EARNINGS WRAP — Thursday, July 30

120 companies on the tape. 43 reported. Heavyweight tech and consumer names delivered fireworks. Widest consensus spread of the day: $MSTR, where the street was nowhere close. $AMZN obliterates. Adj EPS $5.75 vs $1.82 consensus — a +215% beat. Revenue $200.6B. The retail and cloud machine is running at full throttle. $AAPL steady as it goes. GAAP EPS $2.02 vs $1.89 consensus, +6.8% beat. Revenue $109.4B, +16% YoY. No drama from Cupertino. $REGN drops a monster. Adj EPS $14.29 vs $10.20 consensus, +40% beat. Revenue $4.3B, +16.7% YoY. Biotech flexing. $MSTR posts Adj EPS of -$24.45 vs $3.07 consensus. That’s a -895% miss. Revenue imploded to $122.4M, -99.7% YoY. The bitcoin strategy has a brutal quarter. $RDDT keeps winning. Adj EPS $1.25 vs $0.97 consensus, +29% beat. Revenue $805M, +61% YoY. The platform is scaling fast. $NBIX crushes it. Adj EPS $2.85 vs $1.98 consensus, +44% beat. Revenue $959M, +39% YoY. Guidance raised: FY rev $2.7B-$2.8B. $MHK surprises big. Adj EPS $3.67

120 companies on the tape. 43 reported. Heavyweight tech and consumer names delivered fireworks. Widest consensus spread of the day: $MSTR, where the street was nowhere close.