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Chicago, United States Local 19:01 · Thu · after hours Chicago's derivatives complex enters the evening with oil futures still volatile after CENTCOM's two-hour heavy wave on IRGC targets and Iran's retaliatory strikes on Kuwait and Jordan. The 10-year Treasury yield steadied near 4.67% after Chair Warsh's hawkish 9–3 hold, while equity index futures lifted into the close on Microsoft's surge. From the Loop, CME traders are pricing two wars at once — Middle East supply risk in energy pits and an AI capex arms race in equity volatility — with Apple's after-hours guidance miss the next catalyst for overnight Globex.
Chicago Tribune · Crain's Chicago · CME Group
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Toronto, Canada Local 20:01 · Thu · after hours Toronto tracked New York higher Thursday as the TSX benefited from Microsoft's cloud beat and a softer Canadian dollar on broad U.S. dollar weakness after the Fed's hold with three dissents. Energy names remained mixed — Brent holding near $89 after settling above $90 Wednesday — while financials found relief from the late-session tech rally that reversed earlier bond-yield pressure. From Bay Street, the Mag Seven earnings divergence is the dominant theme: infrastructure winners versus capex-heavy platforms, with Apple's after-hours guidance miss threatening to cap Friday's open despite Amazon's AWS acceleration.
Globe and Mail · Financial Post · CBC
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New York, United States Local 20:01 · Thu · after hours New York closed Thursday with a split Mag Seven tape that defined the global week. Microsoft surged more than 15% on Azure growth above 43% and cloud revenue crossing $100 billion annualized, lifting the Nasdaq 2.6%; Meta fell roughly 9% on an eleventh consecutive losing session as $31.1 billion in quarterly capex crushed free cash flow. Apple beat with $109.4 billion in revenue and $2.02 EPS on record iPhone sales, but shares dropped 7.8% after hours on conservative September guidance; Amazon reported AWS up 37% to $42.2 billion. CENTCOM's heavy wave of Iran strikes and Kuwait's casualty kept Brent near $90, reminding Wall Street that geopolitics still owns the inflation narrative even on a tech rebound day.
Reuters · Amazon IR · BBC
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Buenos Aires, Argentina Local 21:01 · Thu · after hours Buenos Aires enters the late Americas session tracking Wall Street's tech-led recovery and a softer dollar after the Federal Reserve's 9–3 hold. The Merval's agri-export complex watches soy and corn flows as global grain markets balance Middle East oil volatility against benign U.S. inflation prints, while local investors brace for August inflation data that will shape expectations for the Milei administration's stabilization program. From Puerto Madero, the tape is less about Buenos Aires headlines than about whether Thursday's offshore relief can survive Apple's after-hours guidance disappointment and the continuing Iran–U.S. exchange across the Gulf.
Infobae · La Nación · Ámbito
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Auckland, New Zealand Local 12:01 · Fri · working now Auckland's Friday session opens with the kiwi at its strongest in nearly two months — near 58.8 U.S. cents — as broad dollar weakness follows the Federal Reserve's hold and a dovish Bank of England split. The ANZ Business Outlook survey showed confidence rebounding to 56 in July, with inflation expectations easing to 3.14%, though firms still expect to raise prices. The NZX 50 is digesting profit-taking after record highs, with Fletcher Building's residential arm attracting multiple suitors. From Queen Street, the morning trade is less about Middle East headlines than about whether offshore tech relief and a softer greenback can extend the local rally into month-end.
NZ Herald · interest.co.nz · BusinessDesk
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Sydney, Australia Local 10:01 · Fri · working now Sydney enters Friday with SPI futures pointing to a 1% rebound after Thursday's 0.8% ASX 200 retreat, when surging U.S. bond yields and a Nasdaq wobble triggered profit-taking across financials and materials. Microsoft-led gains on Wall Street overnight offer relief, while gold futures above $4,100 an ounce should lift miners even as Brent near $89 keeps energy names mixed. Governor Michele Bullock's 4.35% cash rate holds until the August 11 meeting, with producer price and private credit data due after the open. From Martin Place, the question is whether breadth improves or whether another narrow tech-led bounce leaves the index vulnerable below its five-month high.
Motley Fool AU · IG · ts2.tech
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Tokyo, Japan Local 09:01 · Fri · working now Tokyo's Friday opens with the Nikkei at 61,867 after semiconductor and electronics gains, and overnight futures pointing another 1,960 yen higher — but the dominant story is currency, not equities. Japan intervened to buy yen and sell dollars Thursday as the pair touched 160, with the U.S. executing a rate check in coordinated action that briefly pushed the yen into the 157 range. The Bank of Japan's policy decision lands today after Governor Ueda kept rates unchanged at the prior meeting; markets want clarity on inflation and the timing of the next hike. From Marunouchi, chip-led index strength masks TOPIX weakness and the risk that a sharper yen correction or hawkish surprise rewires the entire AI trade.
Nikkei Asia · minkabu · News On Japan
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Seoul, South Korea Local 09:01 · Fri · working now Seoul's Friday begins under the shadow of the most violent equity unwind in the developed world this year. Samsung Electronics reported a record 89.5 trillion won in operating profit — semiconductor margins at 70% — yet the KOSPI still closed down 1.2% Thursday after a morning rally above 5% evaporated, leaving the index nearly 39% below its June peak. SK Hynix fell another 5.6% as leveraged ETF curbs take effect Friday, capping daily losses at two million won per product. From Yeouido, extraordinary fundamentals and catastrophic price action coexist: memory shortages may persist through 2028, but policy tightening on retail leverage is forcing a margin call on the AI boom itself.
Euronews · MarketScreener · TradingKey
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Los Angeles, United States Local 17:01 · Thu · working now Los Angeles spent Thursday afternoon parsing Apple's record June quarter — $109.4 billion in revenue, $2.02 EPS, iPhone sales up 22% — in Tim Cook's final earnings call as chief executive. The Cupertino giant's beat was tempered by services missing targets and supply constraints on Mac demand, while after-hours guidance for 9%–11% growth disappointed traders expecting 12%. From Silicon Beach to the entertainment corridor, the city's dual economy watches whether streaming margins and port throughput can hold steady as Middle East oil volatility and the Mag Seven capex split reshape consumer and corporate spending into the second half.
Apple Newsroom · AP News · LA Times
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San Francisco, United States Local 17:01 · Thu · working now San Francisco's Thursday after-hours belonged to the cloud platforms that power the AI buildout — and to the bill coming due. Amazon reported Q2 net sales of $200.6 billion with AWS up 37% to $42.2 billion, its fastest cloud growth in eighteen quarters, while Microsoft earlier lifted the sector on Azure above 43%. Meta's $31.1 billion quarterly capex and collapsed free cash flow underscored the other side of the trade, sending shares down roughly 9%. Apple's beat-turned-guidance-miss — shares off 7.8% after hours — adds a consumer-hardware wrinkle. From SoMa to Sand Hill Road, the valley is splitting between infrastructure winners and the platforms funding them.
Amazon IR · Reuters · MarketScreener
