WS #12976
Amphenol, Johnson Controls, Generac, Ford, and Seagate beat estimates and raised guidance; Wingstop, Fiverr, Avis Budget, and BMW reported weak results or guidance cuts. NextEra and Brookfield to build $100B data center campus in Kentucky; CleanCore signs 10-year colocation deal with Cerebras; AMD expands data center capacity via Core Scientific deal. KOSPI triggered circuit breakers with intraday losses of 8-12.6%, driven by margin loan liquidation spiral; 360,000 accounts liquidated; watch SK Hynix and Samsung.
Earnings Season: Beats and Misses
Amphenol, Johnson Controls, Generac, Ford, and Seagate beat estimates and raised guidance; Wingstop, Fiverr, Avis Budget, and BMW reported weak results or guidance cuts.
NextEra and Brookfield to build $100B data center campus in Kentucky; CleanCore signs 10-year colocation deal with Cerebras; AMD expands data center capacity via Core Scientific deal.
KOSPI triggered circuit breakers with intraday losses of 8-12.6%, driven by margin loan liquidation spiral; 360,000 accounts liquidated; watch SK Hynix and Samsung.