Core Insights - US stock indices collectively rose, with Nasdaq up 0.61%, S&P 500 up 0.26%, and Dow Jones up 0.09% [1] - Amazon surged over 9%, reaching an all-time high; Tesla rose over 4%, and Netflix increased by more than 2% [1] - Illumina Inc. experienced a significant increase of over 24%, marking its largest single-day gain since January 2012 [1] Company Performance - Meta Platforms declined over 2%, while Microsoft fell more than 1% [1] - Intel, Apple, Nvidia, and Google saw slight declines [1] - Among popular Chinese stocks, Pony.ai initially dropped about 5%, while Tencent and Alibaba fell over 2% [1] - Xiaomi, JD.com, and Baidu decreased by more than 1%, whereas NetEase rose by 0.7%, Li Auto by 1.6%, Xpeng by 2.2%, and NIO by 3.3% [1] Market Trends - Nasdaq Golden Dragon China Index increased by 0.53% [1]

Big Tech companies including Meta, Microsoft, Alphabet, Apple, and Amazon all reported their quarterly earnings this past week. We speak to Wall Street insiders to analyze the results, key themes for investors including Ai capex spending, the outlook for growth, and opportunities for investors. For more of the latest Big Tech news, please visit: https://finance.yahoo.com/ #youtube #Meta #Amazon #Microsoft #Google #Alphabet #Apple About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date ...

Group 1: Tech Earnings Overview - The earnings season has shown a year-over-year increase of approximately 10% for S&P 500 earnings, with the tech sector experiencing a 20% rise [2] - Meta was the only major tech company that did not receive a positive reception during earnings reports, contrasting with the overall strong performance of other tech firms [1][2] - The tech sector's strong performance is expected to sustain the equity market rally, particularly as investors look to include major tech names in their portfolios [2] Group 2: Sector Rotation and Investment Opportunities - Many sectors are positioned for catch-up as they appear undervalued relative to the tech sector, which has driven up overall market valuations [3][4] - There are opportunities in cyclical and value sectors, particularly in quality dividend growth stocks that have lagged behind in the recent rally [5] - The net debt to EBITDA ratio for the S&P 500 is at an all-time low of 1.5 times, indicating high-quality large-cap stocks and potential for broad market rotation [6] Group 3: Federal Reserve and Interest Rates - The Federal Reserve's recent comments suggest that further cuts to interest rates will be challenging until inflation approaches 2% [7][8] - The current neutral position of the Fed indicates that the market may not face significant headwinds or tailwinds from interest rate changes in the near term [10][12] - The long-term interest rates are expected to remain stable, influencing large-cap stock valuations more than short-term rate changes [10][11] Group 4: Trade and Tariff Impacts - The recent de-escalation of trade tensions between the U.S. and China is viewed positively, but the long-term impacts of tariffs on inflation and GDP remain uncertain [14][16] - The economic principle of supply and demand suggests that tariffs could lead to a slight decrease in GDP if they remain high [15] Group 5: Company-Specific Insights - Apple's recent earnings report showed a revenue of $49.03 billion, slightly below expectations, but strong demand for the iPhone is anticipated heading into the holiday season [18][72] - Amazon's AWS segment reported a 20% growth, which is crucial for its overall performance, and the company is focusing on expanding its grocery business to compete with Walmart [25][36][52] - Meta's strategy of prioritizing AI infrastructure over immediate returns has led to a significant drop in its stock price, reflecting investor concerns about its long-term growth strategy [90][92]

Markets wrapped the busiest week for third quarter earnings, highlighted by results from five of the "Magnificent Seven" tech companies: Microsoft (MSFT), Alphabet (GOOG), Meta (META), Apple (AAPL), and Amazon (AMZN). This upcoming week, several AI players will report results, adding to the picture for AI demand and spending. So far, the earnings season is off to a positive start. As of Oct. 31, 64% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 10.7% j ...

Core Insights - Berkshire Hathaway has reduced its stake in Apple by 7% as of the second quarter, continuing a trend of decreasing investment in the tech giant since it was once valued at around 50% of its portfolio [2][4] - Despite the reduction, the value of Berkshire Hathaway's Apple stake has increased significantly, from $49.24 billion at the end of the second quarter to $65.37 billion, reflecting a gain of $16.13 billion [4] - Apple is expected to report record revenue for the upcoming first quarter, with projections indicating a year-over-year growth of 10% to 12%, potentially reaching between $136.73 billion and $139.22 billion [7][6] Berkshire Hathaway's Investment in Apple - As of the end of the second quarter, Berkshire Hathaway owned 280 million shares of Apple, representing approximately 24.2% of its investment portfolio and about 1.9% of Apple's total shares [3] - The stake's value has surged due to Apple's stock price increase, which rose from $205.17 at the end of the second quarter to $272.37 [3][4] - Berkshire Hathaway currently receives $72.8 million in quarterly dividends from Apple, following a recent dividend announcement of 26 cents per share [4] Apple's Financial Performance and Outlook - Apple has consistently exceeded analyst expectations for revenue and earnings per share for 11 consecutive quarters [6] - CEO Tim Cook expressed optimism about the upcoming first quarter, anticipating it to be the best ever for the company and for iPhone sales [6] - Analysts estimate Apple's first-quarter revenue at $132.31 billion, indicating strong market confidence in the company's performance [8]

