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Microsoft's Strong Earnings Boosts Stock Futures Rebound
Stock futures are rebounding Thursday after Wednesday's volatile session, as a strong earnings report from Microsoft helped restore confidence in the artificial intelligence trade and offset lingering uncertainty following the Federal Reserve's latest policy decision.The Federal Reserve left interest rates unchanged on Wednesday, as widely expected, but markets were unsettled by signs of growing disagreement among policymakers and Fed Chair Kevin Warsh's reluctance to provide clear forward guidance on the path of monetary policy. Treasury yields climbed following the decision, with the 30-year Treasury yield reaching its highest level in nearly two decades, reflecting persistent concerns about inflation and the outlook for rates.Corporate earnings remain the primary catalyst for markets. Microsoft shares are surging in premarket trading after the software giant reported stronger-than-expected quarterly results, projected robust current-quarter sales and cloud growth, and reassured investors with a lower-than-feared capital expenditure outlook. The results helped ease recent concerns that soaring AI-related spending was outpacing returns. Not all technology earnings were well received, however, as Meta Platforms is trading sharply lower after reporting a steep decline in free cash flow tied to heavy AI investment.In pre-market trading, S&P 500 futures rose 0.58%, Nasdaq futures rose 1.60% and Dow futures rose 0.35%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -MarketAxessup 30% after Intercontinental Exchangeannounced a definitive agreement to acquire the company for $167 per share in cashUP AFTER EARNINGS -Baxterup 14%Quanta Servicesup 13%Lam Researchup 13%Fortinetup 12%Microsoftup 9%Chipotleup 7%ING Groepup 5%Lloyds Bankingup 4%Starbucksup 4%Oil Statesup 3%Shellup 2%Wescoup 1%Bristol Myersup 1%DOWN AFTER EARNINGS -Teladocdown 19%Meta Platformsdown 9%Sirius XMdown 8%Check Pointdown 8%Carvanadown 8%AMC Networksdown 6%Norwegian Cruise Linedown 6%Sanofidown 5%Altria Groupdown 3%Qualcommdown 3%AB InBevdown 2%
Lloyds Banking Reports Q2 Underlying Net Interest Income of £3.71B
Reports Q2 underlying net interest income GBP 3.71B vs GBP 3.36B last year. Reports CET1 ratio 13.6%. "Lloyds Banking Group continues to deliver for customers, colleagues, communities and shareholders. Our purpose of Helping Britain Prosper has never been more important. As the UK's largest financial services provider, our purpose drives our strategy and creates opportunity for people and businesses, shaping finance as a force for good. In the first half of 2026, we delivered sustained strength in financial performance, with continued income growth, improving operating leverage, strong credit performance, growing capital generation and increasing shareholder returns. We are successfully completing our 2022 to 2026 strategy, focusing on customer experience, pivoting the Group to growth and laying the foundations for our exciting new strategy. We have strengthened our market leadership, built our digital and AI capabilities, and enhanced our cost and capital leadership, while remaining on track to deliver our 2026 financial targets. This ensures the Group is well placed to launch our new strategy, Accelerate 2030, from a position of strength. Building on our leadership position we will accelerate through reimagined customer experiences, increased Group connectivity, and a productivity step-change, all enabled by pioneering technology. Our strategy will allow us to unlock the next phase of growth and sustainable value creation for our shareholders," said CEO Charlie Nunn.
Company Reiterates Financial Guidance for 2026
The company said, "Based on the sustained strength in our financial performance and our current macroeconomic assumptions, for 2026 the Group reiterates its guidance: Underlying net interest income of greater than GBP 14.9B; Cost income ratio of less than 50% including operating costs of less than GBP 9.9B; Asset quality ratio of c.25 basis points; Return on tangible equity of greater than 16%; Capital generation of greater than 200 basis points; To pay down to a CET1 ratio of c.13.0%."
Company Expects Mid-Single-Digit Net Income CAGR by 2030
The company said, "Based on our current macroeconomic assumptions, from 2027 to 2030 the Group expects: Mid-single-digit net income compound annual growth rate and high-single-digit underlying other operating income compound annual growth rate; Cost:income ratio of less than 45% in 2030, with year-on-year reductions; Asset quality ratio of between 25 basis points and 30 basis points through the plan period; Return on tangible equity of c.20% in 2030 and greater than 18% in 2028; Capital generation of greater than 225 basis points in 2030; Pro forma CET1 ratio of c.13.0%.
Company Launches Accelerate 2030 Strategy, Expects £2B Cost Savings
The company said, "Our new strategy, Accelerate 2030, builds on the foundations created over 2022 to 2026. In the context of a stable UK outlook, with strong consumer and business balance sheets and a constructive regulatory environment, we are uniquely placed to address the structural growth opportunities in the UK, including housing, the digital economy, infrastructure, the energy transition, wealth and pensions. The strategy remains rooted in our purpose of Helping Britain Prosper, the participation choices that make our current strategy successful, and our driving ambition to 'make finance simpler, smarter and more connected for every moment that matters' to our customers. The strategy is to accelerate through reimagined customer experiences, increased Group connectivity, and a productivity step-change, all enabled by pioneering technology. We have three pillars in support of Accelerate 2030. Firstly, we will 'Grow the core' by scaling our market leading businesses, accelerating in faster growing areas within our core and reimagining the customer experience including leveraging AI. This will drive growth across core markets and will deepen relationships with our customers. Key focus areas include a new, unique Group rewards offering for retail customers, a broader, transformed Homes experience, digitally enabled, full-service Business and Commercial Banking and a focused, modern, client centric Corporate and Institutional business, as we look to reinforce and grow core market shares. Our second pillar is 'Innovate to deepen and diversify', by extending propositions to unlock connected, diversified, and differentiated growth. This includes increasing cross-Group connectivity, such as our integrated bancassurance and wealth model, extending into higher-value, fee generating adjacencies, such as through our integrated digital Transport ecosystem and broadening our reach across third party and AI channels through data-led connected propositions and new wallet and payment products for our retail and commercial customers. Our third pillar is 'Simplify to outperform' by building future ready skills and infrastructure, delivering a digital and AI-enabled productivity step-change and maximising capital efficiency. This will include key initiatives such as extending our next-generation Retail core banking engine, accelerating speed to market of new propositions and scaling agentic AI adoption. We expect to deliver around GBP 2B of gross cost savings over the plan."
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