🌏Markets:

• SPY +2.51 0.33% ATH (pre/m)
  
• QQQ +7.18 1.03%(pre/m)
  

🆕Economic News:

• 08:30 USA – Balance of Trade
  
• 10:00 USA – Factory Orders
  
• 10:00 USA - JOLTs Job Openings
  
• 16:30 USA - API Crude Oil Stock Change
  

📈 Gap Ups
Reaction to earnings/guidance:

• PLTR CAT $MACD MRK OKE BP TM PFE AEIS WIX CTOS WGS PAY IT ZBRA %ON $Q ENTG JAZZ AME TSEM ADM CMI FIS LDOS NRG IDXX EC MPC WMB APO
  

Other news:

• The Trump administration is preparing restrictions on imports of Chinese components used in data center construction — RTRS.
  -- US stocks of data center component suppliers are rising : COHR AAOI FN LITE CIEN MRVL CRDO UMC ALAB
  
• The US Federal Aviation Administration certified the Boeing 737 Max 7 after an almost decade-long delay. BA
  
• SNDK , SKHY Stocks Gain After Launching New AI Memory Standard
  
• Truist Securities upgraded GLW Incorporated to Buy from Hold
  

📉 Gap Downs
Reaction to earnings/guidance:

• POWL SPOT BRKR APTV ADEA CIFR FMS DOCN ROK STRL SNN $W DD CCEP BNTX RVTY PNW MUFG VVX HUT VRTX HSBC FANG WAT PGR APO
  

Other news:

• JP Morgan downgraded NKE to Neutral from Underweight / PT 40$
  
• Bezos sold $4 billion worth of Amazon AMZN shares yesterday.
  

‼️Additional

• FERG will replace EA in the S&P 500 today on markets closing.
  
• Goldman once again reaffirmed its S&P 500 year-end 2026 target of 8,000.
  -- Tom Lee, head of Fundstrat, believes this year will be highly successful for the S&P 500.
  
• Huawei’s leading semiconductor specialist warned of looming physical limitations that Western chipmaking giants, including Nvidia NVDA , are set to face.
  
• MA completed its acquisition of BVNK to expand its stablecoin payments infrastructure.
  

📋 List of tickers involved:
PLTR CAT $MACD MRK OKE BP TM PFE AEIS WIX CTOS WGS PAY IT ZBRA ON $Q ENTG JAZZ AME TSEM ADM CMI FIS LDOS NRG IDXX EC MPC WMB APO COHR AAOI FN LITE CIEN MRVL CRDO UMC ALAB BA SNDK SKHY GLW POWL SPOT BRKR APTV ADEA CIFR FMS DOCN ROK STRL SNN $W DD CCEP BNTX RVTY PNW MUFG VVX HUT VRTX HSBC FANG WAT PGR NKE AMZN FERG EA NVDA MA

Best regards – hi2morrow team.