Big Tech Earnings
-
If Apple Stock Keeps Falling, It Might Be Time to Buy
The S&P 500 and Nasdaq rose on Friday, boosted by strong Big Tech earnings, notably Amazon’s AWS growth. Apple’s service revenue also propelled optimism, though caution remains. Nike and Boeing are viewed as potential turnaround stories, overcoming supply chain issues/737 MAX crisis respectively. Investors are also tracking Chevron (energy sector), Reddit (social media growth), and Netflix (streaming competition). Next week’s focus shifts to earnings from companies like Eaton.
-
Trump-Xi, Fed Cuts, and Big Tech Earnings: What You Need to Know
The markets experienced volatility due to geopolitical events, economic data, and Big Tech earnings. Trump and Xi agreed on rare earths, trade, and fentanyl. The Fed cut interest rates by 25 basis points but tempered expectations for future cuts. Alphabet, Meta, and Microsoft beat earnings estimates, signaling increased capital expenditure driven by AI demand, alleviating fears of a dot-com bubble. Trump’s rare earth deals aim to challenge China’s dominance but face significant hurdles.
