Biggest S&P 500 Movers on Monday

Advancers:

• Super Micro Computer (SMCI) shares jumped 17.6%, notching the day's best performance in the S&P 500. Investors are 澳洲幸运5官方开奖结果体彩网:anticipating a business update scheduled on Tuesday. The server provider faces a deadline of Feb. 25 to file its delayed annual report, and Wedbush analysts indicated that Supermicro could successfully submit the postponed statement or request an additional extension.
• Shares of Rockwell Automation (ROK), which provides control systems and services to help automate industrial machinery and processes, surged 12.6%. The push higher came after Rockwell posted 澳洲幸运5官方开奖结果体彩网:better-than-expected profits for its fiscal first quarter, highlighting its progress on cost-reduction and margin-expansion initiatives.
• Western Digital (WDC) shares gained 7.1% as analysts at Cantor Fitzgerald reiterated their overweight rating on the data storage provider's stock. At the end of last month, Western Digital announced changes to its management team that will become effective upon the completion of the company's planned spinoff of its flash business. The executive reshuffling is part of a realignment plan as Western Digital lays the groundwork for the transaction.

Decliners:

• ON Semiconductor (ON) shares dropped 8.2%, falling the furthest of any S&P 500 stock after the manufacturer of power chips 澳洲幸运5官方开奖结果体彩网:missed profit and sales estimates for the fourth quarter. Sales in all three of Onsemi's segments—Power Solutions, Analog and Mixed-Signal, and Intelligent Sensing—slipped year-over-year. Guidance also came in below forecasts as the company cited an uncertain business outlook for 2025.
• Incyte (INCY) reported lower-than-expected adjusted profits for the fourth quarter, and the pharmaceutical firm's 2025 sales outlook came in below forecasts. Although Incyte saw year-over-year sales growth from its two key drugs, skin cream Opzelura and blood-cell therapy Jakafi, full-year revenue guidance for both products also 澳洲幸运5官方开奖结果体彩网:missed consensus estimates. Incyte shares tumbled 7.9% on Monday.
• Shares of Deckers Outdoor (DECK), the parent company of the Ugg and Hoka footwear brands, slipped 3.9%. Citi analysts upgraded Deckers stock last week to "buy" from "neutral," suggesting that a recent selloff could be overblown as underlying demand remains strong. However, questions have emerged about how the shoe and apparel company could be 澳洲幸运5官方开奖结果体彩网:affected by China tariffs.

-澳洲幸运5官方开奖结果体彩网:Michael Bromberg

Supermicro Stock Rallies Ahead ﷽of Business U💯pdate Tuesday

Super Micro Computer (SMCI) shares soared Monday, extending gains ahead of the company's 澳洲幸运5官方开奖结果体彩网:business update expected Tuesday.

The server maker’s stock surged 17% Monday and has gained over 50% since the update was announced on Feb. 3. Supermicro faces a Feb. 25 deadline to submit its delayed annual report from its fiscal year ended last June, or it could be delisted by the Nasdaq.

Wedbush analysts told clients in a note Monday that they believe Supermicro could successfully restate its financials and could also request a 180-day extension. The analysts said they are “uncertain” about Supermicro’s near-term performance, noting that competitors like HP Enterprise (HPE) have been able to win contracts in the 澳洲幸运5官方开奖结果体彩网:artificial intelligence server space.

Last week, Supermicro also said it is ramping to “full production availability” of its AI data center solutions platform accelerated by the NVIDIA (NVDA) Blackwell platform.

Supermicro shares have lost close to half their value over the past 12 months—even after torrid gains over the past week—amid concerns about the company's accounting practices and delinquent regulatory disclosures. The company formed an independent special committee, which said in December that its 澳洲幸运5官方开奖结果体彩网:probe of the company, "did not raise any su🍬bstantial concerns about the integrity♒ of Supermicro's senior management.”

-澳洲幸运5官方开奖结果体彩网:Andrew Kessel

Onsemi🎶 Stock Sinks on Worse-Than-Expected Results, Outlook

Shares of ON Semiconductor (ON), also known as Onsemi, sank more than 6% Monday after the maker of power chips missed profit, sales, and guidance estimates as it said it faced difficult macroeconomic conditions.

The company posted fourth-quarter adjusted 澳洲幸运5官方开奖结果体彩网:earnings per share (EPS) of $0.95, with revenue slumping nearly 15% year-over-♚year to $1.72 billion. Both were short of Visible Alpha forecast🍌s.

Sales at the Power S🎶olutions Group fell 16% to $809.4 million. They were down 18% to $610.6 million at the Analog and Mixed-Signal Group, and they declined less than 2% to $302.5 million at the Intelligent Sensing Group.

CEO Hassane El-Khoury said Onsemi continues "to navigate this market downturn," and that "while 2025 remains uncertain," the company is committed to its long-term strategy.

