Earnings-driven dispersion in Big Tech
Microsoft surges on cloud growth while Roblox and Alnylam stumble. Plus: next week's jobs report.
Markets closed the week higher, with the S&P 500 gaining 0.72% and the Nasdaq 100 up 0.65%. Microsoft's cloud-driven rally contrasted sharply with broad sell-offs in growth names following guidance resets.
Top News
Market sentiment shifted as Microsoft's cloud acceleration validated AI infrastructure spending, while other tech and growth names faced sharp sell-offs following guidance resets.
Indexes
SPY +0.72%, QQQ +0.65%, DIA +0.54% for the week.
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Trending on X
ARXS Arxis, Inc.
28.07% — Strong Q2 earnings beat and raised full-year guidance.
CTSH Cognizant Technology
21.78% — Raised 2026 outlook and expanded enterprise AI initiatives.
MSFT Microsoft
21.75% — Accelerating Azure cloud growth and strong earnings beat.
RBLX Roblox Corp
-25.13% — Earnings miss and guidance reset due to lower monetization.
ALNY Alnylam Pharmaceuticals
-24.38% — Lowered 2026 revenue guidance citing ATTR-CM market headwinds.
AI Economy
NVDA NVIDIA
Bought: 10 vs 3 sells — Analysts remain bullish on data center demand.
META Meta Platforms
Bought: 8 vs 2 sells — Strong institutional interest persists.
GOOGL Alphabet
Sold: 5 vs 2 buys — Profit-taking observed among institutional holders.
CRWD Crowdstrike
Sold: 5 vs 3 buys — Sentiment cooled following recent volatility.
See all of today's top buys at fintwit.ai
Smart Money
NVDA NVIDIA
Strong Buy. NVIDIA is poised for continued growth driven by the AI revolution and strong demand in data centers. Target: $306.71.
See all of today's top buys at fintwit.ai
AI Pick
NVDA NVIDIA
Strong Buy. NVIDIA is poised for continued growth driven by the AI revolution and strong demand in data centers. Target: $306.71.
On Deck
Key earnings reports and the upcoming U.S. jobs report dominate the calendar.
PLTR Palantir
Reports Monday, $0.35 est.
GILD Gilead Sciences
Reports Monday, $-7.26 est.
BKNG Booking Holdings
Reports Monday, $2.43 est.
U.S. Jobs Report
High job growth numbers may increase concerns regarding Fed interest rate policy.
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