These Stocks Are Moving the Most Today: Nvidia, Taiwan Semiconductor, Ericsson, UnitedHealth, Goldman Sachs, and More -- Barrons.com

Dow Jones2024-10-15

By Joe Woelfel

Stock futures were mixed Tuesday, a day after both the Dow Jones Industrial Average and S&P 500 finished trading at record highs and as Wall Street turned its attention to corporate earnings.

These stocks were poised to make moves Tuesday:

Nvidia fell 1.4% in premarket trading after shares of the semiconductor maker and the leading provider of chips to train artificial-intelligence systems, rose 2.4% Monday to a record closing high of $138.07. A report from Bloomberg late Monday said U.S. officials were considering capping sales of advanced AI chips to certain countries in the interest of national security. Coming into Tuesday, Nvidia has jumped 178% this year, with shares propelled higher by demand for its chips. CEO Jensen Huang said recently that demand for the company's new Blackwell chips has been "insane."

U.S.-listed shares of Taiwan Semiconductor Manufacturing also set a record closing high of $192.36, rising 0.8% in Monday's session. Shares of Taiwan Semi, the chip manufacturer and key supplier to Nvidia, rose 0.3% in premarket trading.

Alphabet's Google reached an agreement with energy start-up Kairos Power for the construction of seven nuclear power plants that would generate the electricity needed to run the tech giant's AI data centers.- Google will get 500 megawatts of power from a series of small reactors built by Kairos known as small modular reactors. The first one is expected to go online in 2030, with the rest up and running by 2035. Alphabet shares were up 0.3%.

U.S.-listed shares of Ericsson jumped 6.8% after the Swedish telecommunications equipment maker swung to a profit in the third quarter and said sales surged 51% in North America. The company said its expects networks sales to stabilize year-over-year in the fourth quarter, "driven by continued good growth in North America."

Earnings reports are expected Tuesday from UnitedHealth Group, Johnson & Johnson, Bank of America, Goldman Sachs, Citigroup, Charles Schwab, PNC Financial, State Street, Walgreens Boots Alliance, United Airlines, and J.B. Hunt Transport Services.

UnitedHealth was up 0.5% in premarket trading ahead of third-quarter earnings from the healthcare services giant. Medical costs will be front and center when the company posts its numbers ahead of the opening bell.

Wall Street expects Bank of America, much like peers JPMorgan Chase and Wells Fargo, to report third-quarter earnings that fell from a year earlier as a decline in net interest income squeezes the bottom line. Analysts expect Bank of America to report net income of $6.1 billion down from $7.8 billion in the same quarter last year. Net interest income is expected to drop to $14 billion on a GAAP basis from $14.4 billion a year earlier. Bank of America was rising 0.4%.

Goldman Sachs gained 0.4% ahead of its third-quarter earnings report. Analysts expect the company to report that both third-quarter profit and investment banking fees from a year earlier as demand for capital-markets business gradually returns after a period of muted activity.

Write to Joe Woelfel at joseph.woelfel@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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October 15, 2024 04:45 ET (08:45 GMT)

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