Latest news with #MarketDominationOvertime
Yahoo
7 hours ago
- Business
- Yahoo
Microsoft & Meta earnings, Fed's rate decision: What to Watch
Market Domination Overtime host Josh Lipton outlines the biggest stories to watch on Wednesday, Jul. 30. Microsoft (MSFT), Meta (META), Qualcomm (QCOM), Arm Holdings (ARM), Robinhood (HOOD), and Ford (FORD) will report quarterly earnings results after the markets close. The Federal Reserve's FOMC meeting will continue into its second day. At 2 p.m., Chairman Jerome Powell will announce whether interest rates will be cut or held steady. Tune in to Yahoo Finance on Wednesday at 2 p.m. for coverage of the Fed's rate decision. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Time now for to watch Wednesday, July 30th, gonna start off on the earnings front. We got a huge day of earnings with two magnificent seven names reporting on Wednesday. That would be Microsoft and Meta. Microsoft announced results for the fourth quarter after the markets closed. CapEx and AI, both key focuses for investors in the quarter. Analysts also expecting commentary about how AI is making the company's workers more productive. We got Facebook parent company Meta reporting second quarter results after the closing bell as well. Ad spending in focus for Meta in Q2. Analysts also anticipating that Meta may scale back spending on its reality labs division to focus more on AI, a theme that we've seen so far as Big Tech CapEx continues to rise. And then moving over to the Federal Reserve, the Fed kicked off its two-day FOMC meeting on Tuesday and is making its decision on interest rates on Wednesday. The decision will be followed by a press conference from Fed chair J. Powell. Yahoo Finance will begin Fed day coverage on Wednesday at 2:00 p.m. Eastern. Related Videos Market sluggishness, dollar & yields, oil: Market takeaways Visa, Booking, Mondelez all beat on earnings: After-hours movers Freshworks CEO talks Q2 earnings, AI, and taking on the software giants eToro launches 24/5 trading. What will take to get to 24/7? Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 hours ago
- Business
- Yahoo
Microsoft & Meta earnings, Fed's rate decision: What to Watch
Market Domination Overtime host Josh Lipton outlines the biggest stories to watch on Wednesday, Jul. 30. Microsoft (MSFT), Meta (META), Qualcomm (QCOM), Arm Holdings (ARM), Robinhood (HOOD), and Ford (FORD) will report quarterly earnings results after the markets close. The Federal Reserve's FOMC meeting will continue into its second day. At 2 p.m., Chairman Jerome Powell will announce whether interest rates will be cut or held steady. Tune in to Yahoo Finance on Wednesday at 2 p.m. for coverage of the Fed's rate decision. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Sign in to access your portfolio
Yahoo
8 hours ago
- Business
- Yahoo
eToro launches 24/5 trading. What will take to get to 24/7?
Trading and investing platform eToro (ETOR) is going to let its users trade the top 100 stocks and ETFs 24 hours per day, five days a week. Co-founder and CEO Yoni Assia talks to Yahoo Finance Executive Editor Brian Sozzi about the move, what it will take to get to 24/7 trading, and the possibility of launching tokenized stocks. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Online trading platform eToro is expanding trading accessibility. Users can now trade 100 stocks and ETFs around the clock, 24 hours a day, five days a week. Yahoo Finance executive editor Brian Sozzi discussed that change with the CEO of eToro earlier today. We're expanding a lot of the trading universe and trading hours on the eToro platform. Uh, announced today, uh more 24 hours stock trading on the platform as well as uh near 24/5 uh trading in on exchange CME traded futures, a new type of uh futures product. Uh, that's very exciting for uh our users worldwide. And very excited also about uh revamping tokenization in eToro, launching those 100 stocks that trade 24/5 on the eToro platform as tokenized assets, gradually available to people with the eToro crypto wallet. You know, the uh as someone that is uh laying the groundwork for 24/5 trading, of course you and your teams, but take us inside how difficult it is to pull this off given the, I mean the legacy infrastructure and stock trading that that still exists out there. I think gradually we're going to see the entire world of trading moving to not only 24/5, uh but 24/7. Uh with of course uh blockchain in the back end being an important part of that transition into 24/7. I think uh if uh I take it back to 2017, uh we used to trade only uh only 24/5 uh and then used to pause crypto trading during the weekend. I remember a lot of dialogues in eToro shifting from 24/5 to 24/7, realizing that people want to trade crypto over the weekend as well. It's open 24/7. Uh and I think just the same way that we did that transition back in 2017, the large financial institutions, like the stock exchanges, the clearing houses, etc. will gradually all move not only to T from T+2 to T+0 or to real-time clearing and settlement. Uh but that transition will also shift trading in global assets uh to 24/5 and then to 24/7. What would it mean to go 24/7 trading? What does it mean to the earnings power of a company like eToro? Um well, I think generally the fact that we have customers from 75 different countries all in different time zones, uh it's always great to have stocks that are available for longer hours uh for those uh in Asia or in Europe that are trading in very different trading hours uh than our customers uh in the US. Uh so all in all I think it will definitely increase engagement of customers with the various markets on the eToro platform. What do you think regulators need to see Yoni to get 24/7 on the books? And then, secondarily, is this something that happens in 2026? I think 24/7 is probably going to take longer, uh simply because the markets themselves are usually close over