All right, we're trending right now to close above 47,000 on the Dow for the first time ever. And that's what we'll track right into the end of this week in a couple hours. Jeremy Seagull, Nick Timmeros, Wall Street Journal, Ed Yard, Denny, Cameron Dawson, Lo Tony ahead of those big tech earnings next week.So that's a lineup and I'll hope I hope you'll join me in in a couple hours. What's your final trade. >> I like that gal you mentioned, by the way.Fi final. >> The one who works for your firm, New Edge. > ...

Group 1 - The Dow is trending to close above 47,000 for the first time, indicating strong market performance [1] - Anticipation is building for significant earnings reports from major tech companies, particularly Alphabet and Amazon [2][3] - Amazon is expected to see substantial profits from its AWS segment and advertising, highlighting its growth potential [2] Group 2 - There is a positive sentiment around a lesser-known stock, CR, which is viewed as a strong investment opportunity [3] - The mention of a "star player" being released from jail suggests potential for recovery or growth in a related company [3]

Core Viewpoint - Bayer has received approval from the U.S. Food and Drug Administration for its drug aimed at providing relief for menopause symptoms [1] Group 1 - The FDA approval marks a significant milestone for Bayer in the women's health sector [1] - This drug is expected to address a critical need for menopause relief among women [1] - The approval may enhance Bayer's market position and drive revenue growth in the healthcare segment [1]

Core Insights - Amazon.com, Inc is experiencing strong momentum in its retail business and significant growth in its AWS cloud division, driven by increasing demand for AI services [1] - The company is well-positioned for continued growth and improved profitability due to a healthy retail division, accelerating AI demand, and a rapidly expanding advertising business [1] E-commerce and Retail Strength - The core retail business is supported by positive consumer spending sentiment, with strong results from Prime Day and the Prime Big Deal Days indicating ongoing momentum [4] - Despite competition from platforms like Temu, Shein, and TikTok Shop, Amazon remains relatively insulated among incumbent e-commerce platforms [5] AWS and AI Acceleration - Investor concerns about AWS's growth relative to competitors are acknowledged, but optimism remains due to strong underlying demand reflected in backlog growth and increased capital expenditure guidance [6] - AWS's AI business is growing at a triple-digit rate, with a strategic partnership with AI startup Anthropic expected to significantly contribute to revenue growth in 2025 and 2026 [6] High-Margin Business Mix - The rapidly expanding advertising business is identified as a key growth pillar, with a clear path to sustainable margin improvement driven by a shift towards AWS and advertising, optimizations in the fulfillment network, and increased automation [7] Financial Projections - The company is projected to exceed operating income expectations, with third-quarter revenue estimated at $179.37 billion (up from $177.84 billion) and EPS at $1.57 (up from $1.45) [8]

Just today there's news that Netflix, Amazon, and Apple are interested in buying Warner Brothers. What do you think is going to go down here, Jake. >> It is not clear why Paramount Skyance, which is actually just a started life as Sky Dance, which was not itself a huge and hugely successful company, should now have Paramount and Warner Brothers Discovery.And what that is going to do for Warner Brothers and allow them to >> I know what it will do. It will do the same thing that happens to every company that ...

Core Insights - Anthropic has entered a significant cloud deal with Google, potentially worth around $50 billion, involving the use of up to a million custom AI chips by 2026, which will add over a gigawatt of compute capacity [2][4][12] - This partnership indicates a shift in the competitive landscape of AI infrastructure, with Anthropic signaling concerns about Amazon's capabilities [4][6] - OpenAI has made larger commitments, but the Google-Anthropic deal is locked in and expected to come online next year, driven by strong enterprise demand [3][12] Company Dynamics - Anthropic's Claude currently powers over 300,000 businesses, generating revenue close to $7 billion this year [3] - Amazon remains the primary cloud provider for Anthropic, having invested $8 billion into Claude's custom supercomputer, despite recent service outages highlighting risks [6] - The competitive landscape is evolving, with Microsoft and Google gaining ground, while Amazon's dominance is diminishing [5][6] Market Trends - The upcoming hyperscaler earnings reports will focus on capital expenditures and the effectiveness of cloud business strategies [7] - Microsoft and Amazon have committed around $120 billion for the fiscal year, but OpenAI's commitment of 33 gigawatts dwarfs this figure [8][9] - The AWS outage was attributed to legacy infrastructure issues, emphasizing the need for modernization to handle new generative AI workloads [9][10] Strategic Considerations - The hyperscalers are not relying on debt for financing, which contrasts with OpenAI's approach of swapping equity for chips to support infrastructure buildout [10][11] - The Google Cloud deal with Anthropic is imminent and represents a significant step in the evolving cloud landscape [12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production [5]

