US PRE-MARKET MOVERS: NOW, TSLA, MBLY, OKLO, TXN, CMCSA, CSX, HAS, ROP, INTC, NFLX, LUV, LMT, LULU, HON, IBM, SMCI

ES -0.2% NQ -0.2% RTY +0.1% NOW -13%: Middle East conflict delayed several large on-premise deal closings & weighed on subscription revenue growth; software names continue to be hit by AI-driven disruption IBM -8%: Better-than-exp. results were overshadowed by unchanged FY guidance TSLA -3.2%: Rev. light & said spending would be higher than prev. guided MBLY +15%: EPS, rev. topped as did midpoint of FY top line guide & announced $250mln share buyback OKLO +10.5%: Partners w/ NVDA to advance nuclear R&D TXN +10.5%: EPS & rev. beat w/ strong next Q outlook CMCSA +7%: Stellar Q numbers CSX +6.5%: Earnings beat, driven by efficiency gains & improved expense mgmt., alongside volume growth & other factors HAS +5.5%: Prelim Q1 rev. impressed ROP +3%: Top & bottom line beat alongside lifting FY26 profit view INTC +1.3%: Musk said Tesla plans to use Intel’s 14A process NFLX +1.2%: Authorised buyback of additional $25bln of shares LUV -2.5%: Q numbers underwhelmed as did guidance, as ME impact weighs LMT -4%: Weak Q1 metrics & backs FY outlook LULU -5.3%: Selected former NKE exec Heidi O’Neill as its next CEO HON -5.5%: Next Q guidance disappointed SMCI -11%: Bluefin reports Co. lost $1.1bln ORCL GB300 contract