US Open: US100 gains 1% 📈 Nvidia gains amid big orders from Meta

US index futures are higher after the cash open, pointing to a return of buying interest following the recent pullback. Sentiment is also supported by a constructive tone in equities outside the US. Nasdaq 100 futures are up more than 1%. The strongest risk-on signals are visible in financials, banks and the oil market, while within Big Tech the standout gainers are Nvidia and Amazon.

Source: xStation5

US100 has reacted twice to support at the 200-session exponential moving average (EMA200, red line) and is resuming its advance today. A move back above 25,500 points could indicate a more durable shift in sentiment toward a bullish bias.

Source: xStation5

Magnificent Seven - Nvidia clearly the strongest

• Nvidia (NVDA.US): +1.7% – up after reports that Meta plans to deploy “millions” of Nvidia processors over the coming years, highlighting the accelerating scale of AI investment and strengthening ties between key players in the sector.

• Amazon (AMZN.US): +1.6%

• Microsoft (MSFT.US): +0.5%

• Tesla (TSLA.US): +0.4%

• Alphabet (GOOGL.US): +0.3%

• Apple (AAPL.US): +0.2%

• Meta Platforms (META.US): -0.5%

Top gainers

• Global-e Online (GLBE.US): +24% – Q4 results beat expectations and guidance came in strong.

• Rush Street (RSI.US): +20% – Q4 revenue and adjusted EBITDA topped consensus.

• Mister Car Wash (MCW.US): +17% – Leonard Green & Partners to take the company private at $7 per share.

• Wingstop (WING.US): +13% – solid results and US same-store sales growth above forecasts.

• BioAge Labs (BIOA.US): +13% – upgraded to “buy”; investors are pricing in the potential of the company’s key therapy.

• Verisk Analytics (VRSK.US): +11% – Q4 results exceeded expectations.

• Madison Square Garden Sports (MSGS.US): +9% – the board approved a plan to evaluate a potential separation of the Knicks and Rangers businesses into two separately listed companies.

• Moderna (MRNA.US): +8.1% – the FDA accepted for review an application related to a candidate seasonal flu vaccine.

• Goosehead Insurance (GSHD.US): +7.8% – Q4 adjusted profit above consensus.

• Constellium (CSTM.US): +6.8% – Q4 revenue up 28% YoY on strong demand in packaging and automotive.

• Caesars Entertainment (CZR.US): +6% – better-than-expected “same-store” adjusted EBITDA.

• Palantir (PLTR.US): +5% – upgraded following strong gains and improving margins.

• Pitney Bowes (PBI.US): +5% – results beat forecasts and the 2026 outlook was strong.

• Upwork (UPWK.US): +5% – announced a $300m share buyback program.

• New York Times (NYT.US): +1.7% – shares rose after Berkshire Hathaway disclosed a position.

Top decliners

• Northern Dynasty Minerals (NAK.US): -34% – negative reaction after reports of US Department of Justice activity related to a federal case concerning the Pebble Project veto (Alaska).

• SimilarWeb (SMWB.US): -21% – Q4 results missed expectations and guidance disappointed.

• Axcelis Technologies (ACLS.US): -13% – weaker-than-expected Q1 guidance.

• Palo Alto Networks (PANW.US): -7% – weaker guidance for Q3 and full-year adjusted profit.

• MKS Instruments (MKSI.US): -6.7% – the market reacted negatively to results and the outlook.

• ICL Group (ICL.US): -4.3% – Q4 profit and revenue below consensus.

• Crocs (CROX.US): -1% – downgrade cited weakening domestic demand.

• Workday (WDAY.US): -0.8% – downgraded to neutral.

Nvidia shares are up nearly 2% and have moved above the 50-session exponential moving average (EMA50), which suggests a return of bullish momentum.

Source: xStation5