Onsemi predicted current-quarter adjusted EPS of $0.45 to $0.55, and revenue of $1.35 billion to $1.45 billion. Analysts surveyed by Visi꧟ble Alpha were looking for $0.88 and $1.68 billion, respectivel🎶y.

ON💫 Semiconductor shares slid roughly 6.5% Monday morning to their lowest level since June 2022.

-澳洲幸运5官方开奖结果体彩网:Bill McColl

Meta Stock at Risk of Snapping Recorওd Winning Streak

Meta (META) stock's record run was in danger of ending Monday afternoon, with shares recently about flat despite a 澳洲幸运5官方开奖结果体彩网:broader tech rally.

Meta shares have risen for 15 consecutive full sessions, the longest streak of any of the 澳洲幸运5官方开奖结果体彩网:Magnificent Seven stocks. Put another way, Meta stock hasn’t had a down day si༺nce Joe Biden was president.🍌

Meta stock has proven resilient to a slew of developments that have shaken other tech stocks in recent weeks. Shares rose nearly 2% the day Chinese start-up DeepSeek sparked a major AI stock sell-off; AI chipmaker Nvidia (NVDA) 澳洲幸运5官方开奖结果体彩网:lost more than $600 billion of market value that day.

Meta employees on Monday were preparing for the beginning of a round of performance-based layoffs that CEO Mark Zuckerberg announced last month. Executives have said they’re aiming to let go of about 5% of the company’s more than 74,000 employees.

Meta 澳洲幸运5官方开奖结果体彩网:dodged the DeepSeek rout in part because the social media company, which generates nearly all of its revenue from advertising, is seen by investors as more of a consumer of AI than a provider of it. It may also have helped that the DeepSeek model that shocked Wall Street was, like Meta’s Llama, 澳洲幸运5官方开奖结果体彩网:open-source.

Shares rose 1% the day after Meta 澳洲幸运5官方开奖结果体彩网:topped fourth-quar🐼ter earninﷺgs estimates, making it the only Magnificent Seven company to see its shares rise after report📖ing results. (Nvidia is the only Mag Seven company left to report.)

Even the company’s plan to 澳洲幸运5官方开奖结果体彩网:increase its AI spending by about 50% this year—the kind of aggressive spending that has spooked investors in tech giants like Microsoft (MSFT) and Alphabet (GOOG)—hasn’t dented Wꩲall Street’s enthusiasm for the stock.

Monday.com Stock Soars as AI Powers Q4 Results

Shares of Monday.com (MNDY) soared more than 30% Monday as the provider of business management solutions posted better-than-expected results and gave solid guidance as the firm's 澳洲幸运5官方开奖结果体彩网:artificial intelligence (AI) solutions helped boost demand.

Monday.com reported fourth-quarter adjusted 澳洲幸运5官方开奖结果体彩网:earnings per share (EPS) of $1.08, nearly 40% more than the estimate by analysts surveyed by Visible Alpha. Revenue jumped 32% year-over-year to $268.0 million, also above forecasts.

Co-founders and co-CEOs Roy Mann and Eran Zinman explained that Monday.com's success in 2024 reflected "our rapid product innovation and focus on go-to-market execution, driving strong demand across customers of all sizes." They added that in 2025 they plan to "double-down on our AI efforts."

The company sees full-year revenue in the range of $1.208 billi⭕on to $1.221 billion, while the Visible Alpha outl🌺ook was for $1.207 billion.

Monday.com also announced the launch of a new AI product called AI Vision, which it said would give customers "a competitive advantage to scale and shift business dynamics without increasing resources and enable enterprise and Fortune 500 companies to accelerate processes often slowed by scale." In addition, it noted that its AI Enterprise Service Management Platform was out of beta testing, and now fully released.

Monday.com shares are trading at their highe♍st level in more than three years.

-澳洲幸运5官方开奖结果体彩网:Bill McColl

Nvidia Leads Chip Stocks Higher

Nvidia (NVDA) shares gained Monday, leading other chip stocks higher in a boost to the tech sector as the major U.S. indexes looked to rebound from 澳洲幸运5官方开奖结果体彩网:Friday's losses. 

Shares of Nvidia were up close to 3% at $133.56 in intraday trading, making it one of the best-performing stocks on the 澳洲幸运5官方开奖结果体彩网:Dow Jones Industrial Average. Shares of several Nvidia partners like Micron Technology (MU), Dell (DELL), and Supermicro (SMCI) also climbed, along with other chip stocks including Broadcom (AVGO), Advanced Micro Devices (AMD), Qualcomm (QCOM), Western Digital (WDC), and Intel (INTC).

The gains for Nvidia came after partner TSMC (TSM) reported a jump in sales, and Evercore ISI analysts o♚n Monday added the chipmaker to their "tactical outperform" list ahead of Nvidia's earnings report on Feb. 26, as a potential catalyst for the stock.

