US equity-index futures advanced as strong earnings from Amazon.com Inc. and Apple Inc. lifted sentiment after a brief pause in the global stock rally. Futures on the S&P 500 rose 0.6% and those on the Nasdaq 100 gained 1.2% after the underlying indexes slipped Thursday amid weakness in tech stocks. Apple rose in late trading as it beat revenue estimates and offered a bullish holiday forecast. Amazon surged 13% in extended trading after reporting its fastest cloud unit growth in nearly three years. Asian shares rose 0.2% after paring some of their early gains, still hovering near record highs. The Nikkei 225 index jumped 2% to a new all-time peak, while gauges in mainland China and Hong Kong fell by about 1%. Contracts indicated a slightly weaker open for European stocks. Markets were mixed in other corners with gold sliding 0.7%, the fourth decline in five sessions. Treasury yields and a gauge of the dollar steadied. The yen strengthened after inflation in Tokyo advanced and the government said it’s monitoring the currency with a strong sense of urgency. After-market gains in Apple and Amazon offered investors a brief respite from Thursday’s bruising session for megacap techs, amid lingering doubts over whether heavy AI spending will pay off. Meta Platforms Inc. drew record demand for its $30 billion bond sale, signaling that investors are looking past those concerns and continuing to bet on a rally that has added $17 trillion in market value since April. The moves came after a selloff in several megacaps dragged down US stocks Thursday. Microsoft Corp. slid on underwhelming results, while Nvidia Corp. dropped as President Donald Trump said he didn’t discuss approving sales of Blackwell chips to China with Xi Jinping. The largest technology companies are betting on an AI future powered by gigantic data centers filled with humming servers. Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street. Meanwhile, the frenzy over AI has helped Asian stocks outperform the world this year. However, concentration risks are also brewing. In China, factory activity slump worsened in October, reaching its longest decline in more than nine years as a deepening economic slowdown sets in during the final quarter. On the trade front, Treasury Secretary Scott Bessent said he sees the US back at the negotiating table with China in a year. That came after Trump and Xi agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit on Thursday. Xi also warned against “breaking supply chains,” in his first public remarks after the landmark meeting with Trump that secured a one-year truce in the world’s biggest trade fight. Meanwhile, China also bought at least four more US soybean cargoes following the summit between Trump and Xi. US After Hours NFLX +3.3% on 10-for-1 stock split; some notable names reported -- AMZN +13.5%, WDC +8.8%, TWLO +8.5%, RDDT +8.2%, TEAM +6.9%, AAPL +3%, ZG +2.8%; SPSC -24%, APPF -10.1%, ROKU -5.4% on downside.
Nikkei +2.12% Hang Seng -1.04% CSI -1.38% Shanghai -0.74% Shenzen -0.26%
Eur$ 1.1572 CNH 7.1118 CNY 7.1101 JPY 154.09 GBP 1.3156 CHF 0.8019 RUB 79.6575 TRY 420410 WTI$ 60.22 -0.47% Gold 4,009 -0.38% BTC 109,590 +1.91% ETH 3,830 +1.88%
S&P +0.62% Nasdaq +1.12% EuroStoxx -0.24% FTSE -0.3"% Dax -0.20% SMI -0.10%
Macro :
- Chinese Exporters Bet That Xi-Trump Tariff Truce Won’t Last
- Buffett’s BNSF Slams Rail Megadeal as Political Scrutiny Grows
- Lithuania Halts Flights at Vilnius Airport Due to Balloons
- ‘Sometimes We See Bubbles,’ Michael Burry Warns Retail Traders
- Millennium Raising $5 Billion to Target Private-Market Bets
- Angola Will Sign Oil Exploration Agreement with Shell: Reuters
Keep an eye on :
Keep an eye on :
- AKSO NO : Aker Solutions 3Q Revenue Beats Estimates
- ALMA FH : Alma Media 3Q Adjusted Operating Profit Misses Estimates
- AMZN US : Amazon 3Q Net Sales Beat Estimates, Amazon Soars on Fastest Cloud Growth in Years
- ANORA FH : Anora 3Q EPS Beats Estimates
- AAPL US : Apple Predicts Return to Growth After Surprise China Sales Drop
- AAPL US : Apple Expects Big December Quarter on iPhone Upgrades -- WSJ
- CS FP : AXA 9M Comparable Revenue +7%, AXA ADRs Muted as Update ‘Largely Uneventful’
- AZN LN : AstraZeneca’s Gefurulimab Meets Endpoints in Phase 3 Trial
- AMVO GY : Nikon SLM, Aumovio Discuss Forming Defense Industry Supplier
- BANB SW : Bachem Names Anne-Kathrin Stoller CEO Effective January 1
- BAYN GY : Bayer Disagrees, Weighs Options to Review US Court PCB Decision
- BCP PL : BCP Sells the Gray Casualty & Surety Company
- BE US : Bloom Energy Prices Upsized $2.2b Convertible Notes Offering