the weekend and there's still liquidity issues of basically who's driving the liquidity and therefore the spreads in the market. I think 24/5 is happening now in 2025 and 2026, uh and it's gradually happening cross asset class and also happening with more and more stocks available for 24/5 trading. The latest buzzword in the industry is tokenization. You just mentioned it yourself too. Why is tokenization so important? Well, we've been very big believers in tokenization uh since actually 2011. So, when I started buying Bitcoin for eToro's Treasury in 2011 and looked at the Bitcoin protocol, uh trading basically a protocol that's open 24/7, uh that our customers and generally anyone can send and receive assets on the blockchain 24/7 across the globe. I think that's what sparked a lot of our excitement around Bitcoin and blockchain in general. We were very early on to actually write the colored coins paper back in 2012, which was about how to tokenize real world assets on top of the Bitcoin protocol. These were very early days. Vitalik actually, from Ethereum, took apart of writing the paper and some of the code of what we did back then in 2012 and 13. And I think uh, as we all know, these processes take time because they require also the large financial institutions, the exchanges, the banks to participate, the regulators to understand better uh blockchain technology and how it can be used to digitize real world assets, uh or digitize traditional securities. And I think in 2025, we're seeing huge progress in regulation both in Europe and hopefully coming into the US now as well. Uh and that new framework of regulation enables basically the issuance and the transfer of tokenized securities, tokenized stocks, tokenized real world assets on top of the blockchain. And I think that unlocks a lot of possibilities for future features uh of that currently are just available uh for blockchain assets and digital assets to come into traditional finance. What are some of the hundred stocks you're launching with? Uh, basically the top 100 most liquid stocks that there are on eToro, part of the S&P 500.
Yahoo
5 days ago
- Business
- Yahoo
Intel Q2 beat: Company's turnaround still a 'longer-term story'
Intel (INTC) posted better-than-expected second quarter results and issued a solid forecast. Bob O'Donnell, TECHnalysis Research president and chief analyst, joins Market Domination Overtime with Josh Lipton to break down Intel's long-term strategy and where it fits into the artificial intelligence (AI) race. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. We have now Bob O'Donnell. He's president and chief an an analyst at Technalysis Research. Bob, Intel reports, the stock is popping here in the after hours. What do you make of these results? Well, you know, as you guys were just discussing, I mean, look, the revenue numbers for this quarter were higher than expected, and most importantly, of course, the forecast was higher. I mean, look, there have been challenges, and I understand the point that you guys were just discussing. Intel does, I believe, really want to be both a chip maker and a chip designer, and they really are trying to figure out that path. Look, Lip Boo's only been in there for a quarter. The kind of changes they need to make are more than a quarter long, right? I mean, this is a multi-quarter, realistically, probably multi-year kind of complete turnaround story before all the benefits start to show up. A couple interesting things. Let me ask you, Bob, just to stop you there because I think you're touching on an important point. I have lots of questions on the metrics of this print, Bob, and we'll get into that, but you're touching on an important point, which I do think there is this broader question out there, Bob, about what Intel is going to be. You know, what is the game plan here? What is the strategy, Bob? We were talking earlier to our colleague, Jen Hawley, about this, how honestly, Bob, we really don't talk about Intel that much on the show. We talk about Nvidia, AMD, Broadcom, Micron. It feels like Intel is not in the conversation. So what is the game plan here moving forward? Well, look, the game plan is they're going to focus obviously on X86, which let's not forget. I mean, there's still a lot of several hundred million PCs get sold every year, lots of servers get sold every year. Intel owns the vast majority of the CPUs in those systems. And even in the Nvidia, you know, the big stacks, up at the top of the rack, there's an Intel Xeon CPU in there. Now, as a percentage of the total bomb, it's still pretty small now, but it's still there is the point. So you're going to see them build their own products, sell their own products. You're going to see them, uh, start to try and build more products for other people. That's the foundry side of the business. You know, the way this thing was constructed, the reason why it's been such a challenge is they were so intertwined, the, you know, making for themselves versus trying to make for other people. And so now, as they tear those pieces apart, it's been painful, right? Clearly, it's been a big challenge for them to try and clarify all of that. Um, and a quick glance at the numbers, you know, they talk about intersegment elimination. That's, you know, when Intel sells the stuff they make to themselves, right? They have to pull that out of the discussion, and ever since they've kind of split off the foundry business, that's been part of the situation. They're focusing clearly now on 14A, uh, for external customers. 