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

0830 - Nonfarm payrolls for August: Expected 75k; Prior 73k
0830 - Unemployment rate for August: Expected 4.3%; Prior 4.2%
0830 - Average earnings for August: Expected 3.8%; Prior3.9%
0830 - Participation rate for August: Expected 62.2%; Prior 62.2%

Broadcom Inc (AVGO)

+10.42%

Gapping up after reporting Q3 2025 earnings and announcing a $10 billion deal with an unnamed major customer; the Financial Times reported that the customer is OpenAI. Broadcom posted adjusted earnings of $1.69 per share and sales of $15.95 billion, beating estimates $1.65 and $15.83 billion, respectively. Total revenue grew by 22% year-over-year, with AI revenue growing by 62%. The company guided Q4 sales of $17.4 billion, beating estimates of $17.02 billion.

Lululemon Athletica Inc (LULU)

-19.03%

Gapping down after reporting Q2 2025 earnings. Earnings of $3.10 per share beat estimates of $2.90, while sales of $2.525 billion missed estimates of $2.538 billion. The company guided GAAP earnings between $2.18 and $2.23 per share for Q3, well below estimates of $2.94, with its sales guide for the quarter also falling below expectations. Lululemon lowered its sales and GAAP EPS guidance for the fiscal year and noted that it expects a $320 million impact on operating margins in FY26 due to tariff measures.

Tesla Inc (TSLA)

+1.89%

The company is seeking shareholder approval for a 2025 CEO Performance Award that could be worth up to $1 trillion over 10 years. The award is tied to ambitious targets such as roughly $7.5 trillion in value creation, 1 million robotaxis, and 1 million AI bots. If achieved, Elon Musk’s stake in Tesla could rise to at least 25%. Shareholders are set to vote on the plan—and a proposed investment in his xAI startup—on Nov. 6.

Apple Inc (AAPL)

-0.16%

Bloomberg reported that the company’s annual sales in India jumped 13% to nearly $9 billion in the last fiscal year, driven largely by iPhone demand and rising MacBook sales. The record performance underscores India’s growing importance as Apple expands its retail presence and looks to offset slowing global device sales.

UiPath Inc (PATH)

+4.42%

Trading sharply higher premarket following its Q2 2026 earnings report, with sales of $362 million and earnings of $0.15 per share beating estimates of $347.53 million and $0.08, respectively. The company hiked its sales guidance for the fiscal year to a range between $1.571 billion and $1.576 billion, above estimates of $1.566 billion. For Q3, UiPath guided sales between $390 million and $395 million, compared to estimates of $384.675 million.

Microsoft, Alphabet, and Meta Platforms

+0.31%

The companies are on watch after their respective CEOs, alongside other tech moguls, reiterated their US investment efforts at a dinner hosted by President Donald Trump. Meta CEO Mark Zuckerberg indicated that the company will invest $600 million, at a minimum, in the United States over the next four years, while Alphabet CEO Sundar Pichai indicated that his company will invest $250 billion into US initiatives over the next two years. Microsoft CEO Satya Nadella promised $70 billion to $80 billion worth of US investment in 2025 alone. Apple CEO Tim Cook reiterated the company’s previously-announced plans to invest $600 billion in the country.

MSFT, GOOGL, META

Samsara Inc (IOT)

+12.17%

Gapping up following its Q2 2025 earnings report. The company posted earnings of $0.12 per share, beating estimates of $0.07, and reported sales of $391.48 million, beating estimates of $372.215 million. Samsara raised its EPS and sales guide for FY26, both of which now exceed estimates, and provided better-than-expected guidance for both metrics for Q3.

NVIDIA Corp and CoreWeave

+1.21%

On watch as a pair after The Information reported that Nvidia has agreed to rent 10,000 AI chips from cloud provider Lambda for $1.3B over four year. The report indicates that Nvidia also struck an additional $200M deal for 8,000 additional chips. The deals make Nvidia Lambda’s largest customer ahead of its expected IPO. Lambda’s business model has drawn comparisons to that of CoreWeave, which dropped when the news was first reported late on Thursday afternoon.

NVDA, CRWV

DocuSign Inc (DOCU)

+7.56%

Gapping up after its Q2 2025 earnings report. The company posted adjusted earnings of $0.92 per share and sales of $800.64 million, beating estimates of $0.84 and $780.24 million, respectively. DocuSign guided Q3 revenue between $804 million and $808 million, exceeding estimates of $796.55 million, and raised its sales guidance for FY26 to a better-than-expected range of $3.19 billion to $3.2 billion.

Braze Inc (BRZE)

+20.46%

Gapping up after its Q2 2026 earnings report, with adjusted earnings of $0.15 per share and sales of $180.111 million beating estimates of $0.03 and $170.114 million, respectively. The company raised its adjusted EPS guidance for FY26 to $0.41-$0.42, well above expectations of $0.17, and its newly-increased sales projections of $717 million-$720 million for the same period similarly trounced estimates of $697.689 million. Braze also guided stronger-than-expected sales and EPS for Q3 2026.

iSpecimen Inc (ISPC)

+58.23%

Gapping up after providing an update with regards to its previously-announced plans to adopt a digital asset strategy. The company is pursuing a Solana-based treasury reserve of up to $200 million and has engaged with crypto firms offering opportunities in tokenized real-world assets and top-tier cryptocurrencies. The company has a market capitalization of $3.71 million and a float of roughly 4.74 million shares.