01Tagged “earnings”
15 posts on this topic.
Meta's capex and Lam's supply warning took the Nasdaq down 2.6% while 52 of our 100 names rose. Brent settled at $113. Flash PMIs 9:45, AmEx before the open.
Five companies beat after Wednesday's close and three fell after hours. Asia sold its chipmakers, France's 10-year topped 5%, Brent $110. Claims at 8:30 ET.
Healthcare and small caps led Tuesday while the Nasdaq sat flat. Netflix fell 5.8% after hours on soft guidance; Super Micro lifted Asia. Meta, Tesla tonight.
Amazon and chips lifted the Nasdaq 1.1% Monday, but 56 of 100 names fell and banks slid a sixth week. Kospi -2.8% overnight; GM and GE early, Netflix tonight.
Software and chips led a 2.1% Nasdaq fall Friday as 63 of 100 names fell; energy and staples rose. Oil eased on a Russia sanctions pause. NAHB index 10 a.m. ET.
J&J, Citigroup, Goldman and UnitedHealth beat and fell. Applied Materials lost 6.69% after skipping a spending forecast. September CPI lands at 8:30 a.m. ET.
Micron fell 3.88% and Korea's Kospi 5.46% after Broadcom's CEO likened AI investing to a casino. The Dow rose 0.38%. JPMorgan, Goldman, Wells and Citi report.
SpaceX's spectrum deal cut T-Mobile 13.27%, AT&T 10.82% and Verizon 10.14% while the S&P 500 rose 0.6%. Software led; banks report Tuesday, CPI Wednesday.
PCE inflation came in below forecasts, yet long-term yields rose and most stocks fell. Micron beat but slipped late. Jobless claims and Nike are due today.
Waller's hold signal cut September hike odds to 50.4% and lifted the S&P 1.06%. August payrolls arrive at 8:30 ET with consensus at just 56,000 jobs.
MongoDB fell 13.5% and Palo Alto 9.3% after both beat and raised. The rest of the market rose. ISM services and jobless claims land this morning.
Dell booked record AI server orders while software fell 5-7%. The market is repricing duration, not AI — and Broadcom reports after today's close.
July PCE and GDP land together at 8:30 ET, Nvidia reports after the bell, and Tuesday's tape was a rotation rather than a rally.
July non-farm payrolls land at 8:30 ET. Thursday closed with 62 of 100 large caps lower, and Datadog fell 19% on a beat-and-raise.
Friday split the market: Amazon and Alphabet ripped higher while Apple shed roughly $400 billion on supply guidance. Just 48 of 100 large caps advanced.