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Pre-Market Movers: Earnings Winners Pop, Guidance Misses Get Punished

Quick Summary Earnings beats and upgrades are driving sharp upside gaps Weak guidance and regulatory risk are triggering heavy sell-offs Tech, healthcare and AI-linked names dominate volatility Gapping Up  Quince Therapeutics +81.7% Appointed LifeSci Capital to explore  strategic alternatives and restructuring Credo Technology +14.5% Issued  preliminary Q3 revenue well above guidance Ferrari +10.8% Q4 earnings beat  and order book now stretches to  end-2027 Entegris +9.5% Beat Q4 results and  guided Q1 above consensus Spotify Technology +8.5% Earnings beat , strong premium subscriber growth, and  margin improvement Datadog +7.0% Q4 beat and  Q1 revenue guidance topped estimates Oscar Health +6.6% Issued  strong FY26 revenue and operating earnings outlook Vistra Energy +4.2% Upgraded to  Buy  by Jefferies Unity Software +3.6% Oppenheimer upgrade to  Outperform Astera Labs +3.5% Ahead of earnings and announced  new AI design...
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Samsung Jumps on HBM4 Breakthrough as AI Chip Race Heats Up

Shares of Samsung Electronics Co Ltd surged after a report said the company is set to begin mass production of next-generation HBM4 memory chips, a critical component in artificial intelligence infrastructure.

According to Yonhap News, Samsung plans to ship HBM4 chips to NVIDIA Corp as early as the third week of February, where the chips will be used in Nvidia’s upcoming Vera Rubin AI accelerators. The report cited people familiar with the matter.

Samsung’s stock climbed as much as 6.4%, extending its strong 2026 rally to nearly 40% year-to-date, as investors welcomed signs the company is closing the gap with rival SK hynix Inc, currently Nvidia’s main supplier of high-bandwidth memory.

The move comes amid a broader boom in memory prices, driven by exploding demand from hyperscalers such as Amazon.com Inc and Alphabet Inc, which are racing to build AI data centres. Prices for some memory chips have nearly doubled since 4Q2025, according to Bloomberg data.

Samsung also benefited from a strong rally in US AI-linked stocks last week, with Nvidia shares jumping nearly 8%, as the world’s largest tech firms prepare to spend an estimated US$650 billion in 2026 on AI-related capital expenditure.

Simple Summary

  • Samsung shares jumped after reports it will mass-produce HBM4 AI memory chips

  • Shipments to Nvidia could start as early as February

  • HBM4 will power Nvidia’s next-gen AI accelerators

  • Investors see Samsung catching up with SK hynix in the AI memory race

Key Points

  • HBM4 mass production signals Samsung’s comeback in AI memory

  • Nvidia supply chain win boosts Samsung’s AI exposure

  • Memory prices rising sharply on hyperscaler demand

  • AI capex boom continues to lift semiconductor stocks

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