大型科技股涨跌互现，亚马逊涨9.58%，创历史新高，特斯拉涨近4%；谷歌、苹果、英伟达飘绿，微软 跌超1%，脸书跌近3%。中概股多数上涨，纳斯达克中国金龙指数涨0.53%，阿特斯太阳能涨近16%， 陆金所控股涨逾11%，大全新能源涨超10%；小马智行、好未来跌超5%，阿里巴巴跌约2%。 转自：证券时报 人民财讯11月1日电，美股三大股指10月31日上涨，截至当天收盘，道指涨0.09%，标准500指数涨 0.26%，纳指涨0.61%。本周，道指涨0.75%，标普500指数涨0.71%，纳指涨2.24%。 ...

Market Performance - The three major U.S. indices closed higher, with the S&P 500 index achieving a six-month consecutive increase, rising 2.27% this month, marking the longest monthly winning streak since August 2021 [1] - The Dow Jones index also saw a six-month consecutive increase, up 2.51% this month, while the Nasdaq index recorded a seven-month consecutive increase, rising 4.7%, the longest streak since January 2018 [1] - As of the close, the Dow rose by 40.75 points (0.09%) to 47,562.87 points, the Nasdaq increased by 143.81 points (0.61%) to 23,724.96 points, and the S&P 500 gained 17.86 points (0.26%) to 6,840.20 points [1] Commodity Prices - WTI crude oil futures for December delivery rose by 0.7%, settling at $60.98 per barrel, while January Brent crude oil futures increased by 0.6% to $64.77 per barrel [3] - OPEC+ is expected to agree on a slight increase in oil production targets for December, with a potential increase of 137,000 barrels per day, amid concerns of oversupply in the market [3] Cryptocurrency - Bitcoin rose over 1% to $10.9, while Ethereum surpassed $3,900 per coin, increasing by 2.54% [4] Precious Metals - Spot gold fell by 0.55% to $4,002.62, with Morgan Stanley projecting gold prices could rise to $4,500 per ounce by mid-2026 due to strong physical demand from ETFs and central banks [5] Federal Reserve Insights - Federal Reserve Governor Waller indicated that data suggests a rate cut in December, despite concerns about the labor market and inflation [6] - Several Federal Reserve officials expressed caution regarding excessive rate cuts, emphasizing the need to maintain a restrictive policy to control inflation [7] Corporate Developments - Tesla CEO Elon Musk announced plans to potentially unveil a flying car by the end of this year, claiming it will surpass all James Bond vehicles [8] - Coinbase is in advanced talks to acquire stablecoin infrastructure company BVNK for approximately $2 billion, aiming to enhance its stablecoin business [8] Analyst Ratings - HSBC raised its target price for Apple (AAPL.US) from $220 to $250 [9] - UBS increased its target price for Amazon (AMZN.US) from $279 to $310, maintaining a buy rating [9]

Core Insights - The Federal Reserve's recent interest rate cut occurred while the S&P was at all-time highs, historically leading to an average return of 20% over the next year [1][2] - The current market dynamics suggest that the Fed's interest rate policy may be less relevant due to the ongoing AI buildout, which is driving significant capital expenditures [2][3] AI Buildout and Investment Opportunities - The AI buildout is characterized by investments in data centers, power infrastructure, high-performance chips, and advanced cooling systems, indicating a capex supercycle [3][4] - Companies involved in building the infrastructure for AI, such as those providing power equipment and data center solutions, are expected to benefit significantly from this trend [6][19] - The demand for energy is projected to increase dramatically as AI technologies, particularly generative AI, require substantial electricity to operate [8][18] Energy Demand and Corporate Strategy - The shift towards AI is prompting companies to reconsider their workforce strategies, with many opting to maintain or reduce staff while relying on AI to enhance productivity [15][17] - The U.S. data center electricity demand is expected to double by 2030, with the AI boom potentially consuming as much power as an entire industrialized nation [18][20] - Major tech firms are securing long-term energy contracts and investing in renewable energy sources to meet their growing power needs [19][20] Recent Earnings Reports - Amazon reported strong earnings, beating revenue and earnings expectations, and raised its capital expenditure forecast to $125 billion, driven by a 20% increase in Amazon Web Services [25] - Apple also exceeded earnings expectations but faced slight pressure due to lower-than-expected iPhone sales in China, although management remains optimistic about future revenue growth [26] - The overall performance of major tech companies indicates continued enthusiasm for AI investments, with strong earnings supporting market confidence [27]

In the opening hour of the evening session, U.S. equity futures are notably higher, with S&P 500 up 0.5% and Nasdaq 100 contracts up 1.0%.  In commodities, WTI Crude Oil is little changed just above $60 per barrel while precious metals are stronger for the 3rd day in a row – Gold is above $4,040 and Silver is approaching $49 per ounce. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you in ...

