Key Points To Watch Out For:

• Shares in Humana and other insurers rose following an upsurge in Medicare payments.
• Nvidia topped the gains in semiconductors; TSMC fell 3.8% in Taiwan.
• Toyota rose on hopes of a tariff agreement between Japan and the US.

Nvidia (NVDA), Intel (INTC) and Broadcom (AVGO): Boost in chips, except TSMC

Semiconductor stocks rose in premarket trading, led by Nvidia, Intel, and Broadcom, while TSMC fell 3.8% in Taiwan, impacted by a broader selloff in the local market.

Humana (HUM), CVS (CVS), UnitedHealth (UNH): Medicare boosts insurers

Medical insurance stocks rose strongly after the Centers for Medicare & Medicaid Services (CMS) announced an uptick in Medicare payments for 2025. Humana, CVS, and UnitedHealth led the sector rebound.

Toyota Motor (TM): Tariff expectations boost Japanese manufacturer

Toyota rose, helped by a rally in Japanese markets, on the possibility that Tokyo could negotiate a tariff reduction with the U.S. SoftBank and Tokyo Electron also posted gains.

Tesla (TSLA), Palantir (PLTR) and tech leaders: Strong rebound before the opening

Shares in Tesla and Palantir rose in premarket trading, as did Apple, Amazon, Meta, and Microsoft, following several negative sessions for the technology sector—particularly Apple, which had fallen for three consecutive days.

BYD (HK:1211): Projected results excite the market

BYD rose 4.8% in Hong Kong after forecasting a strong increase in its first-quarter profits, cementing its position as China’s largest car manufacturer.

Rheinmetall (RHM), Babcock (UK:BAB): Europe regains ground in defense

European defense stocks led Tuesday’s rebound, with Rheinmetall and Babcock rising following Monday’s decline. The sector continues to benefit from military spending plans across the region.

Levi Strauss (LEVI): Prudent strategy on tariffs convinces the market

Levi Strauss rose 12% in premarket trading after its CEO, Michelle Gass, stated the company would be “surgical” in implementing any price changes in response to tariffs, avoiding across-the-board increases.