Dow, S&P 500, Nasdaq futures rise after jobs surprise puts focus back on Fed's rate path

🖥️ Nebius Group (NBIS) set for Q4 earnings with positive analyst outlook

Nebius Group (NBIS) is poised to release its fourth quarter earnings, with analysts forecasting an EPS of -0.44 and revenue of $242.79 million.

The company has refined its full year revenue guidance to between $500 million and $550 million, aiming for the midpoint.

Analysts, including Freedom Capital and Seeking Alpha, have rated NBIS a Buy, highlighting its strategic growth in AI native computing and cloud infrastructure.

With ambitions to reach an ARR of $900 million to $1.1 billion by 2025, NBIS is seen as a significant player in the neo cloud sector. GuruFocus reports.


📰 AppLovin stock slips in premarket after Q4 results as traders parse 2026 outlook

AppLovin Corporation skidded roughly 5% ahead of the bell Thursday, with shares quoted near $435 after the ad software company revealed a steep revenue surge last quarter and released its Q1 outlook.

Wednesday’s session wrapped up with the stock at $456.81.

Expectations are already high as the report drops.

AppLovin, now something of a bellwether among high-margin ad-tech firms, has seen its shares reprice fast when investors start to doubt the staying power of those margins. TechStock² reports.


🧠 Sandisk stock jumps before the bell as AI memory headlines hit again

Sandisk Corporation jumped 7.3% in premarket action Thursday, reaching $643 after wrapping up Wednesday at $599.34. Early trading saw the stock swing from $641.50 up to $644.

Shares surged early after Samsung Electronics announced it’s begun shipping its latest HBM4 chips to undisclosed clients, aiming to narrow the gap with competitors amid soaring AI data center demand.

CTO Song Jai-hyuk from the chip division said customer response has been “very satisfactory.” The company said HBM4 reaches 11.7 gigabits per second, a 22% speed bump over HBM3E.

Samsung is also targeting the second half of 2026 to roll out HBM4E samples. TechStock² reports.


⚡ Vertiv (VRT) stock slips premarket after 24% surge on outlook; what investors watch next

Vertiv Holdings Co slipped 1.7% to $244.37 before the bell Thursday. That pullback came right after a 24.5% surge the previous session, when the stock wrapped up at $248.51.

Vertiv’s volatility is worth watching.

The stock acts as a quick barometer for capital flows into AI-driven data center buildouts, where surging needs for power and cooling can quickly translate into jolts—sometimes upside surprises—on the earnings front.

Wednesday’s sharp move sets a tougher hurdle.

Now traders want to see if those orders actually translate to sales—and whether margins can hold up as the company pushes capacity higher. TechStock² reports.


⚖️ Applied Materials ends US probe with $252 million settlement

Applied Materials on Wednesday announced that it had settled with the U.S. Department of Commerce's Bureau of Industry and Security, resolving allegations that certain shipments to China between November 2020 and July 2022 did not comply with U.S. Export Administration Regulations.

The issue stemmed from the company's misunderstanding of how the regulations applied to those transactions.

Under the agreement, Applied will pay $252.5 million to the Department of Commerce.

Separately, the U.S. Department of Justice and the Securities and Exchange Commission closed their related investigations without taking action. Benzinga reports.


🚀 Why fastly shares are trading higher by around 35%

Shares of Fastly Inc rose sharply in premarket trading after the company reported better than expected fourth quarter financial results and issued FY26 guidance above estimates.

Fastly reported quarterly earnings of 12 cents per share, which beat the analyst estimate of six cents, according to data from Benzinga Pro.

Quarterly revenue of 172.61 million beat the Street estimate of 161.36 million and was up from 140.58 million in the same period last year.

Fastly shares jumped 34.8% to 12.55 in the premarket trading session. Benzinga reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


BUD: Anheuser-Busch InBev
Q4 2025
Before Market Open
Estimate: 0.890
Actual: 0.950

WST: West Pharmaceutical Servs
Q4 2025
Before Market Open
Estimate: 1.830
Actual: N/A

UTZ: Utz Brands
Q4 2025
Before Market Open
Estimate: 0.260
Actual: N/A

Time (ET) / Report / Period

8:30 AM - Initial jobless claims - Feb. 7
10:00 AM - Existing home sales - Jan.
7:05 PM - Fed governor Stephen Miran speaks - N/A

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