A customer holds up the new orange-colored iPhone 17 Pro Max smartphone inside an Apple retail store in Chongqing, China, on September 19, 2025. Cheng Xin | Getty Images News | Getty ImagesThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. FAANGs out2. Federal frightsUnited Airlines CEO Scott Kirby, joined by U.S. Vice President JD Vance and Transportation Secretary Sean Duffy, speaks t ...

投行Monness Crespi Hardt将亚马逊目标价格从275美元上调至300美元。 ...

Markets are in the midst of the busiest week for third quarter earnings, with results from several Big Tech companies highlighting the calendar. So far, the earnings season is off to a positive start. As of Oct. 24, 29% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 9.2% jump in earnings per share during the third quarter. If that figure holds, it would mark the ninth straight quarter of positive earnings growth but a deceleration from the 12% earnings ...

Apple and Amazon beating expectations as Apple projected record December revenue and Amazon saw its cloud business accelerate. Joining us right now to talk about all of this is Dan Flax. He is Newberger Berman senior research analyst.And Dan, both of these stocks hired today. Apple by about 2%, Amazon by close to 13%. Why don't we start with Amazon just because of the outsized gains that you're seeing here today.What what caught you the most offguard. What surprised you the most with the numbers there. Good ...

Apple and Amazon beating expectations as Apple projected record December revenue and Amazon saw its cloud business accelerate. Joining us right now to talk about all of this is Dan Flax. He is Newberger Berman senior research analyst.And Dan, both of these stocks hired today. Apple by about 2%, Amazon by close to 13%. Why don't we start with Amazon just because of the outsized gains that you're seeing here today.What what caught you the most offguard. What surprised you the most with the numbers there. Good ...

微软、谷歌(GOOGL.US)等科技巨头营收的飙升，本在市场预期之内。但本周，包括霍尼韦尔 (HON.US)、涡轮机制造商GE Vernova(GEV.US)以及重型设备生产商卡特彼勒(CAT.US)在内的逾百家非 科技行业全球企业，均在季度财报会议上提及数据中心业务。 这些进展，连同众多的财报电话会议和高管访谈都清晰地表明，AI已稳固成为全球企业投资的最大催 化剂和股市上涨的引擎，即便有人对这两者的可持续性提出质疑。 投资热潮持续不退 卡特彼勒数据中心设备供应部门在上一季度销售额增长31%。该公司首席执行官Joseph Creed本周表 示："我们对数据中心备用电源业务的发展前景充满信心。" Wealth Enhancement Group投资组合经理Ayako Yoshioka表示："如今AI供应链已涵盖能源、工业制造与 冷却技术等领域，投资者关注的是整个生态系统，而非仅限于核心科技板块。" 科技行业刚刚经历了意义深远的一周，种种迹象表明，尽管存在泡沫论调，但人工智能(AI)基建热潮丝 毫没有放缓的迹象。 作为AI革命核心的英伟达(NVDA.US)，其市值率先突破5万亿美元大关;微软(MSFT.US)与O ...

Tier 2: The unicorns in limbo (OpenAI, Anthropic, Scale AI) command massive valuations but face existential questions. Can they achieve returns that justify stratospheric valuations? Can they compete against both hyperscalers with infinite resources and substantially cheaper models coming in from overseas? The next 18 to 24 months will separate the winners and losers.Tier 1: The hyperscalers (Microsoft MSFT, Alphabet GOOGL GOOG, Amazon.com AMZN, Meta Platforms META, Apple AAPL) are essentially unassailable. ...

来源：华盛证券 华盛资讯10月31日讯，本周微软、谷歌、亚马逊、 $META 四大科技巨头发布最新财报，创纪录的资本 支出成为贯穿所有巨头财报的共同主线。 尽管这些巨头股价绩后走势大幅分化，但对AI领域空前的投资力度，带动"卖铲人"英伟达周内冲上五万 亿美元市值，美股市场上一系列数据中心产业链公司股价集体"起飞"。 英伟达周内冲上五万亿美元市值 据本周微软电话会信息，高管预计公司未来两年数据中心总面积将大致翻倍；目前，除了英伟达等半导 体公司外，数据中心产业链还有哪些公司在"闷声发大财"？一文带你看懂。 科技巨头集体上调AI资本支出！年内已投资1100亿美元 在本周最新公布的财报中，微软、谷歌、亚马逊、Meta四家公司资本支出合计超过1100亿美元，较去 年同期增长超80%，并且确认AI基础设施上的巨额资本开支，抓住由AI驱动的商业机遇，巩固其在行业 繁荣中的领先地位。而这笔资金大部分用于数据中心建设，以及为数据中心配备图形处理器（GPU）和 其他设备。 其中，Meta宣布2025年的资本开支预计将达到700亿至720亿美元，高于此前预期。Alphabet同样大幅上 调了今年的资本支出预期至910亿至930亿 ...

Core Viewpoint - The S&P 500 index is expected to face limited upward movement, with a potential increase of only 2.5% to reach the psychological level of 7000 points by the end of the year, despite a strong performance in the U.S. stock market since the beginning of 2023 [1][2]. Group 1: Market Sentiment and Predictions - Investor sentiment remains bullish, with hedge funds and institutional investors betting on the S&P 500 index breaking the 7000-point mark by year-end, driven by positive signs in U.S.-China trade, expectations of interest rate cuts, and improved earnings forecasts related to AI [1][2]. - The options market shows a concentration of bets around the 7000-point level, indicating a significant psychological milestone for the index, which could suggest a 19% increase for the entire year of 2025 [2][5]. Group 2: Economic Indicators and Risks - Despite the overall bullish outlook, there are concerns regarding the sustainability of the economic growth, with signs of a slowdown and cracks in high-risk assets within the credit market, raising questions about consumer health and credit support [5][6]. - The performance of the S&P 500 index has been heavily reliant on a few tech giants, known as the "Magnificent Seven," which account for approximately 35% of the index's weight. A downturn in any of these stocks could lead to a concerning "quasi-bear market" atmosphere [6][7]. Group 3: Options Market Dynamics - The popularity of the 7000-point strike price is attributed to its psychological appeal among investors, with many opting for options trading near large round numbers due to their perceived "magnetic attraction" [8][9]. - The complexity of the derivatives market, including strategies like box spreads and whale trades, contributes to the concentration of open interest at the 7000-point level, indicating a mix of bullish and cautious strategies among institutional investors [8][9].

Why don't we start off with Amazon. So if you read a lot of analyst notes, talked to a lot of people, they always a lot of talk about Amazon losing market share when it came to cloud, specifically when it came to AI workloads. Does this just end that narrative or is that still an issue for the company.>> I think it does put the narrative to rest. There was a lot of noise about DEL in of the M AWS revenues, but obviously this number as well as them turning Project Reneer on tells you that the order book is v ...