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05.08.26 - 14:27
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Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy (ZeroHedge)
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Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy
S&P 500 futures are up following yesterday's first ATH since June; both tech and small caps are lagging, pointing to another potential broadening. A jump in US tech stocks is holding too, with Nasdaq-100 contracts rising after a 3.3% surge in the session before, powered by semiconductor stocks and blowout Palantir earnings. S&P futures are up 0.4%, just shy of 7800, a new all time high, while Nasdaq futures underperform, rising 0.2%, as results from AMD and SpaceX failed to impress, sending shares in both lower in after-hours trading. AMD's forecast didn't meet high expectations, while SpaceX investors focused on the hikes being made to its AI spending. Semis/memory are lower with some likely profit-taking after yesterday's surge; NVDA/GOOG are leading Mag7 names higher as it appears that squeeze portion of this rally has room left to run, as JPM says keep an eye on IGV as the squeeze may turn into a narra...
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22.07.26 - 22:54
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Google Dips After Search Revenues Miss; Capex Guidance Awaited (ZeroHedge)
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Google Dips After Search Revenues Miss; Capex Guidance Awaited
As we wrote in our GOOGL preview, according to UBS and JPM analysts, the market would be watching two things above all else when Alphabet became the first hyperscaler to report earnings after the close today: capex guidance and monetization language, as "the debate has shifted from "how big is capex" to "who proves monetization and returns." And yet, in light of the massive expectations for capex growth, the company was facing "downside risk" it it disappointed the buyside bars which were $100BN higher ($350-$375BN) than the median sellside estimate of $250BN.
So what did GOOGL just report for fiscal second quarter moments ago? Well, Alphabet reported Q2 cloud revenues that surpassed Wall Street's expectations but slightly missed on sales tied to its search-engine business, threatening to fuel concerns about its heavy spending on artificial intelligence.
The Google parent also said cloud sa...
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20.07.26 - 16:13
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Futures Rebound On Fresh Bout Of Iran Optimism As Hyperscaler Earnings Loom (ZeroHedge)
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Futures Rebound On Fresh Bout Of Iran Optimism As Hyperscaler Earnings Loom
US equity futures rebound from Friday's selling, indicating a firmer start to the week with S&P futures rising 0.5% at 8.00am ET, and Nasdaq futures up 1% after a sluggish start to the session, after Iran's Foreign Ministry said it had received proposals from mediators about the conflict with the US. In premarket trading, semis are higher as are Mag7 names; the AI theme is bid across sectors. Cyclicals are leading Defensives; both are higher in absolute terms, pointing to an 'Everything Rally' today. According to JPM, the US / Iran escalation is being faded with WTI lower pre-market and Brent off its highs. Bond yields are flat to up 1bp s the yield curve twists steeper. Commodities are mixed but net higher with US crude/natgas lower. The update from Iran has seen energy prices reverse gains with Brent now down 0.3% and on an $87/bbl handle. European stocks are now a touch higher with the Stoxx 600 up 0.1% Asia...
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