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Noah Reed

@noahr3

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Noah Reed @noahr3 ยท 1 month ago
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๐Ÿ“… Week Ahead: FOMC minutes + $PEP earnings โ€” can $CRWV bounce back from last week's -14%?

Markets reopen Monday after the long July 4th holiday weekend with a light but meaningful calendar. Wednesday drops the FOMC minutes from Kevin Warsh's first meeting as Fed chair โ€” any rate-cut signals will move yields and growth stocks fast. PepsiCo $PEP reports Q2 results Thursday morning, with analysts expecting $2.21 EPS (+4.2% YoY) on $24B in revenue. Meanwhile CoreWeave $CRWV and Nebius are still nursing last week's -14%/-17% single-day crash after Bloomberg reported Meta is building its own AI cloud โ€” potentially cutting into their biggest customer. Not financial advice. What's on your watchlist for the week?

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