U.S. STOCKS ON THE MOVE-Kratos, Forward Air, Bank stocks
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Wall Street's main indexes rose on Monday to one-week highs as optimism around
AI boosted semiconductor stocks, and a report suggested the incoming Trump
administration could adopt a less aggressive stance on tariffs than previously
anticipated. .N
At 13:30 EST, the Dow Jones Industrial Average .DJI was up 0.38% at 42,896.24.
The S&P 500 .SPX was up 0.92% at 5,997.12, and the Nasdaq Composite .IXIC
was up 1.49% at 19,913.62.
The top three S&P 500 .PG.INX percentage gainers:
** Micron Technology Inc MU.OQ , up 12.5%
** Super Micro Computer Inc SMCI.OQ , up 10.9%
** Teradyne Inc TER.OQ , up 7.4%
The top three S&P 500 .PL.INX percentage losers:
** Axon Enterprise Inc AXON.OQ , down 6.1%
** Palantir Technologies Inc PLTR.OQ , down 4.5%
** T-Mobile US Inc TMUS.OQ , down 3.6%
The top three NYSE .PG.N percentage gainers:
** Fubotv Inc FUBO.N , up 232.6%
** Amprius Technologies Inc AMPX.N , up 19.5%
** Nouveau Monde Graphite Inc NMG.N , up 18.2%
The top three NYSE .PL.N percentage losers:
** OppFi Inc OPFI.N , down 13.2%
** Multiplan Corp MPLN.N , down 12.7%
** Nine Energy Service Inc NINE.N , down 11.2%
The top three Nasdaq .PG.O percentage gainers:
** Boxlight Corp BOXL.OQ , up 282.6%
** Scisparc Ltd SPRC.OQ , up 119.7%
** Nanovibronix Inc NAOV.OQ , up 93.0%
The top three Nasdaq .PL.O percentage losers:
** Real Good Food Company Inc RGF.OQ , down 50.7%
** Luna Innovations Inc LUNA.OQ , down 45.1%
** BioLine RX Ltd BLRX.OQ , down 41.5%
** Confluent Inc CFLT.O :
** ServiceNow Inc NOW.N :
** Varonis Systems Inc VRNS.O :
BUZZ - Piper Sandler sees IT spending boost in 2025; upgrades Fortinet
urn:newsml:reuters.com:*:nL4N3O20LK
** Microsoft Corp MSFT.O :
** Nvidia Corp NVDA.O :
** Super Micro Computer Inc SMCI.O :
** Broadcom Inc AVGO.O :
BUZZ - US chipmakers rise as Microsoft plans to invest $80 bln on AI data
centers urn:newsml:reuters.com:*:nL4N3O20NN
** T-Mobile US Inc TMUS.O :
BUZZ - Falls after brokerages downgrade ratings urn:newsml:reuters.com:*:nL4N3O2108
** Bank of America Corp BAC.N :
** Goldman Sachs Group Inc GS.N :
** JPMorgan Chase & Co JPM.N :
** Morgan Stanley MS.N :
BUZZ - Barclays positive on US large-cap banks in 2025, raises Citigroup to
'overweight' urn:newsml:reuters.com:*:nL4N3O20M4
** Synchrony Financial SYF.N :
BUZZ - Rises after Barclays upgrades to 'overweight' urn:newsml:reuters.com:*:nL4N3O20PO
** American Airlines Group Inc AAL.O :
BUZZ - Rises as brokerages upgrade to 'buy', hike price targets urn:newsml:reuters.com:*:nL4N3O214Z
** Lyft Inc LYFT.O :
BUZZ - Rises as Benchmark upgrades to 'buy' urn:newsml:reuters.com:*:nL4N3O20OM
** Capri Holdings Inc CPRI.N :
BUZZ - Rises after BMO upgrades stock to 'outperform' urn:newsml:reuters.com:*:nL4N3O20ZW
** Uber Technologies Inc UBER.N :
BUZZ - Rises on $1.5 bln share buyback urn:newsml:reuters.com:*:nL4N3O20R8
