EconoTicker

Arm (ARM) reported EPS of $0.43 vs $0.32 expected (+34.38% surprise) and revenue of $1.24B vs $1.22B expected (+1.64% surprise), delivering a big profit beat with a modest top-line upside. Despite that, the stock was down ~8.16% in extended trading (around $96.34), with a market cap near $111.88B—signaling the market is likely reacting more to forward guidance, licensing/royalty momentum, and AI/PC/smartphone demand expectations than the quarter’s headline beat.

The New York Times (NYT) reported EPS of $0.89 vs $0.86 expected (+3.49% surprise) and revenue of $802.3M vs $785.68M expected (+2.12% surprise), beating on both earnings and sales. Despite the upside, the stock was down ~1.67% at the time shown (around $66.50), with a market cap near $10.94B—suggesting investors may be prioritizing forward guidance, digital subscription momentum, advertising trends, and cost discipline over the headline beat.

PayPal (PYPL) reported EPS of $1.23 vs $1.29 expected (-4.65% surprise) and revenue of $8.68B vs $8.79B expected (-1.25% surprise), missing on both the bottom line and sales. Despite the double miss, the stock was up ~0.22% in extended trading (around $41.79), with a market cap near $38.36B—suggesting investors may be responding to guidance, cost discipline/margin outlook, or confidence signals on transaction trends and monetization rather than the headline quarter alone.

Toyota Industries (TYIDY) reported EPS of $2.05 vs $1.83 expected (+12.02% surprise) and revenue of $7.12B vs $6.71B expected (+6.11% surprise), delivering a clean beat on both earnings and sales. Despite that, the stock was down ~0.88% at the time shown, with a market cap around $37.27B—suggesting investors may be weighing forward guidance, demand visibility across industrial/auto-linked segments, and margin/cost trends more than the headline beat.

Pfizer (PFE) reported EPS of $0.66 vs $0.58 expected and revenue of $17.58B vs $16.91B expected, beating across both metrics. The stock was up ~0.31% in extended hours, and Pfizer’s market cap stands at $146.52B. Next focus typically moves to guidance, pipeline updates, and margin/cost trajectory.

Amgen (AMGN) posted a clear beat with EPS of $5.29 vs $4.73 expected and revenue of $9.9B vs $9.46B expected. The stock was down ~0.71% after hours, and Amgen’s market cap is $182.32B—so the market’s read is likely hinging on forward guidance and segment-level commentary rather than the headline numbers alone.

Novo Nordisk (NVO) reported EPS of $1.02 vs $0.92 expected and revenue of $12.53B vs $11.99B expected, topping forecasts on both profit and sales. Even with the beat, the stock was down ~4.41% in extended trading, with a market cap of $212.99B—suggesting investors are likely focused on guidance, growth durability, and near-term execution risks.

PepsiCo (PEP) delivered a modest upside with EPS of $2.26 vs $2.24 expected and revenue of $29.34B vs $28.98B expected. The stock was up ~0.12% in extended hours, and PepsiCo’s market cap stands at $222.56B. Attention now typically shifts to management’s demand, pricing, and cost outlook for the next quarter.

Advanced Micro Devices (AMD) reported EPS of $1.53 vs $1.32 expected and revenue of $10.3B vs $9.64B expected, beating on both lines. Despite the upside surprise, the stock was down ~9.75% in extended trading, with AMD’s market cap at $394.17B—a reminder that the market is likely grading forward guidance, AI/data-center momentum, and margin outlook more than the headline beat.

U.S. stock futures edged mostly higher as markets braced for major tech earnings, with Alphabet set to report after the close and investor focus squarely on new AI signals. At the same time, software stocks stayed under pressure amid growing worries that AI-driven disruption could reshape pricing power and market share, extending recent selloffs in several large software names. Gold moved higher as investors rotated toward safe-haven assets amid ongoing volatility and heightened geopolitical tension.

Seoul’s KOSPI jumped nearly 6%, with heavyweight chipmakers Samsung Electronics and SK Hynix rising roughly 7.5% to 8.5%. The move underscores renewed appetite for AI-linked semiconductors as investors rotate back into mega-cap tech after recent volatility.

India’s Nifty 50 jumped as much as 5% at the open before trimming gains after Donald Trump said on Monday the United States and India had reached a trade deal that would cut tariffs on Indian goods to 18% from 50%. The announcement followed months of negotiations in which punitive tariffs rose as high as 50% and was widely interpreted as a step toward normalizing trade ties. The deal is reported to involve India phasing out purchases of Russian oil while expanding imports of U.S. energy and other goods.