16:02 GOOGL Reports Q3 GAAP $2.67 v $2.94e, Rev (ex-TAC) $111.2B v $111.8Be; Search and YouTube rev missed estimates, Cloud beat16:01 MSFT Reports Q1 $4.89 v $4.71e, Rev $92.3B v $90.6Be; Azure rev and opr margin top expectations, capex a little below17:03 GOOGL Affirms FY26 Capex $195-205B v $201.8Be (prior: $195-205B); To increase significantly in 2027 - earnings call comments17:39 MSFT 17:30 ET call: Copilot engagement accelerated sharply: automated tasks have nearly doubled since July, daily users rose nearly 50% q/q and more than 5x y/y, and user satisfaction improved nearly 20% q/q to an all-time high.16:10 NOW Reports Q3 $1.00 v $1.02e, GAAP Rev $4.11B v $4.09Be16:37 GOOG 16:30 ET Q3 call: Alphabet announced Carbon, its “strongest frontier model,” ranking No. 1 on the Artificial Analysis Intelligence Index and outperforming Argon across web development, multimodal reasoning and scientific workloads.
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16:02GOOGL Reports Q3 GAAP $2.67 v $2.94e, Rev (ex-TAC) $111.2B v $111.8Be; Search and YouTube rev missed estimates, Cloud beat
16:01MSFT Reports Q1 $4.89 v $4.71e, Rev $92.3B v $90.6Be; Azure rev and opr margin top expectations, capex a little below
17:03GOOGL Affirms FY26 Capex $195-205B v $201.8Be (prior: $195-205B); To increase significantly in 2027 - earnings call comments
17:39MSFT 17:30 ET call: Copilot engagement accelerated sharply: automated tasks have nearly doubled since July, daily users rose nearly 50% q/q and more than 5x y/y, and user satisfaction improved nearly 20% q/q to an all-time high.
16:10NOW Reports Q3 $1.00 v $1.02e, GAAP Rev $4.11B v $4.09Be
16:37GOOG 16:30 ET Q3 call: Alphabet announced Carbon, its “strongest frontier model,” ranking No. 1 on the Artificial Analysis Intelligence Index and outperforming Argon across web development, multimodal reasoning and scientific workloads.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007760.75 ▼0.6%EUR/USD1.12 ▲0.15%USD/JPY157.84 ▼0.28%GBP/USD1.33 ▲0.82%OIL--Gold4081.2 ▼15.34%