The spending is justified and the spending is going to continue to grow. AMD will be a beneficiary of that. You know, I find the chronology of earnings interesting.What do you think we learned from A&E about the future. Yeah, I mean obviously the hyperscalers earnings that we have seen so far has laid out the groundwork that all the relevant hardware, semiconductor Elliott team will tremendously benefit because we continue to see that demand cannot. You know, basically there's a supply that cannot meet the ...

>> YOU HAVE TO FEEL PRETTY GOOD ABOUT WHAT EARNINGS SEASON HAS DONE. >> EQUITY TRADING CONTINUES THAT MOMENTUM. >> YOU HAVE THE AI THEME ABSORBING SO MUCH CAPITAL.>> WE SEE ADOPTION AND REVENUE ACCELERATING. >> I THINK THERE IS A LOT MORE MOVEMENT THAN THE HEADLINE INDICES WOULD SUGGEST. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING. GOOD MORNING TO OUR AUDIENCE WORLDWIDE. "BLOOMBERG SURVEILLANCE" S ...

Market Dynamics and Industry Trends - Boeing shares climbed 7% in pre-market trading after the Federal Aviation Administration certified the 737 Max 7 jetliner for flight [1] - Amazon market capitalization surpassed $3 trillion driven by strong earnings, robust AWS performance, and increasing AI demand [3] - Palantir Technologies shares surged 16% following a 93% year-over-year increase in revenue, boosted by strong US commercial business and artificial intelligence platform adoption [3][4] - NASDAQ futures rose in early trading led by technology shares, and the Dow surged 560 points to reach a record high [5] - SpaceX will hold its first earnings call as a public company amid a sharp post-IPO stock decline and investor concerns over Starship development and insider share sales [6] - Micron Technology shares fell after reports that Apple is evaluating memory chips from a rising Chinese competitor [7] Financial Performance and Corporate Earnings - BP reported more than double its quarterly profit driven by surging oil prices amid the ongoing conflict involving Iran [2] - Advanced Micro Devices is expected to post earnings per share of $16 on revenue of $11.3 billion [7] - Caterpillar is projected to report earnings of $65 per share with revenue of $19.3 billion [7] - Toyota is projected to post 54 cents per share in earnings on revenue of $81.9 billion [8]

VONNIE: IT IS 5:00 A. M. IN NEW YORK CITY.GOOD MORNING, I AM VONNIE QUINN. A TECH-LED RALLY HAS GLOBAL STOCKS IN THE GREEN AS PALANTIR LOOSENS GUIDANCE AFTER WHAT HE CALLS OTHERWORLDLY DEMAND. PRESIDENT TRUMP WARNS IRAN IT IS IT'S LESS CHANCE TO MAKE A DEAL.TEHRAN DENIES ANY TALKS WITH WASHINGTON. EARNINGS CONTINUE TO ROLL IN WITH SPACEX QUARTERLY RESULTS. RELATIVE STABILITY ACROSS ASIA TODAY.LET'S GET TO WINNIE HSU FOR DETAILS. WINNIE: GOOD MORNING. WE ARE SEEING THE JAPANESE YEN CONTINUE TO LOSE STEAM AFT ...

Good morning everybody. It is Tuesday, August the 4th. And here's what we're following this morning.Banking and energy giants put European earnings front and center. Global tech diverges as hyperscalers beat chips a US futures push higher. Plus, President Trump says his latest offer of talks is the last chance for Iran.Well, I know this is the Patriot markets at this time this Tuesday morning futures pointing higher on both sides of the Atlantic. In fact, breaking with the losses that we've seen in the Asia ...

Main characters just entered the chat. 💸Top Weekly TradFi Earnings🔹 4th $AMD CAT🔹 5th $SNDK DIS🔹 6th RKLBWill AMD show AI supply is increasing or dropping?Trade it 24/7 on @HTXFutures. https://t.co/l5cnmx6b1J ...

Main characters just entered the chat. 💸Top Weekly TradFi Earnings🔹 4th $AMD CAT🔹 5th $SNDK DIS🔹 6th RKLBWill AMD show AI supply is increasing for dropping?Trade it 24/7 on @HTXFutures. https://t.co/xTpnNRhRcK ...

Market Trends & Macroeconomic Environment - S&P 500 closed above all key moving averages after a turbulent July with back-to-back gains[1], while the Nasdaq 100 and Nasdaq Composite each rose about 2%[119] - Oil prices dropped 5% on a weekly basis and 5% on a daily basis, having a significant downward impact on energy costs[2] - U.S.-led currency intervention to contain the drop in the yen kept Japan from selling U.S. Treasuries, contributing to a bond market rally and lower yields[3] - U.S. factory activity surged to the highest level since 2022, with manufacturers increasing headcount for the first time since 2023[5][6] - The Federal Reserve held the federal funds rate at 3.5% to 3.75%, while forward-looking inflation metrics remained anchored[17][20] - The default rate across 1,300 U.S. private debt borrowers rose to a high of 6%, though rating methodology differences across agencies contributed to varying default rate calculations[51][54] Corporate Earnings & Financial Performance - S&P 500 Q2 earnings growth reached 35% to 40%, largely driven by technology, while valuations dropped back down to some of the lowest levels seen since 2020[8][10] - Palantir reported strong Q2 results, raising its full-year revenue guidance from a range of $7.66 billion to a tight range of $8.15 billion to $8.16 billion[111] - On Semiconductor reported adjusted EPS of $0.74 and quarterly revenue of $1.6 billion, beating analyst estimates[115] - Amazon crossed a $3 trillion market cap for the first time, becoming the fifth company ever to reach this milestone, while Boeing shares rose 8% following FAA certification for the 737 Max 7[103][104][105] Industry Developments & Potential Risks - The White House outlined $200 billion in spending per year to support individual scientists and private research facilities, with up to $5 billion allocated toward AI research and streamlined FDA review processes[23][31][32] - Bristol-Myers Squibb and AstraZeneca held early-stage talks regarding a potential megamerger that could become the largest pharma deal in history, though AstraZeneca shares fell as much as 10% amid investor pushback[39][40] - Yum Brands faced pressure and a 3% share decline following a parasitic Cyclospora outbreak tied to iceberg lettuce in Michigan that prompted early health authority investigations[49][109] - Yellow Card raised a $40 million funding round backed by strategic investors including SC Ventures and Sony Innovation Fund to expand its global stablecoin infrastructure and cross-border payment accounts[159][160][162]