Seeking Alpha盘前综述：财报季四股分化，LMT获F-35十年框架、Meta超预期但跌、Comcast利好、Nebius获35亿美元信贷

Stock index futures were lower on Thursday as investors weighed escalating geopolitical risks and corporate earnings. Here are four stocks to watch on the day: Meta Platforms ( META ) fell 2.98% in premarket trade despite beating Wall Street’s expectations, posting record combined revenue and raising the lower end of its capital expenditure range, driven by growth in its Family of Apps and advertising businesses. CEO Mark Zuckerberg said the company had reached key milestones toward its personal superintelligence ambitions, including the launch of Muse and Muse Wonder, its first frontier models, adding that investments were paying off and momentum was building across the business. Nebius Group ( NBIS ) slipped 2.72% in early action after the AI cloud company announced a $3.5 billion senior secured credit facility provided by Citi to support its global capacity expansion. The 364-day facility initially carries interest at Term SOFR plus 2.75% annually, with the rate increasing to a maximum of 3.50%, subject to other adjustments. Nebius said the financing would provide access to capital at attractive rates and advance its diversified funding strategy. Comcast ( CMCSA ) climbed 2.77% in premarket trade after reporting third-quarter adjusted earnings and revenue above consensus estimates, as improved profitability at streaming service Peacock helped offset weakness in broadband and theme parks. Adjusted earnings per share came in at $1.07, topping the 98-cent estimate compiled by Bloomberg, while revenue of $29.30 billion exceeded expectations of $29.14 billion. Adjusted EBITDA reached $9.11 billion, above the $8.88 billion consensus, although it fell 5.8% year over year; reported revenue declined 6.1%, while pro forma revenue increased 0.5%, reflecting the Versant separation and the sale of Sky Germany. Lockheed Martin ( LMT ) rose 2.4% in premarket trading Thursday after the defense contractor reported third-quarter revenue and earnings above Wall Street estimates, supported by increased production of fighter jets and missile defense systems. The company also announced a framework agreement with the U.S. government covering 10 years of F-35 production and maintenance, including 850 aircraft for the U.S. military alongside international orders, spare parts, and modifications. The proposed framework calls for continued production of 156 aircraft annually, including those for foreign customers.