US Morning News Call | Nvidia Nears $20 Billion Investment in OpenAI

Moomoo Breakfast US joined discussion · Feb 4 06:00

Key Takeaways:

• Nvidia Nears $20 Billion Investment in Microsoft-Backed OpenAI

• House Passes Funding Bill to End Partial Government Shutdown

• Texas Instruments in $7 Billion Advanced Talks to Buy Silicon Laboratories

• Key Earnings: GOOG, LLY, etc.

🔔Before the Bell

Stock market futures inched higher on Wednesday, while $XAU/USD (XAUUSD.CFD)$ reclaimed the $5,000 level.

$E-mini NASDAQ 100 Futures (MAR6) (NQmain.US)$ went up by 0.07%;

$E-mini S&P 500 Futures (MAR6) (ESmain.US)$ went up by 0.3%;

$E-mini Dow Futures (MAR6) (YMmain.US)$ went up by 0.34%.

House Passes Funding Bill to End Partial Government Shutdown

The Republican-led House narrowly passed a $1.2 trillion funding package 217–214 to end the partial government shutdown and keep most federal agencies funded through Sept. 30, while extending Homeland Security funding only until Feb. 13. President Trump has signed the bill into law, launching a 10-day window for contentious negotiations over immigration enforcement and future DHS funding.

Nvidia Nears $20 Billion Investment in Microsoft-Backed OpenAI

$NVIDIA (NVDA.US)$ is close to finalizing a $20 billion capital investment in Microsoft-backed OpenAI, representing its largest single commitment to the AI company. OpenAI aims to secure up to $100 billion in its current financing cycle from major technology organizations.

AMD Reports Q4 Earnings Beat But Q1 Revenue Guidance Disappoints

$Advanced Micro Devices (AMD.US)$ reported Q4 adjusted earnings of $1.53 per share, beating analyst expectations of $1.32. Revenue reached $10.27 billion versus expected $9.67 billion. However, Q1 guidance of $9.80 billion disappointed some analysts expecting higher sequential growth in AI chip demand.

Netflix and Warner Bros Discovery Defend $72 Billion Acquisition Deal at Senate Hearing

$Netflix (NFLX.US)$ Co-Chief Executive Ted Sarandos defended the streaming company's proposed $72 billion acquisition deal with $Warner Bros Discovery (WBD.US)$ during a Senate hearing, addressing regulatory concerns about the merger.

Novo Nordisk Warns of Sales Decline in 2026 Due to Pricing Pressures

$Novo-Nordisk A/S (NVO.US)$ surprised investors by projecting sales will decline significantly more than analysts expected in 2026. The Danish drugmaker blamed pricing pressures from the Trump administration and increasing competition for its downbeat outlook on Ozempic and Wegovy sales.

Texas Instruments in $7 Billion Advanced Talks to Buy Silicon Laboratories

$Texas Instruments (TXN.US)$ is reportedly in advanced negotiations to acquire $Silicon Laboratories (SLAB.US)$ in a deal valuing the mixed-signal chip maker at about $7 billion. The takeover could be announced within days, according to the Financial Times, which cited people familiar with the matter.

🪙Crypto News

$Bitcoin (BTC.CC)$ climbed +0.26% to 75966.99; $Ethereum (ETH.CC)$ climbed +0.37% to 2241.93.

Ark Invest Purchases Coinbase Circle Robinhood Shares During Bitcoin Market Decline

Cathie Wood's Ark Invest executed significant purchases of $Coinbase (COIN.US)$ , $Circle (CRCL.US)$ , and $Robinhood (HOOD.US)$ shares on Tuesday as the cryptocurrency market experienced extreme fear amid Bitcoin price decline.

📆Market Events

Key Economic Events

08:15 ADP Nonfarm Employment Change (Jan)

09:00 JOLTS Job Openings (Dec)

09:45 Services PMI (Jan)

10:00 ISM Non-Manufacturing PMI (Jan)

Key Results

🔔Before Market

The market anticipates $Eli Lilly and Co (LLY.US)$ revenue of $17.94 billion, up 32.59% YOY, with EPS at $7.04, a 44.2% YOY increase.

The market anticipates $AbbVie (ABBV.US)$ revenue of $16.42 billion, up 8.7% YOY, with EPS at $2.87, a 14470% YOY increase.

The market anticipates $Novo-Nordisk A/S (NVO.US)$ revenue of $76.67 billion, down 10.51% YOY, with EPS at $5.86, a 7.51% YOY decrease.

The market anticipates $Uber Technologies (UBER.US)$ revenue of $14.32 billion, up 19.76% YOY, with EPS at $0.78, a 75.82% YOY decrease.

🔔After Market

The market anticipates $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ revenue of $111.48 billion, up 15.56% YOY, with EPS at $2.64, a 22.57% YOY increase.

The market anticipates $Qualcomm (QCOM.US)$ revenue of $12.16 billion, up 4.21% YOY, with EPS at $2.75, a 2.81% YOY decrease.

The market anticipates $Arm Holdings (ARM.US)$ revenue of $1.23 billion, up 24.8% YOY, with EPS at $0.2, a 16.25% YOY decrease.

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