18A is likely going to be mostly Intel, maybe a little bit of some of the things they announced in the past, Microsoft, Amazon, I think a little bit of DOD stuff as well. But the big focus for future customers is 14A, which is still coming. So again, back to what I said earlier, I think this is still a longer-term story, and in the interim, they have this difficult situation where they got to crank out as much X86 as they can, you know, get that PC market renewed again, get themselves stronger back in the server business. They're shedding a lot of the other businesses. You know, they just shed their automotive business. Um, they sold off some of the Mobileye, still the majority owner in Mobileye. So they have their hands in it to some degree, but you know, they're focusing on their core. They're trying to figure out a better AI strategy, not with a GPU because, you know, Lip Boo said, hey, look, we're not sure we can play that game. But there's a lot of AI work that's done on CPUs, a lot of it has to do with software. Intel actually is a stronger software story than a lot of people realize as well in terms of the nuts and bolts types of software that makes this stuff work. When it comes to that PC business, Bob, I'm just curious, do you think we could be seeing, you know, any kind of tariff-related pulling there? What what do you think the trend looks like ahead? You know, I tariff calls are impossible to make these days. Honestly, Josh. Um, so and we there was some argument that that happened this past quarter, maybe it'll happen again next quarter. Uh, it's really hard to say. The bottom line is, you know, people are refreshing their PCs. We are starting to see the integration of new systems with NPUs built in them. You know, initially we saw Qualcomm do that with their Snapdragon XE leads with an arm processor. Now we've got Intel doing that. They've got a stronger NPU. AMD is doing that as well. Microsoft is pushing this. You know, so I think we will start to see a bigger corporate refresh. Not to mention, by the way, the end of support for Windows 10. That's a huge deal. All of these things, I think, help drive the story around a renewed PC business, which Intel still owns the majority of. And so they would get the most benefit from it. But look, it's not going to be easy. Clearly, it's going to be a longer-term story, but I think they're trying to put the pieces in place, and I feel like Lip Boo's got a strategy in hand, and he's trying to make it work. Related Videos Mortgage rates steady, Trump says no capital gains on home sales Intel Q2 revenue tops estimates, will slash workforce Intel turnaround & earnings watch: What's next for foundry, 18A Why bitcoin could hit $300,000 next year Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Intel Q2 revenue tops estimates, will slash workforce
Intel (INTC) reported a second quarter adjusted loss of $0.10 per share. The expectation was for a profit of $0.01 per share. Revenue was $12.86 billion versus a Bloomberg consensus estimate of $11.88 billion. For Q3, the chip giant expects to see revenue of $12.6 billion to $13.6 billion compared to an expected $12.64 billion. Intel also said it will cut about its headcount by about 15%. Market Domination Overtime Host Josh Lipton and Bullseye American Ingenuity Fund portfolio manager Adam Johnson break down the results. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Intel just crossing the wires here. Let's get to those numbers. It looks like Intel Q2 adjusted loss per share of 10 cents. Looks like the estimate was more like EPS of 1.1 cent. I'm looking for the revenue number, Q2 revenue 12.86 billion. The street was at 11.88 billion. Looking ahead, let's see what they have to say for guidance, Q3 revenue they're calling for between 12.6 billion to 13.6 billion. The street was more along the lines of 12.64 billion. Uh looking for CapEx guidance, expects CapEx to be lower in 2026. They say 2025 CapEx they're calling for about 18 billion. Do have some head count news as well. It looks like they're aiming for head count of 70,000 by year end job reduction actions total, it says here 15%. Uh looking at the immediate reaction in the stock, Adam Johnson, we're up around 4% in the after hours. Interestingly, Yes. You used to own this name, you were in Intel, then you got out of Intel, how come? I did. I was. Yeah. It's too hard. And I don't think they know what they want to be. Though I will also note, today's numbers are pretty good and most notably the revenue guidance that you just mentioned, uh the the original number was 12.6 billion and they're saying it's actually now going to be 12.6 to 13.6. So they guided up their forward revenues. That's positive. But again, my problem is this company can't figure out, and they've literally flip-flopped several times. They can't figure out whether they want to make chips or whether they want to design chips or they want to actually do both, which is what they used to do. And so that's been the problem. They just haven't clarified their way forward. You know, I think the thing that would be most interesting is if they were to split into two, and they were actually to create two separate companies, Intel manufacturing and Intel designs. And then we'd have clarity on both and we could set separate price uh metrics on each and therefore price targets on each, but right now it's a mishmash and it's kind of tough to quantify. Yeah, to your point, the headline here so far that they did seem to offer this stronger than expected revenue forecast for the current period. I think that helps explain this pop 5% in the after hours. Third quarter sales 12.6 to 13.6. Analysts looks like consensus had projected number at the low end of that range there. And by the way, Josh, for for those who are watching and and say, gosh, I want to get on board, maybe I should buy some Intel. Actually, go buy some Nvidia. It's easier. Because if if Intel is guiding up revenues, you can be sure that Nvidia is going to be guiding up revenues and that's a more obvious way to uh try to participate on the upside and Nvidia reports in a few weeks. So that would be that would be I don't trade numbers. I'm not, you know, I I'm a buy and hold investor, but if I were trying to uh benefit from this news, I would go and just buy myself a little Nvidia.
