U.S. stock indices opened higher today on Wall Street, with investor optimism fueled by reports of potential ceasefire negotiations in Ukraine. Former President Donald Trump, via Truth Social, once again emphasized that tariffs are a positive driver for Wall Street, claiming that the stock market "sets new records every day because of them.
- Monster Beverage shares jump over 7% following stronger-than-expected earnings results.
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Pinterest slumps over 8% as investors express concerns over AI-driven competition and margin pressures seen in its latest earnings.
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TradeDesk and Under Armour suffer panic-driven sell-offs, plunging 38% and 20% respectively, driven by business uncertainty and the cost impact of trade tariffs.
Alberto Musalem of the Federal Reserve noted that U.S. economic growth is flattening, while the labor market is weakening and inflation is gradually cooling. This dovish tone potentially opens the door for cautious rate cuts in the coming months.
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Nasdaq 100 (US100) futures climbed to nearly 23,700 points, marking the highest level since July 31st. The rally is backed by strong buying volume. Among Big Tech, Alphabet leads with a 2% gain, but smaller-cap tech stocks exhibit the greatest volatility. Notably, there were no major U.S. macroeconomic data releases today that could explain the futures market movement. Meanwhile, Tesla (TSLA.US) shares are up, even after reports that the company is shutting down its AI-focused Dojo team. This development may signal an end to Tesla’s internal supercomputing ambitions for autonomous driving.
Company News
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Akamai Technologies (AKAM.US): Shares climb after Q2 earnings beat expectations and the company raises full-year guidance.
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Atlassian (TEAM.US): Posts better-than-expected Q4 results, with cloud revenue surprising to the upside.
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Gilead (GILD.US): +4.4% following an upward revision of full-year earnings guidance, supported by solid Q2 performance.
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Globalstar (GSAT.US): +6% after a strong quarterly report.
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Instacart (CART.US): Reports strongest order growth since 2022 and an optimistic Q3 EBITDA forecast, boosting investor sentiment.
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Natera (NTRA.US): Rises after raising full-year revenue guidance on the back of strong Q2 sales.
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Ouster (OUST.US): Surges nearly 20% after Q2 results beat expectations and a bullish Q3 forecast of $35–38M (vs. $36.7M est).
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Soundhound (SOUN.US): +26% on strong Q2 earnings and raised full-year guidance.
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GoDaddy (GDDY.US): Slides 3% after Q2 earnings and outlook fall short of expectations.
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Goodyear (GT.US): Drops 11% after reporting a Q2 loss, missing expectations for a 19-cent profit.
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Under Armour (UAA.US): Falls 17% after the company’s 2025 EPS and revenue forecasts came in below consensus.
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Microchip Technology (MCHP.US): Disappoints with Q1 results and weak forward guidance, weighing on sentiment in the traditional semiconductor space.
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