Financial Twitter. Filtered for Traders.

$NVDA — NVIDIA beats Q4 estimates: EPS $5.16 vs $4.64 est., Revenue $22.1B vs $20.4B est. Data center revenue up 409% YoY. Stock surging 8% after hours.

BREAKING: $SPY drops 1.2% as CPI comes in hot — headline CPI +3.5% vs +3.3% expected. Core CPI +3.9% vs +3.7% est. Rate cut expectations for June being repriced aggressively.

Fed Chair Powell in testimony: "We need to see more progress on inflation before adjusting rates. The economy remains resilient and the labor market is strong. We are in no hurry to cut."

$TSLA — Tesla announces 20% price cut across Model Y lineup in US, Europe, and China. Analysts warn of margin compression. $TSLA down 4.3% pre-market.

ECB's Lagarde: "We are confident that inflation is on a sustainable path toward our 2% target. The Governing Council will continue to follow a data-dependent approach." EUR/USD spikes to 1.0920.

$AAPL — Apple reports iPhone revenue miss: $65.8B vs $68.2B expected. Services revenue record at $23.1B saves the quarter. Cook cites macro softness in China. Stock flat after-hours.

Markets pricing in NO rate cuts until September now. The 10Y yield just hit 4.65%. This is a sea change for $QQQ and growth stocks. Buckle up.

$AMZN — Amazon Web Services Q4 revenue: $24.2B, up 13% YoY. AWS operating income $7.2B, margins expanding. Jassy says AI workloads driving "unprecedented demand" for cloud capacity.

NFP Friday recap: +353K jobs vs +185K expected. Unemployment rate 3.7%. Average hourly earnings +4.5% YoY. This is NOT a labor market that needs rate cuts. $DXY ripping higher.

$META — Meta announces $50B stock buyback program and first-ever dividend of $0.50/share. Revenue beats at $40.1B vs $39.2B est. Stock jumps 15% in extended trading.

BOJ Governor Ueda signals potential rate hike at March meeting if wage data confirms trend. USD/JPY drops 180 pips to 148.20. JGB yields surging. Big implications for carry trades.

GS raises $GOOGL price target to $195 from $170 (Buy). "AI integration across Search, Cloud, and YouTube is a multi-year growth driver. We see 20%+ upside from current levels."