^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0830 - Initial jobless claims: Expected 225.3k; Prior 224k
0830 - Philadelphia Fed manufacturing index for August: Expected 6.5; Prior 15.9
0945 - S&P services PMI for August: Expected 54.2
0945 - S&P manufacturing PMI for August: Expected 49.7; Prior 49.8
0945 - S&P composite PMI for August: Expected 53.5
1000 - Existing home sales for July: Expected 39.2; Prior 39.3

Walmart Inc (WMT)

-2.31%

Trading lower following its Q2 earnings report. Adjusted earnings of $0.68 per share missed estimates of $0.74, while sales of $177.4 billion beat estimates of $176.16 billion. Comparable sales excluding fuel rose by 4.6% year-over-year, while comparable sales for Sam’s Club rose by 5.9%. The company raised its adjusted EPS guidance to $2.52-$2.62 for FY26, compared to estimates of $2.62. Its EPS guide for Q3 exceeded analyst estimates, while its sales guide for the quarter was in-line with expectations.

Meta Platforms Inc (META)

-0.32%

The company confirmed that it has paused hiring for its new artificial intelligence division as part of a restructuring that split its AI efforts into four groups under “Meta Superintelligence Labs.” The move, initially reported by the Wall Street Journal, follows months of heavy spending on talent and acquisitions. This spending push included a $14.3 billion deal for a 49% stake in Scale AI.

Apple Inc (AAPL)

-0.34%

On watch after Masimo filed a lawsuit against U.S. Customs and Border Protection, accusing the agency of improperly reversing its prior decision and allowing Apple to import Apple Watches with blood-oxygen monitoring technology. Masimo is asking a Washington, D.C. court to block the agency’s ruling and reinstate the ban on Apple’s sales of watches with the contested feature.

The Boeing Company (BA)

+1.47%

Trading higher premarket after Bloomberg reported that the company is close to securing a deal with China for up to 500 jets, potentially ending a sales freeze that has been in place since 2017. The agreement, still under negotiation, would mirror a major Airbus order and could serve as a key element of a Trump–Xi trade pact.

NVIDIA Corp (NVDA)

+0.51%

UBS raised its price target for the stock to $205 from $175 with a Buy rating, expecting the company to report better-than-expected revenue of $46 billion for Q2. The firm expects robust growth in compute and networking, noting potential upside from China if export restrictions ease.

Bilibili Inc (BILI)

-2.39%

Trading lower premarket following its Q2 2025 earnings report. Sales of $1.02 billion rose 20% year-over-year and met analyst estimates, while adjusted earnings of $0.19 per share beat estimates of $0.08. Daily users grew by 7% year-over-year to reach 109 million. Gross margin improved to 36.5% compared to 29.9% on a year-over-year basis.

CoreWeave (CRWV)

+3.47%

Trading higher premarket after Jane Street, a quantitative trading firm based in the US, disclosed a 5.4% passive stake in the company as of August 13. HC Wainwright upgraded the stock from Neutral to Buy with a $180 price target following the filing. CoreWeave’s stock dropped sharply last week following a poorly-received earnings report.

Dayforce Inc (DAY)

+1.07%

Trading higher premarket. The company announced that it has agreed to be taken private by Thoma Bravo in a US$12.3 billion all-cash deal, with stockholders receiving US$70 per share—a 32% premium to its unaffected price. The transaction is intended to accelerate Dayforce’s growth, enhance customer value, and strengthen its AI leadership in human capital management technology.

Canadian Solar Inc (CSIQ)

-9.88%

Gapping down following its Q2 2025 earnings report. The company reported losses of $0.53 per share compared to estimated earnings of $1.61, with sales of $1.69 billion missing estimates of $1.95 billion. Canadian Solar guided Q3 sales between $1.3 billion and $1.5 billion, below estimates of $1.63 billion, and lowered its FY25 sales guidance. The solar sector on a whole remains on watch after President Donald Trump indicated on Wednesday that the US will no longer approve solar projects.

Coty Inc (COTY)

-20.37%

Gapping down after its Q4 2025 earnings report. Sales of $1.25 billion beat estimates of $1.2 billion, but adjusted losses of $0.05 per share came in well below estimates of a $0.02-per-share profit. The company guided adjusted earnings between $0.33 and $0.36 per share for the first half of fiscal 2026 and indicated that some of their fragrance production will be transferred to their US manufacturing plant amid tariff concerns.

Aptorum Group Ltd (APM)

+79.53%

Gapping up after the company announced, alongside DiamiR Biosciences, that DiamiR has received New York State approval to offer its APOE Genotyping test, which can help assess brain health risks using simple samples like blood or saliva. This approval means licensed doctors in New York and across the U.S. can now order the test through DiamiR’s certified lab. Aptorum has a float of 4.31 million shares and has rallied in the past.