Market Overview - The U.S. stock market showed a rebound with S&P 500 futures gaining 0.7%, Nasdaq 100 futures surging 1.3%, and Dow Jones Industrial Average futures edging up 0.12% as of 5:14 AM ET, following a sharp decline on Thursday [10][21][22] - The early rally suggests a stabilization of market sentiment, driven by strong earnings from major tech companies [12][13] Company Performance - Amazon's shares soared 13% in premarket trading after reporting a third-quarter revenue of $180.2 billion, a 13% increase year-over-year, and earnings per share (EPS) of $1.95, exceeding Wall Street expectations [2][11][14] - Amazon's cloud division, AWS, experienced a 20% year-over-year revenue increase to $33 billion, indicating renewed enterprise demand despite a recent outage [2][11] - Apple also joined the rally with shares climbing nearly 3% after reporting $102.47 billion in revenue and an EPS of $1.85, surpassing forecasts and projecting a 10-12% revenue growth for the upcoming quarter [3][15] - Netflix announced a 10-for-1 stock split effective November 17, which generated additional buying interest in the streaming sector [4][13] Geopolitical Impact - A trade truce was agreed upon between U.S. President Donald Trump and Chinese President Xi Jinping, which includes a 10% tariff cut on certain Chinese goods and a pause on rare-earth export restrictions, easing months of trade tensions [5][16] - This geopolitical development contributed to a positive sentiment in U.S. markets [16][22] Broader Corporate Earnings - Mixed but resilient performance was observed across other companies, with Gilead Sciences reporting a 5% decline despite beating forecasts with an EPS of $2.47 on $7.77 billion revenue, while Reddit rose 1.7% with an EPS of $0.80 on $585 million revenue [4][24] - Western Digital jumped 8.3% after a strong earnings report, while Coinbase, Twilio, and Atlassian also gained following positive results [4][24] Commodity Market - Gold prices remained steady above $4,000 per ounce, trading at $4,019.40, reflecting a cautious market view on the U.S.-China trade truce as a temporary relief rather than a long-term solution [8][17]

Core Insights - U.S. stock futures advanced on Friday following a decline on Thursday, driven by strong quarterly results from Amazon and Apple [1] - Amazon reported net sales of $180.2 billion for Q3, a 13% year-over-year increase, and projected Q4 sales between $206.0 billion and $213.0 billion, up 10% to 13% year-over-year [6] - Apple reported revenue of $102.47 billion, exceeding analyst estimates, with earnings of $1.85 per share, also above expectations [6] Market Performance - Major indices showed mixed performance with Dow Jones up 0.11%, S&P 500 up 0.69%, and Nasdaq 100 up 1.21%, while Russell 2000 was down 0.03% [2] - The SPDR S&P 500 ETF Trust (SPY) rose 0.80% to $685.27, and Invesco QQQ Trust ETF (QQQ) advanced 1.31% to $634.23 in premarket trading [2] Company Highlights - Amazon's stock jumped 12.21% in premarket trading following its positive earnings report [6] - Apple's stock rose 1.88% after reporting better-than-expected financial results [6] - Netflix advanced 3.21% after announcing a 10-for-1 stock split [6] Analyst Insights - Wells Fargo's Scott Wren advises focusing on long-term trends rather than short-term market fluctuations, emphasizing the importance of sectors like technology, financials, and industrials [9][10] - The firm views market pullbacks as buying opportunities, targeting the S&P 500 to reach 7,400-7,600 by the end of 2026 [11] Upcoming Economic Data - Investors are awaiting key economic data releases, including personal income and consumer spending figures, which have been delayed [14]

E-commerce giant Amazon has reported net sales of $180.2bn for the third quarter (Q3) of 2025, up 13% from $158.9bn a year earlier. Excluding a $1.5bn favourable currency impact, sales increased 12%. By division, North America revenue increased 11% to $106.3bn. International sales advanced 14% to $40.9bn, or 10% in constant currency. Amazon Web Services recorded $33bn in revenue, up 20% year-on-year. Operating income was $17.4bn, matching the same quarter of the previous year. The result incorporated t ...

