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

0815 - Fed’s Barr speaks
1400 - FOMC minutes for April 2026 meeting

NVIDIA Corp (NVDA)

+1.91%

The company is scheduled to report earnings for Q1 2027 after the bell. Analysts are looking for Nvidia to post earnings of $1.70 per share and revenue of $78.75 billion. Separately, the Financial Times reported that China added the company’s China-specific RTX 5090D V2 gaming chip to a customs restricted list during CEO Jensen Huang’s recent visit to Beijing.

Target Corp (TGT)

+1.67%

Trading higher premarket following its Q1 2026 earnings report. The company posted earnings of $1.71 per share and revenue of $25.44 billion, handily beating estimates of $1.46 and $24.66 billion, respectively. Net sales grew by 6.7% year-over-year, with comparable traffic increasing by 4.4% and digital comparable sales expanding by 8.9%. Target guided earnings on the high end of the range between $7.50 $8.50 per share for FY 2026.

Alphabet Inc (GOOGL)

+0.26%

BofA reiterated the stock with a Buy rating and $430 following its I/O 2026 event, where the company unveiled a broad slate of AI products that reinforced its growing leadership in consumer AI and strengthened the firm’s bullish outlook. The analyst highlighted advances including Gemini 3.5, AI-powered Search, the Gemini Spark personal agent, Universal Cart, and Android XR smart glasses. BofA argued that Alphabet’s frontier models, full-stack platform, and massive user reach position it to lead the next phase of AI adoption.

Alibaba Group Holding Ltd (BABA)

+0.19%

On watch after unveiling the Zhenwu M890, a new AI chip developed by the company’s semiconductor unit T-Head. The move is part of Alibaba’s push to build domestic alternatives to Nvidia amid tightening US export restrictions. Alibaba said the chip delivers roughly three times the performance of the prior Zhenwu 810E and is specifically designed for AI agents, which require large memory capacity and fast communication to manage complex, multi-step tasks with minimal human intervention.

Intel Corp (INTC)

+3.97%

Trading sharply higher. On Tuesday afternoon, Nikkei Asia reported that the company has urged major PC partners across the US, China, and Taiwan to increase adoption of its 18A CPUs, citing improved supply availability compared to older chip nodes. The move reflects Intel’s effort to accelerate uptake of its latest manufacturing process and strengthen demand for its in-house advanced semiconductor technology.

CAVA Group Inc (CAVA)

+7.62%

Gapping up after its Q1 2026 earnings report. Revenue grew by 32.2% to $434.4 million, with same restaurant sales expanding by 9.7%. Restaurant-level profit reached $108.9 million, up by 32.3% on a year-over-year basis and resulting in a profit margin of 25.1%. The company raised its same restaurant sales growth outlook for FY 2026 from 3%-5% to 4.5%-6.5% and hiked its adjusted EBITDA outlook from $176 million-$184 million to $181 million-$191 million.

Meta Platforms (META)

+0.18%

The company’s widely-reported plan to lay off roughly 8,000 employees and restructure its business reported went into effect in the early hours of Wednesday, May 20. Reuters previously reported that the layoffs would take place in three batches, with employees being notified at 4:00 AM local time in each case. The layoffs come as Meta continues to spend heavily on AI advancement.

Lowe’s Companies Inc (LOW)

-1.73%

The company posted revenue of $23.08 billion and earnings of $3.03 per share for Q1 2026, beating estimates of $22.88 billion and $2.97, respectively. Lowe’s projected FY 2026 revenue between $92 billion and $94 billion, in-line with analyst estimates of $93.07 billion. The company projected EPS between $12.25 and $12.75 for the same period, compared to estimates of $12.59.

Analog Devices Inc (ADI)

+0.41%

The company posted revenue of $3.62 billion for Q2 2026, representing 37% year-over-year growth, with gross margin expanding by 630 basis points to 67.3%. Operating income grew by 104% year-over-year to $1.38 billion, while operating margin increased by 1,240 basis points to 38.1%. Analog Devices projected revenue of $3.9 billion, plus or minus $100 million, for Q3 2026.

VF Corp (VFC)

+6.03%

Gapping up after posting Q4 2026 earnings and reinstating its outlook for FY 2027. Quarterly revenue grew by 1% year-over-year to $2.17 billion, beating estimates of $2.13 billion. Revenue in the Americas region grew by 8% year-over-year. North Face brand revenue improved by 12%, while Vans revenue declined by 1%. FY 2026 marked the company’s return to full-year growth after a three-year dry spell.

Roblox Corp (RBLX)

+2.78%

Reuters reported that two children's advocacy groups have asked the Federal Trade Commission to investigate the company, alleging they use unfair and deceptive design and marketing practices. The groups claim Roblox misrepresents the safety of its platform and pressures children to spend money on in-game purchases to access special features and privileges.

TJX Companies Inc (TJX)

+2.89%

Trading higher premarket after its Q1 2027 earnings report, with comparable sales growing by 6% year-over-year. Net sales improved by 9% to $14.32 billion, above estimates of $13.94 billion. Revenue in the company’s US divisions, Marmaxx and HomeGoods, grew by 7% and 11%, respectively. TJX projected consolidated comparable sales growth between 2% and 3% for Q2 2027.

Amplitech Group Inc (AMPG)

+14.29%

Gapping up after receiving FCC and ISED Canada certifications for its 5G Native DAS infrastructure stack, allowing commercial deployment across the US and Canada. The company also has initial orders from a North American mobile network operator, with shipments expected later this year.

Silexion Therapeutics Corp (SLXN)

+167.09%

Trading sharply higher premarket. On Monday morning, the company posted Q1 2026 earnings and announced that the Israeli Ministry of Health approved the initiation of Phase 2/3 of the company’s clinical trial for its pancreatic cancer treatment. The stock has a market capitalization of $1.13 million and a float of 3.89 million shares.