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What Is USD 77.3 Billion of Amazon (NASDAQ:AMZN) Capex Telling Us About Alphabet (NASDAQ:GOOGL), Intel (NASDAQ:INTC) and Sandisk (NASDAQ:SNDK)?

Key HighlightsAmazon (NASDAQ:AMZN) reported Q3 capex of USD 77.3 billion against USD 35.1 billion a year earlier, guided 2026 capex to about USD 220 billion, and posted trailing freeCash Flowof an outflow of USD 42.4 billion.Alphabet (NASDAQ:GOOGL) reported Q3 EPS of USD 2.12, below …

Vinay Lochav | 30 October 2026

Why do P/E ratios of 26.9x to 43.6x earn Buy or Watch for Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Spotify Technology (NYSE:SPOT)?

Key HighlightsMicrosoft (NASDAQ:MSFT) trades at a trailing price toEarningsratio of 27.7x against a five-year average of 32.2x, and the scorecard rates the valuation attractive, scoring it 4 of 5, with the shares at USD 531.01.Nvidia (NASDAQ:NVDA) has the lowest P/E of the four at …

Vinay Lochav | 30 October 2026

How do moat, management and risk scores differ for Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Spotify Technology (NYSE:SPOT)?

Key HighlightsA published scorecard rates the moat wide at Nvidia and Broadcom and broad and widening at Microsoft, but only Thin at 2 of 5 at Spotify Technology (NYSE:SPOT), so the four companies sit at very different points on competitive strength.Management is rated great …

Vinay Lochav | 30 October 2026

How Did a USD 9 Billion Refining Quarter Lift Exxon (NYSE:XOM) and Chevron (NYSE:CVX), and What Does It Mean for XLE (NYSEARCA:XLE)?

Key HighlightsExxon (NYSE:XOM) reportedDownstreamadjustedEarningsof about USD 9 billion, up 120% from Q2, as war-related refining margins surged, with adjusted EPS of USD 4.23 and freeCash Flowof USD 19.1 billion.Chevron (NYSE:CVX) produced 3.98 million barrels of oil equivalent per day, down from 4.07 million in …

Vinay Lochav | 30 October 2026

How do Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Broadcom (NASDAQ:AVGO) earn when Claude and ChatGPT are used?

Key HighlightsAbout 48% of Anthropic's first-half 2026Revenuecame through cloud marketplaces, the S-1 chart data shows, and a private bank's CIO office names AWS, Google Cloud and Azure as the three channels, so cloud owners such as Amazon (NASDAQ:AMZN) earn when Claude is used.Google Search …

Vinay Lochav | 30 October 2026

What Could Change at the 9:30 a.m. ET Open for Intel (NASDAQ:INTC), Amazon (NASDAQ:AMZN), Reddit (NYSE:RDDT) and Sandisk (NASDAQ:SNDK)?

Key HighlightsIntel (NASDAQ:INTC) premarket quotes ranged from 25.4% to 25.7% lower across pages, near USD 68.44, against a prior close of about USD 92.07 that is our arithmetic from the quoted decline, not a published close.Amazon (NASDAQ:AMZN) premarket quotes ranged from 6.6% to 7.1% …

Vinay Lochav | 30 October 2026

Why Did Roblox (NYSE:RBLX), Twilio (NYSE:TWLO), Pinterest (NYSE:PINS) and Coinbase (NASDAQ:COIN) Slide 2% to 19% After Hours?

Key HighlightsRoblox (NYSE:RBLX) fell 17% to 18.9% after hours on October 29, 2026 even though its Q3 loss narrowed to USD 0.32 per share, because the Q4 bookings guide of USD 1.89 billion to USD 2.00 billion has a midpoint below the USD 2.00 …

Vinay Lochav | 30 October 2026

What could break the AI chain at Oracle (NYSE:ORCL), Meta Platforms (NASDAQ:META), SpaceX (NASDAQ:SPCX) and Alphabet (NASDAQ:GOOGL)?

Key HighlightsA market commentator says Oracle (NYSE:ORCL) spent 123% of itsOperating Cash FlowonCapital Expenditurelast quarter, and about USD 300 billion of its USD 664 billionBacklogcomes from OpenAI, roughly 45% on simple arithmetic.A market commentator says free cash flow at Meta Platforms (NASDAQ:META) turned negative …

Vinay Lochav | 30 October 2026

What Drove the Five Biggest Drops, 12.7% to 26.5%, at ServiceNow (NYSE:NOW), Intel (NASDAQ:INTC), Fortinet (NASDAQ:FTNT), Reddit (NYSE:RDDT) and Alphabet (NASDAQ:GOOGL)?

Key HighlightsServiceNow (NYSE:NOW) leads with a 26.5% close-to-close fall to USD 110.30 on October 29, 2026, while Intel is down about 25% in Friday premarket; the ranking mixes closing prices and premarket snapshots, so it is approximate.Fortinet (NASDAQ:FTNT) closed down 20.8% on October 29, …

Vinay Lochav | 30 October 2026

Q3 Gainers Today: Why Are Standard Motor Products (NYSE:SMP), AutoNation (NYSE:AN), BrightSpring Health Services (NASDAQ:BTSG) and More Rising?

Five companies from auto parts, trucking, auto retail and home health are trading sharply higher on Oct 30, 2026 after reporting third-quarter results. Standard Motor Products (NYSE:SMP) is trading up 10.90% at $42.42, and Universal Logistics Holdings (NASDAQ:ULH) is trading up 12.54% at $19.61.

Vinay Lochav | 30 October 2026
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