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X @Bloomberg
Bloomberg· 2026-07-30 15:15
US futures rose on Thursday as Microsoft jumped 9.8% after reporting the fastest cloud unit growth in four years. Top semiconductor companies, like Micron and Nvidia, rallied as well. https://t.co/P6DYFoshyJ ...
X @Bloomberg
Bloomberg· 2026-07-30 14:15
Microsoft shares soared after the company reported the fastest cloud growth in four years, suggesting its AI and computing services are making inroads with customers https://t.co/hbXf5FjGLW ...
Market Open: Stocks Higher, Microsoft +14%, Meta's First Earnings Miss in 3 Years · 7/30/26
CNBC Television· 2026-07-30 14:12
I'm Jessica Edinger, CNBC. Wall Street with some gains out of the gate after yesterday's stock selloff led by Microsoft shares and chip makers today. The Dow up 200 points.Microsoft shares leading it higher. They're up 14% this morning. The S&P 500 index is up 61 points.That's 8/10en of a percent. The Nasdaq up 405 points, 1 and a half%. chip makers in the green except for Qualcomm which is falling 5% this morning but Micron's up 9% Intel up 7% AMD also up 7%.Oil prices ticking lower although now Iran is sa ...
X @Yuyue
Yuyue· 2026-07-30 13:42
说实话昨晚 $MSFT 财报之后我还以为是我的判断错了,目前看周四韩国人没有继续砸出新低应该是一个相对积极的信号,并且 $NBIS 运气也不错,经历了 LEOPOLD 从 AI 神到爆仓哥的 fud 之后被云业务表现带动,正股和 sell put 都到了安全线不过本周现在只有两个交易日了,安全起见不会在这个位置上过大的仓位,还是尽量周末前打野的思路或者把仓位开在 cex 或 perpdex 防止周末出现什么意料之外的风险保证灵活性原生家庭最近表现也很强势,BSC 出了一个新的股票底池金狗,后续会继续关注链上叙事的轮动Yuyue (@yuyue_chris):没想到,最稳的操作是预测市场押利率决议无变化 +20% 😂另外黄金也有了个不错的反弹 ...
X @Watcher.Guru
Watcher.Guru· 2026-07-30 13:38
JUST IN: Microsoft $MSFT surges 15% at open. https://t.co/LQJLaWDLG6 ...
First Look: Microsoft, Apple, Shell, Starbucks Lead Earnings Headlines
GuruFocus· 2026-07-30 12:00
Financial Performance & Corporate Earnings - Microsoft corporation reported record quarterly revenue exceeding $90 billion, driven by Azure cloud revenue surpassing $100 billion for the first time [1] - Microsoft corporation announced increased capital spending for artificial intelligence services, signaling sustained growth [2] - Meta platforms reported declining free cash flow and issued disappointing revenue guidance, causing shares to fall sharply [2] - Starbucks corporation reported a 7.9% increase in third-quarter same-store sales and raised its full-year earnings guidance [3] - Shell posted adjusted earnings of $9.8 billion for the second quarter, representing its highest result since 2022 [4] - Samsung electronics shares fell 5.2% despite posting better-than-expected quarterly profits due to investors unwinding leveraged AI trades [5] - Hims and hers health shares dropped 10% following a Federal Trade Commission lawsuit over improper data and billing practices [8] Market Trends & Industry Dynamics - Apple shares reached an all-time high ahead of the CEO's final earnings call and third-quarter results following Mac and iPad price increases [3] - Asian chip makers extended losses over artificial intelligence valuation concerns while oil prices slipped following Middle East volatility [6] - Yum brands launched new $1 menu items to attract customers amid health concerns impacting nationwide restaurant traffic [7][8]
Bond Yields at 19-Year High After Fed Holds; Tech Earnings Lift Stocks | Bloomberg Brief 07/30/2026
Bloomberg Television· 2026-07-30 11:50
VONNIE: IT IS 5:00 A. M. IN NEW YORK CITY, 10:00 A.M. IN LONDON. GOOD MORNING.I AM VONNIE QUINN WITH YOUR "BLOOMBERG BRIEF." LET'S GET YOU SET UP FOR THE DAY. CREDIBILITY IN QUESTION. LONG END TREASURY YIELDS A SPIKING INTO A 19 YEAR HIGH FOLLOWING THE FOMC RATE DECISION.MICROSOFT EARNINGS OVERSHADOWING THAT BOND ROUT AS STOCK FUTURES RISE AS THE NASDAQ 100 ENTERED CORRECTION TERRITORY. THE U.S. STRIKING IRAN WITH A NEW WAVE OF ATTACKS, KEEPING THE PROSPECT OF A PEACE DEAL HANGING. LET'S GET A CHECK ON MARK ...
Conflict Widens in Middle East, Bonds Send Warsh Credibility Warning | The Opening Trade 7/30/2026
Bloomberg Television· 2026-07-30 11:21
Good morning. It's Thursday, the 30th. What do you need to know.Well, there's a lot. So let's start with the fact the market is questioning the Fed's credibility and is about to show you the U.S. 30 year. There has been a big move.Samsung's chip profits chip profits surging 250 times. It's also saying that the memory shortage will worsen. Get this.Its stock is lower and the US and Iran launching fresh strikes overnight, the oil price responding accordingly, moving higher. Absolutely. Let's get to another st ...
科技股崩跌清算時刻!創投大佬警告市場這件事非常嚴重 #美股 #AI泡沫 #股災 #股市
邦妮區塊鏈 Bonnie Blockchain· 2026-07-30 11:14
科技大佬重砲開嗆!AI狂熱背後,大家連基本的財務數學都不管了嗎?全民炒股?現在的企業不是比誰用AI賺得多,竟然是比誰消耗的算力多,AI究竟是未來的印鈔機,還是巨大的錢坑? #美股 #財報 #AI泡沫 #股災 #財報週 #算力 #股市 #台積電 #台股 #川普 #川普關稅 #台股 #AI泡沫 #美股 #中國 #台積電 #股災 #台積電財報 #算力 #股市 #財報 #邦妮區塊鏈 #OpenAI #雷曼兄弟 #雷曼時刻 #科技股 #輝達 #Nvidia #甲骨文 #Oracle #算力崩盤 #中美科技戰 #AI監管 #Anthropic #DavidSacks #微軟 #Meta #亞馬遜 #Kimi #KimiK3 ...
Microsoft Rallies on Earnings as Meta Slides with AI in Focus | The Pulse 7/30/2026
Bloomberg Television· 2026-07-30 11:08
NEWSMAKERS AND MARKET MOVERS. THIS IS THE PULSE WIDTH FRANCINE: GOOD MORNING AND WELCOME. THE BOND MARKET SINCE THE FED CHAIRMAN A CLEAR MESSAGE.WE DISCUSS REACTION IN A MOMENT AND THERE HAS BEEN ANOTHER ESCALATION IN THE MIDDLE EAST. MORE ON THAT SHORTLY. A BUMPER 24 HOURS FOR EARNINGS IN THE U.S. AND IN EUROPE.CHARLIE WELLS HAS THE LATEST. WE ARE IN THE MIDDLE OF TECH EARNINGS. CHARLIE: SAMSUNG DEMONSTRATES THE COMPARE AND CONTRAST DYNAMIC WE HAVE SEEN ACROSS THE EARNINGS SEASON.THEY REPORTED A 250 FOLD I ...