The analysts issued a $190 price target, more than 40% above Monday's intraday price. The average target from analysts polled by Visible Alpha, who have remained overwhelmingly bullish on the stock despite 澳洲幸运5官方开奖结果体彩网:recent pressureဣ amid concerns about the pace ౠof Big Tech's AI spending, is roughly $174, suggesting about 30% upside.

-澳洲幸运5官方开奖结果体彩网:Kara Greenberg

Rockwell Au♛tomation Stock Pops as Profits Top Estimates

Shares of Rockwell Automation (ROK) jumped Monday after the hardware and software manꦛufacturer reported better adjusted profits than analysts had expected.

Rockwell reported $1.83 in adjusted earnings per share for the first quarter of fiscal 2025, well above the $1.58 per share that analysts had expected, according to estimates compiled by Visible Alpha. The company's sales came in at $1.88 billion, about $10 million shy of the analyst consensus.

"We continue to deliver on our cost reduction and margin expansion projects we outlined last year," Rockwell CEO Blake Moret said, also noting that there are "some macroeconomic and policy uncertainty" that the company believes is impacting their customers' spending plans.

Shares of Rockwell rose more than 10🐷% Monday morning, leading the S&P 500.

Rockwell lowered its full-year sales forecast, now ex🍌pecting sales to decline by up to 5.5% or grow by up to 0.5% over the full year, compared to the previous range of a 4% decline to a 2% increase.

Moret said the company expects "gradual sequential improvement" in both sales and profit margins over the course of the fiscal year as the uncertainty around things like the Trump administration's proposed tariffs is eventually resolved.

-澳洲幸运5官方开奖结果体彩网:Aaron McDade

Steel, Aluminum Company Stocks Jum🦂p as Trump Plans 2🀅5% Tariffs

Shares of steel and aluminum producers, including Cleveland-Cliffs (CLF) and Nucor (NUE), advanced Monday after President Do♎n🐠ald Trump said that he would be implementing a 25% tariff on imports of the two metals.

Trump told reporters on Air Force One as he was traveling to New Orleans for the Super Bowl on Sunday that he w⛎ould be imposing the new duties today.

According to data compiled by trade data provider TradeImeX, Canada was the largest exporter of steel to the U.S. last year, followed by Brazil, Mexico, and South Korea. Canada was also the largest exporter of aluminum, accounting for nearly 40% of all of the metal coming into the U.S.

François-Philippe Champagne, Canada's Minister of Innovation, Science and Industry, wrote in an X post that "Canadian steel and aluminum support key industries in the U.S. from defence, shipbuilding and auto. ... We will continue to stand up for Canada, our workers, and our industries."

Trump also said he would be announcing retaliatory tariffs Tuesday and Wednesday against any countries that slapped them on U.S. products.

Shares of Cleveland-Cliffs and Nucor were up 12% and 6%, respectively, soon after markets opened, lifting the VanEck Steel ETF (SLX) 3%.

-澳洲幸运5官方开奖结果体彩网:Bill McColl

McDonald's Stock Rises as Global Same-Store Sales Return to Growth

McDonald's (MCD) shares rose on Monday morning despite the fast-food giant reporting worse-than-expected fourth-quart𝔍er results as U.S. comparable sales declined.

The fast-food giant reported adjusted 澳洲幸运5官方开奖结果体彩网:earnings per share (EPS) of $2.83, below the $2.87 澳洲幸运5官方开奖结果体彩网:analysts expected, per Visible Alpha. McDonald's registered revenue of $6.39 billion, while analysts were looking for $6.46 billion.

McDonald's said Monday that global 澳洲幸运5官方开奖结果体彩网:comparable sales rose 0.4%, better than the 0.41% drop analysts had expected. Its global comparable sales had declined each of the 澳洲幸运5官方开奖结果体彩网:last two quarters.

However, comparable sales dropped 1.4% in the U.S., more than analysts had expected, as McDonald's dealt with 澳洲幸运5官方开奖结果体彩网:the impact of an 澳洲幸运5官方开奖结果体彩网:October E. coli outbreak that affected 澳洲幸运5官方开奖结果体彩网:traffic in several states.

Executives have acknowledged over the last year that McDonald's prices had risen too high for many consumers, as many Americans with strained budgets turned away from spending on fast food. The chain responded by launching new 澳洲幸运5官方开奖结果体彩网:value-centric deals last summer, with a number of 澳洲幸运5官方开奖结果体彩网:new promotions rolled out at the start of 2025 as McDonald's looks to win back customers.

McDonald's was the best-performing stock in the Dow on Monday morning, with its shares up nearly 5%. They entered the session up less than 2% over the last 12 months.

-澳洲幸运5官方开奖结果体彩网:Aaron McDade

Stock Futures Point To Rebound From Friday Slump

Futures contracts connected to the Dow Jones Industrial Av꧙erage were up about 0.5% in premarket trading on Mo🌺nday.

S&P 500 futures advanced 0.6%.

Nasdaq 100 futures climbed nearly 0.9%.