Five tech titans just sent a clear message to Wall Street: The artificial intelligence megatrend remains strong. All that talk about an AI bubble bursting and AI stocks crashing should be set aside – at least for now. Meta Platforms (META), Microsoft (MSFT), Google parent Alphabet (GOOGL), Amazon (AMZN) and Apple (AAPL) all posted solid results this past week. All signaled that they plan to step up already-massive bets on the artificial intelligence megatrend. The Facebook parent's big spender talk did spoo ...

Core Insights - The U.S. stock market ended October 2025 on a high note, driven by strong earnings from major technology companies, reversing earlier selling pressure [1][11] - All three major indexes, S&P 500, Nasdaq Composite, and Dow Jones Industrial Average, posted solid gains, with the S&P 500 achieving its sixth consecutive monthly gain [2][11] Major Market Indexes Performance - S&P 500 rose by 0.6% to 6,872.65, Nasdaq Composite surged by 1.2% to 23,932.36, and Dow Jones gained 99 points (0.2%) to 47,586.98 [2] - S&P 500 recorded a 2% increase in October, while Nasdaq Composite saw a 5% rise, and Dow added 2% for the month [2] Major Stock News and Developments - Amazon's shares increased by approximately 12% after reporting a 40% profit rise to $21.2 billion, driven by a 20% year-over-year revenue increase in its AWS unit [4] - Apple forecasted record holiday-quarter revenue with overall revenue growth expected to accelerate between 10% and 12%, and its services revenue reached a record $28.75 billion [5] - Reddit's shares surged about 18% after reporting earnings per share of $0.80 and a 68% year-over-year revenue increase to $585 million [6] Company Challenges - Newell Brands' stock dropped 30% after lowering its full-year outlook due to tariffs and disappointing third-quarter results [7] - Exxon Mobil reported third-quarter earnings of $7.5 billion, but its stock performance was mixed, with some oil companies like Chevron gaining 3% [7] - Nvidia faced negative territory despite new partnerships, as investors scrutinized returns on AI capital expenditures [7] Upcoming Market Events - Investors will monitor key economic data releases in early November, including Markit PMI Manufacturing, JOLTS Job Openings, and ISM Services Business Activity [8][9] - The Federal Reserve recently cut its benchmark interest rate by 25 basis points to a range of 3.75%-4%, but further easing is uncertain [8] Conclusion - The strong performance in October, fueled by corporate earnings and AI momentum, sets a positive tone for the market as it moves into November [11]

Core Insights - Five major tech firms, referred to as the "Magnificent Seven," reported their earnings, marking a significant moment for the economic outlook of 2025 [1] Company Earnings - Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) provided earnings reports that shed light on their performance during the ongoing AI revolution [1]

Core Insights - Apple is experiencing a resurgence in iPhone sales, with double-digit growth expected in the December quarter, marking the fastest growth since 2021 [4][11] - Operating expenses (opex) for Apple are projected to grow 18% year-over-year in fiscal 2026, indicating a willingness to invest heavily, particularly in AI infrastructure [3][12] - The company is adopting a hybrid model, balancing internal development with partnerships, particularly in the AI space, which could yield high returns on investment [8][10] Financial Performance - iPhone revenue is a significant contributor, accounting for 53% of total revenue, and the iPhone 17 is performing better than expected [11][12] - Services revenue is also growing at an annual rate of 14%, contributing to overall financial health [12] - Despite a decline in the Chinese market by 4% year-over-year in the September quarter, early demand for the iPhone 17 suggests potential recovery [15][16] Market Position and Strategy - Apple is positioning itself as a builder rather than a buyer, focusing on internal development while also leveraging its role as a distribution partner for services like Google search [5][7] - The company is expected to introduce innovative products, such as a foldable iPhone, which could drive future sales and market interest [13][14] - Valuation metrics indicate that as services become a larger portion of gross profit, there is potential for higher earnings multiples, supporting a bullish outlook on the stock [18][19]

report. Our next guest also raised his price target on that stock. Morgan Stanley's Eric Woodring, he joins us now at Post Nights.It's good to have you here as well. >> Thank you for having me, Scott. >> Um, is what's the takeaway from this.The the iPhone is back, albeit we still have questions about AI. >> Well, this was an exciting conversation about spending because actually Apple has been the one left out of this conversation. They just told us that December quarter operating expenses were going to go t ...