Federal Reserve Meeting - The Federal Reserve lowered interest rates by a quarter percentage point, which was widely anticipated, but the meeting revealed a divided stance among members regarding future policy directions [4][5] - There were two dissenting votes: one member advocated for a half percentage point cut, while another opposed any rate cut, highlighting internal conflicts within the Fed [5] - Inflation remains a concern, hovering around 3%, above the Fed's target of 2%, while signs of economic slowdown, particularly in the labor market, are emerging [5][6] Amazon and Layoff Concerns - Amazon announced it would cut 14,000 corporate jobs, with reports suggesting this number could rise to 30,000, raising concerns about the overall economy [6] - The layoffs reflect both short-term economic uncertainty and long-term structural changes due to AI potentially replacing human jobs [10][12] Earnings Reports - Meta reported strong earnings but faced a $16 billion tax charge, leading to an 11% drop in stock price, raising investor concerns about increased spending, particularly in R&D, which grew 36% year-over-year [21][23] - In contrast, Alphabet (Google) saw a 2.5% increase in stock price post-earnings, attributed to greater investor confidence in its spending strategies compared to Meta [25][26] Apple and Caterpillar - Apple is in a wait-and-see position, with its stock remaining flat after earnings, as investors anticipate the impact of the upcoming holiday season and new iPhone rollout [28] - Caterpillar reported a 17% growth in its energy and transportation equipment sector, driven by demand for components used in AI data centers, leading to a 12% increase in stock price post-earnings [31][30] Upcoming Earnings and Economic Indicators - Palantir and AMD are set to report earnings next week, with Palantir being highlighted as a significant AI play [34] - The government shutdown has resulted in the absence of the traditional jobs report, creating uncertainty in economic indicators [35] NVIDIA Milestone - NVIDIA became the first company to reach a market capitalization of $5 trillion, achieving this milestone in just 110 days, indicating rapid growth in the tech sector [37][38]

An early trade for cryptofacing companies this morning. First, their strategy jumping after the company posted better than expected quarterly revenue, noting it has increased its Bitcoin holdings to 604,88 coins. And Coinbase also out with results, beating on the top and the bottom lines for the third quarter, fueled by a resurgence in retail and institutional crypto trading.>> Let's stick with earnings. Apple of course and Amazon both out with uh strong earnings after the bell yesterday capping off what wa ...

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Apple and Amazon lift big tech sentiment as Nvidia forges deals with South Korean firms. Exxon and Chevron outperform Wall Street expectation. Plus, meet Dominic Ball, the only Fiserv bear in a room full of bulls. (Video has been edited to remove inaccuracy in a banner used on a story about Fiserv's stock.) Chapters: 00:00:00 - Open Interest starts 00:01:38 - Apple, Amazon Results Revive Big Tech Exuberance ...

Core Insights - Amazon is a global leader in e-commerce and cloud computing, with a strong presence in online retail, digital streaming, and artificial intelligence [1] - Oppenheimer maintains an "Outperform" rating for Amazon, indicating confidence in its future performance despite a recent price decrease [2][6] - Amazon's third-quarter earnings report showed a 13% after-hours stock price jump, driven by growth in AWS, advertising, and retail sectors [3][6] - The company's market capitalization is approximately $2.38 trillion, with a 52-week high of $242.52 and a low of $161.38, reflecting its market influence and volatility [4][6] - Despite the current price dip, Amazon's strong performance in key sectors suggests potential for future growth [5][6] Financial Performance - Amazon's stock price was $222.86 on October 31, 2025, with a recent price decrease of 3.23% [2] - The stock has traded between $222.84 and $228.43 on the same day, indicating resilience [2] - Today's trading volume is 93.57 million shares, showing active investor interest [4] Market Position - Amazon's main competitors include Walmart in retail and Microsoft in cloud services [1] - The extensive use of artificial intelligence has been a key factor in Amazon's growth, exceeding market expectations [3]

Market Catalysts anchor Julie Hyman breaks down the latest market news for October 31, 2025 Amazon added $300 billion in market value as shares surged following the company's latest earnings report. The company beat Wall Street expectations for the third quarter, with Amazon Web Services (AWS) accounting for a significant portion of the company's growth and revenue. Disney has removed its content from YouTube TV after the parties failed to reach a new carriage agreement. Senior reporter Allie Canal breaks d ...

Amazon.com, Inc. ( AMZN ) deserves a Strong Buy rating, and I'll tell you why right away. I've spoken to several analysts and portfolio managers in recent weeks, who are somewhat skeptical of its strongPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus ...

Core Viewpoint - Amazon.com, Inc. (AMZN) is recommended for a Strong Buy rating based on recent discussions with analysts and portfolio managers who express skepticism about its strong performance [1] Group 1: Analyst Insights - Several analysts and portfolio managers have shown skepticism regarding Amazon's strong performance despite its potential [1] - The analysis combines top-down macroeconomic perspectives with bottom-up stock selection to identify mispriced opportunities [1] Group 2: Investment Strategy - The focus is on earnings, technological disruption, policy shifts, and capital flows to uncover investment opportunities [1] - The article emphasizes the importance of delivering clear insights amidst market noise [1]

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day. Here's what we're watching this hour. First up, big tech earnings leading stocks higher. We'll have full coverage ahead. Plus, we'll dig into energy earnings as well. Chevron and Exxon topping Wall Street estimates. And YouTube and Disney reaching a stalemate. Will they reach deal by midnight? We'll discuss that and more on market catalysts. Let's take a look at the major averages to kick things off here. We are seeing a ...

Amazon’s cloud infrastructure service, Amazon Web Services (AWS), is on track to record its strongest year of growth in three years, fueled by the AI industry’s unprecedented demand for computing power. AWS is growing 20% year-over-year and ended the third quarter with $33.1 billion in sales through the first nine months of the year, Amazon announced in its third-quarter earnings release on Thursday. The business segment’s operating income increased to $11.4 billion in Q3, up from $10.4 billion at the sa ...

Amazon’s cloud infrastructure service, Amazon Web Services (AWS), is on track to record its strongest year of growth in three years, fueled by the AI industry’s unprecedented demand for computing power.AWS is growing 20% year-over-year and ended the third quarter with $33.1 billion in sales through the first nine months of the year, Amazon announced in its third-quarter earnings release on Thursday. The business segment’s operating income increased to $11.4 billion in Q3, up from $10.4 billion at the same p ...