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

NVIDIA Corp (NVDA)

+1.82%

On watch after Reuters reported that the company will begin shipping H200 chips to China by mid-February. The report indicates that early shipments will likely include 40,000 to 80,000 H200 units. Separately, the Financial Times reported that Tencent has gained access to Nvidia’s most advanced Blackwell AI chips by renting compute capacity at overseas data centers, allowing it to sidestep US export restrictions on direct sales to China.

Tesla Inc (TSLA)

+1.13%

Trading higher premarket after the Delaware Supreme Court reinstated CEO Elon Musk’s 2018 Tesla compensation plan, overturning a lower-court ruling that had voided the deal. The court found that fully rescinding the deal unfairly left Musk uncompensated. The restored package, now worth roughly $139 billion, could lift Musk’s Tesla ownership to about 18% if fully exercised, strengthening his control over the company.

Gold and Silver

+2.21%

The metals are trading sharply higher premarket, with gold surpassing the $4,400-per-ounce threshold for the first time ever. Recent strength in gold and silver has been attributed in part to US rate cut expectations, as well as their status as safe-haven plays.

GLD, SLV

Apple Inc (AAPL)

+0.04%

Italy’s competition authority fined the company €98.6 million for allegedly abusing its dominant App Store position by imposing stricter and disproportionate privacy rules on third-party developers. Regulators said Apple’s App Tracking Transparency framework unfairly penalized rivals without clear privacy justification, breaching EU competition rules. Separately, Bloomberg reported that the company is targeting a late-2026 launch for smart glasses equipped with cameras, microphones, and speakers.

Crypto Stocks

+2.87%

Trading higher as a group in tandem with gains in Bitcoin. The cryptocurrency briefly cracked above the previous week high on Monday morning, trading as high as $90,500 before retreating to the $90,000 level. Ethereum is also green on the day as of Monday at 7:40 AM ET, trading above the $3,050 level.

MSTR, BMNR, MARA, COIN, CRCL, BLSH, HOOD, IBIT, ETHE

Honeywell International Inc (HON)

-1.14%

The company cut its 2025 outlook after reclassifying Advanced Materials as discontinued operations following the Solstice spin. Honeywell cut its adjusted sales guidance to $37.5 billion–$37.7 billion and lowered its adjusted EPS outlook to $9.70–$9.80. The company also flagged a one-time Q4 charge related to ongoing Flexjet litigation.

T1 Energy Inc (TE)

+7.33%

Gapping up after signing a three-year agreement to supply at least 900MW of solar modules to Treaty Oak, using domestically produced cells from its planned G2_Austin facility. The company expects the modules to meet federal foreign content requirements, targeting over 60% domestic content once the facility’s first phase comes online by the end of 2026.

Rocket Lab USA Inc (RKLB)

+4.21%

Gapping up after announcing an $816 million prime award from the US Space Development Agency to build 18 Tranche 3 Tracking Layer satellites for missile warning and hypersonic threat tracking. Including subsystem sales to other primes on the program, Rocket Lab says total potential capture value could approach $1 billion.

Oracle Corp (ORCL)

+2.42%

Trading higher premarket after Wells Fargo reiterated its Overweight rating on the stock. The analyst argued that AI-related pessimism has left the stock undervalued, with a $280 price target implying roughly 46% upside after a 42% drop from its September high. Wells Fargo also noted that investor focus on AI and OpenAI risks is overshadowing improving sentiment around Oracle’s TikTok US deal and longer-term AI growth opportunities.

Uber Technologies and Lyft

+1.21%

Both companies announced plans to partner with Baidu to pilot autonomous robotaxi services in the UK starting next year, marking Baidu’s first major Western deployment of its self-driving technology. Lyft also plans additional robotaxi launches in the UK and Germany, subject to regulatory approval.

UBER, LYFT

Autozi Internet Technology (Global) Ltd (AZI)

+75.20%

Gapping up following volatility throughout the previous week of trading. On the morning of Friday, December 19, the company announced that CDIB confirmed a $90 million strategic investment in Autozi at $3.50 per share. The company has a market capitalization of $8.06 million and a float of 1.26 million shares.