Reply To: Traders Market Weekly: Geopolitics, ECB and Apple

#42852
Truman
Participant

NVIDIA (NVDA 144.42, -6.52, -4.32%): US govt informs NVIDIA that it has imposed a new license requirement for sales of A100 and H100 chips to China and Russia
Advanced Micro (AMD 82.60, -2.27, -2.67%) : spokesperson says US told the company to stop selling artificial intelligence chip in China.
Signet Jewelers (SIG 68.00, +2.63, +4.02%): beats by $0.09, reports revs in-line; guides Q3 revs in-line; guides FY23 EPS above consensus, revs below consensus
Five Below (FIVE 132.20, +4.32, +3.38%): misses by $0.04, misses on revs; comps -5.8%; guides Q3 EPS and revs below consensus; guides FY23 EPS and revs below consensus
C3.ai (AI 15.35, -2.65, -14.72%): beats by $0.12, misses on revs; guides OctQ and FY23 revs below consensus, says its customers are scrutinizing big deals as never before
Okta (OKTA 76.69, -14.71, -16.09%): beats by $0.20, beats on revs; guides Q3 (Oct) EPS above consensus, revs in-line; guides FY23 EPS above consensus, revs in-line
MicroStrategy (MSTR 226.00, -5.56, -2.40%): Washington DC AG Karl Racine tweets “NEW: Today, we’re suing Michael Saylor (MSTR Executive Chairman) – a billionaire tech executive who has lived in the District for more than a decade but has never paid any DC income taxes – for tax fraud”
Veeva Systems (VEEV 173.26, -26.06, -13.07%): beats by $0.02, reports revs in-line; guides Q3 EPS in-line, revs below consensus; guides FY23 EPS above consensus, revs below consensus
MongoDB (MDB 267.10, -55.76, -17.27%): beats by $0.05, beats on revs; guides Q3 EPS below consensus, revs above consensus; guides FY23 EPS below consensus, revs above consensus
Ciena (CIEN 45.09, -5.65, -11.14%): misses by $0.01, misses on revs