Apple hits new all-time highs as a market safe haven. Ahead of Q4 earnings, options imply a modest 3.8% post-earnings move. Two strategies outlined: a low-cost hedge for long holders and defined-risk call buys for prospective bulls.
AstraZeneca's Q2 net profit rose 2% to $2.51 billion, beating analyst expectations, driven by strong cancer medicine sales. Shares rose 1.4% in European trading despite a recent trial failure, with the company reconfirming its $80bn 2030 revenue goal.
Uniswap founder Hayden Adams defends v4 protocol fees, stating they are additive to liquidity provider (LP) earnings, not deductive, and criticizes recent backlash as 'FUD and misunderstanding'.
Google's increased spending estimate to $205 billion, exceeding previous forecasts, raises concerns among investors, especially as the company spends more than it earns. This, combined with competitive pressures from Chinese AI tools and potential overbuilding of data centers, signals funding strain across the AI ecosystem, affecting Meta, Amazon, Microsoft, and notably Nvidia, with investors growing nervous.
PayPal reports Q2 earnings of $1.26 per share, below estimates, with revenue up to $8.68 billion. Strategy focuses on stablecoins, AI-driven payments, and expanded payment network capabilities.
US stocks (S&P 500, Nasdaq) fell as Middle East tensions drove oil prices up, inflation concerns rose, and investors scrutinized AI spending returns. Key earnings from Alphabet, Intel, and healthcare players like Eli Lilly and Johnson & Johnson also influenced the market.
Alphabet's increased AI spending forecast raises questions if Amazon, Meta, and Microsoft will follow, amid investor scrutiny over capex impact on free cash flow ahead of their earnings reports.
Elon Musk, Tesla HW3 sahiplerine FSD güncellemesi konusunda net bir cevap vermedi. HW3 araçlarının yeni FSD sistemlerini çalıştırabilmesi için donanım yükseltmesi planı belirsiz. Türkiye'deki HW3 sahipleri, yasal düzenlemelerin tamamlanmaması ve ikinci el değer kaybı ile karşı karşıya.
Tesla shares fell 18% and SpaceX stock dropped 7.2% in a rough week for Elon Musk, erasing about $130 billion of his wealth. Tesla’s decline followed weaker-than-expected earnings, while SpaceX prepared for another Starship test flight.
Hong Kong degree graduates' average annual salary growth slowed to a five-year low of 2% in 2025, reaching HK$28,000 monthly, as underemployment hit a record high. Engineering and technology graduates saw earnings drop, with an expert linking this to AI replacing entry-level jobs.
Stocks face a muted open after a sell-off, influenced by rising oil prices and AI spending concerns. Key companies like Intel, Nvidia, Amkor, American Express, SLB, Deckers Outdoor, GE Healthcare, Dell, Verizon, and Oracle report mixed earnings and strategic developments.
WuXi AppTec's Hong Kong-traded stock jumped 37% as major shareholders JPMorgan Chase, UBS Group, and BlackRock increased their stakes. The company is set to release its half-year earnings on August 3, with high market expectations.
Tesla's stock plunged 13.5% after its Q2 earnings missed analyst expectations, revealing lower-than-anticipated profitability and negative free cash flow due to heavy investments in Robotaxi and Optimus, impacting the broader "Magnificent Seven" tech stocks.
Tesla's robotaxi program, despite CEO Elon Musk's positive framing, faces challenges including flat mileage, shrinking vehicle numbers, and ongoing safety questions. Analysts express concern over slow growth and potential regulatory hurdles, contrasting with Tesla's camera-only autonomy claims.
Tesla's Q2 pretax results were impacted by a $112 million unrealized loss from its digital assets due to a crypto market slump, reducing earnings for common stockholders by $0.02 per diluted share. The carrying value of digital assets fell to $674 million.
Intel exceeded Q2 earnings and revenue expectations, reporting its fastest revenue growth since 2011, driven by AI infrastructure demand and server processor sales. The company also issued optimistic Q3 guidance, despite a recent stock slump.
During singer D4vd's preliminary hearing, new forensic evidence was presented, including testimony on the poor condition of Celeste Rivas' clothing, findings of decomposition smell and air fresheners in his Tesla, and possible blood in his Hollywood Hills garage. The court also heard about D4vd's $2.77 million earnings in 2025.
Alphabet's AI spending plans and Tesla's earnings miss pressure stock futures, while oil prices rise on Iran tensions. ServiceNow and Honeywell show strength, but IBM and Dover face challenges. Eli Lilly plans a 2027 filing for a new obesity drug.
American Airlines lowered its 2026 earnings outlook, citing increased fuel costs that fares aren't fully offsetting, leading to an 8% share drop. The carrier also forecast a wider adjusted loss for the current quarter and revised its 2024 earnings guidance downward.
Shares of European defense companies Thales, Indra Group, and Dassault Aviation jumped significantly after reporting robust half-year revenues and swelling order books, driven by increased defense spending amid geopolitical uncertainty and NATO targets.
Alphabet reported record Q2 revenue of $119.8 billion, a 24% increase, driven by strong AI product adoption across Search, YouTube, and Google Cloud. The Gemini app reached 950 million users, and Search AI Mode surpassed 1 billion monthly users, showcasing AI's central role in Google's business.
Alphabet reported double-digit revenue growth and beat Wall Street's Q2 expectations, marking its 12th consecutive quarter of gains. The tech giant increased its capital expenditure forecast to $200bn, driven by massive AI investments, while facing intense competition from rivals like OpenAI and Anthropic.
Seoul's KOSPI surged over 4% to 7,096.89, driven by a tech rally fueled by strong Alphabet earnings and foreign investor buying of semiconductors. The Korean won also strengthened against the U.S. dollar, while Middle East tensions added some downward pressure.
Seoul stocks experienced sharp gains late Thursday morning, with the benchmark KOSPI rising 2.42 percent, as investors responded to Alphabet's better-than-expected second-quarter earnings, driven by strong cloud business growth and increased AI capital expenditures, despite a dip in major U.S. indexes.
