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Key HighlightsA market commentator says Nvidia (NASDAQ:NVDA) signed up to invest as much as USD 100 billion in OpenAI as OpenAI deploys at least 10 gigawatts of Nvidia systems, a structure he calls circular financing.The commentary says Advanced Micro Devices (NASDAQ:AMD) agreed toSupply6 gigawatts …
Key HighlightsServiceNow (NYSE:NOW) closed down 26.5% at USD 110.30 on October 29, 2026, the largest one-day fall among S&P 500 members that day, after adjusted EPS of USD 0.27 and a 2026 subscriptionRevenueguide near USD 15.78 billion to USD 15.79 billion.Fortinet (NASDAQ:FTNT) closed down …
Key HighlightsUSD 44.9 billion of second quarter capex against USD 39.1 billion ofOperating Cash Flowgave Alphabet (NASDAQ:GOOGL) its first negative free cash flow quarter since its 2004 IPO, the commentary says, and its shares fell 7% that day.Amazon (NASDAQ:AMZN) spent USD 54.2 billion on …
Key HighlightsExxon (NYSE:XOM) reported Q3 adjusted EPS of USD 4.23 against about USD 4.08 expected, on adjustedEarningsof USD 17.5 billion, and rose about 1.8% to 2.1% in premarket on October 30, 2026.Chevron (NYSE:CVX) reported Q3 adjusted EPS of USD 5.28 against USD 1.85 a …
Key HighlightsA market commentator says a vehicle funded by Apollo Global Management (NYSE:APO) and Blackstone raised about USD 35 billion ofDebtin June 2026 to buy roughly one gigawatt of Google TPU chips andLeasethem to Anthropic, which never owns the chips.If Anthropic stops paying the …
Key HighlightsIntel (NASDAQ:INTC) was down about 25% in premarket on October 30, 2026 as a Q4Revenueguide of USD 15.0 billion to USD 16.0 billion trailed earlier estimates near USD 17.1 billion, despite Q3 adjusted EPS of USD 0.52 beating USD 0.40.Reddit (NYSE:RDDT) was indicated …
Key HighlightsA reported theft of about USD 6.3 billion to USD 6.36 billion at Binance began around 8:05 p.m. UTC on October 29, 2026, with USD 2.54 billion to USD 2.7 billion frozen depending on the timestamp, according to private analytics firms and Binance.Bitcoin …
Key HighlightsA market commentator cites JPMorgan's view that AI stocks made up 75% of the S&P 500's returns between ChatGPT's launch in November 2022 and September 2025, which bears on funds such as SPDR S&P 500 ETF Trust (NYSEARCA:SPY) that hold theindexby weight.Under a …
Key HighlightsSPDR S&P 500 ETF Trust (NYSEARCA:SPY) tracks the S&P 500, which fell 0.30% to 7,720.39 on October 29, 2026, while the equal-weight S&P 500 added about 1.2% and 81% of S&P 500 stocks advanced; the ETF's own move was not verified.InvescoQQQTrust (NASDAQ:QQQ) was …
Key HighlightsMicrosoft (NASDAQ:MSFT)Revenuetotals USD 332B, led by Server Products and Cloud Services at 39% of the total, or USD 129B, up 31%, with Microsoft 365 Commercial Products and Cloud Services at 30.7% and USD 102B, according to a published scorecard.Nvidia (NASDAQ:NVDA) revenue of USD …
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