Q3 Earnings INSTANT VIEW – MSFT, GOOG, META
Microsoft, Meta and Google monetising AI?
Pre-Market Pulse 3rd March – Stocks rally as despite Trumps fiery Zelensky exchange. Crypto added to US reserves
Stocks closed sharply higher Friday following a brief stumble after an explosive meeting between President Donald Trump Ukraine President Volodymyr Zelensky stoked worries about geopolitical risks. Over the weekend, Trump signed an order to add 5 crypto currencies into the US reserves
Is the magnificent 7 run over?
The “Magnificent 7” tech giants have recently reported their earnings for the latest quarter, with 6 out of the Magnificent 7 beating analysts expectations, showcasing strong performance across the board. However, NOT ONE of them was up on the day and only Apple was up for the month…. Barely.
So is the price action giving us signs that the AI rally is finally running out of steam? We think so
Pre-Market Pulse 28th February – Nvidia beats, Market retreats as MAG7 hammered
Stocks were hit heavily overnight as profit taking swept through the MAG7 as investors grow weary of high valuations and constant uncertainty around Trump policies
Pre-Market Pulse 27th February – Investor enthusiasm underwhelming as Nvidia beats
US indices gave up early gains as fresh tariff concerns soured investor sentiment just ahead of quarterly earnings from artificial intelligence-darling Nvidia.
Pre-Market Pulse 26th February – Trump Trade becomes Trump Trap as stocks hit 6-week lows
Stocks and Treasury yields tumbled on signs of softening U.S. growth and uncertainty over Trump administration policies.
Pre-Market Pulse 25th February – Stocks continue to fall as investors nervously await Nvidia earnings
Stocks continued to fall overnight driven by an Nvidia-led decline in fall in tech ahead of earnings from chipmaking giant.
Pre-Market Pulse 24th February – Stocks hammered as consumer & business sentiment plummets
Stocks slumped Friday, ending the week with a loss as soft data flagging worries about the economy triggered a sea of red of across the market.
Pre-Market Pulse 21st February – Stocks fall as poor Walmart results spark economic concern
Stocks fell overnight after disappointing sales outlook from big-box retailer Walmart raised concerns about the consumer and underlying economic strength.
Pre-Market Pulse 20th February – Stocks drift as Fed suggests prolonged pause in rates
Stocks drifted sideways overnight as the minutes from the Federal Reserve’s January meeting was uneventful, broadly confirming investor expectations for an extended pause on rate cuts.
Pre-Market Pulse 19th February – Stocks squeeze out record highs ahead of Fed update
Stocks squeezed out a record high overnight, marking a positive start to the holiday-shortened week as investors adopted a “wait-and-see” attitude, ahead of the Federal Reserve’s January meeting minutes and upcoming retail earnings reports.
Pre-Market Pulse 18th February – Stock futures higher overnight while US markets take a break
ASX Slips as Property and Energy Stocks Weigh on Market
The S&P/ASX 200 fell 0.5% (42.7 points) to 8,494.40 on Tuesday, driven by declines in property and energy stocks. The Australian dollar eased to US63.44¢ after reaching a two-month high on Monday.