.9% NVIDIA Corp (NVDA.OQ) , down 3.5% The top three NYSE (.PG.N) percentage gainers: Kohls Corp (KSS.N) , up 36.4% Abercrombie & Fitch Co (ANF.N) , up 34.6% Barnes & Noble Education Inc (BNED.N) , up 33.5% The top three NYSE (.PL.N) percentage losers: Burlington Stores Inc (BURL.N) , down 9.4% Yiren Digital Ltd (YRD.N) , down 8.9% Zhihu Inc (ZH.N) , down 8.0% The top three Nasdaq (.PG.O) percentage gainers: Clean Energy Technologies Inc (CETY.OQ) , up 146.7% Rubico Inc (RUBI.OQ) , up 61.7% Symbotic Inc (SYM.OQ) , up 38.0% The top three Nasdaq (.PL.O) percentage losers: MingZhu Logistics Holdings Ltd (YGMZ.OQ) , down 83.8% GreenPower Motor Company Inc (GP.OQ) , down 33.3% K Wave Media Ltd (KWM.OQ) , down 31.1% Zoom Communications Inc (ZM.O) : BUZZ - Shares rise as AI-driven demand prompts higher annual forecast SanDisk Corp (SNDK.O) : BUZZ - Gains on S&P 500 inclusion Alphabet Inc (GOOGL.O) : BUZZ - Shares rise after report co in talks with Meta to supply AI chips Symbotic Inc (SYM.O) : BUZZ - Rises on Q4 revenue beat Alibaba Group Holding Ltd (BABA.N) : BUZZ - US-listed shares rise on quarterly revenue beat

Hecla Mining Co (HL.N) :

Coeur Mining Inc (CDE.N) :

Silvercorp Metals Inc (SVM.N) :

Abrdn Physical Silver Shares ETF (SIVR.N) :

BUZZ - Silver miners surge as US retail data boosts rate cut hopes

Newmont Corp (NEM.N) :

Gold Fields Ltd (GFI.N) :

AngloGold Ashanti PLC (AU.N) :

Harmony Gold Mining Co Ltd (HMY.N) :

BUZZ - Gold miners down as bullion prices edge lower on firm US dollar Fluence Energy Inc (FLNC.O) : BUZZ - Jumps after co provides FY26 outlook Spotify Technology SA (SPOT.N) : BUZZ - Rises after report on US subscription price hikes

Esperion Therapeutics Inc (ESPR.O) : BUZZ - Gains after Piper Sandler initiates with ‘overweight’ rating Air Products and Chemicals Inc (APD.N) : BUZZ - Berenberg lowers Air Products target, flags Louisiana project risks Opus Genetics Inc (IRD.O) : BUZZ - Gets ‘overweight’ rating as Piper Sandler initiates coverage Royal Bank of Canada (RY.N) : BUZZ - Jefferies downgrades Royal Bank of Canada, TD Bank on full valuation Best Buy Co Inc (BBY.N) : BUZZ - Rises after upbeat annual revenue forecast Ameris Bancorp (ABCB.N) : BUZZ - Truist initiates coverage of Ameris Bancorp with ‘hold’

Zeta Global Holdings Corp (ZETA.N) : BUZZ - Rises after lifting quarterly, annual forecasts

Vistra Corp (VST.N) : BUZZ - KeyBanc initiates coverage on Vistra with ‘overweight’ rating Oracle Corp (ORCL.N) : BUZZ - D.A. Davidson cuts Oracle PT amid scrutiny over AI build-out, debt load First Interstate BancSystem Inc (FIBK.O) : BUZZ - Rises ahead of S&P SmallCap 600 inclusion Analog Devices Inc (ADI.O) : BUZZ - Rises on upbeat quarterly results forecasts Upwork Inc (UPWK.O) : BUZZ - Climbs ahead of S&P SmallCap addition Oklo Inc (OKLO.N) : BUZZ - Rise as Citigroup raises PT Atour Lifestyle Holdings Inc (ATAT.O) : BUZZ - Climbs after Q3 profit beat Abercrombie & Fitch Co (ANF.N) : BUZZ - Soars on annual profit forecast raise Exodus Movement Inc (EXOD.N) : BUZZ - Rises following W3C Corp acquisition DuPont De Nemours Inc (DD.N) : BUZZ - Deutsche Bank cuts DuPont PT, reiterates ‘buy’ rating

