01Tagged “earnings”

Tagged “earnings”

6 posts on this topic.

September 4, 20266 min read

August payrolls land with a Fed hike still a coin flip

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.

market-briefing
rates
earnings

September 3, 20265 min read

Eight worst movers were all software. Futures still point higher

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.

market-briefing
earnings
rates

September 2, 20266 min read

Software cracks while Dell's AI backlog hits $95 billion

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.

market-briefing
earnings
rates

August 26, 20262 min read

PCE at 8:30, Nvidia After the Close: A Session Between Two Events

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.

market-briefing
Nvidia
PCE

August 7, 20263 min read

Jobs Friday: July payrolls at 8:30 after a narrow Thursday

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.

market-briefing
payrolls
earnings

August 3, 20262 min read

Apple falls 7% on memory costs as Amazon surges 15%

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.

market-briefing
earnings
megacap