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

0830 - Initial jobless claims: Expected 215k; Prior 212k
0830 - Import prices m/m for January: Expected 0.3%; Prior 0.1%
0830 - Export prices m/m for January: Expected 0.2%; Prior 0.3%

Broadcom Inc (AVGO)

+6.65%

Gapping up after its Q1 2026 earnings report, during which the company announced a new $10 billion share buyback program. Adjusted EPS of $2.05 and sales of $19.311 billion beat estimates of $2.02 and $19.195 billion, respectively. AI revenue grew by 106% year-over-year to $8.4 billion; CEO Hock Tan said the company expects revenue in this segment to reach $10.7 billion in the current quarter. Broadcom projected Q2 2026 revenue of $22 billion, above estimates of $20.68 billion.

Robinhood Markets Inc (HOOD)

+2.94%

Trading sharply higher premarket after introducing a $695-per-year Platinum credit card that it says offers up to $3,000 in annual perks. These benefits include credits for autonomous ride-hailing, dining, hotel bookings, TSA PreCheck/Global Entry, and airport lounge access. The card also features perks tied to partners such as DoorDash and Amazon’s One Medical service.

The Trade Desk Inc (TTD)

+19.59%

Gapping up after CEO Jeff Green disclosed the purchase of 6.398 million shares of the stock. The transactions, which occurred between March 2 and March 4, included 6 million shares purchased through a limited partnership and 398,089 shares related to a restricted stock award. Separately, The Information reported that OpenAI has held early discussions with The Trade Desk about selling and automating advertising within ChatGPT.

NVIDIA Corp (NVDA)

-0.44%

The Financial Times reported that the company ha stopped producing H200 chips intended for China and is shifting manufacturing capacity at Taiwan Semiconductor Manufacturing Company toward its next-generation Vera Rubin platform. The reported move aligns with Nvidia’s recent guidance that it is not expecting any future data center revenue from China.

Alibaba Group Holding Ltd (BABA)

-2.39%

The company is forming a new task force to accelerate development of its foundation AI models after the resignation of Qwen AI division head Lin Junyang. The initiative will be led by CEO Eddie Wu along with CTO Wu Zeming and Alibaba Cloud CTO Zhou Jingren, who will coordinate company-wide resources while Zhou continues overseeing the Tongyi Laboratory AI research unit.

Crypto Stocks

+1.05%

On watch as a group following a sector-wide rally on Wednesday that saw stocks like Coinbase and Strategy gain more than 10% each. Bitcoin closed more than 6% higher on Wednesday, opening the session around $68,300 and making session highs above $74,000. Ethereum, meanwhile, gained more than 7% to close out Wednesday’s session. Both Bitcoin and Ethereum are trading marginally higher on Thursday morning.

MSTR, COIN, MARA, IBIT, HIVE, CRCL, BLSH, CLSK, RIOT

JD.com Inc (JD)

-1.66%

The company posted adjusted earnings of $0.08 per share, outpacing estimates of a $0.03-per-share loss, and reported sales of $50.376 billion, above estimates of $50.22 billion. Marketing spend reached $3.6 billion, up 50.6% year-over-year, amid heightened competition with companies like Meituan and Alibaba. JD.com’s margin for the quarter was -0.2%, compared to a 3.6% margin in the prior-year quarter.

Webull Corp (BULL)

-1.98%

Trading lower premarket after its Q4 2025 earnings report. The company posted in-line earnings of $0.04 per share, though sales of $165.2 million beat estimates of $160.808 million and represented 50% year-over-year growth. Trading-related revenue grew by 56% year-over-year, with customer assets growing by 81% and net deposits expanding by 225%. Revenue for FY 2025 grew by 46% year-over-year to reach $571 million, while trading revenue for the year grew by 59%.

Rigetti Computing Inc (RGTI)

-4.39%

Gapping down after its Q4 2025 earnings report, with sales of $1.868 million missing estimates of $2.339 million. Adjusted losses of $0.03 per share were in-line with analyst estimates. The company announced that its cash, cash equivalents, and available-for-sale investments reached $589.8 million as of the end of the quarter.

IREN Ltd (IREN)

-5.00%

The company announced that it has entered into an agreement to purchase more than 50,000 Nvidia Corp. B300 GPUs, expanding its total AI computing fleet to 150,000 GPUs to accelerate its AI cloud capacity buildout. IREN plans phased deployment through the second half of 2026 at data centers in British Columbia and Texas, targeting over $3.7 billion in annualized AI cloud revenue by the end of 2026.

Berkshire Hathaway Inc (BRK.B)

+1.34%

Trading higher with light volume premarket after announcing that it has started repurchasing its shares again, something it hasn’t done since 2024. CEO Greg Abel, who succeeded longtime Berkshire leader Warren Buffett in January 2026, also disclosed a personal purchase of Berkshire shares valued at $15 million. The updates follow Berkshire Hathaway’s poorly-received Q4 2025 earnings report.

Meta Platforms Inc (META)

-0.41%

Indonesia’s communications ministry announced that it issued the company a “stern warning” over its perceived failure to adequately curb online gambling, disinformation, hate speech, and other harmful content on its platforms. The warning followed an unscheduled visit by from a ministry official to Meta’s Jakarta office regarding compliance issues affecting services such as Facebook, Instagram, and WhatsApp. Separately, Meta CFO Susan Li indicated on Wednesday afternoon that the company is developing in-house chips designed for tasks like ranking and recommendation systems, with plans to eventually build processors capable of training future AI models.

Tesla Inc (TSLA)

-0.40%

Data released by the Society of Motor Manufacturers and Traders on Wednesday showed that the company’s UK sales dropped by 37% year-over-year for February 2026. Tesla said monthly registration figures may not accurately reflect demand, noting that its UK sales are better assessed on a quarterly basis due to delivery timing from its factories.

American Eagle Outfitters Inc (AEO)

-3.34%

Trading lower premarket after its Q4 2025 earnings report. Adjusted earnings of $0.86 per share outperformed estimates of $0.71, while sales of $1.761 billion beat estimates of $1.743 billion. American Eagle projected mid-single-digit comparable sales growth and an increase in gross margin for FY 2026, noting that its guidance does not reflect the Supreme Court tariff decision. The company also declared a $0.125-per-share regular quarterly dividend.

Bilibili Inc (BILI)

+1.75%

The company’s US-listed shares are trading higher premarket following its Q4 2025 earnings report. Adjusted earnings of $0.28 per share beat estimates of $0.17; sales of $1.19 billion similarly beat estimates of $1.16 billion.

Palladyne AI Corp (PDYN)

+19.78%

Gapping up after its Q4 2025 earnings report. Sales of $1.661 million sharply outperformed estimates of $809,000, while losses of $0.04 per share were narrower than the estimated $0.09-per-share loss. The company reiterated its previously-provided FY 2026 sales outlook of $24 million-$27 million.