- BT/A LN : BT dials up competitive tension in low-cost mobile - FT
- BYS SW : Bystronic Signs Pact to Buy Business Unit of Coherent
- CABK SM : CaixaBank 3Q Net Income Beats Estimates, CaixaBank Sees FY ROTE +17%, Saw Above +16%, Announces New Buyback for up to €500 Million
- CO FP : Casino 3Q Net Sales EU2.00B Vs. EU2.08B Q/Q
- 9973 HK : Chery Automobile 9M Net Income 14.4b Yuan vs. 11.2b Yuan Y/y
- CTY1S FH : Citycon 3Q EPRA EPS EU0.13 Vs. EU0.13 Y/y
- COIN US : Coinbase Rises After Revenue Climbs More Than Estimates
- CTT PL : CTT 9M Net Income EU32.8M Vs. EU27.7M Y/y
- 1 HK : CK Hutchison, Iliad Discuss Combining Italy Operations: Reuters
- DANSKE DC : Danske Bank 3Q Personal Customers NII Beats Estimates, Danske Bank Sees FY Net Income High End of DKK21B to DKK23B
- DTE GY : Germany Weighs Paying Deutsche Telekom to Replace Huawei Gear
- DIS US : YouTube TV to Drop ESPN and ABC as Disney Deal Proves Elusive
- ELIS FP : Elis 3Q Organic Revenue Matches Estimates
- ELIS FP : Elis 3Q Organic Revenue Matches Estimates
- ELIS FP : Elis: Elis Buys Larosé in Germany
- LOCO US : El Pollo Loco 3Q System-Wide Comparable Sales Miss Estimates
- EQNR NO : Equinor Says Tone Bachke Will Leave Her Position on Board
- EBS AV : Erste Raises FY NII, Capital Guidance as 3Q Net Beats Est. (1)
- FBIN US : Fortune Brands 3Q Adjusted Ebitda Misses Estimates
- FRES LN : Fresnillo to Buy Probe Gold for C$780 Million; C$3.65 per Share
- FPE GY : Fuchs Maintains FY Ebit Forecast
- FUR NA : Fugro 3Q Revenue Misses Estimates
- GCI US : Gannett Shares Surge to February High on Microsoft AI Deal
- GILD US : Gilead Narrows FY Product Sales Forecast, Gilead Product Sales Miss Estimates Despite HIV Drug Growth
- GOOGL US : YouTube TV to Drop ESPN and ABC as Disney Deal Proves Elusive
- HEIJM NA : Heijmans 3Q Order Book EU3.3B Vs. EU2.7B Y/y
- INTC US : Intel Is Said to Be in Talks to Buy Chip Startup SambaNova
- IR US : Ingersoll Rand Cuts FY Adjusted EPS Forecast, Misses Estimates
- LOOMIS SS : Loomis 3Q Adjusted Ebit Beats Estimates
- MEKKO FH : Marimekko 3Q Adjusted EPS Beats Estimates
- MAP SM : Mapfre 9M Net Income EU829.0M Vs. EU653.5M Y/y
- MEL SM : Melia Hotels 3Q Net Income Meets Estimates
- MRK GY : Merck KGaA Mavenclad Dosing Regimen Patents Invalid: CAFC
- MTSR US : Metsera Leads Obesity Peers Higher Amid Novo-Pfizer M&A Battle
- MSI US : Motorola Solutions Boosts FY Adj EPS Forecast, Beats Estimates
- NFLX US : Netflix Announces Ten-For-One Stock Split
- NFLX US : Netflix Actively Exploring Warner Bros Discovery Bid: Rtrs
- NOBI SS : Nobia Reports SEK1.9b Impairment for UK Operations
- NVDA US : Nvidia Blackwell Chips Not on the Table for China, Greer Says
- NVDA US : Nvidia to Invest Up to $1 Billion in AI Startup Poolside
- NVDA US : Hyundai, Nvidia to Work Together for S. Korea’s $3b AI Cluster
- ORCL US : OpenAI, Oracle and Related Digital To Build Michigan Data Center
- PIHLIS FH : Pihlajalinna 3Q EPS Beats Estimates
- PRB CN : Fresnillo to Buy Probe Gold for C$780 Million; C$3.65 per Share
- PUIG SM : Puig 3Q Net Revenue Beats Estimates
- RDDT US : Reddit 3Q Daily Active Users Beats Estimates
- ROKU US : Roku Shares Fall in Wake of Results and Forecast
- SBRY LN : Sainsbury Gets Negative Catalyst Watch at Citi Ahead of Results
- SGO FP : Saint-Gobain Maintains FY Operating Margin Forecast, Saint-Gobain ADRs Fall as 3Q Like-For-Like Sales Misses
- SCR FP : Scor 3Q Net Income Beats Estimates
- SHAW LN : Shawbrook’s London IPO Said to Be Seven Times Oversubscribed
- SHEL LN : Angola Will Sign Oil Exploration Agreement with Shell: Reuters
- SNBN SW : SNB’s Gold Hoard Drives Return to Profit for First Nine Months
- SPIE FP : Spie 3Q Revenue EU2.54B Vs. EU2.43B Y/y
- SYENS BB : Syensqo SA: Syensqo to Sell Oil & Gas Business Unit to SNF Group, Sell Oil & Gas Unit to SNF at Enterprise Value €135M
- MSTR US : Strategy 3Q Net Income Beats Estimates
- MSTR US : Michael Saylor’s Strategy Returns to Profitability in Quarter
- TE FP : Vallourec Gets Deep Water Integrated Contract With TechnipFMC
- TSCO LN : Tesco Meal Deal Highlights Enduring Threat to BOE Inflation Goal
- UMG NA : UMG 3Q Ebitda Misses Estimates, Universal Music Results Buoyed by Taylor Swift, ‘Demon Hunters’
- UNI SM : Unicaja Boosts FY Net Interest Income Forecast (1)
- VK FP : Vallourec Gets Deep Water Integrated Contract With TechnipFMC
- VIRI FP : Viridien Maintains FY Net Cash Flow Forecast
- WBD US : Netflix Actively Exploring Warner Bros Discovery Bid: Rtrs --> +7.3%
- WY US : Weyerhaeuser 3Q Adjusted EPS Beats Estimates