Dow taps a fresh record as S&P & Nasdaq slip โ AMD & Alphabet drag tech, NVDA bucks the fade. ๐ด S&P 500: $7,723.55 (-0.17%) ๐ด Nasdaq: $26,363.44 (-0.83%) ๐ข Dow: $54,349.12 (+0.49%) ๐ผ Big Tech ๐ข $NVDA +3.43% ๐ด $GOOGL -4.03% ๐ด $TSLA -1.77% ๐ด $AMZN -1.72% ๐ด $MSFT -1.09% ๐ Movers ๐ข $LLY +4.86% โ pharma leads ๐ด $SPCX -13.61% โ debut flops on AI spend ๐ด $AMD -7.04% โ earnings reaction SPCX -14% on its debut โ AI spend a red flag or a buy?
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Jasper @jaspxr ยท 19d
๐ The detail ๐ APP: Q2 rev $1.924B (+53% YoY) vs $1.94B est โ a rare miss. EPS $3.76 vs $3.75. Net income $1.27B (+55%), adj EBITDA $1.61B (+58%). Q3 guide $2.06โ2.09B in-line. Beat on profit, but the top-line miss sank it ~16% AH. MELI: EPS $9.19 vs $8.65 est. Revenue +49.8% YoY, but operating margin fell 550bps to 6.7% on free-shipping + credit spend. EBAY: Adj EPS $1.60 vs $1.51, rev $3.13B (+15%) vs $3.02B. GMV $22.4B (+15%), 136M active buyers. Strong Q3 rev guide but soft EPS outlook.๏ฟผ
Jasper @jaspxr ยท 19dEdited
3 names just reported after the bell ๐ ๐ $APP$351.50 (-15.87% AH) EPS $3.76 beat $3.75, but rev $1.92B missed $1.94B ๐ด $MELI$1,840 (-4.29% AH) EPS $9.19 beat $8.65; rev +50% but margins squeezed ๐ด $EBAY$111.00 (-0.13% AH) Adj EPS $1.60 beat $1.51, rev $3.13B beat; soft Q3 guide Beats across the board, but Wall St wanted more ๐
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