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EARNINGS: CoreWeave reported better-than-expected quarterly revenue and lifted its 2026 guidance on Tuesday.
"Earnings season is now over. So now we get to focus on headlines and vibes. Vibes right now are pretty terrible (which should be Bullish!), even with the QQQ’s still up +6.5% YTD and SOXX up +27% YTD. Is that enough to sustain a bottom? I don’t know! I’m not the macro guy…I literally spent last night doing multi-variable algebra to estimate APP’s Gaming and eComm Revenue split." - JPM's Mark Schilsky
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Earnings next week.
While everyone else is focused on $CRWV $NBIS, I got my eyes set on Grocery Outlet and Noodles & Co.
I keed I keed.
All 👀’s on the neoclouds…
Earning $100,000 a year is now considered lower-middle-class income in 12 U.S. states.
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EARNINGS: Qualcomm delivered better-than-expected results but issued a weak earnings forecast.
EARNINGS WINNERS AND LOSERS OF THE DAY
BIGGEST WINNERS: $APP, $JOBY
BIGGEST LOSERS: $FSLY, $FICO, $RDW
Earnings announcements dropping daily.
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EARNINGS: AMD reported third-quarter earnings that beat Wall Street expectations, with revenue jumping 45% from a year earlier.
EARNINGS: Apple reported better-than-expected revenue but came up short of estimates on iPad sales for the fiscal fourth quarter.
