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

0830 - Trade balance for August: Expected -$60.4B; Prior -$78.3B
1000 - Fed’s Miran speaks
1245 - Fed’s Barkin speaks
1400 - FOMC minutes for October meeting
1400 - Fed’s Williams speaks

NVIDIA Corp (NVDA)

+1.11%

On watch ahead of its earnings report for fiscal Q3 2026, set to be released at approximately 4:20 PM ET on Wednesday, November 19. Analysts are looking for the semiconductor giant to post earnings of $1.18 per share and sales of $54.59 billion. Separately, data from Counterpoint Research suggests that the company’s decision to switch its AI servers from traditional DDR5 memory to smartphone-style LPDDR chips could drive server-memory prices to double by late 2026.

Target Corp (TGT)

-1.83%

Trading lower premarket after its Q3 2025 earnings. The company posted adjusted earnings of $1.78 per share, beating estimate of $1.72, though sales of $25.27 billion fell short of the expected $25.337 billion. The company narrowed its adjusted and GAAP EPS guides for FY26; the midpoint of both guides falls short of analyst estimates. Target also announced a partnership with OpenAI for “AI-powered retail experiences”.

Tesla Inc (TSLA)

+0.59%

The company has received a permit to operate a paid ride-hailing service in Arizona, advancing its plan to eventually deploy self-driving robotaxis across multiple U.S. metro areas. The permit allows Tesla to run an Uber-like service but not driverless vehicles, though the company already holds a separate state permit to test autonomous cars with safety drivers.

Lowe’s Companies Inc (LOW)

+4.99%

Trading sharply higher premarket after its Q3 2025 earnings report. Adjusted earnings of $3.06 per share beat estimates of $2.97, while sales of $20.813 billion missed estimates of $20.823 billion. The company raised its FY25 sales guide to $86 billion, surpassing estimates of $85.415 billion, and narrowed its EPS guide for the same period to a weaker-than-expected $12.29.

Unity Software Inc (U)

+10.38%

Gapping up after announcing a partnership with Epic Games to allow Unity developers to publish games directly into Fortnite, giving access to over 500 million accounts and new opportunities in the Fortnite Creator Economy. Additionally, Unity will add Unreal Engine support to its cross-platform commerce platform. This update will allow developers to manage digital catalogs, payments, and promotions across multiple platforms starting early next year.

Alphabet Inc (GOOGL)

+1.76%

Trading higher premarket. On Tuesday, the company unveiled Gemini 3, its most advanced AI model yet. This model represents major upgrades in multimodal understanding, intent recognition, and agentic capabilities as Google ramps up competition with OpenAI.

Canadian Solar Inc (CSIQ)

-4.64%

Trading sharply lower premarket after being double-downgraded by Mizuho. The analyst cut its rating on Canadian Solar from Outperform to Underperform, saying the recent rally already prices in higher growth expectations for its storage and solar businesses while uncertainty around its US factory resolution remains. Mizuho raised its price target on the stock from $15 to $21, citing peer multiple expansion and valuation based on solar and BESS EBITDA plus about $2 per share from the factory sale.

Bullish (BLSH)

+2.38%

Trading higher premarket following its Q3 2025 earnings report. Adjusted earnings of $0.10 were in-line with analyst estimates, while sales of $76.5 million beat estimates of $71.199 million. The company noted that spot trading volume for the current quarter already represents a 77% increase from Q3 2025.

Meta Platforms Inc (META)

+0.02%

A federal judge ruled in the company’s favor on Tuesday, rejecting the FTC’s claim that the company holds an illegal monopoly in personal social networking. The decision effectively ends a seven-month trial over Meta’s acquisitions of Instagram and WhatsApp. The court found that platforms like YouTube and TikTok now directly compete with Meta’s services, noting that the FTC failed to provide evidence that Meta currently maintains monopoly power.

Amazon.com Inc (AMZN)

+0.49%

The EU’s General Court rejected the company’s attempt to overturn its classification as a “very large” platform under the Digital Services Act, meaning it must continue to meet stricter requirements for tackling illegal and harmful content. The court maintained that marketplaces with over 45 million users can pose societal risks warranting tighter oversight. Amazon said it was disappointed with the ruling and plans to appeal.

MP Materials Corp (MP)

+4.29%

Trading sharply higher premarket after Goldman Sachs initiated coverage on the stock with a Buy rating and a $77 price target, highlighting its position as the largest rare earth producer in the Western Hemisphere and its strategic expansion into refining and magnet production. The firm expects strong revenue, EBITDA growth, and margin upside as MP becomes North America’s leading vertically integrated NdPr magnet supplier, supported by government partnerships and long-term agreements with major manufacturers.

Nokia Corp (NOK)

-7.09%

Gapping down following a business update. The company aims to boost its operating profit to between €2.7 billion and €3.2 billion by 2028, up from €2.0 billion last year, and is replacing its old growth and margin targets with new strategic KPIs tailored to each business segment. Key goals include 6–8% annual sales growth in Network Infrastructure, improving operating margins across divisions, cutting certain expenses from €350 million to €150 million, and converting 65–75% of operating profit into free cash flow.

Plug Power Inc (PLUG)

-19.16%

Gapping down after announcing a private offering. The company priced $375 million in 6.75% convertible senior notes due 2033 in a private Rule 144A offering, with an option for purchasers to buy an additional $56.25 million. The deal is expected to close on Nov. 21 and generate about $347 million to $399 million in net proceeds, depending on whether the option is exercised.

SEMrush Holdings Inc (SEMR)

+70.27%

Gapping up after the Wall Street Journal reported that Adobe is nearing a $1.9 billion deal to acquire the company for $12 per share. SEMrush, known for its SEO and marketing tools used by major clients like Amazon and TikTok, has recently expanded into AI-driven search optimization.