$NVDA | Nvidia beat earnings and revenue estimates in Q3 and provided a strong Q4 outlook. The stock is -3.2% after-hours. 🔹 EPS: $0.81 vs. $0.75 est. ✅.🔹 Revenue: $35.08B vs. $33.15B est. ✅. Key takeaways:.🔸 Data center revenue: +112% YoY.🔸 Q4 revenue outlook: $37.5B (+89

$AMD | AMD is -3.4% after-hours. 🔹 EPS: $0.48 vs. $0.48 est. 🟠.🔹 Revenue: $7.69B vs. $7.41B est. ✅. Key takeaways:.🔸 Data center revenue: +14% YoY.🔸 Client revenue: +67% YoY.🔸 Gaming revenue: +73% YoY.🔸 Q3 margin outlook: 54.0%.🔸 Q3 revenue outlook: $8.4B-$9.0B

$PLTR | Palantir is +3.8% after-hours. 🔹 EPS: $0.16 vs. $0.14 est. ✅.🔹 Revenue: $1.00B vs. $937.7M est. ✅. Key takeaways:.🔸 US gov't rev: +53% YoY.🔸 US comm rev: +93% YoY.🔸 Record contract wins: +140% YoY.🔸 FY rev outlook: $4.146B ($3.9B prior).🔸 Q3 rev outlook: $1.085B

$CVX | Chevron is +1.0% this morning. 🔹 EPS: $1.77 vs. $1.73 est. ✅.🔹 Revenue: $44.82B vs. $43.87B est. ✅. Key takeaways:.🔸 Upstream earnings: -39% YoY.🔸 Downstream earnings: +23% YoY.🔸 Production: +3% YoY.🔸 FY capex outlook: $15.0B

$XOM | Exxon Mobil is -0.8% this morning. 🔹 EPS: $1.64 vs. $1.57 est. ✅.🔹 Revenue: $81.51B vs. $80.70B est. ✅. Key takeaways:.🔸 Upstream earnings: -20% YoY.🔸 Energy earnings: -22% YoY.🔸 Production: +14% YoY.🔸 FY capex outlook: $27.0-$29.0B

The unemployment rate ticked back up to 4.2% in July. 🔹 Unemployment rate: 4.2% vs. 4.2% est. (4.1% prior)

NFP revisions to previous months are wild: . June: was 147k --> now 14k .May: was 144k --> now 19k. Total number of cuts = -258k.

Nonfarm payrolls were weaker than expected, but May/June data saw massive revisions. 🔹 Nonfarm payrolls: 73K vs. 104K est. (14K prior*).🔸 Average Hourly Earnings MoM: 0.3% vs. 0.3% est. (0.2% prior).🔸 Average Hourly Earnings YoY: 3.9% vs. 3.8% est. (3.9% prior)

$AAPL | Apple is +2.6% after-hours. 🔹 EPS: $1.57 vs. $1.43 est. ✅.🔹 Revenue: $94.04B vs. $89.35B est. ✅. Key takeaways:.🔸 iPhone revenue: +14% YoY.🔸 Services revenue: +13% YoY.🔸 Accessories revenue: +13% YoY.🔸 Mac rev: +15% YoY.🔸 iPad rev: -8% YoY.🔸 China rev: +4% YoY

$AMZN | Amazon is -2.8% after-hours. 🔹 EPS: $1.68 vs. $1.33 est. ✅.🔹 Revenue: $167.70B vs. $162.19B est. ✅. Key takeaways:.🔸 N. America rev: +11% YoY.🔸 Int;l rev: +16% YoY.🔸 AWS rev: +18% YoY.🔸 Q3 rev outlook: $178.0B (+12% YoY).🔸 Q3 op. income outlook: $18.0B (+3% YoY)

$ABBV | AbbVie is +2.5% this morning. 🔹 EPS: $2.97 vs. $2.88 est. ✅.🔹 Revenue: $15.42B vs. $15.03B est. ✅. Key takeaways:.🔸 Humira revenue: -58% YoY.🔸 Skyrizi revenue: +62% YoY.🔸 Rinvoq revenue: +42% YoY.🔸 FY EPS outlook: $11.88-$12.08 (~$11.77 prior)

