Thursday, US stock overnight trading session, Nokia Oyj climbed nearly 5%. The move came on Q2 results and AI‑RAN platform momentum with NVIDIA.
ServiceNow rose over 5% as shares rallied on stronger-than-expected Q2 results and a raised full-year subscription revenue outlook.
Micron Technology gained 2.18%. Elon Musk said Tesla received a substantial allocation of Micron memory chips on favorable terms amid tight supply.
Memory chip stocks rise; SanDisk gains 1%, Western Digital climbs 1.55%, and Seagate Technology advances 1.75%
Tesla Motors tumbled 3.80%. Q2 adjusted EPS missed by over a third despite a revenue beat, with margins compressed and capital spending remaining elevated.
Texas Instruments slid 2.51%. Despite a Q2 beat and higher guidance, shares faced post‑rally profit‑taking after recent record highs.
Alphabet fell 2%. Shares retreated as surging AI infrastructure spending lifted full‑year capex to $195–$205 billion and turned free cash flow negative.
Chip stocks rose, with Marvell Technology (MRVL) rising 2.23%, Cerebras Systems (CBRS) rising 1.75%, Intel rising 1.56%, SUPER MICRO COMPUTER INC (SMCI) rising 1.15%, Applied Materials (AMAT) rising 1.11%.
Among other individual movers, Applied Optoelectronics (AAOI) gained 3.56%, Lumentum climbed 2.72%, IREN Ltd advanced 2.42%, Bloom Energy Corp (BE) rose 2.33%, GE Vernova Inc. added 2.13%.
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