US PRE-MARKET MOVERS: NXPI, STX, SWKS, TER, F, BE, VRT, VFC, HUM, GEHC, GFS, JCI, PG, GRMN

ES +0.2% NQ +0.1% RTY +0.1%Fed this evening & earnings from META +0.2% & MSFT +0.4% NXPI -2%: Beat & raise failed to impress investors amid a broader semi sell-off & recent pullback STX +5%: EPS & rev. topped w/ strong guidance SWKS -10%: Disappointing profit outlook & discontinuation of div. overshadowed a Q beat, healthy mobile demand & new buyback prog. TER +6.5%: Top & bottom line beat w/ stellar next Q guidance F +7%: Strong results & raised FY FCF outlook BE +8%: Stellar Q metrics & lifted FY26 guidance VRT -13.5%: Top line light VFC -7%: Deeper loss per shr. than exp. HUM -8%: FY26 adj. EPS view anticipates Y/Y decline due to Star ratings headwind for bonus year '26 GEHC +12.5%: Q metrics surpassed Wall St. exp. as did midpoint of FY profit view GFS +9%: Signs LOI w/ US DoC for $300mln award to accelerate US silicon photonics leadership JCI +5.5%: Strong results & next Q/FY profit outlook PG -3.5%: Top line fell short GRMN +8%: Stellar earnings report & guidance