Premarket movers All Mag 7 names are higher: Tesla +1.2%, Nvidia +0.9%, Microsoft +0.8%, Amazon +0.7%, Alphabet +0.6%, Meta Platforms +0.4%, Apple +0.1% AMD (AMD) is up 2% after the chipmaker’s CEO predicted “very high” chip demand over the next few years. Separately, analysts raised their price targets on the stock, citing growth from AI agent products. BorgWarner (BWA) gains 3.7% as Morgan Stanley upgrades to overweight from equal-weight, noting that a long tail of internal combustion engine and hybrid demand supports the core auto outlook. Constellation Energy (CEG) is up 6.1% after it announced a long-term deal with Google to bring 890 MW of new nuclear capacity over 20 years onto the PJM grid in Illinois, Pennsylvania and New Jersey. Corteva Inc. (CTVA) is up 3% after JPMorgan raised its recommendation on the crop chemical company to overweight from neutral after it spun off its Vylor Inc. seed business. JetBlue Airways (JBLU) gains 2.1% after Citi upgraded the airline to neutral from sell. Option Care Health (OPCH) rises 21% after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, in a transaction that would value the business at more than $5 billion including debt. Procter & Gamble Co. (PG) is up 1.5% after Evercore ISI upgraded the maker of consumer products to outperform from inline, citing an improved growth outlook going forward. Qiagen (QGEN) is up 2.6% and Fortrea Holdings (FTRE) gains 3.3% after Barclays analyst Luke Sergott upgraded both names to overweight from equal-weight ahead of third-quarter earnings.

Tesla is still dominating. In the first half of 2026, they secured over 52% of the U.S. EV market. 1. Tesla: 52.3% — 242,100 units sold 2. Chevrolet: 6.1% — 28,267 3. Hyundai: 5.8% — 26,936 4. Cadillac: 4.7% — 21,855 5. Rivian : 4.7% — 21,770 6. Toyota: 4.7% — 21,767 7. Ford: 3.6% — 16,606 8. Kia: 2.7% — 12,627 9. BMW: 2.4% — 10,790 10. Subaru: 2.2% — 10,064 11. Honda: 1.8% — 8,407 12. Lexus: 1.7% — 7,814 13. GMC: 1.4% — 6,645 14. Lucid: 1.1% — 5,208 15. Volvo: 0.9% — 3,964 16. VW: 0.8% — 3,768 17. Mercedes: 0.6% — 3,010 18. Porsche: 0.6% — 2,967 19. Other Brands: 0.6% — 2,596 20. Nissan: 0.4% — 1,774 21. Audi: 0.4% — 1,697 22. Genesis: 0.1% — 560 23. Dodge: 0.1% — 534 24. Jeep: 0.1% — 418 25. Mini: 0.1% — 307 26. Acura: 0.0% — 108 (Data Via Cox Automotive Q2 2026 EV sales)

Premarket movers: Magnificent Seven stocks are mostly higher: Nvidia (NVDA) +1.6%, Tesla (TSLA) +1.1%, Microsoft (MSFT) +1%, Amazon (AMZN) +0.6%, Alphabet (GOOGL) +0.6%, Meta Platforms (META) +0.3% while Apple (AAPL) falls 2% after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. Tower companies gain after SpaceX said in a post on X that it had agreed to acquire a nationwide low-band spectrum license portfolio in a deal analysts say is a positive catalyst for the sector. Telecom stocks slip on concerns over increased competition from satellite operators, with T-Mobile (TMUS) -7.8% and AT&T (T) -6.3% Optical-equipment makers rally after Lumentum (LITE +6.2%) noted that its components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers. American Express (AXP) falls 1.5% after federal regulators fined the credit card company $350 million for failing to catch and report money laundering in its system. Cboe Global Markets Inc. (CBOE) gains 2% after Morgan Stanley upgraded the exchange. Delta Air (DAL) is down 3.4% after the carrier cut its adjusted earnings per share forecast for the full year. The midpoint of the new outlook trailed the average analyst estimate. Fastly Inc. (FSLY) gains 7.4% after Oppenheimer upgraded the software company to outperform from perform, seeing a growing opportunity related to AI agents. Humana (HUM) jumps 15% after the health insurer improved its performance on the Medicare Advantage quality ratings that will improve future revenue. Baird upgraded the stock. South Bow (SOBO) falls 1.6% after Barclays cut its recommendation on the pipeline company to underweight from equal-weight on execution and permitting risk. Webull Corp. (BULL) rises 4.4% after Scotiabank raised its recommendation on the exchange to sector outperform from sector perform after the recent selloff in shares

JOHNSON & JOHNSON $JNJ Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $25.4B (Est. $25.28B) 🟢; +5.9% YoY 🔹 Adj. EPS: $2.59 (Est. $2.54) 🟢; -7.5% YoY 🔹 GAAP EPS: $0.09; -95.8% YoY Raises FY26 Guide: 🔹 Revenue: $101.0B-$101.4B (Est. $101.29B) 🟡 🔹 Adj. EPS: $11.05-$11.15 (Est. $11.08) 🟡 🔹 Adj. Oper Sales Growth: +6.4%-+6.8% Cash Flow: 🔹 Free Cash Flow YTD: ~$15.1B Segment Sales: 🔹 Innovative Medicine: $16.76B (Est. $16.59B) 🟢 🔹 MedTech: $8.64B (Est. $8.77B) 🔴; +2.5% YoY Regional Sales: 🔹 U.S.: $14.96B; +9.1% YoY 🔹 International: $10.44B; +1.5% YoY Key Products: 🔹 DARZALEX WW: $4.24B (Est. $4.33B) 🔴 🔹 TREMFYA WW: $2.4B (Est. $2.24B) 🟢; +68.3% YoY 🔹 CARVYKTI WW: $710M (Est. $708.49M) 🟢 Other Q3 Metrics: 🔹 Operational Sales Growth: +6.0% 🔹 Adj. Oper Sales Growth: +6.1% 🔹 Adj. Net Earnings: $6.34B (Est. $6.23B) 🟢 Key Updates: 🔹 One-time special charge reflects the proposed talc litigation resolution, Firefly Bio acquisition and Sail Biomedicines collaboration; adjusted EPS also reflects these M&A deals. 🔹 OTTAVA received market authorization as the world’s first table-integrated soft tissue robotic system; IMAAVY was approved in wAIHA and RYBREVANT FASPRO received priority review. Comments: 🔸 “In the third quarter, we advanced breakthroughs that will redefine care for patients, from delivering one of our most transformative MedTech innovations with OTTAVA to reporting positive Phase 3 results in multiple myeloma.”

Price changes over last year (September CPI report) Fuel Oil: +74.0% Gasoline: +34.2% Gas Utilities: +5.0% Electricity: +4.4% Overall CPI: +3.7% Food away from home: +3.5% Apparel: +3.4% Shelter: +3.2% Transportation: +2.7% Medical Care: +2.5% Food at home: +1.8% New Cars: +0.6% Used Cars: -1.5%

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