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● Investors sorted mega-caps by AI spending andCash Flowrather than selling the group.
● ServiceNow had its worst day on record and Fortinet cut service revenue guidance.
● Adjusted EBITDA reached $10.47 million against a consensus of $8.83 million.
● Alphabet's worst day since its 2004 IPO putCash Flowand AI spending in focus.
● A report said Marvell is in advanced talks to acquire Lumentum.
● Shares hit a new one-year high during the October 29 session.
● Scrutiny of the planned $5.66 billion BrazeAcquisitionadded pressure.
● Fortinet fell to $139.10 after cutting its full-year serviceRevenueforecast.
● Bookings fell from a year earlier, and fourth-quarter growth guidance trailed expectations.
● Instacart holders can choose cash, DoorDash stock, or a mix of both.
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