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Why Did Amazon (NASDAQ:AMZN) Book USD 53.4B From Anthropic?

Amazon (NASDAQ:AMZN) released second quarter results on July 30, 2026. Operating income was USD 27.5 billion, up 43%, yet net income of USD 62.6 billion was more than double that, because non-operating other income of USD 53.4 billion was attributed to Anthropic. The mechanism …

Vinay Lochav | 26 October 2026

Is SMH (NASDAQ:SMH) Stabilizing After the Chip Index Managed a 0.44% Rebound?

SMH (NASDAQ:SMH) contains a concentrated group of leading chip designers, manufacturers and equipment suppliers. Its benchmark proxy, the Philadelphia Semiconductor Index, rose 0.44% to 10,779.46 on Friday, October 23, 2026 following a prior session when declines affected each of the 30 components.

Vinay Lochav | 26 October 2026

How Is AMD (NASDAQ:AMD) Doubling Data Center Sales at 107%?

AMD (NASDAQ:AMD) released second quarter 2026 results on August 4, 2026 for the quarter ended June 27. Revenue of USD 11.5 billion rose 50% and Data Center revenue of USD 6.7 billion rose 107%, so the segment now supplies more than half of sales. …

Vinay Lochav | 26 October 2026

What Made Meta Platforms (NASDAQ:META) Shed 9.4% Even With Record Quarterly Sales?

Meta Platforms (NASDAQ:META), the owner of Facebook, Instagram and WhatsApp, released third-quarter results after Wednesday's close on October 21, 2026. Revenue of USD 64.6 billion was 26% higher and surpassed forecasts. Net profit advanced 264% from a year earlier, while fourth-quarter sales guidance came …

Vinay Lochav | 26 October 2026

Why Is Oracle (NYSE:ORCL) Burning USD 5.4B With a USD 664B Backlog?

Oracle (NYSE:ORCL) reported first quarter fiscal 2027 results in September 2026. Revenue of USD 19.3 billion rose 30%, while remaining performance obligations, which are contracted revenue not yet recognized, reached USD 664 billion, up USD 26 billion from USD 638 billion reported in June. …

Vinay Lochav | 26 October 2026

Can IWD (NYSEARCA:IWD) Hold Value's Nearly 8-Point October Lead Over Growth?

IWD (NYSEARCA:IWD) emphasizes large US businesses priced lower relative to earnings and book value, creating greater exposure to financial, industrial, health-care and energy companies. At the October 23, 2026 checkpoint, October's advantage for the S&P 500 value benchmark over its growth equivalent was almost …

Vinay Lochav | 26 October 2026

What Is Behind Broadcom's (NASDAQ:AVGO) 221% AI Chip Surge?

Broadcom (NASDAQ:AVGO) reported on September 2, 2026 that AI semiconductor revenue reached USD 16.7 billion, which is 56% of total revenue of USD 29.6 billion, simple arithmetic on two reported numbers. The company guided the next quarter to USD 34.8 billion of revenue and …

Vinay Lochav | 26 October 2026

Is IWM (NYSEARCA:IWM) Starting a New Run After Ending Six Weekly Declines?

IWM (NYSEARCA:IWM) follows an index of approximately 2,000 smaller US companies, giving it less exposure to the giant technology businesses that pulled broader markets lower. It advanced 1.96% during the week through Friday, October 23, 2026, snapping six weekly declines.

Vinay Lochav | 26 October 2026

What Will Intel (NASDAQ:INTC) Show on October 29 With Nvidia Aboard?

Intel (NASDAQ:INTC) reports on Thursday, October 29, 2026, with a call at 2 p.m. PDT, which is 5 p.m. ET. The company guided third quarter revenue to USD 15.8 billion to USD 16.8 billion, GAAP earnings of USD 0.31 per share and non-GAAP earnings …

Vinay Lochav | 26 October 2026

Could VXX (CBOE:VXX) Be Mispricing a 19.45 VIX Ahead of the Fed?

VXX (CBOE:VXX) provides exposure to short-maturity VIX futures. A 2.21% increase took the Cboe Volatility Index to 19.45 on October 23, 2026 while the S&P 500 declined 0.52%, and an overnight reading remained close to 19.7.

Vinay Lochav | 26 October 2026
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