- Nasdaq futures rose 0.5% in early trading on Friday, boosted by Amazon (AMZN.US) gains after hours.
- GBP/JPY has just reached the 215.00 mark, now quoted at 215.00, up 0.14% on the day; EUR/JPY has just broken through the 184.00 mark, now quoted at 184.01, up 0.08% on the day.
- Spot platinum has just broken through the $1,660.00/oz mark, now at $1,660.24/oz, up 0.18% on the day; Nymex main platinum futures are now at $1,661.8/oz, up 0.10% on the day.
- Spot silver has just reached the $59.00/oz mark, currently quoted at $59.00/oz, up 0.06% on the day; the main COMEX silver futures contract is now at $59.29/oz, up 0.46% on the day.
- Vale (VALE.US) expects its copper production in 2026 to be between 360,000 and 380,000 tonnes, compared to the previous forecast of 350,000 to 380,000 tonnes.
- Apple (AAPL.US) CFO: App Store mobile gaming revenue shows signs of "weakness".
- Vale (VALE.US) expects nickel production in 2026 to be between 185,000 and 200,000 tons, previously forecasted at 175,000 to 200,000 tons.
- According to U.S. Treasury official Besant, in his view, the Japanese yen is “significantly undervalued.”
- Apple (AAPL.US) CEO Tim Cook: For users who wish to heavily use new AI products, Apple will provide "upgrade options."
- Amazon (AMZN.US) CEO: The company is pursuing its own cutting-edge model to control costs and reduce consumer spending.
- Global mining giant Vale has officially approved a resolution to distribute a dividend of 2.03 Brazilian real per share to its shareholders. This dividend distribution is part of Vale's plan based on recent operating results, cash flow situation, and long-term shareholder return strategy. The related dividends are expected to be paid according to the company's established schedule.
- Dow Jones futures rise as tech rally, AI optimism drive market rebound
- Apple (AAPL.US) CEO Tim Cook: We are evaluating all options regarding memory supply to find alternative component suppliers.
- Apple (AAPL.US) expects a 2.5 percentage point negative impact from foreign exchange in the fourth fiscal quarter.
- Rising traffic in the Strait of Hormuz eases supply concerns; oil prices continue to fall on Friday
- Apple (AAPL.US) CEO Tim Cook: We are seeing lower-than-normal supply chain flexibility. Supply constraints mainly affected Mac.
- Amazon (AMZN.US) Chief Financial Officer: Due to early procurement and inventory pre-positioning to avoid tariff costs, the amount of tariff refunds is limited.
- Apple (AAPL.US) CEO Tim Cook: We plan to reinvest tariff refunds in the United States.
- Apple (AAPL.US) CEO Tim Cook: It would be a good thing if there were more DRAM suppliers.
- Apple (AAPL.US) CFO: More and more companies are choosing Mac to take advantage of on-device AI capabilities.
- Apple (AAPL.US) CEO Tim Cook: Third-quarter spending on memory was “significantly higher” than in the second quarter.
- Apple (AAPL.US) CFO: Gross margin would have reached the midpoint of the guidance range without tariff refunds.
- Amazon (AMZN.US) CEO: The company has strong visibility into its demand for servers and networking equipment before committing capital expenditures.
- Amazon (AMZN.US) Chief Financial Officer: The profitability of AWS is not accidental but is due to improved efficiency and capacity optimization.
- US stock storage chip concept stocks continue to strengthen after hours: Western Digital (WDC.US) rises over 4%; Seagate Technology (STX.US), Micron Technology (MU.US), and SK hynix (SKHY.US) rise 3%; SanDisk (SNDK.US) rises 6%.
- Amazon (AMZN.US) CEO: Companies are increasingly mentioning security issues when discussing artificial intelligence.
- Apple (AAPL.US) CEO Tim Cook: The succession process for the Apple CEO is "progressing smoothly."
- Amazon (AMZN.US) CEO: Technically capable companies will use proprietary data to build their own foundational models.
- Amazon (AMZN.US) CEO: AWS annual revenue is expected to reach 1 trillion USD.
- Amazon's after-hours gain expands to 10%. The CEO stated in the earnings call that the capital expenditure plan for 2026 remains unchanged at approximately $200 billions. AWS backlog reaches $496 billions.
- Apple (AAPL.US) Chief Financial Officer: The company received approximately $600 million in tariff refunds in the second fiscal quarter.
- Amazon (AMZN.US) CEO: AWS has achieved strong growth in both AI and non-AI sectors.
- Amazon (AMZN.US) CEO: Customers choose AWS because of its extensive capabilities in AI inference, other applications, and data.
- Apple (AAPL.US) CEO Tim Cook: Apple's cooperation with Broadcom (AVGO.US) is a step toward achieving the goal of an end-to-end U.S. chip supply chain.
- Amazon (AMZN.US) AWS backlog reaches $496 billion.
- Apple (AAPL.US) Chief Financial Officer: iPhone revenue is expected to grow by approximately 15% year-on-year in the fourth fiscal quarter.
- Amazon (AMZN.US) CEO: Capital expenditure plan for 2026 remains unchanged at approximately $200 billion.
- Amazon (AMZN.US) CEO: Due to rising memory costs, we now expect cash capital expenditures to reach about $220 billion in 2026.
- Amazon (AMZN.US) CEO: AWS demand is expected to be very significant in 2028. Customer response to Prime Day has been satisfactory.
