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

1000 - JOLTS job openings for April: Expected 7.1M; Prior 7.192M
1000 - Factory orders m/m for April: Expected -3.2%; Prior 4.3%
1245 - Fed’s Goolsbee speaks
1530 - Fed’s Logan speaks

Constellation Energy Corp (CEG)

+13.59%

Meta platforms has signed a 20-year deal to purchase 1.1 gigawatts of nuclear power from Constellation Clinton Clean Energy Center starting in 2027, supporting the plant’s continued operation and relicensing. While the energy won’t directly power Meta’s data centers, it will contribute to the company’s 100% clean electricity goal by supplying the regional grid.

Hims & Hers Health Inc (HIMS)

+5.32%

Trading sharply higher premarket after announcing its planned acquisition of European telehealth platform Zava. Hims & Hers aims to accelerate its global expansion through the deal, which will allow the company to add 1.3 million customers and extend services to Ireland, France, and Germany. The deal, expected to close by mid-year, follows Hims’ earlier UK entry and reflects growing confidence in scaling its platform internationally.

Apple Inc (AAPL)

-0.26%

Analysts continue to weigh in on the stock ahead of its annual Worldwide Developers Conference (WWDC), scheduled to commence on June 9, 2025. JPMorgan expects WWDC 2025 to be underwhelming for investors, with mostly incremental AI updates and continued delays on promised features. Meanwhile, Evercore ISI reports that Apple’s App Store revenue rose 13% year-over-year in May and grew by 10% in the US, showing no immediate impact from the recent Epic ruling. The analyst noted developers are proceeding cautiously, and June will be the critical month to assess any real changes.

NVIDIA Corp (NVDA)

+0.30%

On watch after Morgan Stanley reaffirmed its Overweight rating on the stock, naming it its "Top Pick". The analyst note, which was initially issued on Monday but has been heavily reported on Tuesday morning, attributes this optimism to Nvidia’s strong financial performance, resilient AI demand, and improving supply chain conditions. The firm highlighted Nvidia’s robust margins, growing revenue outside China, and signs of recovery in networking. Morgan Stanley added that demand for the company’s products continues to outpace supply, positioning Nvidia for further growth.

Dollar General Corp (DG)

+10.84%

Gapping up after its Q1 2025 earnings report. Earnings of $1.78 per share beat estimates of $1.58, but sales of $10.44 billion missed expectations of $10.64 billion. Same-store sales increased by 2.4% for the quarter. For FY25, Dollar General raised the bottom end of its GAAP EPS guidance and is now projecting earnings between $5.20 and $5.80 per share, compared to estimates of $5.62. The company lifted its sales guidance for the year to $42.11 billion-$42.52 billion, the midpoint of which exceeds the estimated $42.21 billion.

NIO and Li Auto

+1.02%

Both Chinese EVs are on watch. Nio is trading marginally lower with strong premarket volume after reporting earnings and deliveries for Q1 2025. Adjusted losses of $0.41 per share missed estimates of a $0.37-per-share loss, and sales of $1.66 billion fell short of the expected $1.73 billion. The company also reported a 40.1% year-over-year increase in Q1 deliveries. Li Auto, meanwhile, is gapping up after closing nearly 6% higher in the overnight trading session. Over the weekend, the company reported that its May deliveries grew by 16.7% year-over-year.

NIO, LI

Pinterest Inc (PINS)

+4.83%

Trading sharply higher premarket after J.P. Morgan upgraded the stock to Overweight, citing strong adoption of its full-funnel ad strategy and AI tools by mid-sized advertisers. The firm also raised its price target to $40 from $35, implying a 25% upside from the previous close.

Robinhood Markets Inc (HOOD)

+1.44%

On Monday evening, the company announced that it has completed its $200 million acquisition of Bitstamp, gaining an international footprint and access to over 50 crypto licenses across Europe, the UK, and Asia. The deal marks a strategic expansion into institutional crypto services, including lending, staking, and white-label solutions for hedge funds and fintechs.

Credo Technology Group Holding Ltd (CRDO)

+16.12%

Gapping up after its Q4 2025 earnings report, with adjusted earnings of $0.35 per share and sales of $170.03 million beating estimates of $0.28 and $162.96 million, respectively. Quarterly revenue grew by 179.7% annually and 25.9% sequentially. The company guided Q1 sales between $185 million and $195 million, well above estimates of $167.83 million.

Quantum and Nuclear Stocks

+3.42%

Both groups are trading higher with notable premarket volume. Nuclear stocks are likely trading higher in sympathy with Constellation Energy, which has entered into a 20-year agreement with Meta for the purchase of nuclear power. All of the stocks in this group are closely watched by retail investors and have short floats of at least 15%.

QUBT, QBTS, IONQ, RGTI, OKLO, NNE, SMR

Rocket Lab USA Inc (RKLB)

+2.07%

Trading higher premarket after announcing the successful completion of its 65th Electron launch, deploying a Gen-3 BlackSky satellite and marking its 10th mission for BlackSky since 2019. The rapid pace—two launches in 16 days—highlights Electron's growing reliability, with Rocket Lab now having delivered 226 satellites to orbit. Approximately 15.8% of the stock’s float is sold short.

NewGenIvf Group Ltd (NIVF)

+166.28%

Gapping up following early strength on Monday, when the company announced plans to strategically invest $30 million to create a stake in Solana. NenGenIvf has a $3.27 million market cap, and sources show its float as anywhere from 96,000 to 4 million shares. The stock has undergone two reverse splits in 2025 thus far.