WS #6246

From 499 msgs · 8 key-dev

No material new developments in the last 30 minutes. The dominant narrative remains the mega-cap tech earnings after the close, with mixed reactions in after-hours trading. No counter-signals or de-escalation events detected.

Key developments

  • Alphabet (GOOGL) Q1 EPS $5.11 beats $2.62 est, revenue $109.9B beats $104.1B est; Cloud revenue +63% YoY; stock up 5%+ AH
  • Amazon (AMZN) Q1 EPS $2.78 beats $1.64 est, revenue $181.5B beats $177.3B est; AWS growth 28% YoY; stock slightly down AH on FCF decline
  • Meta (META) Q1 EPS $7.31 beats $6.78 est, revenue $56.3B beats $55.4B est; raises FY capex to $125-145B; stock slides AH
  • Microsoft (MSFT) Q3 EPS $4.27 beats $4.07 est, revenue $82.9B beats $81.4B est; Azure +40% YoY; stock turns red AH on AI capex commentary
  • Qualcomm (QCOM) Q2 beats estimates but Q3 guidance well below consensus; stock falls 4.5% AH
  • KLA Corp (KLAC) Q3 beats estimates but free cash flow drops 37%; stock declines AH
  • Israeli navy intercepts Gaza-bound aid flotilla; Iranian navy threatens new weapon deployment; US special ops deployed to Gulf
  • Fed holds rates steady; dissenters chill Warsh pivot party; yen slides past 160 per dollar