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

0830 - NY Fed manufacturing index for February: Expected 6.2; Prior 7.7
1000 - NAHB housing market index for February: Expected 38 Prior 37
1245 - Fed’s Barr speaks
1430 - Fed’s Daly speaks

Netflix, Paramount Skydance, and Warner Bros

+2.33%

All three stocks are trading higher premarket after Warner Bros. Discovery announced that it will hold a March 20, 2026 shareholder vote on its proposed merger with Netflix. The company noted that it will allow a limited seven-day period to discuss a competing offer from Paramount Skydance. Despite these talks, the board unanimously supports the Netflix merger and advises shareholders to reject Paramount Skydance’s proposal, citing unresolved issues and unclear terms.

NFLX, PSKY, WBD

Masimo Corp (MASI)

+33.69%

Gapping up after the Financial Times and the Wall Street Journal each reported that Danaher is nearing a $9.9 billion acquisition of the company. The deal would represent a significant premium to Masimo’s market value and follows governance changes driven by activist investor Politan Capital Management. The reported acquisition reflects Danaher’s long-standing growth strategy through major takeovers.

Alibaba Group Holding Ltd (BABA)

+0.78%

Trading marginally higher premarket after launching its new Qwen-3.5 AI model, intensifying US–China AI competition with advanced capabilities that rival leading systems from OpenAI and Google DeepMind while reinforcing China’s growing leadership in open-source AI adoption. The company is also expanding its open-source strategy into robotics with new models for real-world automation, aiming to accelerate innovation, reduce costs for developers, and strengthen global partnerships.

Crypto Stocks

-1.54%

Trading lower as a group in tandem with continued weakness in Bitcoin, which is poised for its fifth straight week of losses. The cryptocurrency opened last week’s session just above $70,000 and traded in a range throughout the week, closing Sunday’s session near $68,800. Bitcoin is trading around $68,000 as of Tuesday morning. Additionally, Mizuho cut its price targets on both Coinbase and Strategy.

COIN, MSTR, MARA, RIOT, IBIT, ETHE, HUT, CLSK, IREN, CAN, HIVE

Fiserv Inc (FISV)

+4.87%

Gapping up after the Wall Street Journal reported that Jana Partners has built a stake in the company and is pushing for changes to enhance shareholder value. The firm reportedly supports CEO Mike Lyons’s efforts to improve execution and refresh the board.

NVIDIA Corp (NVDA)

-0.83%

Citigroup reiterated a Buy rating and $270 price target on the stock, expecting it to outperform in the second half of 2026 as AI demand visibility improves and new platforms drive a sharp sales acceleration. The analyst projects above-consensus revenue, gross margins near 75% in fiscal 2027, and says Nvidia should remain the leader in AI training and inference despite rising competition and hyperscaler spending.

Palantir Technologies Inc (PLTR)

-2.12%

On watch after expanding its multi-year partnership with Airbus SE on the Skywise open data platform, which integrates in-flight engineering and operational data to support manufacturing, supply chain, and flight operations for over 50,000 users. Palantir’s executives emphasize the platform’s AI-enabled capabilities, even as investor Michael Burry predicts a potential 60% decline in the company’s stock value.

Big Tech and Software Plays

-0.56%

On watch as a group after Wedbush Securities commented that the recent tech stock pullback is overdone, arguing the AI investment cycle is still early and projecting a decade-long buildout with major spending ahead. The firm views declines in stocks like Salesforce, ServiceNow, and Microsoft as short-term risk aversion rather than weakening fundamentals, expecting broader AI adoption to drive long-term sector growth.

META, NOW, TSLA, CRM

Norwegian Cruise Line Holdings Inc (NCLH)

+7.49%

Gapping up after the Wall Street Journal reported that activist investor Elliott Management has built a more than 10% stake in the company and plans to push for operational and financial changes as the company faces cost pressures and weaker demand compared with rivals. Elliott reportedly aims to boost performance and guest experience, pointing to stronger execution at competitors like Royal Caribbean and Carnival Corporation as benchmarks for improvement.

General Mills Inc (GIS)

-3.48%

Trading sharply lower premarket after announcing plans to provide a business update at the Consumer Analyst Group of New York (CAGNY) Conference on Tuesday. The company announced new FY 2026 organic net sales growth guidance of -1.5% to -2%, compared to its prior guidance of -1% to +1%. General Mills now expects FY 2026 adjusted operating profit an adjusted EPS to decline by 16% to 20% in constant currency, below its prior outlook of a 10% to 15% decline.

Apple Inc (AAPL)

-0.16%

The company plans to launch an integrated video podcast experience in Apple Podcasts this spring, adding features like picture-in-picture viewing, offline downloads, HLS streaming, and dynamic video ad insertion to give creators more control and improve user experience. The move expands Apple’s podcast push amid growing competition from platforms like Netflix, YouTube, and Spotify, which are investing heavily in video podcast content and creators. This update was announced by Eddy Cue, Apple’s SVP of Services.

Amazon.com Inc (AMZN)

-0.25%

On watch after clinching a nine-day losing streak, its longest since 2006, as of Friday’s close. David Nicholson, Chief Research Officer at Futurum, argued that the drop is driven more by investor anxiety over AI spending timelines than any real change in business fundamentals. He added that despite concerns about AI disrupting software, enterprise giants like Salesforce and ServiceNow remain well protected by their established roles, with AI still representing a strong long-term growth opportunity.

ZIM Integrated Shipping Services Ltd (ZIM)

+35.09%

Gapping up after announcing a merger agreement under which Hapag-Lloyd will acquire the company for $35 per share in cash, valuing ZIM at about $4.2 billion and offering a significant premium to its recent share prices. The deal, expected to close by late 2026, aims to expand Hapag-Lloyd’s global shipping capacity and network, strengthening its market position and making it the world’s fifth-largest container shipping company.

TG-17 Inc (OBAI)

+90.10%

Gapping up after announcing a corporate name change. The company will change its name to Our Bond, though its ticker will remain “OBAI”. The stock has a float of 1.8 million shares and a market capitalization of $32.2 million.