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

0830 - Balance of trade for March: Expected -$137.15B; Prior -$122.7B

Palantir Technologies Inc (PLTR)

-7.49%

Gapping down after its Q1 2025 earnings report. Earnings of $0.13 per share were in-line with analysts estimates, while sales of $883.86 million beat estimates of $862.83 million. Overall revenue grew by 39% on a year-over-year basis amid growth in all three revenue categories. The company raised its FY25 sales guidance to $3.89-$3.9 billion, above estimates of $3.75 billion, and guided better-than-expected Q2 sales.

Tesla Inc (TSLA)

-1.41%

The company’s sales in Germany dropped by 45.9% year-over-year in April, with year-to-date sales falling by 60.4% to 5,820 units. This decline contrasts with a 53.5% year-over-year increase in overall electric vehicle registrations in Germany, according to the KBA. Additionally, Electrek reported that the company is holding over 10,000 Cybertrucks—worth more than $800 million—in U.S. inventory amid declining sales and an aging vehicle lineup.

Alphabet Inc (GOOGL)

-0.82%

The U.S. Department of Justice has proposed that Google divest its AdX ad marketplace and DFP ad-serving platform after a federal judge ruled it illegally monopolized two ad-tech markets. The DOJ argues these divestitures are necessary to restore competition, marking another major antitrust setback for Google following a similar ruling in its search business.

Hims & Hers Health (HIMS)

-5.66%

Gapping down after its earnings report. Earnings of $0.20 per share and sales of $586.01 million beat estimates of $0.12 and $538.2 million, respectively. Revenue grew by 111% on a year-over-year basis, though gross margin of 73% fell short of the 78% estimate. The company guided Q2 sales between $530 million and $550 million, below estimates of $564.56 million, and reaffirmed its guidance for FY25 sales.

Datadog Inc (DDOG)

+4.02%

Trading sharply higher after its Q1 2025 earnings report, with adjusted earnings of $0.46 per share and sales of $762 million beating estimates of $0.43 and $741.52 million, respectively. The company guided in-line EPS and stronger-than-expected sales for Q2. Dataodg raised its EPS and sales guide for FY25; the new EPS guide falls short of estimates, though the revenue guide exceeds expectations.

Celsius Holdings Inc (CELH)

-3.61%

Trading lower premarket following its earnings report. The company reported Q1 earnings of $0.18 per share, below estimates of $0.19, while sales of $329.28 million missed estimates of $344.03 million.

Ford Motor Co (F)

-2.44%

Trading lower premarket following its Q1 2025 earnings report. The company reported adjusted earnings of $0.14 per share and sales of $37.42 billion, beating estimates of $0.02 and $36.2 billion, respectively. Revenue and EBIT in the Ford Blue segment declined on a year-over-year basis, attributed to an anticipated drop in volume. Ford suspended its FY25 guidance in its entirety amid “tariff-related uncertainty”. CEO Jim Farley commented in a CNBC interview that he anticipates at least three years of the newly-announced tariffs.

Alibaba Group Holding Ltd (BABA)

+1.39%

Trading higher premarket following a strong showing for Chinese stocks in overnight trading. The CSI 300 Index closed 1.01% higher, while the tech-heavy Hang Seng Index gained 0.70%.

DoorDash Inc (DASH)

-3.80%

Trading lower premarket after its earnings report. Earnings of $0.44 per share beat estimates of $0.39, while sales of $3.03 billion missed estimates of $3.09 billion. The company announced an agreement to acquire SevenRooms and confirmed that it will acquire Deliveroo for $3.9 billion.

Constellation Energy Corp (CEG)

-4.93%

Gapping down after its Q1 2025 earnings report. Adjusted earnings of $2.14 per share missed estimates of $2.18, though sales of $6.79 billion beat estimates of $5.44 billion. The company maintained its FY25 earnings guidance of $8.90 to $9.60 per share, compared to estimates of $9.51.

Lemonade Inc (LMND)

+8.90%

Gapping up after its Q1 2025 earnings report. The company reported losses of $0.86 per share, narrower than the expected loss of $0.92, while sales of $151.2 million exceeded estimates of $145.21 million. The company raised its guide for FY25 sales to $661-$663 million, beating estimates of $658.61 million, and guided in-line sales for Q2.

Marin Software Inc (MRIN)

+138.47%

Gapping up on no apparent news catalyst. Last month, the company announced that a liquidation and dissolution plan had been approved by its board of directors. The stock has a float of $2.89 million and a market capitalization of $4.71 million.