$META - INVESTORS PLACED AS MUCH AS $58 BILLION OF ORDERS ON META’S USD BOND OFFERING, WHICH IS EXPECTED TO BE AT LEAST $15 BILLION IN SIZE – BLOOMBERG NEWS
$SKHY - US OFFICIALS HAVE HELD UP APPROVAL FOR AMERICAN CHIPMAKING EQUIPMENT NEEDED BY SK HYNIX TO EXPAND PRODUCTION IN CHINA - PEOPLE FAMILIAR SAY
$AMZN - Amazon Sells Over 13,000 AM4-Compatible CPUs In A Single Month, While Combined Sales Of All Intel CPUs Don’t Even Reach 8,000 -- WCC
$AAPL - APPLE’S LIMITS ON ADVANCED-NODE CHIP OUTPUT ARE LOOSENING AS IT SHIFTS MORE PRODUCTS TO 2-NANOMETER TECHNOLOGY, THE CHIEF OPERATING OFFICER SAYS ON THE CALL
$MRVL - Marvell downgraded to Neutral from Buy at BofA with a price target of $225, down from $400. The firm is concerned about the potential for extended stock overhang from the all-stock Lumentum (LITE) deal as well as the recent contraction in semiconductor sector multiples
$AAPL - Apple says vast majority of tariff refunds received, CFO on conference call
$AAPL - Apple CEO: "Turning to Mac, revenue was $10.8B, up 24% YoY despite supply constraints. We had double-digit growth in the majority of markets we track, and particularly strong performance in our emerging markets, where we set a September quarter revenue record. We also set a September quarter record for customers new to Mac. According to IDC, we gained share globally during the quarter and for the full fiscal year. And we have never sold more Macs in a fiscal year than we did this time which is a truly remarkable testament to these incredible products."
🔥 BIG EARNINGS WEEK AHEAD $AAPL $PLTR $AMD $AMGN $UBER $MCD $QCOM Major earnings are on deck this week, with Apple and Palantir kicking things off Monday, AMD and Amgen Tuesday, and Uber, McDonald’s and Qualcomm Wednesday. A busy week for tech, AI, semiconductors and consumer names that could set the tone for the broader market. Stay ahead of the key earnings catalysts with https://t.co/NSh5Lrjmgh.
$GOOGL - GOOGLAlphabet: Reportedly in Talks to Join Trump's Golden Dome Missile Defense Program — Bloomberg ⠀ • Alphabet is reportedly discussing potential participation in the U.S. Golden Dome defense initiative. • No agreement, contract value or specific role has been confirmed.
