Fed holds rates. Powell's guy Walsh: no inflation spike, no overheating.
$MSFT crushed it +6%. $GOOGL ate shit -10% — first negative cash flow ever. Pure burn mode.
$ORCL ripped +11%. Debt junkie Oracle finally capping capex and projecting positive free cash flow. Turnaround szn?
$SKHY went parabolic +13% to $165. $75B shareholder return program. HBM4 ramping, memory shortage locked in long-term contracts, 80% margins. Absolute monster.
Tonight: $AMZN & $INTC earnings. Watch AWS growth + capex for Amazon. Intel = data center, AI biz, and foundry progress. Could move markets.
$MSFT crushed it +6%. $GOOGL ate shit -10% — first negative cash flow ever. Pure burn mode.
$ORCL ripped +11%. Debt junkie Oracle finally capping capex and projecting positive free cash flow. Turnaround szn?
$SKHY went parabolic +13% to $165. $75B shareholder return program. HBM4 ramping, memory shortage locked in long-term contracts, 80% margins. Absolute monster.
Tonight: $AMZN & $INTC earnings. Watch AWS growth + capex for Amazon. Intel = data center, AI biz, and foundry progress. Could move markets.