** Paycor HCM Inc PYCR.O :
BUZZ - Jumps on reported buyout deal by Paychex urn:newsml:reuters.com:*:nL6N3O20CV
** Fortinet Inc FTNT.O :
BUZZ - Up as Piper Sandler raises to 'overweight' on firewall opportunity
urn:newsml:reuters.com:*:nL4N3O20UC
** Boeing Inc BA.N :
BUZZ - Rises after Barclays upgrades to 'overweight', hikes PT urn:newsml:reuters.com:*:nL4N3O216A
** Capital One Financial Corp COF.N :
** Discover Financial Services DFS.N :
BUZZ - Barclays upgrades Capital One and Discover to 'overweight' rating
urn:newsml:reuters.com:*:nL4N3O20UE
** SolarEdge Technologies Inc SEDG.O :
BUZZ - Rises on workforce reduction plan, safe harbor agreements urn:newsml:reuters.com:*:nL4N3O20RA
** CNH Industrial NV CNH.N :
BUZZ - Up after Bernstein upgrades stock on sales recovery potential
urn:newsml:reuters.com:*:nL4N3O210Q
** United States Steel Corp X.N :
BUZZ - Nippon file lawsuit against Biden's order urn:newsml:reuters.com:*:nL4N3O20V7
** Wayfair Inc W.N :
BUZZ - Wedbush downgrades Wayfair on tariff concerns, tepid growth expectations
urn:newsml:reuters.com:*:nL4N3O20VY
** Quantum-Si Inc QSI.O :
BUZZ - Falls after $50 mln stock offering urn:newsml:reuters.com:*:nL4N3O20W1
** Lucid Group Inc LCID.O :
BUZZ - Climbs on record Q4 deliveries urn:newsml:reuters.com:*:nL4N3O20Y2
** FuboTV Inc FUBO.N :
BUZZ - Jumps on deal with Disney to merge online live TV businesses urn:newsml:reuters.com:*:nL4N3O20WW
** Chewy Inc CHWY.N :
BUZZ - Climbs after Mizuho upgrades, hikes PT by 75% urn:newsml:reuters.com:*:nL6N3O20EB
** Church & Dwight Co Inc CHD.N :
** Interparfums Inc IPAR.O :
** Sally Beauty Holdings Inc SBH.N :
** Kenvue Inc KVUE.N :
BUZZ - US beauty and wellness stocks have potential in 2025, Piper Sandler says
urn:newsml:reuters.com:*:nL4N3O20SR
** General Motors Co GM.N :
** Ford Motor Co F.N :
BUZZ - Gain after report on potentially scaled-back Trump tariffs urn:newsml:reuters.com:*:nL4N3O20X6
** Kearny Financial Corp KRNY.O :
BUZZ - Rise after Piper Sandler upgrades to 'overweight' urn:newsml:reuters.com:*:nL4N3O210M
** Henry Schein Inc HSIC.O :
BUZZ - Rises after BofA upgrades to 'buy' urn:newsml:reuters.com:*:nL4N3O210J
** Alibaba.com Ltd BABA.N :
** JD.com Inc JD.O :
** Pinduoduo Inc PDD.O :
** Nio Inc NIO.N :
BUZZ - China ADRs tick higher, but pare gains after Trump disputes report on
tariffs urn:newsml:reuters.com:*:nL4N3O20Y1
** L3Harris Technologies Inc LHX.N :
** Lockheed Martin Corp LMT.N :
** General Dynamics Corp GD.N :
BUZZ - Barclays cuts defense stocks PTs, raises budget growth concerns
urn:newsml:reuters.com:*:nL4N3O20YD
** NextDecade Corp NEXT.O :
** EQT Corp EQT.N :
** New Fortress Energy Inc NFE.O :
** United States Natural Gas Fund LP UNG.N :
BUZZ - Natgas firms up as winter storms boost heating demand urn:newsml:reuters.com:*:nL4N3O2106