Core Insights - Amazon is planning to significantly increase its use of robots, potentially replacing over 600,000 human jobs by 2033 to meet rising demand [2][3] - The company aims to automate 75% of its operations, having already deployed over 1 million robots, which is about two-thirds of its human workforce [3][4] - The shift towards automation could save Amazon up to $4 billion annually by 2027 [4] Employment Impact - Amazon is the third largest employer in the US, with approximately 1.5 million employees, primarily in warehouses and delivery roles [7] - A reduction of 600,000 jobs would be comparable to the complete disappearance of FedEx, which employs around 550,000 people [7] - Studies indicate that for every robot added per 1,000 workers, US wages decrease by 0.42%, contributing to an estimated loss of 400,000 jobs [8] Corporate Strategy - Amazon is considering strategies to mitigate the negative impact on communities that may lose jobs, including enhancing its image as a "good corporate citizen" [5] - The company plans to avoid using terms like "automation" and "AI," opting for phrases like "advanced technology" and "cobot" to suggest collaboration [5] - Despite the focus on automation, Amazon asserts that it continues to create jobs, with plans to hire 250,000 employees for the holiday season [6][9]

Group 1: Amazon's Financial Performance - Amazon reported third-quarter net sales of $180.2 billion, representing a 13% year-over-year increase, surpassing the Street consensus estimate of $177.8 billion [1] - The company anticipates fourth-quarter net sales to be between $206.0 billion and $213.0 billion, indicating a year-over-year growth of 10% to 13% [1] Group 2: Stock Movements - Amazon shares increased by 12.5% to $250.79 in pre-market trading following the positive financial results [2] - Other notable stock movements included DEFSEC Technologies Inc gaining 74.3%, Beneficient surging 46%, and Medicinova Inc rising 37.7% in pre-market trading [5]

Core Insights - The e-commerce giant's cloud-computing business has recently disappointed investors with its growth, but there are signs of improvement [1] Summary by Categories - **Company Performance** - The cloud-computing segment of the e-commerce giant has shown disappointing growth recently, which has affected investor sentiment [1] - **Market Trends** - There are indications that the growth trajectory of the cloud-computing business may be changing for the better, suggesting a potential turnaround [1]

Core Insights - Amazon shares experienced a nearly 12% increase in premarket trading, driven by strong growth in its cloud unit and a positive sales outlook [1] Company Performance - The growth in Amazon's cloud unit has alleviated concerns regarding its competitive position in the AI sector [1] Market Reaction - The significant rise in Amazon's stock price reflects investor confidence following the announcement of robust performance metrics [1]

Core Insights - The earnings reports from Apple and Amazon have generated positive reactions from investors, indicating strong performance in the tech sector [1] Group 1: Apple - Apple reported a revenue of $94.8 billion for the last quarter, marking a 2% increase year-over-year [1] - The company's net income reached $20.7 billion, reflecting a 3% growth compared to the previous year [1] - iPhone sales contributed significantly, with revenue hitting $51.3 billion, a 1% increase from the same quarter last year [1] Group 2: Amazon - Amazon's revenue for the last quarter was $143.1 billion, showing a 9% increase year-over-year [1] - The company's net income surged to $6.7 billion, a substantial rise from the previous year's $3.2 billion [1] - Amazon Web Services (AWS) generated $24.5 billion in revenue, representing a 12% growth compared to the same period last year [1]

摩根大通：将亚马逊(AMZN.US)目标股价从265美元上调至305美元。 ...

亚马逊和苹果强劲的盈利报告提振了市场情绪，全球主要股市多数上涨。 10月31日，美股指数期货集体走高，亚股涨跌不一。美元指数、美债基本持平，现货黄金下跌，加密货币多数下跌。 MLIV亚洲团队负责人加菲尔德·雷诺兹分析称：最新公布的财报似乎进一步缓解了人们对泡沫的担忧。人工智能热潮依然强劲，并且正在迅速扩 展到美国以外的地区。本周，伴随着贸易谈判，市场波动剧烈，但投资者仍在人工智能领域寻找全球股市的动向信号。 美股期指走高，标普500期货涨0.7%，纳斯达克100期货涨超1.2%，道琼斯期货涨0.1%。Meta、微软等大型科技公司业绩报告不及市场预期，美东 时间周四大型科技股遭遇重挫。盘后苹果和亚马逊的强劲业绩报告提振了市场情绪。 大型科技公司正押注于由数据中心的服务器驱动的人工智能，投入日益增长，金额巨大。市场对人工智能领域的巨额投资能否带来回报仍存疑 虑。Miller Tabak 的Matt Maley表示： "这一切并不意味着人工智能泡沫即将破裂，也不意味着股市即将迎来重大逆转。然而，这确实增加了短期回调的可能性。" 美股盘前，苹果涨约3%，服务力挺苹果上季营收创同期新高。CEO称，四季度将是苹果业绩最佳 ...