U.S. Stocks to Watch: Nvidia, Alphabet, C3.ai, Oracle, Alibaba, NIO, and More

Dow Jones12-10

US Stock futures dipped Tuesday after Wall Street kicked off the week with losses and pulled back from record highs. A decline in shares of chip maker Nvidia led the tech sector lower.

These stocks were poised to make moves Tuesday:

Nvidia - Nvidia was down 1.2% in premarket trading after closing Monday down 2.6% as a Chinese regulator said it was investigating the company, the leading maker of artificial-intelligence chips, because of a suspected violation of anti-monopoly laws. Nvidia's revenue in China totaled $13.5 billion in the past four quarters, accounting for 12% of its global total, according to The Wall Street Journal.

Alphabet - Google unveiled new quantum computer Willow with mind-boggling speed. Alphabet Inc.’s quantum computer needs just five minutes to solve a problem that would take supercomputers around 10 septillion years. Alphabet shares rose 2% in premarket trading.

Chinese ADRs and ETFs - Chinese ADRs and ETFs dropped in premarket trading, surrendering some yesterday’s gains that were spurred by China’s move to embrace more aggressive stimulus policies, as investors await concrete measures. Direxion Daily FTSE China Bull 3X Shares (YINN) fell 14%; Bilibili fell 10%; XPeng fell 7%; NIO, Baidu, and JD.com fell 5%; PDD Holdings, Li Auto, and Alibaba fell 4%.

Oracle - Shares of Oracle were falling 8.6% after the enterprise software company reported fiscal second-quarter adjusted earnings that missed Wall Street forecasts. Revenue rose 8.6% to $14.06 billion but was below analysts' projections of $14.12 billion. The company said revenue at its cloud infrastructure unit rose 52% in the period on "record-level AI demand." CEO Chief Executive Safra Catz said she expects Oracle's cloud infrastructure unit to surpass $25 billion in revenue in fiscal 2025.

C3.ai - C3.ai posted a fiscal second-quarter loss of 6 cents a share, narrower than analysts' expectations that called for a loss of 16 cents. Revenue of $94.3 million topped estimates of $91 million. The company said it expects third-quarter revenue of between $95.5 million and $100.5 million, compared with consensus of $97.6 million. C3.ai also announced a new global alliance with Microsoft, helping to lift shares of the enterprise AI software company 7% in premarket trading.

MongoDB - MongoDB, the cloud-based database software company, fell 3.5% even after third-quarter adjusted earnings handily beat Wall Street forecasts as revenue rose 22% to $529.4 million and topped consensus of $497.7 million. The company anticipates sales in fiscal 2025 of $1.973 billion to $1.977 billion, up from a previous outlook of $1.92 billion to $1.93 billion. MongoB said it continues to invest in its "legacy app modernization and AI offerings." The company also announced Michael Gordon, its chief operating officer and chief financial officer, would be stepping down on Jan. 31.

Planet Labs - Planet Labs was down 6.9% after the satellite imagery provider issued a fourth-quarter outlook that missed analysts' estimates. Planet Labs said it expects revenue in the period of $61 million to $63 million compared with estimates of $66.6 million. Third-quarter revenue rose 11% to $61.3 million but was below estimates of $63.1 million.

Vail - Vail Resorts reported a narrower-than-expected fiscal first-quarter loss while revenue of $260.3 million beat analysts' forecasts of $249.8 million. The ski-resort operator was up 4.9%.

Earnings reports are expected Tuesday from GameStop, AutoZone, Ferguson Enterprises, Academy Sports and Outdoors, and Ollie's Bargain Outlet Holdings.

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