StockMKTNewz Daily Recap 2/4

GOOGLE & AMD EARNINGS

February 04, 2025

Daily Stock Market Recap: 2/4

Hey everyone! It’s @StockMKTNewz - Evan!

Let's dive into the key headlines of the day and what you should keep an eye on as we move through the week.

Here’s how the stock market performed today

Heat Map of the S&P 500

Indexes

Best and Worst Performing S&P 500 Stocks

Stock Market Tools I Actually Use

(and you should too!)

Get Ready For Tomorrow

EARNINGS: This is the earnings calendar I rely on daily during earnings season. Make your earnings season much easier by checking out Earnings Hub

SeekingAlpha catalyst Watch:

Macro: Schedule for Wednesday 2/5 (All times are in ET)

7:30 am Fed Barkin TV appearance
8:15 am ADP employment
8:30 am U.S. trade deficit
9:00 am Fed Barkin speaks
9:45 am S&P final U.S. services PMI
10:00 am ISM services
1:00 pm Fed Goolsbee speaks
3:00 pm Fed Bowman speaks
7:30 pm Fed Jefferson speaks

The Daily Recap

GOOGLE $GOOGL JUST REPORTED EARNINGS
EPS of $2.15 beating expectations of $2.13
Revenue of $96.5B missing expectations of $96.7B
— Evan (@StockMKTNewz)
9:02 PM • Feb 4, 2025

$AMD JUST REPORTED EARNINGS
EPS of $1.09 in line with expectations
Revenue of $7.7B beating expectations of $7.53B
— Evan (@StockMKTNewz)
9:17 PM • Feb 4, 2025

Google $GOOGL CEO Sundar Pichai just said:
"Together, Cloud and YouTube exited 2024 at an annual revenue run rate of $110B" ... "We are confident about the opportunities ahead, and to accelerate our progress, we expect to invest ~$75B in capital expenditures in 2025"
— Evan (@StockMKTNewz)
9:09 PM • Feb 4, 2025

Google $GOOGL has 5 separate businesses that make more than $30 Billion a year
— Evan (@StockMKTNewz)
9:33 PM • Feb 4, 2025

$AMD CEO Lisa Su just said:
- MICROSOFT IS USING AMD'S MI-300X CHIPS TO SERVE GPT-4 BASED MICROSOFT COPILOT APPLICATIONS
- MI400 CHIP REMAINS ON TRACK FOR LAUNCH IN 2026
— Evan (@StockMKTNewz)
10:21 PM • Feb 4, 2025

PayPal $PYPL reported earnings this morning
EPS of $1.19 beating expectations of $1.14
Revenue of $8.37B beating expectations of $8.3B
PayPal announced a new $15 Billion share buyback plan
— Evan (@StockMKTNewz)
12:42 PM • Feb 4, 2025

Chipotle $CMG just said if the recently announced Tariffs go into full effect it would have an ongoing impact of about 0.60% on its costs of sales
— Evan (@StockMKTNewz)
10:07 PM • Feb 4, 2025

🇺🇸 President Trump's Crypto Czar David Sacks just said the feasibility of a Strategic Bitcoin Reserve is one of the first things he is going to look at
— Evan (@StockMKTNewz)
8:22 PM • Feb 4, 2025

FOR THE FIRST TIME EVER
Mark Zuckerberg's Facebook $META is now larger than Saudi Aramco 🇸🇦 x.com/i/web/status/1…
— Evan (@StockMKTNewz)
7:58 PM • Feb 4, 2025

Nvidia $NVDA just said:
"CoreWeave has launched NVIDIA GB200 NVL72-based instances, becoming the first cloud service provider to make the NVIDIA Blackwell platform generally available"
— Evan (@StockMKTNewz)
6:51 PM • Feb 4, 2025

JEROME POWELL TO DELIVER SEMIANNUAL MONETARY POLICY REPORT IN FRONT OF CONGRESS ON FEBRUARY 11TH
— Evan (@StockMKTNewz)
5:53 PM • Feb 4, 2025

Elon Musk’s offer to federal employees to quit their jobs in exchange for pay through September was accepted by 20,000 federal employees or ~1% of the federal workforce - Bloomberg
— Evan (@StockMKTNewz)
5:20 PM • Feb 4, 2025

Netflix $NFLX stock is now over $1,000 for the first time ever
— Evan (@StockMKTNewz)
3:11 PM • Feb 4, 2025

🇺🇸 JOLTS JOB OPENINGS:
7.6M BELOW EXPECTATIONS OF 8M
— Evan (@StockMKTNewz)
3:01 PM • Feb 4, 2025

Palantir $PLTR just opened the day as the 49th largest public company in the world
— Evan (@StockMKTNewz)
2:33 PM • Feb 4, 2025

China 🇨🇳 has reportedly revived antitrust investigations into Google $GOOGL and Nvidia $NVDA, while considering a new probe against Intel $INTC following tariffs from President Trump - Financial Times
— Evan (@StockMKTNewz)
1:25 PM • Feb 4, 2025