U.S. Stocks to Watch: Palantir, Teradyne, Tesla, AMD, NXP Semiconductors, DaVita, and More

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US stock futures were rising Tuesday as strong earnings from Palantir Technologies injected renewed optimism around the artificial-intelligence trade.

These stocks were poised to make moves Tuesday:

Palantir Technologies jumped 10% in premarket trading after the company, which sells artificial-intelligence software to manage and analyze large amounts of data, reported better-than expected fourth-quarter adjusted earnings. Revenue jumped 70% from a year earlier to a record $1.41 billion on strong demand for its AI technology. U.S. commercial sector revenue soared 137% in the period to $507 million. Palantir also issued a forecast for the first quarter and 2026 that topped analysts’ estimates.

Teradyne, the maker of test systems for semiconductors and robotics, soared 24% after revenue in the fourth quarter jumped 44% to $1.08 billion and beat Wall Street estimates on “AI-related demand in compute, networking and memory” within the company’s semiconductor testing business. Teradyne also issued a first-quarter revenue forecast that was better than expected.

Tesla rose 1.2% after it was announced thatElon Musk’s SpaceX had acquired his artificial-intelligence start-up, xAI, ahead of a potential midyear initial public offering of rocket maker SpaceX.Tesla, of which Musk serves as CEO, disclosed a$2 billion investment in xAIduring itsfourth-quarter earningscall.

NXP Semiconductors fell 5.2% in premarket trading after the company beat earnings and revenue estimates in the fourth quarter. The shares have climbed 6.5% this year through Monday’s close. NXP guided for first-quarter earnings of between $2.77 and $3.17 a share versus Wall Street expectations of $2.95.

DaVita, the kidney dialysis company, jumped 13% after issuing a fiscal-year adjusted earnings forecast that topped analysts’ estimates.

Rambus said it expects first-quarter product revenue of $84 million to $90 million, below analysts’ forecasts of $96.5 million. Shares of the semiconductor company declined 15% in premarket trading.

AMD rose 2.2% in premarket trading ahead offourth-quarter earningsfrom the chip maker, scheduled for after the close of trading Tuesday. HSBC analyst Frank Lee said his firm believes the rise of agentic artificial intelligence “is a significant catalyst for server CPU demand,” and expects AMD “to be a key beneficiary as the upside potential from server CPUs (central processing units) is not fully priced in.” Coming into the report, AMD shares have risen 15% this year.

In addition to AMD, earnings reports are expected Tuesday from Merck, Pfizer, PepsiCo, Amgen, Eaton, Chipotle Mexican Grill, PayPal, Take-Two Interactive, and Super Micro Computer.

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