Premarket Stock Highlights: Oracle, GameStop, Novo Nordisk, Synopsys, and Others Making Significant Moves
Oracle's Revenue Surge: Oracle's shares jumped 32% after reporting a staggering 1,529% growth in multicloud database revenue from major partners, despite weaker-than-expected fiscal first-quarter earnings.
GameStop's Earnings Report: GameStop's stock rose over 10% following a second-quarter earnings report of 25 cents per share on $972.2 million in revenue, with significant bitcoin holdings valued at $528.6 million.
Novo Nordisk Job Cuts: Shares of Novo Nordisk increased by 1% after the company announced it would cut approximately 9,000 jobs to streamline operations and focus on weight-loss and obesity treatments.
Mixed Results for Other Companies: AeroVironment's shares rose 2.8% after beating revenue expectations, while Synopsys saw a 23% drop in shares due to disappointing earnings and revenue results.
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- User Engagement Rebound: Following a brief spike in deletions after the announcement of TikTok's U.S. joint venture, Sensor Tower data indicates that daily active users in the U.S. remain around 95%, demonstrating strong user loyalty despite initial concerns.
- Stable Download Figures: TikTok recorded 870,000 and 800,000 downloads in the two weeks post-announcement, while the new social platform UpScrolled saw a temporary surge followed by a sharp decline, indicating users' continued preference for TikTok over alternatives.
- No Significant Change in User Experience: Despite concerns over content censorship and algorithm adjustments, analysts note that users generally feel the TikTok experience remains unchanged, suggesting that any algorithm modifications have not led to user attrition but may present new opportunities for the platform.
- Potential Risks and Opportunities: Under new ownership, TikTok faces risks of politically biased content moderation, which could lead to dissatisfaction among users and advertisers if not managed properly; however, current user trust appears to have been restored, reflecting the platform's resilience.
- OpenAI's New Hire: OpenAI has recruited the founder of OpenClaw, a leading independent AI project in recent months.
- Implications for Companies: This development is seen as positive for companies like Oracle, CoreWeave, and Microsoft, which are looking for a successful IPO from the AI startup.
- User Activity Stability: Despite a surge in deletions following the announcement of TikTok's US joint venture, Sensor Tower data indicates that daily active users in the US remain around 95%, suggesting that fears of mass user exodus are overstated.
- Usage Time Recovery: The average daily time spent by American users on TikTok has rebounded to approximately 80 minutes, after dipping to 77 minutes during service disruptions, indicating a strong user loyalty to the platform.
- Download Trends Comparison: Following the joint venture announcement, UpScrolled saw a 770% increase in new downloads in one week, but the following week experienced an 80% drop, while TikTok registered 870,000 downloads in the same period, highlighting continued user preference for TikTok.
- User Feedback Stability: Despite concerns over content censorship, analysts note that users report no significant changes in their overall TikTok experience, with many stating that the app still feels strong, indicating a robust adaptability to the new ownership.
- Cost Internalization for Data Centers: White House trade advisor Peter Navarro stated that data center builders must absorb costs related to electricity and water usage, highlighting the government's concern over economic pressures that could impact companies like Meta.
- Rising Electricity Prices: With electricity prices spiking 6.9% year-over-year in 2025, public anxiety about the economy is increasing, as Navarro attempts to blame former President Biden, indicating the current administration's challenges in addressing inflation.
- Policy Response Measures: The Trump administration has signed a pact with several states urging major tech companies to finance $15 billion for new power plants to alleviate the strain data centers place on the grid, demonstrating proactive government intervention in energy policy.
- Election Outlook Impact: As the November 2026 midterms approach, polls show Democrats leading by 5.2 points, reflecting voter concerns over economic issues that could affect Trump's and the Republican Party's electoral prospects.

- Successful Rocket Launch: The French president celebrated the successful launch of Europe's most powerful rocket, which deployed 32 Amazon Leo satellites into orbit, marking a significant advancement in Europe's space capabilities and enhancing its competitiveness in the global space market.
- Pause on Tech Security Measures: Ahead of the Trump-Xi Jinping meeting, the Trump administration reportedly paused several critical technology security measures targeting China, a decision that could influence the future trajectory of U.S.-China tech relations and reduce market uncertainties.
- Apple Court Victory: Apple secured a courtroom win as a jury rejected claims from Optis Wireless that it infringed on 4G wireless patents, a result that will help protect Apple's intellectual property and strengthen its market position.
- AI Industry Developments: Elon Musk criticized AI startup Anthropic for alleged bias while announcing a $30 billion funding round that pushed its valuation to $380 billion, highlighting the intense competition and rapid evolution within the AI sector.
- Cryptocurrency Market Decline: The overall cryptocurrency market has fallen over 45% since reaching a high of $4.28 trillion on October 6, 2025, primarily driven by Bitcoin's price drop and institutional ETF withdrawals, highlighting the market's heavy reliance on sentiment and liquidity.
- Alphabet's Strong Earnings: Alphabet reported $113.8 billion in revenue for Q4, an 18% year-over-year increase, with net income of $34.45 billion, up nearly 30%, although the market reacted cautiously to its $185 billion AI infrastructure spending, the rapid growth of its cloud computing division indicates strong business potential.
- TSMC's Market Share Growth: Taiwan Semiconductor Manufacturing increased its market share from 66% to 72% in Q3, with Q4 revenue reaching $33.73 billion, a 25.5% year-over-year increase, and guidance for even better revenue in Q1, showcasing its leadership and robust growth prospects in the semiconductor industry.
- Oracle's Cloud Computing Growth: Oracle generated $7.97 billion in revenue in Q2 of fiscal 2026, a 34% increase year-over-year, with cloud computing becoming its largest revenue driver; despite over $100 billion in debt, its growth potential remains significant compared to the risks associated with cryptocurrencies.








