US BANK RESERVES FALL TO $2.8 TLN, LOWEST SINCE 2020
(@WalterBloomberg)
$AAPL Q4 RESULTS
• EPS: $1.85 vs. est. $1.77
• Revenue: $102.47B vs. est. $102.24B
• iPhone: $49.03B (miss) | Services: $28.75B (beat)
• Mac: $8.73B | iPad: $6.95B | Wearables: $9.01B
• Greater China: $14.49B vs. est. $16.24B
• Dividend: $0.26/share
(@WalterBloomberg)
STRATEGY GUIDANCE ASSUMES YEAR-END 2025 BITCOIN PRICE OF $150K
(@WalterBloomberg)
$NVDA - GREER: BLACKWELLS WERE NOT REALLY ON THE TABLE WITH CHINA
(@WalterBloomberg)
*GREER: RUSSIAN OIL CAME UP DURING TRUMP, XI MEETING
(@WalterBloomberg)
GREER: TRUMP PUT US ON A PATH FOR STABILITY WITH CHINA
(@WalterBloomberg)
$COIN Q3 RESULTS & OUTLOOK
• EPS: $1.50 vs. est. $1.21
• Revenue: $1.87B vs. est. $1.78B
Q4 2025 Outlook:
• Subscription & Services Revenue: $710–$790M
• Transaction Expenses: mid-teens % of net revenue
• Tech & G&A Expenses: $925–$975M (incl. ~$220M SBC)
• Sales & Marketing: $215–$315M (incl. ~$14M SBC)
(@WalterBloomberg)
*COINBASE 3Q SUBSCRIPTION & SERVICES REV. $747M, EST. $734.3M
*COINBASE 3Q TOTAL REV. $1.87B, EST. $1.8B
*COINBASE 3Q TRADING VOLUME $295B, EST. $310.02B
(@WalterBloomberg)
$AMZN Q3 RESULTS
• EPS: $1.95 vs. est. $1.57
• Revenue: $180.2B vs. est. $177.8B
• AWS Sales: $33.0B vs. est. $32.4B
• Operating Margin: 9.7% (est. 11.1%)
• Q4 Outlook: Revenue $206–213B, Operating Income $21–26B
(@WalterBloomberg)
META SHARES CLOSE LOWER BY 11% FOR WORST DROP IN THREE YEARS
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FORD TO INVEST $370 MILLION IN INDIA DEFYING TRUMP’S LOCAL PUSH
(@WalterBloomberg)
BUCKINGHAM PALACE: HIS MAJESTY HAS TODAY INITIATED A FORMAL PROCESS TO REMOVE THE STYLE, TITLES AND HONOURS OF PRINCE ANDREW
BUCKINGHAM PALACE: FORMAL NOTICE HAS NOW BEEN SERVED TO SURRENDER THE LEASE OF ROYAL LODGE AND HE WILL MOVE TO ALTERNATIVE PRIVATE ACCOMMODATION
(@WalterBloomberg)
U.S. TRANSPORTATION SECRETARY DUFFY: AIR TRAFFIC WILL BE SNARLED IF GOVERNMENT SHUTDOWN CONTINUES
(@WalterBloomberg)
U.S. VP VANCE: TESTING NUCLEAR ARSENAL FUNCTIONS PROPERLY IS PART OF TRUMP'S TESTING REGIME ANNOUNCEMENT
(@WalterBloomberg)
SOME ECB POLICYMAKERS THINK 2028 INFLATION PROJECTION BELOW 2% WOULD WARRANT RATE CUT DEBATE, SOURCES SAY
(@WalterBloomberg)
$AAPL Q4 RESULTS & OUTLOOK
Results:
• Revenue: $102.47B vs. $102.24B est.
• EPS: $1.85 vs. $1.77 est.
• iPhone: $49.03B | iPad: $6.95B | Mac: $8.73B
• Services: $28.75B | Wearables: $9.01B
• Greater China: $14.49B vs. $16.24B est.
Outlook (Q1):
• Revenue growth: 10–12% YoY (vs. 6.6% est.)
• iPhone sales: double-digit growth (vs. 9.8% est.)
• Ongoing supply constraints on some iPhone 16/17 models
Notes:
• China Q4 weakness tied to iPhone Air launch delay
• Dividend: $0.26/share
• CEO Cook expects holiday iPhone sales to top forecasts
(@WalterBloomberg)
$AAPL - *APPLE 4Q EPS $1.85, EST. $1.77
*APPLE 4Q REV. $102.47B, EST. $102.19B
*APPLE 4Q SERVICES REV $28.75B, EST. $28.18B
*APPLE 4Q GREATER CHINA REV. $14.49B, EST. $16.43B
(@WalterBloomberg)
$MSTR Q3 RESULTS
• EPS: $8.42 vs. est. $7.90
• Revenue: $128.7M vs. est. $118.3M
• Notes: Holds 640,808 BTC valued at $47.44B (avg. $74,032/BTC as of Oct. 26)
(@WalterBloomberg)
*GREER: US, CHINA WILL MARK 'MILESTONES' ON FENTANYL
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INTEL IS SAID IN TALKS TO ACQUIRE AI CHIP STARTUP SAMBANOVA
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*NETFLIX ANNOUNCES TEN-FOR-ONE STOCK SPLIT
$NFLX
(@WalterBloomberg)
*COINBASE SEES 4Q SUBSCRIPTION & SERVICES REV. $710M TO $790M
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SHARES OF AMAZON UP 10% IN EXTENDED TRADE AFTER QUARTERLY REPORT
(@WalterBloomberg)
*AMAZON 3Q EPS $1.95, EST. $1.58
*AMAZON 3Q NET SALES $180.17B, EST. $177.82B
*AMAZON 3Q AWS NET SALES $33.01B, EST. $32.39B
(@WalterBloomberg)
U.S. STOCKS EXTEND FALL, S&P 500 DOWN 1.00 PCT
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SPOT SILVER RISES NEARLY 3% TO $48.92/OZ
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*NVIDIA TO INVEST UP TO $1 BILLION IN AI STARTUP POOLSIDE
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🚨 U.S. VP VANCE: IF SHUTDOWN GOES TO THANKSGIVING IT COULD BE A DISASTER FOR AIRLINE INDUSTRY
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FAA ISSUES GROUND STOP FOR WASHINGTON NATIONAL AIRPORT CITING AIR TRAFFIC CONTROLLER STAFFING
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ECB POLICYMAKERS PREPARE FOR DECEMBER SHOWDOWN ON INFLATION, RATES, SOURCES SAY
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