U.S. STOCKS ON THE MOVE-Spotify, BlackRock, KLA Corp

Lam Research

15/01/2026 14:07

Eikon search string for individual stock moves: STXBZ

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The S&P 500 and the Nasdaq were set to open higher on Thursday after TSMC's blockbuster quarterly results ignited a rally in chipmakers, while investors parsed earnings from Morgan Stanley and Goldman Sachs that capped big banks' reporting season. .N

** Nvidia Corp NVDA.O:

** Marvell Technology Inc MRVL.O:

** Arm Holdings PLC ARM.O:

** ASML Holding NV ASML.O:
BUZZ - RBC initiates coverage on semiconductor and SemiCap stocks with bullish AI view [nL6N3YG0FM

** Advanced Micro Devices Inc AMD.O:

** Broadcom Inc AVGO.O:

** Lam Research Corp LRCX.O:
BUZZ - US chip stocks gain premarket after TSMC's strong results nL4N3YG0TD

BUZZ - Chip equipment stocks surge on strong TSMC capex forecast nL4N3M71XV

** Taiwan Semiconductor Manufacturing Co Ltd TSM.N:
BUZZ - US-listed shares soar after strong results, annual forecasts nL4N3YG0UX

**  Morgan Stanley MS.N:
BUZZ -  Rises on Q4 profit jump nL4N3YG16U

**  F5 Inc FFIV.O:
BUZZ - Rises as JP Morgan upgrades to 'overweight' nL6N3YG0P6

** Exxon Mobil Corp XOM.N:

** Chevron Corp CVX.N:

** Devon Energy Corp DVN.N:

** Occidental Petroleum Corp OXY.N:
BUZZ - US energy stocks fall as crude prices decline  nL6N3YG0PE

** Spotify Inc SPOT.N:
BUZZ - Climbs after raising subscription prices in select markets  nL6N3YG0QI

** BlackRock Inc BLK.N:
BUZZ - Rises after Q4 profit beat nL4N3YG0Z6

** KLA Corp KLAC.O:
BUZZ - Rises after RBC initiates with 'sector perform' nL6N3YG0RP

** Eli Lilly and Co LLY.N:
BUZZ - Falls after report of delay in FDA decision on weight-loss pill nL6N3YG0QH

** Baker Hughes Co BKR.O:

** Halliburton Co HAL.N:

** Schlumberger NV SLB.N:
BUZZ - RBC lifts oilfield services companies' PT citing stable earnings, attractive valuations nL6N3YG0RC

** SanDisk Corp SNDK.O:
BUZZ - Bernstein lifts SanDisk PT; shares rise nL4N3YG10V

** Caledonia Mining Corporation PLC CMCL.N:

BUZZ - Slides after upsized $125 mln convertible bond sale nL6N3YG0S0

** First Horizon Corp FHN.N:
BUZZ - Up after Q4 profit surpasses forecast nL6N3YG0SE

** Penumbra Inc PEN.N:
BUZZ - Jumps on Boston Scientific's $14.5 billion buyout deal nL4N3YG1A0

** Rocket Lab Corp RKLB.O:
BUZZ - KeyBanc downgrades Rocket Lab to 'sector weight'; shares down nL4N3YG13N

** Dell Technologies Inc DELL.N
BUZZ - Rises as Barclays upgrades to 'overweight' on AI strength nL6N3YG0TE

** Talen Energy Corp TLN.O:
BUZZ - Soars on $3.5 billion deal to buy gas plants nL4N3YG166

** Canadian Solar Inc CSIQ.O:
BUZZ - Climbs after U.S. patent dispute win nL4N3YG17B

** Old Dominion Freight Line Inc ODFL.O:

** J.B. Hunt Transport Services Inc JBHT.O:

** Expeditors International of Washington Inc EXPD.N:
BUZZ - Barclays lifts PT on US transportation companies as freight outlook improves nL4N3YG188

** Warner Bros Discovery Inc WBD.O:
BUZZ - Benchmark lifts Warner Bros Discovery PT nL4N3YG17Y

** Goldman Sachs Group Inc GS.N:
BUZZ - Dips as Q4 revenue falls short of estimates nL6N3YG0TU

** Asana Inc ASAN.N:
BUZZ - Gains after Citigroup upgrades to 'buy' nL6N3YG0UV

** Middleby Corp MIDD.O:
BUZZ - Jefferies raises PT on Middleby, sees major shifts in 2026 nL4N3YG18P

** Ocugen Inc OCGN.O:
BUZZ - Rises as gene therapy shows promise for blinding eye disease nL4N3YG1A2

** Hyperfine Inc HYPR.O:
BUZZ - Rises as portable MRI contrast study begins nL4N3YG1AT

** Rockwell Automation Inc ROK.N:
BUZZ - Jefferies hikes Rockwell Automation PT, forecasts steady growth nL4N3YG1BB

** Calavo Growers Inc CVGW.O:
BUZZ - Jumps on $430 mln acquisition by Mission ProducenL6N3YG0UN

 (Compiled by Sahil Pandey and Rajarshi Roy in Bengaluru)

 ((Sahil.Pandey@thomsonreuters.com))