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- FT: Trump is pushing for 15 – 20% minimum tariff on all EU goods. EURUSD moves lower.
- Amazon reports revenue and guidance beat
- Microsoft Q3 beats on revenue, EPS and Cloud as capex comes in $3.4bn below estimates
- Google smashes Q1 estimates with $109.9bn revenue. Cloud surges 63% past forecasts.
- Meta beats on revenue at $56.3 vs $55.6 billion consnsus. Boosts capex further
- Brent crude breaks the Iran war highs
- GOOG, MSFT, META: Options market braced for $1 trillion market cap swing after the bell
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GOOGL beats Q1 revenue estimates with 21.8% YoY growth; EPS soars 91.3%. Valuation is pricey but growth is strong.
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Oil jumps 6%, yields climb as Fed rate cuts fade. Visa's strong profits keep stocks resilient.
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