These Stocks Are Moving the Most Today: JPMorgan, Wells Fargo, BlackRock, Morgan Stanley, Tesla, Apple, and More -- Barrons.com

Dow Jones04-11

By Joe Woelfel

Stock futures were down modestly Friday as the U.S.-China trade war intensified and as investors turned their attention to earnings reports from some of the largest U.S. banks.

These stocks were poised to make moves Friday:

JPMorgan Chase reported first-quarter earnings of $5.07 a share, better than analysts' estimates of $4.63 and higher than year-earlier profit of $4.44. Revenue was $45.3 billion, topping forecasts of $43.9 billion. Net interest income in the quarter was $23.4 billion. CEO Jamie Dimon said the world economy continues to face "considerable turbulence," citing, among other things, "potential negatives of tariffs and 'trade wars.'" JPMorgan was up 1% in premarket trading.

Wells Fargo, the San Francisco bank, posted first-quarter earnings of $1.39 a share, beating analysts' estimates of $1.23. CEO Charlie Scharf said Wells Fargo expected "continued volatility and uncertainty" and was "prepared for a slower economic environment in 2025." The stock rose 0.7%.

Morgan Stanley reported first-quarter earnings of $2.60 a share, beating Wall Street expectations of $2.21.Investment banking revenue in the quarter rose 8%. Shares of Morgan Stanley gained 0.8%.

BlackRock, the world's largest asset manager, was up 3.4% in the premarket session after reporting first-quarter adjusted earnings of $11.30 a share, topping analysts' estimates. BlackRock's assets under management during the first quarter jumped 11% from a year earlier to a record $11.58 billion.

Electric-vehicle maker Tesla slipped in the premarket session after tumbling 7.3% on Thursday. Tesla closed up 23% on Wednesday, the stock's second-best daily percentage gain since May 9, 2013, after President Donald Trump's move to pause reciprocal tariffs on most countries for 90 days but not China. Coming into Friday, Tesla has dropped 38% this year.

Apple declined slightly in premarket trading. The iPhone giant fell 4.2% on Thursday and coming into Friday has fallen 24% this year. Apple makes most of its iPhones in China, so the trade war between Washington and Beijing is especially troublesome for the company. China on Friday raised tariffs on U.S. goods to 125%, the latest in the tariffs tit-for-tat.

Nvidia gained 1.2% in premarket trading to $108.87. Shares of the maker of artificial-intelligence chips closed down 5.9% on Thursday. Trading in the stock continues to be driven by wider market sentiment around tariffs. Analysts at Citi reduced their price target on Nvidia to $150 from $163.

Texas Instruments extended declines, falling 4.8% in premarket trading after finishing Thursday's session down 7.6%.

Fastenal was down 0.4%. First-quarter earnings and revenue at the industrial distributor rose from a year earlier. The company said daily sales rose 5% from a year earlier, and selling rates picked up through the quarter, with March sales up 8.3% year over year. Fastenal said it raised prices in April to offset tariff cost increases.

Computer-peripherals maker Logitech was down 1.4% after reaffirming it expects fiscal 2025 net sales of $4.54 billion to $4.57 billion but said it was withdrawing its outlook for fiscal 2026 "given the continuing uncertainty of the tariff environment."

Write to Joe Woelfel at joseph.woelfel@barrons.com

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April 11, 2025 08:08 ET (12:08 GMT)

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