Wall Street's main indexes were set for a lower open on Thursday, as investors turned cautious in the run-up to Friday's crucial nonfarm payrolls report, while defense companies advanced after President Donald Trump called for a $1.5 trillion military budget. .N

** Constellation Brands Inc STZ.N:BUZZ - Advances after beating profit estimates nL6N3Y90KN

** Applied Digital Corp APLD.O:BUZZ - Jumps after Q2 revenue beats on AI data center demand nL6N3Y90KG

** Hecla Mining Co HL.N:

** Coeur Mining Inc CDE.N:** Endeavour Silver Corp EXK.N:

** Silvercorp Metals Inc SVM.N:

BUZZ - Silver miners fall as stronger dollar weighs on metal prices nL6N3Y90LI

** Alcoa Corp AA.N:BUZZ - Slips after J.P. Morgan downgrades to 'underweight' nL6N3Y90LP

** Northrop Grumman Corp NOC.N:

** Lockheed Martin Corp LMT.N:

** RTX Corp RTX.N:

** Kratos Defense and Security Solutions Inc KTOS.O:

BUZZ - US defense stocks surge as Trump proposes $1.5 trln 2027 budget nL6N3Y90LQ

** Newmont Corp NEM.N:

** Harmony Gold Mining Co Ltd HMY.N:

** Gold Fields Ltd GFI.N:

** Sibanye Stillwater Ltd SBSW.N:

BUZZ - Gold miners fall as bullion inches down on commodity index rebalancing nL4N3Y90P1

** Revolution Medicines Inc RVMD.O:BUZZ - Dips after AbbVie denies takeover talks nL6N3Y90LN

** Phathom Pharmaceuticals Inc PHAT.O:BUZZ - Tumbles on $130 mln equity raise nL6N3Y90OE

** Monte Rosa Therapeutics Inc GLUE.O:BUZZ - Dips after $200 mln equity offering launched nL6N3Y90OT

** General Motors Co GM.N:BUZZ - Rises after Piper Sandler upgrades rating, hikes PT nL6N3Y90NE

** Ford Motor Co F.N:BUZZ - Rises after Piper Sandler upgrades rating, raises PT nL6N3Y90ND

** Freeport-McMoRan Inc FCX.N:

** Teck Resources Ltd TECK.N:

** Southern Copper Corp SCCO.N:

** Hudbay Minerals Inc HBM.N:

BUZZ - Scotiabank raises price target on copper miners nL6N3Y90OF

** Air Products and Chemicals Inc APD.N:BUZZ - Bernstein cuts PT on Air Products, sees stabilization in second half of 2026 nL6N3Y90NS

** Lindsay Corp LNN.N:BUZZ - Falls after Q1 revenue miss nL4N3Y90TO

** Vanda Pharmaceuticals Inc VNDA.O:BUZZ - Falls as US FDA rejects jet lag drug application nL4N3Y90TN

** Jefferson Capital Inc JCAP.O:BUZZ - Rises after top holder slices stake in $205 mln secondary offering nL6N3Y90QH

** Babcock & Wilcox Enterprises Inc BW.N:BUZZ - Picks Siemens to supply turbines for power project; shares up nL4N3Y90RP

** Alibaba Group Holding Ltd BABA.N:BUZZ - Brokerages cut PT on Alibaba's US-listed shares on weak consumption nL6N3Y90RA

** Helen of Troy Ltd HELE.O:BUZZ - Falls after annual profit forecast cut nL6N3Y90RB

** Neogen Corp NEOG.O:BUZZ - Jumps after full-year revenue forecast raise nL4N3Y90UW

** Alumis Inc ALMS.O:BUZZ - Rises after boosted $300 mln stock sale nL6N3Y90RP

** Tyler Technologies Inc TYL.N:BUZZ - Stifel initiates Tyler Technologies with 'buy' on public sector growth nL6N3Y90RJ

** Teleflex Inc TFX.N:BUZZ - Falls after lowering 2025 revenue forecast nL4N3Y90WI

** Steven Madden Ltd SHOO.O:BUZZ - Gains after Needham upgrades to 'buy nL6N3Y90S8

** Nike Inc NKE.N:BUZZ - Falls after Needham downgrades to 'hold' nL6N3Y90RH

** MoonLake Immunotherapeutics MLTX.O:BUZZ - Soars as FDA clears path for skin disease drug filing nL4N3Y90XA

** Compass Inc COMP.N:BUZZ - Eadges lower after upsized $850 mln convertible for Anywhere Real Estate merger nL6N3Y90SN

** Sigma Lithium Corp SGML.O:BUZZ - Falls after BofA downgrades to 'underperform' nL4N3Y90XW

** Darden Restaurants Inc DRI.N:BUZZ - Falls after Truist Securities downgrades to 'hold' nL6N3Y90SY

** Exxon Mobil Corp XOM.N:

** Chevron Corp CVX.N:

** Valero Energy Corp VLO.N:

** Marathon Petroleum Corp MPC.N:

BUZZ - Piper Sandler cuts PT on US energy companies nL4N3Y90UD

(Compiled by Rajarshi Roy and Varun Sahay)

((Varun.sahay@thomsonreuters.com))