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The common thread was doubt over whether heavy AI spending will pay off. Amazon reported negative trailing freeCash Flowof USD 42.4 billion, and Intel guided fourth quarterRevenuebelow expectations. The JPMorgan trading desk said renewed AI monetization concerns were deepening rotation out of mega-cap technology. …
Palantir sells software platforms and deployments to governments and companies, so growth depends on turning pilots into larger multi-year contracts. In the second quarter, US commercial revenue of USD 764 million was about 94% of government revenue of USD 809 million, arithmetic that shows …
Key HighlightsAmazon (NASDAQ:AMZN) reported third quarter sales of USD 201.9 billion, up 12%, on October 29, 2026, slightly below the roughly USD 202.26 billion expected, withEarnings Per Shareof USD 1.89 against USD 1.96 expected.Amazon Web ServicesRevenuerose 39% to USD 46 billion withOperating Incomeof USD …
One reasonable reading, not a company statement, is that Advanced Micro Devices (NASDAQ:AMD) has more PC exposure than Nvidia. Intel projects the PC market to fall 12% in 2026 and 10% in 2027, and memory costInflationweighs on PC builds. Nvidia is far larger, with …
The Invesco QQQ Trust holds the largestNasdaqstocks, so it is sensitive to mega-cap technology and chips. Intel's fourth quarter guide, Amazon's negative trailing freeCash Flowof USD 42.4 billion and Alphabet's 12% fall on October 29 fed worries that AI spending may not pay off …
Bond prices move opposite to yields, so hike odds weigh on long-duration funds. The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) is a traded proxy for long Treasuries. The iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) tracks the short end that reacts most to …
Physical limits keep a floor under prices. Exxon Mobil (NYSE:XOM) management has tied 2026 fuel margins to roughly 3 million barrels a day of refining capacity cut off by the closure of the Strait of Hormuz, and Houthi attacks on Saudi facilities kept risk …
Reddit relies on search engines to send new visitors, many of whom arrive without logging in. The shareholder letter said search referral traffic was down meaningfully and that the decline was accelerating later in the quarter. Management warned that if the October pace continues, …
Bookings are the key measure for Roblox because they capture what players spend before revenue is recognized over time. The fourth quarter guide of USD 1.89 billion to 2.00 billion implies a decline from USD 2.22 billion a year earlier. Adjusted EBITDA is guided …
Coinbase earns transaction and custody fees, so lower prices and trading volumes cut revenue directly. Strategy (NASDAQ:MSTR) works differently: it is a software firm that holds Bitcoin (BTC) as a treasury asset and funds purchases by selling stock, so its share price moves with …
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