Earnings
1. Headline results * Revenue: $51.2B, +26% y/y (25% cc). * Operating income: $20.5B, 40% operating margin. * Net income was dragged by a one-time U.S. tax law charge; without it EPS would’ve been $7.25. * Family of Apps revenue: $50.8B, still the growth engine. * Cash &
Earnings
Microsoft opened FY26 with AI-driven outperformance across Cloud, Copilot and Azure, a record commercial bookings surge (boosted by OpenAI), and a capacity-constrained AI buildout that will keep capex high as demand arrives faster than supply. 1) Big Numbers * Revenue: $77.7B (+18% YoY, +17% cc) * Microsoft Cloud: $49.1B (+26%
Today’s DeMark Diffusion™ – STOXX Europe 600 Top & Bottom 10 highlights the most extended and most depressed names versus their own history using a composite alignment signal. The opening chart ranks the selected 20 by their latest reading; bodies show mean ±1σ while wicks capture the historical min–max,
Today’s DeMark Diffusion™ – Crypto Markets snapshot distills major coins into a single composite alignment signal for a quick read on market heat. The opening chart orders assets by their latest signal; bodies show the mean ±1σ range while wicks capture the historical min–max, with a red diamond marking
Today’s DeMark Diffusion™ – S&P 500 Sectors snapshot condenses sector-level price action into a composite alignment signal to gauge breadth and rotation quickly. The opening chart orders sectors by their latest alignment; bodies show the mean ±1σ range while wicks capture the historical min–max, with a red
This crypto snapshot compares short-term versus long-term performance on a risk-adjusted basis for major coins. We use log-return annualization, winsorized returns, a dynamic volatility floor, and robust statistics (median/MAD) to avoid outlier distortion. Positive readings indicate short-term strength outpacing the long-term trend; negative values suggest the opposite. Assets are
This dashboard ranks each asset by where price sits relative to its options gamma ‘flip’ (zero-gamma) level. Names above the flip (green) tend to see dealer hedging dampen moves; below the flip (red) can see moves amplified. These dynamics can evolve quickly as open interest shifts. Top above-flip: GLD (+5.
* President Trump characterized his meeting with President Xi as "amazing," noting numerous decisions were reached and assigning it a rating of 12/10; the US and China have reportedly agreed to a one-year trade truce. * European stock exchanges are generally experiencing declines, while US equity futures are showing
Earnings
💳 SoFi Technologies Q3 2025 Earnings — Core Brief Edition Headline: SoFi posted another record quarter and raised full-year guidance, powered by strong member/product growth, a surge in fee-based and capital-light revenue, and accelerating product innovation across blockchain and AI. Key Metrics (Q3 2025, YoY unless noted): * Adjusted net revenue: $950M
Earnings
Headline: Visa capped FY’25 with double-digit revenue growth, expanded tokenization & stablecoin rails, rolled out next-gen VisaNet, and leaned into agentic commerce standards. FY’26 outlook: low-double-digit adj. net revenue & EPS growth. Quarter/Full-Year at a glance * FQ4 revenue: $10.7B, +12% Y/Y; EPS +10%. * FY’25
Earnings
Headline: PayPal delivered another quarter of broad-based improvement, raised FY guidance for TM dollars and non-GAAP EPS, initiated a dividend, and leaned into BNPL, Venmo, omnichannel, and “agentic commerce” partnerships (Google, OpenAI, Perplexity). Quarter at a glance * TPV: $458B, +7% CC (+8% spot). * Transaction margin dollars (ex-interest): +7%; diversified drivers
Earnings
Headline: UnitedHealth Group (UNH) beat Q3 expectations and outlined a cautious but confident path toward recovery and double-digit growth beyond 2026. Key Highlights: * EPS & Revenue: Adjusted EPS came in at $2.92, slightly ahead of guidance. Revenue reached $113B, up 12% YoY, with total U.S. membership above 50M.