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

1000 - UMich consumer sentiment (prelim) for March: Expected 63; Prior 64.7
1000 - UMich 5-yr inflation (prelim) for March: Expected 3.4%; Prior 3.5%
1000 - UMich 1-yr inflation (prelim) for March: Expected 4.3%; Prior 4.3%

Tesla Inc (TSLA)

+1.70%

Trading higher premarket after Reuters reported that the company plans to produce a lower-cost Model Y in Shanghai under the project "E41," aiming for at least a 20% reduction in production costs to regain market share amid intensifying competition in China. Mass production is reportedly set for 2026, with the model primarily targeting the Chinese market. The article mentioned that the model is also slated for production in Europe and North America at a later date.

Palantir Technologies Inc (PLTR)

+2.58%

Trading higher premarket after announcing a partnership with revenue cycle management company R1. The companies are working to launch R37, an AI lab focused on transforming healthcare financial performance through advanced automation. The announcement follows Palantir’s sixth AIPCon, which took place on Thursday, March 13 and featured a keynote from CEO Alex Karp.

Chinese ADRs

+2.96%

Many tickers in this group are trading higher premarket after China’s CSI 300 Index posted its biggest gain in two month. The rally was driven by expectations of stronger policy support ahead of a government press conference on boosting consumption. Officials are expected to outline measures such as consumer subsidies, expanded social safety nets, and increased financing for service industries. Chinese EVs, meanwhile, are trading sharply lower premarket after Li Auto guided Q1 revenue between 23.4 billion and 24.7 billion yuan, well below estimates of 31.77 billion yuan.

BABA, BILI, BIDU, JD, PDD, LI, NIO, XPEV, FXI, KWEB

Crypto Stocks

+3.06%

Trading sharply higher as a group in tandem with a bounce in Bitcoin. The cryptocurrency, which traded lower on Thursday, has rebounded to trade around the $83,000 level as of Friday morning. Bitcoin has breached but failed to close above the $84,000 level for the past two sessions; it has yet to reach $84,000 as of Friday morning around 7:15 AM ET.

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

NVIDIA and Microsoft

+1.04%

On watch as a pair after Nvidia announced advancements in RTX neural rendering, including a partnership with Microsoft to integrate neural shading into DirectX. The collaboration enables AI-driven graphics enhancements on GeForce RTX GPUs. This announcement precedes Nvidia’s GTC 2025 conference, which is scheduled to run from March 17 to 21.

NVDA, MSFT

Apple Inc (AAPL)

+0.63%

Poised to break its four-day losing streak, during which the stock has dropped by roughly 10% and had its worst day since 2022. Its selloff intensified on Thursday after supply chain analyst Ming-Chi Kuo made two posts expressing concerns about the company’s struggling iPhone shipments. Kuo said that Apple Intelligence does not seem to be improving iPhone shipment numbers, adding that the company made promises they knew they could not keep with regards to the speed of their AI integration.

DocuSign Inc (DOCU)

+8.57%

Gapping up after its Q4 2025 earnings report, with adjusted earnings of $0.86 per share and sales of $776.3 million exceeding expectations of $0.85 and $761.312 million, respectively. Total revenue and subscription revenue each grew by 9% on a year-over-year basis, and professional services revenue and billings each grew by 11%. The company guided Q1 revenue between $745 million and $749 million, below estimates of $755.583 million; their fiscal 2025 revenue guide of $3.129 billion to $3.14 billion also missed estimates of $3.15 billion.

Peloton Interactive Inc (PTON)

+7.09%

Gapping up after receiving an upgrade from Canaccord Genuity. The firm raised its rating for Peloton from Hold to Buy and assigned a $10 price target to the stock. Approximately 15.8% of the stock’s float is sold short.

Quantum Stocks

+4.53%

Trading higher premarket as a group, led by D-Wave Quantum (QBTS) after its earnings report on Thursday morning. The company missed Q4 EPS and revenue estimates, though its bookings grew 502% year-over-year. A paper published the day before the earnings report suggested that D-Wave is the first company to show “quantum supremacy” by solving a practical problem. The quantum space is also on watch ahead of Nvidia’s GTC event next week; several speakers and presentations on the schedule are related to quantum.

QBTS, RGTI, IONQ, QUBT

Bon Natural Life Ltd (BON)

+131.08%

Gapping up on no apparent catalyst. The stock may be trading higher in sympathy with other Chinese ADRs and companies after the CSI 300 index posted its best day in two months. Bon Nautral, which also traded higher on Thursday morning, has a float of 1.77 million shares.