US PRE-MARKET MOVERS: Cruise liners, Airliners, Lodging, Drone Makers, Energy Stocks, Supertankers, NVDA/AMD, AMZN, MDB, CI, TGT, BBY, T, SE

ES -1.5% NQ -1.9% RTY -2.3% Cruise liners (NCLH, RCL, CCL), Airliners (UAL, AAL, JBLU, DAL), and Lodging (MAR, BKNG) all extend on Monday’s heavy selling. Drone makers (ONDS, RCAT, UMAC), Defense names (LMT, RTX), and Energy stocks (OXY, XOM, CVX) continue benefit from the Middle East conflict. Supertankers (FRO, DHT, ECO) hit. NVDA -2.2% AMD -3.2%: US considers capping H200 sales at 75k per Chinese customer & shipments of AMD’s MI325 chips would also count toward the cap. AMZN -2%: AWS warned of prolonged service disruptions after drone strikes damaged 3 data centres in the Middle East. MDB -27%: Guidance disappointed; Software ETF IGV -2% SNOW -3% CI -4.7%: COO Brian Evanko to succeed David Cordani as CEO; backs FY26 adj. EPS view. TGT +4%: EPS & rev. beat w/ better-than-exp. FY profit view. BBY +10%: Profit topped & comp. sales declined less than anticipated. T -0.5%: Reiterated FY26 & multi-year financial guidance. SE -17%: While rev. topped, a sharp rise in expenses weighs as total expenses rose 28% Y/Y.