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10.12.25 - 16:00
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck (ZeroHedge)
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck
US equity futures are flat ahead of a Fed meeting where a rate cut is assured (the only question is whether it will be hawkish or dovish) and Oracle results later. As of 8:00am ET, S&P and Nasdaq 100 futures are unchanged, with Mag 7 stocks mixed in premarket trading (TSLA +0.5%, META -0.5%, AAPL -0.3%, NVDA -0.2%). Bond yields are mostly unchanged and the USD is flat ahead of the Fed. Commodities are mixed: oil added 0.2%; base metals are lower (copper -1.1%); silver added 0.6% this morning. It's a big day for capital markets, with SpaceX said to be moving ahead with plans for potentially the biggest IPO of all time and South Korean chipmaker SK Hynix exploring a possible New York share listing. US economic calendar includes 3Q employment cost index at 8:30am and the FOMC decision at 2:00pm.
In premarket trading, Mag 7 stocks are mixed (Tesla +0.3%, Nvidia +0.1%, Amazon -0.01%, Apple +0.08%, Microsoft -1.6%, Alphabet -0.7%, Meta -...
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02.12.25 - 17:18
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If Amazon Doesn’t Clean Up Holiday Sales, AI Won’t Matter Much (24/7 Wall St.)
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Watch the VideoOur discussion started with a simple question. If Amazon posts a soft holiday quarter in retail but AWS turns in another strong period, what happens to the stock? This is the season that has historically defined Amazon's growth narrative. Yet the company's valuation today is anchored far more to AWS than to the ... If Amazon Doesn't Clean Up Holiday Sales, AI Won't Matter Much
The post If Amazon Doesn't Clean Up Holiday Sales, AI Won't Matter Much appeared first on 24/7 Wall St.....
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27.11.25 - 17:06
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Michael Burry Just Exposed How Big Tech Is Inflating AI Profits (24/7 Wall St.)
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Over the past two years, Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT) have collectively committed nearly $3 trillion to AI infrastructure. Microsoft alone plans $80 billion in fiscal 2025 capex, mostly data centers; Alphabet raised its 2025 guidance to $75 billion; and Amazon's AWS is on pace for $100+ billion annually by 2026. The stated goal: ... Michael Burry Just Exposed How Big Tech Is Inflating AI Profits
The post Michael Burry Just Exposed How Big Tech Is Inflating AI Profits appeared first on 24/7 Wall St.....
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05.11.25 - 21:54
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Live: Complete IONQ Q3 Earnings Coverage (24/7 Wall St.)
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Live Updates Live Coverage Updates appear automatically as they are published. Nov 5, 2025 3:44 PM Live IonQ will close the day up 3.78% before earnings. We expect the numbers to drop at 4:05 pm ET with a conference call to follow at 5 pm. Keep this tab open as we post live updates. Amazon ... Live: Complete IONQ Q3 Earnings Coverage
The post Live: Complete IONQ Q3 Earnings Coverage appeared first on 24/7 Wall St.....
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