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

0830 - Initial jobless claims: Expected 220k; Prior 216k
1200 - Fed’s Bowman speaks

Salesforce Inc (CRM)

+1.77%

Trading marginally higher premarket following its Q3 2026 earnings report. Adjusted earnings of $3.25 per share beat estimates of $2.86, while sales of $10.259 billion missed estimates of $10.272 billion. For Q4, the company guided in-line adjusted EPS and weaker-than-expected GAAP EPS, though its sales guide for the quarter exceeded estimates. Salesforce also raised its EPS and sales guidance for FY26,

Snowflake Inc (SNOW)

-8.61%

Gapping down after its Q3 2026 earnings report, during which the company announced a $200 million agentic AI partnership with Anthropic. Snowflake posted adjusted earnings of $0.35 per share and sales of $1.213 billion, beating estimates of $0.31 and $1.182 billion, respectively. Total revenue and product revenue both grew by 29% year-over-year, with remaining performance obligations growing by 37%.

UiPath Inc (PATH)

+7.87%

Gapping up after its Q3 2026 earnings report, with adjusted earnings of $0.16 per share and sales of $411.113 million beating estimates of $0.15 and $392.967 million, respectively. Annual recurring revenue grew by 11% year-over-year. The company guided Q4 sales between $462 million and $467 million, compared to estimates of $462.909 million.

Palantir Technologies Inc (PLTR)

-0.08%

On watch after launching Chain Reaction, a new operating system designed to support the massive power and compute needs of America’s emerging AI infrastructure. The platform aims to modernize power generation, strengthen the grid, speed construction of new energy and data-center capacity, and standardize future hyperscale AI facilities. CenterPoint Energy and NVIDIA serve as founding partners for Chain Reaction.

NVIDIA Corp (NVDA)

+0.42%

CEO Jensen Huang said he met with President Trump to discuss AI chip export controls, reiterating his support for measures that ensure US companies get priority access to advanced chips. He called it “wise” that the proposed GAIN AI Act — which would have restricted overseas sales further — is not expected to be included in the upcoming defense bill. Separately, Bloomberg reported that China’s Cambricon aims to more than triple AI chip production in 2026 to roughly 500,000 units, up from about 142,000 this year in an attempt to capture market share left by restricted Nvidia sales.

C3.ai Inc (AI)

-0.72%

The company reported smaller-than-expected losses of $0.25 per share for Q2 2026, with quarterly sales of $75.147 million similarly beating estimates of $74.861 million. C3.ai guided Q3 sales between $72 million and $80 million, compared to estimates of $75.629 million.

Meta Platforms Inc (META)

+0.85%

On watch after the Financial Times reported that the EU is preparing a new antitrust investigation into the company. The probe reportedly focuses on how the company introduced its “Meta AI” assistant within WhatsApp, examining whether the rollout complies with competition rules. If launched, the case would add to a growing list of European regulatory actions targeting major tech firms, separate from ongoing DMA-related probes.

Intel Corp and Micron Technology Inc

-0.64%

Both companies made key announcements regarding specific business segments on Wednesday. Intel announced that it has decided to retain its networking and communications unit (NEX) after reviewing strategic options, instead of pursuing a sale. The company’s strengthened cash position—boosted by investments from the US government, SoftBank, and Nvidia—supported the decision to keep the unit. Micron, meanwhile, announced that it will exit the Crucial consumer business, ending sales of Crucial-branded products through retailers and e-tailers by February 2026.

INTC, MU

Amazon.com Inc (AMZN)

+0.16%

The Washington Post reported that the company plans to shift its package volume away from USPS and rely primarily on its own delivery network by the end of 2026. The move could remove over $6 billion in annual revenue from USPS—about 7.5% of its total—adding strain to an already unprofitable agency. An Amazon spokesperson clarified that the company intends to “reach an agreement” with the USPS.

Tesla Inc (TSLA)

+0.48%

According to preliminary data from research firm New AutoMotive, the company’s UK registrations fell about 19% year-over-year in November. Meanwhile, Chinese rival BYD saw its UK registrations more than triple, highlighting shifting market momentum as over 150 EV models now compete for British buyers. Additionally, Nvidia CEO Jensen Huang commented that he is “super excited” about robotics projects from Tesla CEO Elon Musk.

Apple Inc (AAPL)

-0.04%

On Wednesday, the company confirmed that longtime UI design chief Alan Dye is departing the company, with designer Stephen Lemay set to replace him. Dye is reportedly leaving Apple for Meta, giving the latter company a major talent win that highlights their push into AI-driven consumer hardware. Separately, Russia has blocked Apple’s FaceTime app as part of a broader crackdown on foreign tech platforms it claims are linked to criminal activity.

Dollar General Corp (DG)

+5.72%

Trading sharply higher premarket after its Q3 2025 earnings report, with earnings of $1.28 per share and sales of $10.649 billion beating estimates of $0.95 and $10.639 billion, respectively. The company hiked its GAAP earnings guidance for FY25 to $6.30-$6.50 per share, beating estimates of $6.17, and raised its sales guide for the same period.

AxoGen Inc (AXGN)

+5.89%

Trading sharply higher premarket after the FDA approved the company’s Avance Nerve Graft, granting AxoGen a pathway to 12 years of potential US market exclusivity. The human tissue–based graft supports peripheral nerve repair without a second surgical harvest, with licensed commercial sales expected to begin in early Q2 2026.

Polyrizon Ltd (PLRZ)

+111.14%

On Wednesday morning, the company announced positive preclinical data for its intranasal naloxone hydrogel. Polyrizon issued a press release at 7:32 AM ET on Thursday, which focused on its “journey to potentially redefining next-generation nasal protection”. The stock has a market capitalization of $7.08 million.