US futures keep steadier for now even as oil prices hold at the highs
Oil prices fell yesterday while stocks rallied in what may be attributed in part to month-end flows. But as we get in ...
S&P and NASDAQ indices close at record levels
The major U.S. equity indices extended their rally into the close, capping off an impressive session—and an even more ...
Apple authorises $100 billion buyback. Quarterly profits top Wall Street estimates
Apple Q2 EPS $2.01 vs est. $1.95; revenue $111.2B vs est. $109.5B. iPhone $57.0B misses on supply; Mac $8.4B beats; S ...
Mega-Cap Stocks Are No Longer Moving as One Block, and Stock Investors Should Notice
The mega-cap technology trade is becoming more selective.
GOOG/GOOGL is showing clear relative strength, while ME ...
Microsoft Q3 beats on revenue, EPS and Cloud as capex comes in $3.4bn below estimates
EPS 4.27 (exp. 4.05)Revenue of $82.89bn beat the $81.46bn consensus estimate, implying approximately 18% year-on-year ...
Google smashes Q1 estimates with $109.9bn revenue. Cloud surges 63% past forecasts.
EPS 2.82 (exp. 2.63), Raises dividend +5% to 0.22/shrTotal revenue came in at $109.90bn, beating the $107.1bn consens ...
GOOG, MSFT, META: Options market braced for $1 trillion market cap swing after the bell
The setup tonight is unusual. Meta, Microsoft, and Alphabet all report after the close within roughly the same five-m ...
No one understands just how big the AI capex boom is. Some perspective
Today is all about AI capex.This is the range to watch: $435–475 billion.That’s estimate capex for this year al ...
What CME Options Data Says About the Stock Market Right Now
CME equities options data shows investors are still hedging, even as Nasdaq risk looks more balancedKey takeawaysCME ...
S&P 500 continues to consolidate around all-time highs as US-Iran stalemate caps upside
FUNDAMENTAL
OVERVIEWThe strong bullish momentum
in the S&P 500 has waned recently as the prolonged US-Ira ...
US futures keep more muted awaiting big day ahead
The overall market mood remains tense amid a lack of fresh catalysts from the US-Iran conflict. Talks between the US ...
Big day coming up on the earnings calendar in Wall Street
While US-Iran developments might still be the biggest risk to market sentiment, it isn’t the only game in town ...