Morgan Stanley noted that the National Comprehensive Cancer Network, or NCCN, just updated its guidelines for the treatment of NSCLC to include Bristol-Myers' Opdivo in second-line non-squamous and squamous non-small cell lung cancer without PD-L1 testing, which the firm said is important news since the company hasn't filed for non-squamous approval with the FDA yet. Morgan Stanley maintained its Opdivo projections and keeps its Overweight rating on the stock.

Notable companies reporting before tomorrow's open, with earnings consensus, include Merck (MRK), consensus $1.87... Caterpillar (CAT), consensus $5.14... Comcast (CMSCA), consensus 99c... Honeywell (HON), consensus $2.17... Bristol-Myers (BMY), consensus ($4.44)... Altria (MO), consensus $1.15... Keurig Dr. Pepper (KDP), consensus 35c... GE Vernova (GEV), consensus (37c)... Royal Caribbean (RCL), consensus $1.33... Tractor Supply (TSCO), consensus $1.72... Mobileye (MBLY), consensus (6c)... Textron (TXT), consensus $1.23... LabCorp (LH), consensus $3.48... Southwest Airlines (LUV), consensus (34c)... American Airlines (AAL), consensus (29c)... Harley-Davidson (HOG), consensus $1.51.