$MA | Mastercard is +3.1% this morning. 🔹 EPS: $4.15 vs. $4.03 est. ✅.🔹 Rev: $8.13B vs. $7.93B est. ✅. Key takeaways:.🔸 Payment network rev: +13% YoY.🔸 Services rev: +23% YoY.🔸 Gross dollar vol: +9% YoY.🔸 Cross border vol: +15% YoY.🔸 Q3/FY rev outlook: +15% to +17% YoY

Jobless claims were lower than expected last week. 🔹 Initial Jobless Claims: 218K vs. 224K est. (217K prior*).🔸 Continuing Claims: 1.946M vs. 1.953M est. (1.946M prior*)

PCE month-over-month was in-line with estimates, as last month's data was revised higher. 🔹 PCE MoM: 0.3% vs. 0.3% est. (0.2% prior).🔸 Core PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)

PCE was hotter than expected in June while May data was revised higher. 🔹 PCE YoY: 2.6% vs. 2.5% est. (2.4% prior*).🔸 Core PCE YoY: 2.8% vs. 2.7% est. (2.8% prior*)

$LRCX | Lam Research is +2.1% after-hours. 🔹 EPS: $1.33 vs. $1.21 est. ✅.🔹 Revenue: $5.17B vs. $5.00B est. ✅. Key takeaways:.🔸 Systems revenue: +58% YoY.🔸 China revenue: +20% YoY.🔸 Deferred revenue: $2.7B.🔸 Q1 revenue outlook: $4.9B-$5.5B.🔸 Q1 EPS outlook: $1.10-$1.30

$QCOM | Qualcomm is -4.5% after-hours. 🔹 EPS: $2.77 vs. $2.71 est. ✅.🔹 Revenue: $10.37B vs. $10.34B est. ✅. Key takeaways:.🔸 QCT revenue: +11% YoY.🔸 QTL revenue: +4% YoY.🔸 Handsets revenue: +7% YoY.🔸 Q4 EPS outlook: $2.75-$2.95.🔸 Q4 revenue outlook: $10.3B-$11.1B

$META | Meta is +9.6% after-hours. 🔹 EPS: $7.14 vs. $5.88 est. ✅.🔹 Revenue: $47.52B vs. $44.81B est. ✅. Key takeaways:.🔸 Advertising revenue: +21% YoY.🔸 Capex: +108% YoY.🔸 Daily active users: 3.48B.🔸 Q3 revenue outlook: ~$49.0B.🔸 FY capex outlook: ~$69.0B ($68.0B prior)

$MSFT | Microsoft is +6.5% after-hours. 🔹 EPS: $3.65 vs. $3.37 est. ✅.🔹 Revenue: $76.44B vs. $73.86B est. ✅. Key takeaways:.🔸 Intelligent Cloud revenue: +26% YoY.🔸 Azure/Cloud services: +39% YoY.🔸 Productivity revenue: +16% YoY

$SBUX | Starbucks missed earnings estimates in Q3. The stock is +5.0% after-hours. 🔹 EPS: $0.50 vs. $0.65 est. 🔴.🔹 Rev: $9.46B vs. $9.29B est. ✅. Key takeaways:.🔸 N. America rev: +2% YoY.🔸 US comp sales: -2% YoY.🔸 Int'l comp sales: Flat YoY.🔸 Global transactions: -2% YoY

$V | Visa is -2.2% after-hours. 🔹 EPS: $2.98 vs. $2.85 est. ✅.🔹 Revenue: $10.17B vs. $9.85B est. ✅. Key takeaways:.🔸 Service revenue: +9% YoY.🔸 Data process revenue: +15% YoY.🔸 Payment volume: +8% YoY.🔸 Q4 EPS outlook: +8% to +12% YoY.🔸 FY rev outlook: +10% to +12% YoY