Titan Machinery Inc (TITN.O) : BUZZ - Rises on quarterly revenue beat Coinbase Inc (COIN.O) : BUZZ - Falls as Argus downgrades to ‘hold’ on expected slower growth PTC Therapeutics (PTCT.O) : BUZZ - Eyes fresh high as co set to join S&P SmallCap index

Firefly Aerospace Inc (FLY.O) : BUZZ - J.P. Morgan cuts PT for Firefly Aerospace amid launch delays Lixte Biotechnology Holdings Inc (LIXT.O) : BUZZ - Rises after buying UK firm to enter proton therapy cancer care Keysight Technologies Inc (KEYS.N) : BUZZ - Jumps on upbeat Q1 forecast; brokerages raise PT

Rio Tinto PLC (RIO.N) :

BHP Group Ltd (BHP.N) :

Southern Copper Corp (SCCO.N) :

Freeport-McMoRan Inc (FCX.N) :

BUZZ - Copper miners gain as outflows to US inventories provide support Bloom Energy Corp (BE.N) : BUZZ - Raises PT on fuel-cell maker Bloom Energy on higher demand Barrick Mining Corp (B.N) : BUZZ - Brokerages raise PT on Barrick as co resolves dispute over Mali gold mine Applied Materials Inc (AMAT.O) : BUZZ - Gains as UBS turns bullish Sarepta Therapeutics Inc (SRPT.O) : BUZZ - Rises after U.S. FDA clears study of muscle-wasting disease drug CDW Corp (CDW.O) : BUZZ - Rises as Raymond James upgrades to ‘strong buy’ from ‘outperform’ Semtech Corp (SMTC.O) : BUZZ - Down after CFO warns of margin headwinds Allurion Technologies Inc (ALUR.N) : BUZZ - Rises after strong weight-loss data from combination therapy Advanced Micro Devices Inc (AMD.O) : BUZZ - Falls as Meta eyes Google’s AI chips

Exxon Mobil Corp (XOM.N) :

Chevron Corp (CVX.N) :

Valero Energy Corp (VLO.N) :

Coterra Energy Inc (CTRA.N) :

BUZZ - US energy stocks fall amid Ukraine peace report

Kohl’s Corp (KSS.N) : BUZZ - Shares surge after raising annual profit forecast

CNX Resources Corp (CNX.N) :

EQT Corp (EQT.N) :

Cheniere Energy Inc (LNG.N) :

Energy Transfer LP (ET.N) :>:

BUZZ - US natgas companies fall on record output despite colder weather forecast Dick’s Sporting Goods Inc (DKS.N) : BUZZ - Shares drop on third quarter profit miss Nvidia Corp (NVDA.O) : BUZZ - Slides on report Meta may use Google chips Oxford Industries Inc (OXM.N) : BUZZ - Rises after Citi upgrades to ‘neutral’ rating

J.M. Smucker Co (SJM.N) : BUZZ - Falls after annual profit forecast below estimates

Shake Shack Inc (SHAK.N) : BUZZ - Up; CFO Katherine Fogertey to step down Dell Technologies Inc (DELL.N) : BUZZ - Seen reporting higher rev, EPS in results due after the close

Index RIC Index name Percent change %

(.SPX) S&P 500 0.74

(.SPLRCT) S&P 500 -0.29

Information

Technology

(.SPLRCU) S&P 500 -0.54

Utilities

(.SPLRCD) S&P 500 1.8

Consumer

Discretionar

y

(.SPLRCM) S&P 500 1.36

Materials

(.SPLRCI) S&P 500 1.16

Industrials

(.SPLRCL) S&P 500 1.5

Communicatio

n Services

(Sector)

(.SPSY) S&P 500 1.17

Financials

(.SPLRCR) S&P 500 Real 1.05

Estate

(.SPXHC) S&P 500 1.86

Health Care

(.SPLRCS) S&P 500 1.25

Consumer

Staples

(.SPNY) S&P 500 -0.65

Energy