Dyarko

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[Dyarko @dyarkoinvests]

$JPM beat the market's mood, not the estimate.

EPS $5.57 vs $5.90 expected.

But CFO Jeremy Barnum said Wall Street deals look "delayed rather than canceled."

Investment banking fees: $3B, up 14% from a year ago, down 8% from Q2.

[Dyarko @dyarkoinvests]

BofA's latest poll: tech overweight is at its highest since August 2020.

Today the Nasdaq $IXIC is down about 0.4% and chips are getting hit.

[Dyarko @dyarkoinvests]

TUESDAY OPEN

• $DJI +0.8% (52,268)
• $SPX -0.1% (7,801)
• $IXIC -0.4% (27,116)

[Dyarko @dyarkoinvests]

$JPM missed on EPS and revenue this morning.

Premarket it was down 2.5%.

After the open it turned higher, up more than 2% per https://t.co/6p99oPy7e4.

[Dyarko @dyarkoinvests]

The Fed hiked in September, its first since 2023.

CPI is Wednesday, 8:30am ET.

$TNX is near 5.2%.

[Dyarko @dyarkoinvests]

Oil took the stairs up Monday after Houthi strikes on Saudi infrastructure.

Tuesday it took the elevator down after Russia signaled higher diesel exports.

Premarket: WTI $91.78 (-2.1%), Brent $104.40.

$USO holders, grab something.

[Dyarko @dyarkoinvests]

Wells Fargo $WFC "beat."

EPS: $1.87 vs ~$1.86 est.
Revenue: $21.87B vs $22.33B est.

A penny ahead on profit, about $460M short on sales.

Shares fell 1.3% right after the release.

[Dyarko @dyarkoinvests]

$17.01 a share.

Goldman Sachs $GS Q3 EPS, up 39% from $12.25 a year ago.

Revenue: $18.68B (+23%)
Equities: $6.44B (+72%)

[Dyarko @dyarkoinvests]

This is someone’s reality

[Five Six!.. Five.. Six.. @FiveSixbrando]

Craziness

[Dyarko @dyarkoinvests]

IonQ $IONQ is buying cybersecurity firm Elisity for up to $1.3B.

All in stock.

It's like paying for dinner with vouchers you printed yourself. Works fine as long as everyone accepts them.

Shares -3.1% premarket.

[Dyarko @dyarkoinvests]

Morgan Stanley: eBay $EBAY top pick, target $132 (from $127).

Stock +4.1% at 10:50am ET.

[Dyarko @dyarkoinvests]

$SPCX started as a rocket company.

Now it's reportedly buying about $8B of wireless spectrum from Grain Management, and the FCC approved plans for 15,000 direct-to-device satellites.

[Dyarko @dyarkoinvests]

Microsoft $MSFT unveiled its Maia 300 AI chip, built on $TSM 2nm and 3nm tech.

[Dyarko @dyarkoinvests]

SOLD OUT THROUGH 2029 🔥

Lumentum $LITE's CEO says demand for optical components is still strong, with some products largely sold out until 2029.

Shares +5.2%.

[Dyarko @dyarkoinvests]

US futures before the open:

• $SPX: 7,861
• $DJI: 51,943
• $IXIC: 31,036
• $RUT: 2,821

Flat to slightly lower. Banks start Tuesday.

[Dyarko @dyarkoinvests]

Earnings season starts tomorrow.

$JPM, $GS and $C all report Tuesday.

[Dyarko @dyarkoinvests]

Bitcoin $BTC is around $83,300 today.

US stocks are open, the bond market is shut, and Bitcoin is doing what it does: trading anyway.

[Dyarko @dyarkoinvests]

Pre-open,

Dow futures: +0.03%
S&P futures: +0.02%
Nasdaq futures: -0.23%

[Dyarko @dyarkoinvests]

@HManics Just a high beta stock.

[Dyarko @dyarkoinvests]

Retail gonna get shaken out of Ai