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

0830 - Durable goods orders m/m for September: Expected 0.5%; Prior 2.9%
0830 - Initial jobless claims: Expected 225k; Prior 220k
0830 - Core durable goods orders m/m for September: Expected 0.2%; Prior 3%
0945 - Chicago PMI for November: Expected 46; Prior 43.8

Robinhood Markets Inc (HOOD)

+2.10%

The company, in partnership with Susquehanna, announced plans to take a combined 90% stake in the MIAX Derivatives Exchange. This deal will give Robinhood and Susquehanna direct control over listing and managing prediction-market products as they expand into the fast-growing sector. Miami International will retain 10% ownership. Robinhood says the deal positions it to offer both retail and institutional traders greater access to event-based futures.

NVIDIA Corp (NVDA)

-0.98%

On watch after The Information reported that regulators in China blocked ByteDance from using the company’s chips in its data centers. Separately, Bernstein reiterated an Outperform rating and $275 price target on Nvidia after the company privately addressed several bearish concerns — including receivables, working capital, depreciation cycles, and revenue circularity — in a memo to analysts.

Dell Technologies Inc (DELL)

+2.64%

The company posted adjusted earnings of $2.59 per share for Q3 2026, beating estimates of $2.47, though quarterly sales of $27.005 billion missed estimates of $27.126 billion. Dell guided adjusted earnings of $3.50 per share for Q4 2026, above estimates of $3.23, and raised its FY26 adjusted EPS guide to a better-than-expected $9.92.

Tesla Inc (TSLA)

+1.01%

The company priced the Model Y in India at about $67,2200, roughly 70% higher than in the US because of steep import tariffs. Sharad Agarwal, Tesla’s India General Manager, said that buyers can recover around one-third of the cost through fuel and maintenance savings over 4–5 years. Meanwhile, CEO Elon Musk plans to double robotaxi deployment in Austin in December, even as concerns grow about the weakening core auto business and his focus on robotics and a $1 trillion pay package.

Amazon Inc (AMZN)

+0.54%

The company is facing an investigation from the FAA after one of its MK30 delivery drones struck an overhead internet cable in Waco, Texas, on November 18. The incident prompted a safety landing. Amazon says no one was hurt and there were no major service outages, while the NTSB confirmed it is not investigating the incident.

HP Inc (HPQ)

-3.99%

Trading sharply lower premarket following its Q4 2025 earnings report, where the company provided weaker-than-expected EPS guidance for Q1 2026. The midpoints of the company’s GAAP and adjusted EPS projections for FY26 also fell short of analyst estimates. For Q4 2025, HP reported adjusted earnings of $0.93 per share and sales of $14.6 billion, beating estimates of $0.92 and $14.483 billion, respectively.

Zscaler Inc (ZS)

-6.71%

Gapping down after its Q1 2026 earnings report. Adjusted earnings of $0.96 per share beat estimates of $0.86, and sales of $788.1 million beat estimates of $773.747 million. The company guided adjusted earnings between $0.89 and $0.90 per share for Q2 2026, compared to estimates of $0.89, and guided stronger-than-expected sales for the same period. Zscaler also raised its adjusted EPS and sales guide for FY26.

Autodesk Inc (ADSK)

+8.09%

Gapping up after its Q3 2026 earnings report, with adjusted earnings of $2.67 per share and sales of $1.853 billion beating estimates of $1.807 billion, respectively. The company guided adjusted earnings between $2.59 and $2.67 per share for Q4 2026, above estimates of $2.53, and hiked its adjusted EPS guide for the fiscal year. Deutsche Bank upgraded the stock to Buy and raised its price target to $375 after the report.

Meta Platforms Inc (META)

-0.58%

On watch after Italy’s antitrust regulator expanded its probe into the company, warning it may impose interim measures over concerns that Meta abused its dominance by blocking rival AI chatbots from operating on WhatsApp. The widened investigation now includes WhatsApp’s updated business terms and newly added AI chatbot features, reflecting heightened scrutiny of Big Tech’s role in generative AI. A spokesperson for Meta has declined the claims.

The Boeing Company (BA)

+1.03%

Trading higher premarket after receiving more than $7.2 billion in new defense contracts, including a $4.69 billion AH-64E Apache deal for Poland, Egypt, and Kuwait that runs through 2032. Boeing also received a $2.47 billion Lot 12 production award extending to 2029 and a smaller $10 million V-22 support modification through 2026.

Li Auto Inc (LI)

-2.78%

Trading sharply lower premarket following its Q3 2025 earnings report. Adjusted losses of $0.05 missed estimates of a $0.04-per-share profit, though sales of $3.8 billion beat estimates of $3.76B. The company projected a 30.7%-to-37% decline in Q4 2025 deliveries, and its sales guide of $3.7 billion to $4.1 billion for the same quarter missed estimates of $5.22 billion.

Uber Technologies and WeRide Inc

+1.02%

Trading marginally higher as a pair after launching driverless rides in Abu Dhabi. This marks Uber’s fourth market with autonomous service. The rollout is also the first driverless robotaxi operation in the Middle East, according to CNBC.

UBER, WRD

Urban Outfitters Inc (URBN)

+15.62%

Gapping up after its Q3 2025 earnings report, with earnings of $1.28 per share and sales of $1.529 billion beating estimates of $1.18 and $1.472 billion, respectively. Retail segment sales grew by 9.6% year-over-year, while sales in the Comparable Retail segment grew across all three of the company’s brands.

Petco Health and Wellness (WOOF)

+14.48%

Gapping up after its Q3 2025 earnings report. The company posted a surprise profit of $0.03 per share, though sales of $1.464 billion missed estimates of $1.472 billion. The company expects FY25 net sales to decline by 2.5% to 2.8%.