美股盘前多股异动：Braze获Salesforce溢价现金收购涨51%，FreightCar America取消大额罐车订单并腰斩全年指引盘前跌19%

Stock futures exhibited mixed performance early Tuesday as Wall Street turned its focus to a heavy week of corporate earnings updates amid ongoing scrutiny of the AI trade. Here are some of Tuesday's biggest stock movers: Biggest stock gainers Braze ( BRZE ) +51% - Shares surged after Salesforce ( CRM ) agreed to acquire the AI-powered marketing platform for $5.66B in enterprise value. Under the deal, Braze Class A shareholders will receive $47.50 per share in cash, a 58% premium to Monday’s closing price. The acquisition is expected to close in Salesforce’s fiscal year 2028, subject to Braze shareholder approval and regulatory clearances. Braze serves about 2,770 customers, including Canva, Instacart, Venmo, and Urban Outfitters. Salesforce plans to integrate Braze’s personalized customer engagement technology with Marketing Cloud, CRM, and Data 360, with no anticipated change to its FY2027 guidance. CRM fell 3% following the announcement. 3M ( MMM ) +4% - Shares gained after the company announced an expanded strategic commercial agreement to supply optical connectivity and data center hardware to Amazon (AMZN). According to an SEC filing, 3M issued warrants enabling Amazon to purchase up to 3.16M common shares over seven years at an exercise price of $164.89 per share. Under the performance-linked structure, 85% of the warrant shares will vest as cumulative purchases from Amazon reach $6B, with the remainder tied to undisclosed event-based milestones. The potential equity stake would represent less than 1% of 3M’s outstanding shares. To bolster its optical manufacturing capabilities, 3M separately revealed plans to acquire a 4.7% equity position in Taiwan's Genius Electronic Optical to manufacture advanced data center optical solutions. Halliburton ( HAL ) +4% - Shares rose after the oilfield services company reported upbeat Q3 results. Net income surged to $417M from $18M a year earlier, as Drilling and Evaluation revenue rose 10% to $2.61B, offsetting a 4.2% decline in Completion and Production revenue to $3.09B. Latin American revenue grew 13% to $1.12B, while Europe and Africa revenue jumped 23% to $1.02B. North American revenue fell 8.6% to $2.16B, primarily due to lower U.S. land pressure-pumping activity, and Middle East and Asia revenue was roughly flat at $1.41B. Halliburton expects mid-single-digit revenue growth in 2027 and operating margins of about 15%, roughly 200 basis points above its estimated 2026 level, assuming a flat North American market and no recovery in U.S. hydraulic fracturing activity. Biggest stock losers FreightCar America ( RAIL ) -19% - Shares plunged after the company removed a 1,285-unit tank car retrofit order from its backlog and sharply lowered its FY2026 financial outlook. The railcar manufacturer cited concerns over the customer's ability to fulfill contract obligations, eliminating all scheduled deliveries under the order for 2026 and 2027. Consequently, FreightCar America issued preliminary third-quarter revenue guidance of $75M to $77M, down sharply from $160.5M in the prior-year period and the consensus of $134.44M. The company reduced its full-year 2026 revenue target to $370M–$410M (down from $410M–$460M), much below the consensus of $445.14M. Full-year adjusted EBITDA guidance was slashed to $15M–$19M from the previous $36M–$44M. The contract removal leaves the company's ending backlog at 2,660 units valued at $284.5M. NuScale Power ( SMR ) -7% - Shares tumbled after Barclays downgraded the small modular reactor developer to Underweight from Equal-Weight. The bank cited growing downside risks stemming from a lack of commercial contract execution, cautioning that near-term valuation looks stretched without tangible customer commitments to support its pipeline. Steel Dynamics ( STLD ) -6% - Shares slipped following Q3 results that missed consensus estimates on top and bottom lines. Despite the shortfalls, Steel Dynamics achieved record quarterly steel shipments of 3.8M tons, driving consolidated operating income up 44% sequentially to $1B. Chief Executive Officer Mark Millett highlighted strong structural demand and continued operational progress at the company's new aluminum flat-rolled products mill, where all three cold mills are now operational and shipments reached 55,000 metric tons. General Motors ( GM ) -6% - Shares slid as investors weighed softer FY2026 profit guidance and rising input costs against a Q3 earnings beat and a new $20B multiyear share repurchase program. Revenue rose 2.9% Y/Y to $50.02B, beating estimates by $1.26B, while adjusted EPS increased 32% to $3.70, topping consensus by $0.07, and adjusted operating profit climbed 43%. GM now expects FY2026 EPS of $12.75-$13.75, with the $13.25 midpoint below the $13.42 consensus, while narrowing its adjusted EBIT outlook to $14.5B-$15.5B from $14B-$16B and raising its adjusted automotive free cash flow forecast to $11.5B-$12.5B from $9.5B-$11.05B.