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

0830 - PPI m/m for February: Expected 0.3%; Prior 0.5%
0830 - PPI y/y for February: Expected 3%; Prior 2.9%
0830 - Core PPI m/m for February: Expected 0.3%; Prior 0.8%
0830 - Core PPI y/y for February: Expected 3.7%; Prior 2.9%
1000 - Factory orders m/m for January: Expected 0.1%; Prior -0.7%
1400 - FOMC interest rate decision: Expected 3.75%; Prior 3.75%
1430 - FOMC press conference with Fed Chair Powell

NVIDIA Corp (NVDA)

+0.74%

Reuters reported that the company has received approval from Beijing to resume selling its H200 AI chips in China, clearing a key hurdle that had previously blocked shipments despite strong demand. On Tuesday afternoon, Nvidia CEO Jensen Huang indicated that the company has received purchase orders from Chinese customers and is in the process of resuming manufacturing of its H200 chips for the Chinese market. Huang also opined that it will be “very difficult” to move 40% of Taiwan-based chip production over to the US, as has been previously proposed by US Commerce Secretary Howard Lutnick. Nvidia’s GTC 2026 event kicked off on Monday and will conclude on Thursday, March 19.

Memory Stocks

+2.04%

On watch as a group ahead of Micron’s Q2 2026 earnings report, set to be released after the bell on Wednesday, March 18. Analysts are looking for Micron to post earnings of $8.81 per share and sales of $19.15 billion. Memory stocks have been markedly strong in 2026; Sandisk, Western Digital, and Micron are all among the top ten year-to-date performers in the S&P 500. Separately, Bloomberg reported that Samsung is considering shifting to multi-year deal structures as supply continues to tighten amid AI demand.

MU, SNDK, STX, WDC

SoFi Technologies Inc (SOFI)

+1.21%

Rebounding after a selloff on Tuesday afternoon, driven by a short report from Muddy Waters Research which compared SoFi’s balance sheet structures to those of Enron. SoFi responded to the short report on Tuesday evening, saying that it is emblematic of “a fundamental lack of understanding” of the company’s business and warning of possible legal action. Separately, SEC filings revealed that SoFi CEO Anthony Noto purchased 28,900 of the company’s shares on Tuesday for roughly $500,000 in total.

Advanced Micro Devices (AMD)

+1.22%

Trading marginally higher premarket after signing an agreement with Samsung Electronics to expand the companies’ AI partnership, with Samsung supplying next-generation HBM4 memory for AMD’s MI455X accelerators and optimized DDR5 for EPYC processors. The deal also includes potential foundry collaboration, positioning Samsung as a key memory supplier for AMD’s next-generation AI GPUs.

The Trade Desk Inc (TTD)

-2.59%

Continuing to trade lower premarket after Stifel downgraded the stock to Hold and cut its price target from $48 to $26, citing a report that Publicis is no longer recommending the platform after a failed audit. While the analysts still view TTD as a top digital ad platform, concerns about losing a major client and the lack of near-term catalysts are expected to weigh on investor sentiment. The report about Publicis was first published by AdAge on Tuesday afternoon and led to a sharp decline in The Trade Desk’s stock price.

Macy’s Inc (M)

+9.40%

Gapping up after its Q4 2025 earnings report, with adjusted EPS of $1.67 and sales of $7.6 billion beating estimates of $1.56 and $7.46 billion, respectively. Macy’s projected sales between $21.4 billion and $21.65 billion and earnings between $1.90 and $2.10 per share for FY 2026; both projections imply a year-over-year decline.

Lululemon Athletica Inc (LULU)

-0.94%

The company’s Q4 2025 revenue grew by 1% year-over-year to $3.6 billion, narrowly beating estimates of $3.58 billion; earnings of $5.01 per share beat estimates of $4.79. Comparable sales grew by 3% year-over-year, though gross margin and operating margin declined by 550 basis points and 660 basis points, respectively. Lululemon projected FY 2026 revenue between $11.35 billion and $11.5 billion, below estimates of $11.52 billion. The company’s EPS and revenue guidance for Q1 2026 similarly missed estimates.

Alibaba Group Holding Ltd (BABA)

+2.95%

Trading higher premarket after the company announced that it is raising prices on select AI computing and storage products by up to 34% as it looks to capitalize on strong demand. The increases include 5%–34% for its T-Head AI chips and about 30% for its Cloud Parallel File Storage service. Alibaba is scheduled to report Q4 2025 earnings before the bell on Thursday, March 19.

Microsoft Corp (MSFT)

+0.38%

The Financial Times reported that Microsoft is considering legal action against Amazon and OpenAI over a reported $50 billion deal that could conflict with the latter company’s exclusive cloud agreement tied to Azure. The dispute centers on OpenAI’s plan to use Amazon Web Services as the exclusive third-party cloud provider for its Frontier platform, which Microsoft argues may violate the terms or spirit of their partnership.

Apple Inc (AAPL)

+0.18%

Bloomberg reported that Brian Lynch, the company’s top executive in hardware engineering, is leaving Apple for Oura Health. This update comes amid disruption within Apple’s smart home division amid ongoing product delays. Lynch had been leading hardware development for upcoming home devices, including Apple’s delayed smart display.

Meta Platforms Inc (META)

+0.01%

Reuters reported hat the company has been unable to effectively block illegal high-risk financial ads in the UK, with regulators finding over 1,000 unauthorized ads in a single week, many from previously flagged advertisers. The Financial Conduct Authority warned that Meta’s platforms continue to host a disproportionate share of scam-related ads.

Optoelectronic and Photonic Stocks

+8.08%

Trading sharply higher as a group as traders digest a series of industry conferences this week, including the NVIDIA GTC event and the Optical Fiber Communication Conference and Exhibition (OFC). Coherent is expected to unveil a new data center-focused InP portfolio at OFC on Wednesday. Applied Optoelectronics has also appeared at OFC 2026.

COHR, AAOI, LITE

Oklo Inc (OKLO)

-0.31%

On watch after its Q4 2025 earnings report. The company posted losses from operations of $139.3 million for the fiscal year, largely attributed to business expenses and a ~$41.8 million expense related to stock-based compensation. Oklo has a short float of approximately 15.5%.

Li Bang International Corporation (LBGJ)

+160.26%

Gapping up on no apparent news catalyst. The stock has a market capitalization of $580,000 and a float of 3.31 million shares.