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

0900 - Case-Shiller home price index y/y for November: Expected 1.2%; Prior 1.3%
1000 - CB consumer confidence for January: Expected 90; Prior 89.1
1000 - Richmond Fed manufacturing index for January: Prior -7

UnitedHealth Group Inc (UNH)

-13.41%

Gapping down following its Q4 2025 earnings report, which came just hours after the Trump administration proposed essentially flat Medicare Advantage rates for 2027. Payments are set to rise by just about 0.09%, and the administration’s proposal includes curbing lucrative billing practices. UnitedHealth posted adjusted earnings of $2.11 per share, narrowly beating estimates of $2.10, though sales of $113.215 billion fell short of the estimated $113.817 billion. Other stocks on watch in the sector include Centene (CNC), Molina (MOH), Humana (HUM), and CVS Health (CVS).

Micron Technology Inc (MU)

+4.62%

Trading sharply higher premarket after Reuters reported that the company has begun construction of a new wafer fab in Singapore. Micron reportedly plans to invest about $24 billion over the next decade to expand NAND manufacturing capacity, with production expected to start in the second half of 2028. The expansion, driven by AI-fueled memory demand and shortages, will add 700,000 square feet of cleanroom space and create roughly 3,000 jobs.

The Boeing Company (BA)

+0.62%

The company posted adjusted earnings of $9.92 per share for Q4 2025; analysts were expecting losses of $0.40 per share. Quarterly sales were reported at $23.948 billion, growing by 57% year-over-year and beating estimates of $22.47 billion. Boeing delivered 600 airplanes in 2025, well above the 348 planes delivered in 2024, and announced that its backlog has reached $682 billion.

Cloudflare Inc (NET)

+11.59%

Gapping up amid increasing hype around Clawdbot. the company’s open-source AI agent. Investor interest has been fueled by Cloudflare’s growing role in AI deployment and security, with the company noting its AI services are already used by 80% of the top 50 generative AI companies. RBC Capital said Cloudflare is a Tier 1 AI winner, arguing its Workers platform and edge-based inferencing are well positioned to benefit from the rapid proliferation of Clawdbot and other AI agents like Claude Code and Cowork.

Corning Inc (GLW)

+5.46%

Gapping up after CEO Wendell Weeks told CNBC that Meta Platforms and Mark Zuckerberg, its CEO, have struck a deal with Corning for fiber-optic cables. Meta will pay Corning up to $6 billion for the cables, which will be used in Meta’s AI data center.

General Motors Co (GM)

+4.61%

Trading sharply higher premarket following its Q4 2025 earnings report, during which the company announced a $6 billion share buyback program. The automaker posted adjusted earnings of $2.51 per share, above estimates of $2.20, though quarterly sales of $45.287 billion missed estimates of $45.804 billion. General Motors guided GAAP EPS between $8.30 and $9.05 and adjusted EPS between $9.75 and $10.50 for FY 2026. The company also guided $10 billion to $12 billion in capital expenditures for the same period.

CoreWeave (CRWV)

+4.50%

Deutsche Bank upgraded the stock to Buy with a $140 price target after Nvidia invested $2 billion to support the company’s buildout of 5 gigawatts of AI factories by 2030. The analyst argued that the deal enhances CoreWeave’s access to resources, deepens integration with Nvidia’s compute architectures, and increases potential for high-margin hybrid and multi-cloud software opportunities.

GameStop Corp (GME)

+0.93%

On watch after “Big Short” investor Michael Burry posted a bullish Substack article about the stock, leading GameStop to close more than 4% higher on Monday. Burry announced that he owns the stock and that he has been “buying recently”, speaking positively about CEO Ryan Cohen’s long-term utilization and deployment of GameStop’s capital.

Alibaba Group Holding Ltd (BABA)

+1.83%

The company said its Qwen-3 model became the world’s first general-purpose AI to run inference in orbit after being deployed by Adaspace, completing on-orbit inference tasks with end-to-end response times of under two minutes. The milestone supports China’s broader “Star-Compute Project,” which aims to build a 2,800-satellite AI computing network. Separately, Texas governor Greg Abbott announced that state employees will be banned from using hardware, software, and AI from Chinese-owned companies including Alibaba, Shein, TP-Link, Temu, and CATL due to privacy and security concerns.

Microsoft Corp (MSFT)

+0.74%

The company unveiled Maia 200, an inference-focused AI accelerator built on TSMC’s 3nm process with advanced FP8/FP4 tensor cores, during Monday’s session. Microsoft claims that the model boasts performance gains versus Amazon’s Trainium and Google’s TPU while improving performance per dollar by 30%. The chip is already deployed in Azure data centers to run models including OpenAI’s GPT-5.2 and will be supported by a new Maia SDK to attract developers and compete more directly with Nvidia.

United Parcel Service Inc (UPS)

+2.70%

Trading higher premarket following its Q4 2025 earnings report, with adjusted earnings of $2.38 per share and sales of $24.5 billion beating estimates of $2.20 and $24.003 billion, respectively. The company guided sales of $89.7 billion for FY 2026, above estimates of $87.938 billion.

Salesforce Inc (CRM)

+2.20%

Trading higher premarket after securing a potential $5.6 billion, 10-year IDIQ contract with the U.S. Army through its Computable Insights subsidiary. The Army plans to use Salesforce’s compliant cloud and trusted data platform to modernize systems across personnel, logistics, and readiness, with financial contributions materializing over time as orders are issued.

American Airlines and JetBlue Airways

+0.42%

Both airline stocks reported earnings before the bell on Tuesday. American Airlines, which is trading sharply higher premarket, posted adjusted earnings of $0.16 per share and sales of $13.999 billion; the company missed estimates of $0.34 and $14.028 billion, respectively. American also guided in-line adjusted EPS for FY 2026 and Q1 2026. JetBlue, meanwhile, is trading lower premarket after posting a larger-than-expected loss per share and better-than-expected sales.

AAL, JBLU

Alphabet Inc (GOOGL)

+1.16%

The European Commission said it will provide the company with guidance under the Digital Markets Act to ensure that third-party search engines and AI developers have equal access to Google’s search data, Android OS, and Gemini AI models. The move aims to address concerns that Google’s market dominance gives it an unfair advantage.

D-Wave Quantum Inc (QBTS)

+4.80%

Trading sharply higher premarket after announcing that it conducted a quantum-classical test for missile defense planning with Anduril and Davidson Technologies. The study showed that D-Wave’s hybrid solver ran 10x faster as scenarios scaled. In a 500-missile simulation, the hybrid approach improved threat mitigation by 9–12% and enabled interception of 45–60 more missiles compared to classical-only methods.