TRUMP: RATE CUT WAS SMALL AND COULD HAVE BEEN BIGGER; SAYS THE U.S. SHOULD GROW WELL ABOVE 3–4% GDP.
(@FirstSquaw)

TRUMP: SWITZERLAND WAS PAYING ALMOST NOTHING BEFORE, AND NOW THEY’RE PAYING A FAIR AMOUNT.
(@FirstSquaw)

TRUMP: FED RATE CUT COULD HAVE BEEN DOUBLE.
(@FirstSquaw)

INTEL EXPLORED DEALS WITH STARTUPS LINKED TO CEO LIP-BU TAN’S VC FUNDS, PROMPTING THE COMPANY TO REQUIRE HIS RECUSAL FROM CERTAIN INVESTMENT DECISIONS.
(@FirstSquaw)

SPOTIFY WILL TEST A “PROMPT PLAYLIST” FEATURE THAT LETS USERS DIRECTLY SHAPE RECOMMENDATIONS BY TYPING IDEAS, GIVING THEM MORE CONTROL OVER THE ALGORITHM WHILE USING LISTENING HISTORY AND WEB DATA TO GENERATE PLAYLISTS.
(@FirstSquaw)

DELL: HAD A GREAT MEETING EARLIER WITH U.S. ENERGY SECRETARY WRIGHT.
(@FirstSquaw)

CHEVRON: OPERATIONS NOT DISRUPTED BY U.S. TANKER SEIZURE.
(@FirstSquaw)

IBM CEO REQUESTS PRESIDENT TRUMP TO LESSEN CONTROLS ON SELECTED NATIONS
(@FirstSquaw)

TRUMP SAID HE SPOKE “IN PRETTY STRONG WORDS” WITH EUROPEAN LEADERS ON UKRAINE, SAID A MEETING WITH ZELENSKIY AND THE U.S. IS BEING REQUESTED THIS WEEKEND, AND ADDED HE’LL DECIDE ON ATTENDING AFTER SEEING WHAT EUROPE “COMES BACK WITH,” WHILE NOTING UKRAINE HASN’T HELD AN ELECTION
(@FirstSquaw)

TRUMP: ZELENSKIY HAS TO BE REALISTIC.
(@FirstSquaw)

TRUMP: SAYS CNN SHOULD BE SOLD IN ANY DEAL — EITHER GUARANTEED AS PART OF A TRANSACTION OR SOLD SEPARATELY — AND REITERATES HIS VIEW THAT CNN SHOULD BE SOLD WITH OTHER ASSETS.
(@FirstSquaw)

UKRAINE OFFICIALLY RESPONDS TO U.S. PEACE PLAN UNDER TRUMP PRESSURE — AXIOS.
(@FirstSquaw)

TRUMP: ANY WARNER BROS DEAL MUST INCLUDE THE SALE OF CNN.
(@FirstSquaw)

CISCO SHARES UP 0.9%, HITTING FIRST RECORD SINCE MARCH 2000
(@FirstSquaw)

TRUMP: “GUESS WE’LL KEEP THE OIL” FROM THE VENEZUELA TANKER.
(@FirstSquaw)

ORACLE Q2 EARNINGS — KEY NUMBERS (IMPORTANT ONLY)

ADJ REVENUE: $16.06B (vs est. $16.21B — MISS)

ADJ EPS: $2.26 (vs est. $1.64 — BIG BEAT)

ADJ OPER INCOME: $6.72B (vs est. $6.82B — SLIGHT MISS)

ADJ OPER MARGIN: 42% (vs est. 42.2%) — INLINE

CLOUD REVENUE (TOTAL IaaS + SaaS):
(@FirstSquaw)

ORACLE Q2 EARNINGS — KEY NUMBERS

ADJ REVENUE: $16.06B (vs est. $16.21B — MISS)

ADJ EPS: $2.26 (vs est. $1.64 — BIG BEAT)

ADJ OPER INCOME: $6.72B (vs est. $6.82B — SLIGHT MISS)

ADJ OPER MARGIN: 42% (vs est. 42.2%) — INLINE

CLOUD REVENUE (TOTAL IaaS + SaaS): $8.0B (vs est.
(@FirstSquaw)

ADOBE Q4 EARNINGS — IMPORTANT ONLY

REVENUE: $6.19B (est $6.11B)

ADJ EPS: $5.50 (est $5.39)

RPO: $22.52B (est $22.28B)

GUIDANCE

Q1 REVENUE: $6.25B–$6.30B (est $6.24B)

Q1 ADJ EPS: $5.85–$5.90 (est $5.66)

2026 REVENUE: $25.9B–$26.1B (est $25.9B)
(@FirstSquaw)

ADOBE Q4 EARNINGS

REVENUE: $6.19B (est $6.11B)

ADJ EPS: $5.50 (est $5.39)

RPO: $22.52B (est $22.28B)

GUIDANCE

Q1 REVENUE: $6.25B–$6.30B (est $6.24B)

Q1 ADJ EPS: $5.85–$5.90 (est $5.66)

2026 REVENUE: $25.9B–$26.1B (est $25.9B)
(@FirstSquaw)

OIL REBOUNDED AS THE US SEIZURE OF A VENEZUELAN TANKER RAISED SHORT-TERM SUPPLY RISK, THOUGH GAINS WERE CAPPED BY PERSISTENT GLOBAL OVERSUPPLY.
(@FirstSquaw)

GLOBAL MARKETS RALLIED AS THE FED DELIVERED A THIRD STRAIGHT RATE CUT, SIGNALED CONFIDENCE IN ECONOMIC GROWTH, AND FRAMED THE MOVE AS A CAUTIOUS NORMALIZATION RATHER THAN THE START OF AGGRESSIVE EASING.
(@FirstSquaw)