You're really the person we turn to when you think about how that innovating where they're pushing forward. Were you surprised by the overall sales growth when many thought that iPhone 17 was going to be the catalyst that we'd hoped for. I wasn't.And the reason is because, as I talked to you in the past, hardware refresh, when the actual hardware looks different, always drive upgrades. People still want to rely on the device that is in their pocket. 24 seven but make it look different.And this year we got t ...

We've had an incredibly big week of earnings, particularly for the tech sector when you had five of the seven mag seven names reporting. I want to break it all down. The AI revolution, which is underway and still has room to run, according to Dan Ies, global head of tech research, managing director, senior equity analyst at Wed Bush Securities.I'm so glad to speak with you and I want to get to the details of this week. But when I think about everybody talking about the AI bubble and you said we go back to 2 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Stock Market News From Oct. 31, 2025: S&P 500 Rises as Amazon, Apple Earnings Boost Sentiment Last Updated: 3 hours ago The Dow Turns Higher. Stock Market Breadth Is Improving. By Connor Smith It's been a bumpy Halloween for the stock market, but the major indexes were all back in the black around 2:30 p.m. Eastern time on Friday. The Dow was up 41 points, or 0.1%. The S&P 500 was 0.3%. The Nasdaq Composite was up 0.7% in the wake of Amazon.com's latest results. CONCLUDED Cryptocurrencies Data Magazine Mark ...

Core Viewpoint - The artificial intelligence megatrend remains robust, with major tech companies signaling strong ongoing investments despite concerns about an AI bubble [1][2][30]. Group 1: Earnings Reports and Capital Expenditures - Major tech companies including Meta, Microsoft, Google, Amazon, and Apple reported solid earnings, with significant capital expenditures aimed at AI infrastructure [2][5][6]. - Google reported capital expenditures of $24 billion, up 83% year-over-year, while Microsoft spent $35 billion, a 74% increase [7]. - Meta's capital expenditures reached $19.4 billion, more than double the previous year's spending, and it expects even larger expenditures in 2026 [7][16]. Group 2: AI Ecosystem and Market Impact - The AI ecosystem is becoming a significant part of the stock market, with major players like Microsoft, Meta, Google, and Amazon collectively accounting for over $11.5 trillion in market capitalization [11]. - The construction of AI-capable data centers is projected to require $5.2 trillion in capital expenditures, indicating a substantial economic impact [10]. - Microsoft plans to increase its AI capacity by over 80% this year and double its data center footprint in the next two years [12]. Group 3: Company-Specific Developments - Meta's aggressive spending plans for AI have raised concerns among investors, leading to a significant drop in its stock price following its earnings report [15][16]. - Amazon's AWS reported revenue of $33 billion, a 20.2% increase year-over-year, alleviating concerns about its market position [19][20]. - Nvidia is projected to generate over $300 billion in data center revenue next year, reflecting strong demand in the AI sector [22]. Group 4: Industry Trends and Future Outlook - The ongoing debate about an AI bubble continues, with some analysts expressing concerns about the sustainability of high capital expenditures without immediate returns [30][28]. - Despite concerns, many analysts remain optimistic about the long-term potential of AI investments, viewing them as a catalyst for the next industrial revolution [32].

There were no spooky plot twists on Wall Street this week. Big Tech earnings, trade deal developments, and a Fed meeting all took turns dominating the headlines leading up to Halloween. Choppiness and volatility still managed to rear their ugly heads, however. Just when mid-week records were nabbed, AI valuation concerns triggered profit-taking, only for a different batch of large cap tech earnings to stabilize sentiment. With October in the rear view, all three major indexes picked up weekly and monthly wi ...

The U.S. stock market experienced a mixed trading session on Friday, October 31, 2025, as investors digested a flurry of corporate earnings reports, particularly from the technology sector, and continued to monitor signals from the Federal Reserve. While major indexes are poised to conclude the week and month with solid gains, afternoon trading saw a divergence in performance, largely influenced by contrasting reactions to recent tech giant disclosures.The tech-heavy Nasdaq Composite (IXIC) showed resilienc ...

Core Viewpoint - The U.S. Senate's narrow vote (51-47) to terminate Trump's "global tax" policy has led to a significant market reaction, causing a massive drop in tech stocks and a surge in gold prices, reflecting the volatility in global capital markets [1][3][6]. Group 1: Market Reaction - Meta Platforms experienced a dramatic stock price drop of 11%, resulting in a market capitalization loss of $214 billion (approximately 1.5 trillion RMB) [3]. - Tesla's market value decreased by 506.3 billion RMB, while the Nasdaq index fell by 1.57%, with the S&P 500 and Dow Jones also turning negative [3][4]. - Despite strong earnings reports from Apple and Amazon, the overall market sentiment remained bearish, impacting their stock performance [3]. Group 2: Economic and Policy Context - The termination of the "global tax" policy is seen as a response to rising inflation and increased costs for American consumers, with the inflation rate reaching 2.7% in August and projected to rise to 3% by year-end [6]. - The uncertainty surrounding U.S. government policies, including the recent government shutdown, has led to significant economic disruptions, with small businesses reportedly losing $30 billion weekly [4][6]. - The Federal Reserve's recent interest rate cut of 25 basis points has been undermined by the lack of reliable economic data due to the government shutdown, leading to further market instability [8]. Group 3: Global Market Implications - The turmoil in U.S. markets has negatively affected Chinese stocks, with the Nasdaq Golden Dragon China Index dropping by 1.88%, although some education stocks like New Oriental and TAL Education saw gains [7]. - The current situation may lead to a shift in investment towards emerging markets, as foreign capital could seek opportunities in Chinese assets amidst the chaos in the U.S. [7]. - The surge in gold prices, reaching $4,027 per ounce, indicates a flight to safety among investors, reflecting heightened risk aversion in the market [1][7].

Nexperia has been locked in a dispute with its Chinese unit after the Dutch government took control of Nexperia from its Chinese owner Wingtech on Sept 30.The EU is determined to find a diplomatic solution over the ownership of Dutch chipmaker Nexperia, the European Commission’s tech chief Henna Virkkunen has said.That’s all for today but you can read all the latest business and economic stories from The Telegraph here .Thanks for joining us on this live blog.Chris Beauchamp, an analyst at IG, said: “Next w ...

Amit Deriani, senior managing director at Evercore ISI joins me now. Amit, it's good to see you today. Talk to me a little bit about the Apple iPhone and what it is about this particular cycle that is going to lift lift Apple heading into December.>> Yeah, absolutely. Um, listen, I I think part of what's attractive about the cycle with iPhone 17, beyond the fact there's some good features here, it's the very simple reality that you had a very big iPhone purchasing cohort in 2020, 2021, kind of the pandemic ...