구글 어닝 서프라이즈에도 하락…왜? / 테슬라 EPS 쇼크 / 슈퍼마이크로 20%↑ / AMD-앤스로픽 $50억 파트너십 / SW주 동반하락…페가시스템즈 실적 쇼크 [뉴스프레소]

[A Cup of New York, Newspresso] Thursday, July 23, 2026. Here is the report on last night's New York stock market. On the 22nd (local time), the New York stock market saw the Nasdaq fall slightly by 0.57% as caution regarding Big Tech earnings coincided with a surge in oil prices. However, the atmosphere diverged after the market closed. Although Alphabet posted an earnings surprise with cloud revenue surging in the 80% range, it fell in after-hours trading after significantly raising its capital expenditures (CAPEX) to $195 billion–$205 billion. Meanwhile, Tesla fell by over 2% due to a shock where its EPS fell short of expectations, despite solid revenue performance. On the other hand, Supermicro surged 20% on improved profitability and surpassing $60 billion in order backlog, and AMD announced a strategic partnership to invest up to $5 billion in Anthropic. Want to quickly skim through the key issues of the New York stock market? [Production Team] Script & Narration: Jeon Chae-rin, Kim Hye-yeon (MTN Anchors) Production: Jo Bae-seong (PD) Executive & Supervision: Kim Moon-hee (PD) [Timeline] NY Stock Market Reverses to Decline After Just One Day of Rebound… 3 Major Indices Slightly Weak 00:00 Wall Street: “Key Characteristic of Recent US Stock Market is ‘Option-Driven Phenomenon’” 00:37 Possibility of Increased Intraday Volatility Due to Surge in Option Trading During Earnings Season 01:14 Trump: “Immediate Response if Houthis Blockade… Iran’s Pickaxe Mountains to Be Striked Soon” 02:09 Concerns Over ‘AI Investment Contraction’ Made Unfounded… Big Tech Continues Aggressive Investment 02:44 Tesla’s Weak Earnings Amid Concerns Over Delayed European FSD Approval… After-hours ↓ 03:59 Why GE Vernova Plunged 8% Despite Strong Earnings 04:46 Software Stocks Weakened Amid PEGA Systems Earnings Shock 05:04 ServiceNow Surges 5% After-hours Despite Downgraded Guidance... Why? 05:21 Supermicro Profitability Improves Above Expectations... Stock Up Nearly 20% 05:37 Other Surgers: Philip Morris, Novagold, Alcoa 05:52 Alphabet's Free Cash Flow Turns to Deficit... TPU Revenue Expected to Be Fully Reflected in 2027 06:17 OpenAI Raises Computing Investment to $750 Billion by 2030... Georgia DC $20 billion 09:16 Brent Crude $94 · KRW/USD NDF decline · Gold $4,115 · Bitcoin $65,000 sideways 11:11 #Alphabet #Tesla #amd #GOOG #Cloud #CAPEX #FreeCashFlow #TPU #TSLA #EPSShock #FSDEurope #Supermicro #SMCI #OrderBackup #MarginImprovement #Dell #HPE #AMD #Anthropic #Helios #NVIDIA #NVDA #VeraRubin #Wistron #SKHynix #SKHY #ADR #ServiceNow #PegaSystems #SWWeakness #GEVernova #WindPower #Constellation #Vistra #PowerGrid #OpenAI #DCInvestment #Georgia #USIran #OilPrices #BrentCrude #GoldPrices #Bitcoin #WesternStockAnts #NYStockExchange #USStockExchange #NASDAQ #Newspresso #EconomicBroadcast #EconomicTV #Securities #MarketConditions #MTN #MoneyTodayBroadcast