** Revance Therapeutics Inc RVNC.O :
BUZZ - Gains after Teoxane's buyout proposal urn:newsml:reuters.com:*:nL4N3O211F
** Shopify Inc SHOP.N :
BUZZ - Shares rise, Wedbush upgrades, raises PT urn:newsml:reuters.com:*:nL1N3O20KH
** Citigroup Inc C.N :
BUZZ - Rises after Barclays upgrades to 'overweight' urn:newsml:reuters.com:*:nL4N3O20ZF
** Chevron Corp CVX.N :
** Exxon Mobil Corp XOM.N :
** APA Corp APA.O :
** Coterra Energy Inc CTRA.N :
BUZZ - Energy firms rise on weaker US dollar, strong oil demand urn:newsml:reuters.com:*:nL4N3O211O
** AT&T Inc T.N :
BUZZ - RBC upgrades AT&T on growth initiatives, shareholder return prospects
urn:newsml:reuters.com:*:nL4N3O212S
** Bumble Inc BMBL.O :
BUZZ - Appoints ex-Salesforce exec Affronti as chief product officer, shares
rise urn:newsml:reuters.com:*:nL4N3O212J
** Kratos Defense and Security Solutions Inc KTOS.O :
BUZZ - Rises after securing OTA contract worth $1.45 bln urn:newsml:reuters.com:*:nL4N3O2148
** Forward Air Corp FWRD.O :
BUZZ - Rises after exploring alternatives, including sale urn:newsml:reuters.com:*:nL4N3O2181
** Republic Services Inc RSG.N :
BUZZ - RBC upgrades Republic Services to 'outperform' on favorable 2025, M&A
prospects urn:newsml:reuters.com:*:nL4N3O2185
** Wells Fargo & Co WFC.N :
** Western Alliance Bancorp WAL.N :
** Banc of California Inc BANC.N :
** Customers Bancorp Inc CUBI.N :
BUZZ - Bank stocks jump after Fed's Barr announces early resignation from
regulatory job urn:newsml:reuters.com:*:nL4N3O217W
** E.W. Scripps Co SSP.O :
BUZZ - Up after renewing affiliation deal with NBC urn:newsml:reuters.com:*:nL4N3O218Q
** Serve Robotics Inc SERV.O :
** Arbe Robotics Ltd ARBE.O :
** Symbiotic Inc SYM.O :
** Guardforce AI Co Ltd GFAI.O :
BUZZ - Small-cap robotics firms jump ahead of CES 2025 urn:newsml:reuters.com:*:nL4N3O218X
** MicroStrategy Inc MSTR.O :
** Coinbase Global Inc COIN.O :
** Riot Platforms Inc RIOT.O :
** Marathon Digital Holdings Inc MARA.O :
BUZZ - Crypto stocks rise as bitcoin pops above $100,000; MicroStrategy
continues to load up urn:newsml:reuters.com:*:nL6N3O20HE
** Primo Brands Corp PRMB.N :
BUZZ - Up after BMO initiates coverage, RBC raises PT urn:newsml:reuters.com:*:nL4N3NZ0YG
** Toast Inc TOST.N :
BUZZ - Rises after BMO initiates coverage with 'outperform' rating urn:newsml:reuters.com:*:nL4N3O21A6
The 11 major S&P 500 sectors:
Index RIC Index name Percent change %
.SPX S&P 500 0.92
.SPLRCT S&P 500 Information Technology 1.88
.SPLRCU S&P 500 Utilities -0.66
.SPLRCD S&P 500 Consumer Discretionary 0.48
.SPLRCM S&P 500 Materials 0.97
.SPLRCI S&P 500 Industrials 0.28
.SPLRCL S&P 500 Communication Services (Sector) 1.94
.SPSY S&P 500 Financials 0.31
.SPLRCR S&P 500 Real Estate -0.49
.SPXHC S&P 500 Health Care 0.38
.SPLRCS S&P 500 Consumer Staples -0.53
.SPNY S&P 500 Energy 0.12
(Rajarshi Roy and Siddhi Mahatole)
((Rajarshi.Roy@thomsonreuters.com,
siddhiprabhanjan.mahatole@thomsonreuters.com))