Core Viewpoint - Amazon's stock surged over 9% following a strong earnings report, with net income reaching $21.187 billion, a 38% year-over-year increase, and earnings per share of $1.95, exceeding market expectations of $1.57 [1][3] Financial Performance - In Q3, Amazon reported net sales of $180.17 billion, a 13% increase year-over-year, surpassing market estimates of $177.8 billion [3] - Operating income was $17.42 billion, slightly up from $17.411 billion in the same quarter last year [3] - AWS generated net sales of $33 billion, a 20% increase from $27.452 billion year-over-year, marking the fastest growth rate in three years [3][4] - The operating income for AWS was $11.434 billion, up 9% from $10.447 billion year-over-year, with an operating margin of 34.6% compared to 38.1% in the previous year [3][4] Business Segments - Online store sales reached $67.407 billion, a 10% increase year-over-year, while physical store sales were $5.578 billion, also up 7% [4] - Third-party seller services generated $42.486 billion, a 12% increase from $37.864 billion year-over-year [4] - Subscription services brought in $12.574 billion, an 11% increase from $11.278 billion year-over-year [4] - Other business segments reported $1.415 billion, an 8% increase from $1.313 billion year-over-year [5] Future Outlook - Amazon expects Q4 revenue to be between $206 billion and $213 billion, reflecting a 10% to 13% growth compared to Q4 2024 [5] - The company anticipates operating income for Q4 to be between $21 billion and $26 billion, compared to $21.2 billion in Q4 2024 [5] AWS Growth and Strategy - CEO Andy Jassy highlighted AWS's growth momentum, with a 20% year-over-year increase, the highest in 11 quarters [6] - AWS's unfulfilled orders reached $200 billion, not including new transactions from October [6] - Amazon plans to invest approximately $125 billion in capital expenditures by 2025, primarily for AI-related data centers and infrastructure [6] AI Innovations - Amazon's AI shopping assistant, Rufus, has 250 million active users, with a 140% year-over-year increase in monthly active users [7] - Rufus is projected to generate over $10 billion in annual incremental sales [7] - The company has launched Project Rainier, a large AI computing cluster across multiple data centers, equipped with nearly 500,000 Trainium chips [7][8]

Hey I'm Cramer. Welcome to Mad Money. Welcome to Cramerica.Other people make friends I'm just trying to make a little bit of money. My job is not just to entertain but to educate you. So call me at one 800 743 CNBC or tweet me at Jim Cramer.Woo. We made it through October without a crisis or a nasty decline. And I for 1 a.m. shocked today, like so many other days this month, after a higher opening, it looked like we were going to get clocked. But then the market found its footing.Strangely, the Dow finishin ...

Market Overview - The market showed resilience in October, with the Dow finishing up 41 points and the Nasdaq gaining 61 points, despite initial concerns of a decline [2] - Amazon's stock surged nearly 10% to an all-time high, while Apple's stock opened strong but lost its gains [3][4] - Overall, major tech companies like Meta, Microsoft, and Alphabet performed poorly, with Meta experiencing a significant drop of over 100 points in two days [4] Company Performance - Amazon's frugal approach has been well-received, contrasting with Wall Street's skepticism towards heavy capital spending in AI by companies like Meta [5] - Berkshire Hathaway is undergoing a leadership transition as Warren Buffett retires, which has led to profit-taking in the stock [9] - Palantir, led by CEO Alex Karp, is viewed positively, with expectations of continued long-term growth despite potential short-term profit-taking [10][12] Consumer Sector Insights - Companies serving consumers are facing challenges due to inflation and economic uncertainties, but a long-term perspective is encouraged [7] - Clorox's stock is down over 30% for the year, reflecting changing consumer behavior as inflation affects brand loyalty [12] - McDonald's and Burger King are seen as key indicators of consumer spending habits, particularly in the fast-food sector [17][18] Upcoming Earnings Reports - Berkshire Hathaway's earnings report is anticipated, especially with the leadership change [8] - Clorox and Pfizer are set to report earnings, with expectations for insights into consumer behavior and market conditions [13] - Companies like Shopify and Uber are expected to perform well, reflecting their strong positions in the e-commerce and ride-sharing markets [14] Investment Strategy - Long-term investing in quality stocks is recommended, particularly in a diversified portfolio [6] - Companies like AMD and Axon are highlighted as long-term outperformers, with significant potential in their respective markets [15] - Caterpillar is noted for its strong performance, particularly in relation to data center equipment, with an analyst meeting upcoming [16]