- Oil: Middle distillate tightness supports prices – ING
- Amazon (AMZN.US) CEO: Even with increased capital expenditures, we will still not be able to meet all demand in 2026.
- Apple (AAPL.US) CEO Tim Cook: Mac sales in Greater China were particularly strong in the third quarter.
- Amazon (AMZN.US) CEO: Strong financial returns are clearly visible in the prospects for artificial intelligence and AWS spending.
- Apple’s after-hours losses widen to 8%. Apple expects fourth quarter revenue growth of 9% to 11%, below market expectations.
- Apple (AAPL.US) CFO: Fourth quarter gross margin is expected to be between 47% and 48%, with tariff refunds contributing about 1 percentage point.
- Apple (AAPL.US) CFO: Supply constraints will "significantly worsen" in the fourth fiscal quarter.
- Apple (AAPL.US) CEO Tim Cook, who is about to step down, expressed his gratitude to shareholders and analysts during his final earnings call.
- Apple (AAPL.US) CEO Tim Cook: Apple TV reached the EGOT milestone (the "grand slam" of American entertainment) faster than any other streaming platform.
- Apple (AAPL.US) CFO expects fourth-quarter revenue to increase by 9%-11%, while analysts expect growth of 12.1%. Apple's shares fell by as much as 7% in after-hours trading.
- Dow Jones Top Company Headlines at 7 PM ET: Apple Sales Exceed $109 Billion, but Revenue Guidance Disappoints | Amazon ...
- ZIONS BANCORPORATION'S BOARD ANNOUNCES APPROVAL OF SHARE REPURCHASE AND DECLARES DIVIDENDS ON COMMON AND PREFERRED STOCK >ZION
- Pembina Pipeline Reiterates 2026 Adjusted Ebitda Guidance of C$4.35B-C$4.55B
- Pembina Pipeline 2Q Adjusted Ebitda C$1.06B
- Pembina Pipeline 2Q Rev C$2.15B >PPL.T
- Pembina Pipeline 2Q EPS C$0.82 >PPL.T
- OceanFirst 2Q Net Interest Income $120.7M
- OceanFirst 2Q Loss/Shr 4c >OCFC
- Jersey Mike's Is the Latest Stock Slide in Trading Debuts This Year -- WSJ
- Tredegar Announces The Retirement Of Frasier W. Brickhouse II, Chief Financial Officer, Treasurer And Vice President, Effective September 1, 2026 >TG
- Erie Indemnity 2Q EPS $3.45 >ERIE
- Ingram Micro 2Q Sales $14.53B >INGM
- Ingram Micro 2Q Net $110.9M >INGM
- Ingram Micro 2Q EPS 48c >INGM
- NCS Multistage 2Q Loss/Shr $1.71 >NCSM
- Roblox: For Q3, We Expect Revenue to Increase by 4% to 10% Year-Over-Year >RBLX
- Ingersoll Rand 2Q Rev $2.05B >IR
- Ingersoll Rand 2Q Adj EPS 86c >IR
- Ingersoll Rand Sees FY Adj EPS $3.45-Adj EPS $3.57 >IR
- Strategy: Grew Bitcoin Holdings by 11% to 846,000 Bitcoin, Reduced Convertible Debt by 18% to $6.7B >MSTR
- DexCom Sees FY26 Rev $5.18B-$5.25B >DXCM
- Strategy 2Q Loss/Shr $24.45 >MSTR
- Strategy: As of July 26, 843,775 Bitcoin Holdings, 25% Growth Yr to Date 2026 >MSTR
- Strategy: 4.5% BTC Yield Achieved Yr to Date >MSTR
- Reddit 2Q Daily Active Uniques Up 18% >RDDT
- First Internet Bancorp 2Q EPS 27c >INBK
- Reddit 2Q U.S. Revenue $638.1M >RDDT
- Reddit 2Q Advertising Revenue $762M >RDDT
- Reddit 2Q Global Average Revenue per Unique $6.18 >RDDT
- American Homes 4 Rent 2Q FFO 47c/Shr >AMH
- American Homes 4 Rent 2Q EPS 31c >AMH
- Coveo Solutions Expects Operating Cash Flows of More Than $10 M for FY >CVO.T
- Coveo Solutions Sees 2Q Rev $39.7M-$40.2M >CVO.T
- Coveo Solutions Sees FY27 Rev $160M-$164M >CVO.T
- Roblox 2Q Rev $1.5B >RBLX
- Grand Canyon Education 2Q Net $45.9M >LOPE
- Grand Canyon Education 2Q Adj EPS $1.81 >LOPE
- Grand Canyon Education 2Q EPS $1.75 >LOPE
- Diamondrock 2Q EPS 44c >DRH
- ACCO Brands 2Q Net $14.1M >ACCO
- Forrester Research 2Q EPS 78c >FORR
- Forrester Research 2Q Net $15.3M >FORR
- Forrester Research 2Q Rev $100.2M >FORR
- Fulgent Genetics 2Q Loss/Shr $1.05 >FLGT
- Fulgent Genetics 2Q Loss $29.5M >FLGT
- Fulgent Genetics 2Q Rev $85.4M >FLGT
- Peoples Financial Svcs 2Q Net $14.8M >PFIS
- Olin 2Q Sales $1.74B >OLN
- Dow Jones PRELIMINARY CLOSING Averages
- Standex Expects Mid-To-High Single Digit Sales Growth in FY27>SXI
- Columbia Banking System Appoints Simone Lagomarsino to Its Bd of Directors