Market Performance - US stock market surged to new highs, with the Dow Jones rising over 500 points, Nasdaq increasing by over 1%, and S&P 500 also gaining around 1% [3][4] Economic Indicators - US inflation data showed unexpected cooling, with September CPI rising 0.3% month-on-month and 3% year-on-year, both below Dow Jones estimates of 0.4% and 3.1% respectively [4] - Core CPI, excluding food and energy, increased by 0.2% month-on-month and 3% year-on-year, also lower than expected [4] - The CPI report is seen as a positive sign for the Federal Reserve's potential interest rate cuts in December [5] Federal Reserve Outlook - Market anticipates the Federal Reserve will continue its rate-cutting path, with traders betting on a total of 120 basis points in cuts over the next 12 months, bringing the benchmark rate down to 2.9% [5] - Analysts from B. Riley Wealth and Goldman Sachs expect the Fed to proceed with planned rate cuts, emphasizing the importance of labor market data over inflation targets [5] Consumer Confidence - US consumer confidence fell to a five-month low in October, with the index at 53.6, down from 55.1 in September, primarily due to concerns over persistent high prices [9] - Consumers expect a long-term inflation rate of 3.9%, slightly up from 3.7% the previous month, indicating ongoing worries about economic conditions [9][10] - The current conditions index dropped to its lowest level since August 2022, reflecting consumer dissatisfaction with high prices [10][11] Technology Sector - Technology stocks experienced significant gains, contributing to the overall market rally [6]

Amazon unveiling a new wave of AI powered automation both inside its warehouses and on the road. So they've got Blue J. It's this multi-armed robot that can pick, sort, and consolidate items faster and more safely.Paired with Project Aluna, an AI assistant for warehouse managers that predicts bottlenecks and recommends fixes in real time. On the delivery side, Amazon is testing smart glasses for drivers that project navigation and delivery instructions directly into their field of view, keeping them heads u ...

Core Insights - The article discusses the implications of a cooler than expected Consumer Price Index (CPI) on investment strategies and market behavior, indicating a potential bullish trend in the stock market [4][9]. Economic Indicators - Headline CPI came in at 0.3%, compared to a consensus of 0.4% - Core CPI was reported at 0.2%, against a consensus of 0.3% [9] Market Trends - Positive money flows were observed in major stocks such as Apple, Amazon, Alphabet, Meta, Microsoft, and NVIDIA, while Tesla showed negative flows [6] - The S&P 500 ETF (SPY) and Invesco QQQ Trust (QQQ) also experienced positive money flows [6] Investment Strategies - The model suggests deploying cash due to favorable CPI data, with a 3% reduction in cash within the protection band [4] - Investors are advised to hold long-term positions while considering tactical trades and hedges based on individual risk preferences [9] Political Context - President Trump is optimistic about trade negotiations with China, particularly regarding soybeans and rare earth minerals, with a meeting scheduled with President Xi [9] - The upcoming FOMC meeting is expected to influence market sentiment, with a high probability of rate cuts in October (99%) and December (90%) [9] Market Sentiment - The article highlights a bullish sentiment in the market, with expectations of a year-end chase by money managers if the market trends upward [9] - The momo crowd is anticipated to buy ahead of the Fed rate decision, indicating a pattern that may repeat [9] Strategic Considerations - The article emphasizes the importance of maintaining a balance between cash and investments, suggesting that a protection band of 0% indicates full investment, while 100% suggests a need for aggressive protection [10][11] - Investors are encouraged to think both strategically and tactically, as substantial risks remain, including high inflation and market valuations [9]