Core Insights - In October, US stock markets closed positively with all three major indices rising: Nasdaq up 0.61% and a cumulative increase of 4.7% for the month, S&P 500 up 0.26% with a 2.27% monthly gain, and Dow Jones up 0.09% with a 2.51% increase for the month [1] Market Performance - Nasdaq achieved a seven-month consecutive increase, while both Dow Jones and S&P 500 recorded six consecutive months of gains [1] - The Nasdaq China Golden Dragon Index rose by 0.53% but experienced a cumulative decline of 4.19% in October, ending a previous five-month winning streak [1] Notable Stock Movements - Micron Technology saw a significant rise of 33.82%, marking its third consecutive month of gains - Alphabet's Class A shares (Google A) increased by 15.67%, continuing a seven-month upward trend - Broadcom rose by 12.04%, also achieving a seventh consecutive month of growth - Amazon increased by 11.23%, Nvidia by 8.53%, TSMC by 7.57%, and Apple by 6.18%, with Apple experiencing its fifth consecutive month of gains - Tesla rose by 2.66%, marking its third consecutive month of increase - Microsoft saw a slight decline of 0.03%, while Meta Platforms dropped by 11.71%, marking its third consecutive month of decline [1] Top Market Capitalization - The top ten companies by market capitalization in the US stock market are Nvidia, Apple, Microsoft, Alphabet Class C, Alphabet Class A, Amazon, Broadcom, Meta, TSMC, and Tesla [1]

Market Overview - Amazon shares surged nearly 10% following strong earnings, boosting tech stocks, while major US indices closed higher. Apple opened high but closed slightly down. Meta fell 2.72%, marking a nearly 12% decline in October [3] - The 10-year US Treasury yield dipped by 0.4 basis points, with a weekly increase of 9.23 basis points. The dollar rose for three consecutive days, gaining 0.27% [3] - Bitcoin rebounded by 1.80%, testing $111,000, while Ethereum saw a rise of over 3.9% [3] - Spot gold decreased by 0.55%, trading at $4002, briefly falling below $4000. Oil prices fluctuated due to the situation in Venezuela [3] Key Economic Indicators - China's official manufacturing PMI fell to 49 in October, while the non-manufacturing index rose to 50.1, indicating expansion in three key sectors [22] - High-tech manufacturing, equipment manufacturing, and consumer goods sectors maintained expansion with PMIs of 50.5%, 50.2%, and 50.1% respectively [22] - The new orders index remained at 46.0%, indicating weak market demand in the non-manufacturing sector [22] AI Sector Developments - Nvidia reached a significant AI agreement with South Korean tech giants, deploying 260,000 Blackwell chips to create Asia's first "Industrial AI Cloud" [25] - The AI sector is witnessing a shift towards off-balance-sheet financing, with companies like Meta raising $30 billion through special purpose vehicles (SPVs) [26] Company Performance - The "hottest AI sector" saw mixed results, with "Yizhongtian" experiencing significant growth, while only Zhongji Xuchuang met high expectations with a steady increase in revenue and profit margins [23] - The lithium battery industry reported a notable recovery, with a 32.86% year-on-year increase in net profit for the first three quarters, driven by surging demand in energy storage [30] International Relations Impact - Xi Jinping emphasized the importance of open development and economic globalization during the APEC meeting, proposing five key suggestions to maintain trade stability and promote inclusive growth [20] - The meeting between Xi and Canadian Prime Minister Carney highlighted the need for mutual understanding and cooperation in various sectors, including trade and energy [20]

We made it through October without a crisis or nasty decline. And I for one am shocked today, like so many other days this month. After a higher opening, it looked like we were going to get clocked.But then the market found its footing. Strangely, the Dow finishing up 41 points as be gaining 26%, the NASDAQ jumping 61%. Oh, it was a strange one though.We had not one but two terrific upside surprises from last night. Apple and Amazon, but only one resonated. Amazon stock shot up nearly 10% to an all-time hig ...