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First Squawk

@FirstSquawk

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Firstsquawk Is a Global Financial (News) Squawk Service Specialising In Financial Markets, Macro, Geopolitics,politics

London, Mumbai, Singapore

Joined July 2015

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First Squawk

@FirstSquawk

10 minutes

Israeli Military: Missile Launched From Yemen Intercepted Over Israel.

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First Squawk

@FirstSquawk

1 hour

Palantir Exec: Q2 Govt Revenue Boosted By Existing Programs & New Awards Amid Rising AI Demand; Expects Q3 Expense Jump From Seasonal Hiring.

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First Squawk

@FirstSquawk

1 hour

Hong Kong Buys HK$6.429B To Defend Currency Peg.

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First Squawk

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1 hour

State Department: Rubio Spoke With UK Foreign Secretary Lammy Today; Discussed Gaza, Ukraine, Iran, Sudan.

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First Squawk

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2 hours

Broadcom Now Shipping New Jericho4 Networking Chip To Help Power AI By Linking Smaller Data Centres.

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First Squawk

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2 hours

StockBuyers Power Biggest S&P500 Rally Since May Index +1.5% With 85% Of Companies Higher. TechMegacaps Lead Gains (Nvidia +3.6%, Meta +3.5%). FedRateCut Odds For Sept At ~85% As Earnings Beat Forecasts. MorganStanley’s MichaelWilson & Goldman’s DavidKostin See Earnings.

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First Squawk

@FirstSquawk

2 hours

Williams cos q2 earnings: revenue: $2.78b (vs. Est. $2.79b) || adjusted ebitda: $1.81b (vs. Est. $1.82b) || adjusted eps: $0.46 (vs. Est. $0.48).

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First Squawk

@FirstSquawk

2 hours

Oneok q2 earnings: net income: $853m || earnings per share (eps): $1.34 (vs. Est. $1.33) || adjusted ebitda: $1.98b (slightly below est. $2.01b).

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First Squawk

@FirstSquawk

2 hours

Copper Gains As Trump Spares Refined Metal From 50% Tariff. LME $9,687/T (+0.6%). U.S. Prices Back Near Parity With LME; Spreads May Normalize As Trade Flows Settle — BofA. Supply Jitters After Fatal Accident At Chile’s El Teniente Mine (¼ Of Codelco Output) — Operations.

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First Squawk

@FirstSquawk

3 hours

Palantir q2 earnings| equity performance: revenue: $1.00b (vs. Est. $939.3m) || adjusted eps: $0.16 (vs. Est. $0.14) || adjusted ebitda: $470.9m (vs. Est. $410.4m) || outlook q3 revenue guidance: $1.08b–$1.09b (vs. Est. $985.4m) || full-year revenue forecast: raised to.

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First Squawk

@FirstSquawk

3 hours

Vertex q2 earnings: adjusted eps: $4.52 vs. Estimate of $4.26 || full-year revenue guidance: maintained at $11.85b–$12.0b (consensus: $11.94b) || pipeline & leadership vx-993 (phase 2): did not meet primary endpoint || found to be safe and well-tolerated || will not move.

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First Squawk

@FirstSquawk

3 hours

Fed's Daly: Job Market Softening, Further Weakness Unwelcome; No Sign Tariffs Driving Persistent Inflation; Must Act On Likely Outcomes, Not Certainty.

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First Squawk

@FirstSquawk

3 hours

Fed's Daly: Was Willing To Wait Another Cycle In July, But Not Forever; Uncertain If Sept Rate Cut Appropriate.

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3 hours

Fed's Daly: Could Cut Less Or More Than Two; Every Upcoming Meeting ‘Live’ For Policy Moves.

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First Squawk

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3 hours

Fed’s Daly: Comfortable With July Decision, But Not Repeating It Often; Two Rate Cuts This Year Still Appropriate.

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First Squawk

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3 hours

S&P 500 Closes Up 90.31 Pts, Or 1.45%, At 6,328.32.

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First Squawk

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3 hours

Dow Jones Closes Up 580.57 Pts, Or 1.33%, At 44,169.15.

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First Squawk

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3 hours

Nasdaq Closes Up 401.03 Pts, Or 1.94%, At 21,051.16.

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First Squawk

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3 hours

Fitch Upgrades T-Mobile US Trust 2022-1 Class B, C; Affirms.

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First Squawk

@FirstSquawk

3 hours

Canada: Armed Forces Delivered Additional Humanitarian Aid To Gaza.

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