| NVIDIA Corp (NVDA) | | +0.13% | On watch after the Information reported that the company has limited existing stock of its H20 chip and no plans to restart production due to supply chain constraints. This report comes after Nvidia announced plans to resume sales of its H20 AI chips to China, triggering a rally in the stock. The report notes that Nvidia faces challenges in replenishing inventory because Taiwan Semiconductor Manufacturing Co. has reallocated capacity, meaning new chip production would take about nine months. This limits Nvidia’s near-term ability to fully capitalize on the Chinese market.
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| | Verizon Communications Inc (VZ) | | +4.55% | Gapping up after reporting Q2 2025 earnings, with adjusted earnings of $1.22. per share and sales of $34.5 billion beating estimates of $1.19 and $33.57 billion, respectively. The company narrowed its adjusted earnings guidance for the fiscal year from $4.59-$4.73 per share to $4.64-$4.73 per share, compared to estimates of $4.68. Verizon projected adjusted EBITDA growth of 2.5% to 3.5% for the fiscal year and expects free cash flow between $19.5 billion and $20.5 billion for the same period.
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| | Tesla Inc (TSLA) | | +1.42% | Trading higher premarket after Reuters appointed longtime IT executive Raj Jegannathan to lead its sales team amid a 13% quarterly sales drop, the company’s worst performance in nearly three years. Despite lacking traditional sales experience, Jegannathan—now overseeing sales, service operations, and data center initiatives—has reportedly grown closer to CEO Elon Musk. This update comes as several senior executives, including former sales head Troy Jones, exit the company.
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| | Microsoft Corp (MSFT) | | -0.25% | The company has issued a critical security alert after discovering zero-day cyberattacks targeting vulnerabilities in on-premises SharePoint servers used by U.S. government agencies and businesses. While SharePoint Online remains unaffected, the flaw allows attackers to spoof trusted sources and potentially access sensitive data, prompting coordinated responses from Microsoft, CISA, the DOD, and the FBI.
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| | Meta Platforms Inc (META) | | +0.49% | Trading marginally higher premarket after Morgan Stanley raised its price target on the stock to $750 from $650, citing strong core growth driven by improved machine learning and monetization. The firm believes outperformance in the second half of 2025 will hinge on Meta demonstrating a clear path to $30+ EPS in 2026 and advancing its GenAI strategy, particularly through new Llama models and AI productization. Additionally, Matt Deitke, co-founder of AI startup Vercept, has joined Meta's Superintelligence Lab after a direct offer from CEO Mark Zuckerberg.
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| | Crypto Stocks | | +1.43% | Trading higher premarket in tandem with Bitcoin, which is poised to break a three-day losing streak. The cryptocurrency dropped 1% on Friday, the day that President Donald Trump signed the stablecoin-focused GENIUS Act, and put in marginally red days on Saturday and Sunday after reaching a new all-time high earlier that week. Additionally, Cantor Fitzgerald raised its price target for Coinbase to $500 from $292, citing increased 2026 EPS estimates driven by higher transaction, stablecoin, and blockchain rewards revenue.
| COIN, MSTR, RIOT, CLSK, HUT, IREN, ETHE, IBIT, MARA, CRCL, HOOD, BTBT, HIVE
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| | CoreWeave (CRWV) | | +0.55% | On watch after the company announced plans to raise $1.5 billion through a private offering of senior notes due 2031, guaranteed by certain wholly-owned subsidiaries. CoreWeave intends to use the proceeds for general corporate purposes, including repaying existing debt and covering related offering expenses.
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| | Cleveland-Cliffs Inc (CLF) | | +4.01% | Gapping up after reporting Q2 2025 earnings. Adjusted losses of $0.50 per share outperformed expectations of a $0.70-per-share loss, and sales of $4.93 billion met analyst estimates. The company reduced its capital expenditures guidance from $625 million to $600 million for the fiscal year and raised its depreciation from $1.1 billion to $1.2 billion.
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| | Webull Corp (BULL) | | -7.52% | Gapping down after filing to sell 75.16 million Class A ordinary shares as part of efforts to boost its market presence. The company plans to relaunch Webull Pay and resume global crypto trading, targeting a strong push in the U.S. market by Q3.
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| | SentinelOne Inc (S) | | +5.50% | Gapping up after Rosenblatt initiated coverage on the stock with a Buy rating and a $24 price target, citing its leadership in AI-driven cybersecurity and undervaluation relative to peers. The firm highlights strong momentum in non-endpoint solutions and improving free cash flow as key indicators of long-term value despite short-term macro headwinds.
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| | Pinterest Inc (PINS) | | +4.82% | Trading sharply higher premarket after Morgan Stanley upgraded the stock to Overweight from Equalweight and raised its price target to $45 from $37, citing strong GPU-driven ad innovation and signs of accelerating growth. The firm expects better-than-anticipated Q2 results and 2H:25 revenue growth of 17–18% year-over-year. Morgan Stanley further argued that Pinterest's improving fundamentals and attractive valuation position it well for outperformance, especially compared to peers like Snap.
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