Check out the companies making headlines before the bell. Nvidia — The chipmaker ticked up 2% after Meta expanded its partnership with Nvidia to use millions of the company’s AI chips, including standalone central processing units, for its data center build-out. The New York Times Company — The stock rose 3% after Warren Buffett’s Berkshire Hathaway disclosed a new position in The New York Times in a new securities filing showed. Palo Alto Networks — Shares of the cybersecurity company tumbled 6% after Palo Alto issued a weak earnings forecast for the current quarter. The company sees adjusted earnings for the fiscal third quarter ranging from 78 cents to 80 cents per share, while the LSEG consensus sought 92 cents per share. Cadence Design Systems — The computational software company’s shares advanced 7%. Cadence Design sees full-year adjusted earnings ranging from $8.05 to $8.15 per share, while the LSEG consensus called for $8.05 per share. The company also said its year-end backlog for 2025 was a record $7.8 billion, adding that it expects to recognize $3.8 billion in revenue in the next 12 months from remaining performance obligations. Caesars Entertainment — Shares rose 6% after the casino operator beat on its fourth-quarter financial results. Revenue for the three-month period came in at $2.92 billion, surpassing the LSEG consensus estimate of $2.89 billion. Caesars Digital adjusted EBITDA for the period came in at $85 million, compared with $20 million a year ago. Axcelis Technologies — The stock plunged 12% after the semiconductor solutions firm issued lower-than-expected guidance for its first-quarter results. The company sees earnings of 71 cents per share excluding some items for the first quarter. That’s well below analysts’ consensus estimate of $1.01 earnings per share, FactSet data shows. The firm also expects revenue to come in at $195 million, or lower than the Street’s consensus forecast of $207.2 million. Palantir — The software firm was up 3% after Mizuho upgraded the stock to outperform. Analysts said that a recent valuation reset has improved the company’s risk-reward setup and strong commercial growth as well as government demand is likely to translate to sustainable growth and margin expansion. Analog Devices — The chip stock rallied 9% after Analog Devices posted earnings of $2.46 per share, on an adjusted basis, on revenue of $3.16 billion. That exceeded the FactSet consensus estimates of $2.31 per-share earnings on revenue of $3.12 billion. Global Payments – Shares surged 8% after the payments technology firm posted better-than-expected guidance for the current year. The company said it expects to notch earnings of $13.80-$14 per share by the end of 2026, topping a FactSet consensus of $13.58 per share. It also said that adjusted net revenue growth will come in at roughly 5% by the end of this year, or slightly higher than analysts’ forecast of 4.7%. Global Payments also beat on earnings and revenue for the fourth quarter. Devon Energy — Devon Energy dipped rose 1% after the oil and gas producer reported a slight earnings beat. The company earned 82 cents per share in its fourth quarter , on an adjusted basis, and reported revenue of $4.12 billion. Analysts polled by FactSet expected earnings of 80 cents per share and quarterly revenue of $3.87 billion, meanwhile. — CNBC’s Sara Min contributed reporting.