Ah, the stock market. A bastion of rational thought, predictable trends, and calm, measured reactions to geopolitical events. Or so the textbooks would have you believe. In the era of Donald J. Trump, however, the market has transformed into a high-stakes reality show, where every presidential pronouncement, tweet, or “amazing” deal can send indices on a dizzying ride. The past few days, culminating on October 30, 2025, have offered a particularly rich tapestry of this unique market dynamic, featuring tarif ...

Asian shares are mixed after the U.S. stock market sank from record heights as Wall Street sifted through various developments such as trade relations with China and profits of Big Tech giantsA woman with an umbrella passes the New York Stock Exchange, Monday, Oct. 13, 2025. (AP Photo/Richard Drew)MANILA, Philippines -- Asian shares are mixed after the U.S. stock market sank from record heights as Wall Street sifted through various developments such as trade relations with China and profits of Big Tech gian ...

Group 1: Autonomous Vehicle Adoption - The Biden administration could have done more to promote the adoption of autonomous vehicles in the U.S. [1][2] - Pete Buttigieg stated that current autonomous driving technologies are already safer than human drivers and have the potential to save many lives [2] - Buttigieg highlighted the significant daily fatalities caused by human drivers, comparing the loss to filling a 737 every day [2] Group 2: Industry Predictions and Developments - Uber CEO Dara Khosrowshahi predicts that most vehicles will be autonomous in over 20 years, likening human driving to "horseback riding" in the future [5] - Uber is partnering with Nvidia to deploy over 100,000 autonomous vehicles by 2027, utilizing Nvidia's autonomous driving technology [6] - Tesla is set to begin production of its Cybercab, with job listings indicating preparations at its Gigafactory in Texas [7] Group 3: Regulatory and Transparency Issues - Waymo CEO Tekedra Mawakana emphasized the need for transparency in the autonomous vehicle sector, stating that lack of transparency hinders road safety [9] - Tesla's Cybercab may include traditional driving controls like a steering wheel and pedals to comply with safety regulations, despite initial plans to exclude them [8]

Group 1 - Jensen Huang's personal wealth surpasses $180 billion, making him the eighth richest person globally following a significant rise in NVIDIA's stock price [2] - In Henan Province, the coal selection rate is projected to reach 83% by 2027 as part of the steel industry upgrade plan, focusing on deep processing and optimizing product structure [3] - Yujian Robotics signed a procurement contract worth over 80.5 million yuan for humanoid and collaborative robots with Ruidefeng Precision Technology [4] Group 2 - Starbucks reported a revenue of $3.105 billion in fiscal year 2025 for the Chinese market, reflecting a 5% year-on-year growth, with a fourth-quarter revenue of $831.6 million, up 6% [5][6] - Alphabet's Q3 net profit reached $34.979 billion, a 33% increase year-on-year, with revenues of $102.346 billion, up 16% [7] - Samsung Electronics' Q3 net profit exceeded expectations at 12.22 trillion won (approximately $8.6 billion), marking a 21% year-on-year growth [8] Group 3 - BYD's Tengshi N8L, a large six-seat SUV, was launched with a starting price of 299,800 yuan, filling a market gap in the 300,000 to 350,000 yuan range [9] - Microsoft Azure services have resumed normal operations after a global outage that affected various industries [10] - OpenAI plans to submit an IPO application as early as the second half of 2026, with a potential valuation of around $1 trillion [10] Group 4 - Alphabet's CEO announced that Google has surpassed 300 million paid subscribers, with significant growth in cloud customers and AI product usage [11] - Smart's first hybrid SUV, the Smart 5 EHD, was launched with a starting price of 169,900 yuan, featuring advanced hybrid technology and intelligent driving systems [12] - NVIDIA is set to invest $1 billion in Nokia, acquiring a 2.9% stake through a directed share issuance [13]

Alphabet’s YouTube TV will lose marquee channels like ESPN from the end of this month after failing to strike a new licensing deal with Walt Disney https://t.co/XIVvp4Fu3n ...

Core Points - Disney content, including channels like ABC and ESPN, has been removed from YouTube TV due to failed contract negotiations [1][2][3] - YouTube claims that Disney used the threat of a blackout as a negotiating tactic to increase prices for customers [1][2] - YouTube TV has previously faced similar disputes, such as with NBCUniversal, which were resolved through temporary extensions [3] Company Actions - YouTube TV is committed to working with Disney to reach an agreement and has offered a $20 credit to members if the content remains unavailable for an extended period [4] - YouTube TV captures over 13% of TV watch-time in July, making it a leading media distributor in terms of audience engagement [5]

Group 1: Hong Kong Stock Market Updates - China Metallurgical Group (01618) saw a decline of over 5%, reporting a revenue of 335.09 billion yuan for the first three quarters, a year-on-year decrease of 18.79%, and a net profit of 3.97 billion yuan, down 41.88% [1] - Fosen Pharmaceutical (01652) surged nearly 74% after announcing that its subsidiary received approval for the "Enzalutamide Soft Capsule" from the National Medical Products Administration of China [1] - Sanhua Intelligent Control (02050) increased over 3%, with a revenue of 24.03 billion yuan for the first three quarters, a year-on-year growth of 16.86%, and a net profit of 3.24 billion yuan, up 40.85% [1] - Rongchang Biopharmaceutical (09995) rose over 5%, reporting a revenue of approximately 1.72 billion yuan, a year-on-year increase of 42.27%, and a net loss of about 551 million yuan, narrowing by 48.6% [1] - New Special Energy (01799) fell nearly 8%, with a revenue of 11.66 billion yuan and a net loss of 526 million yuan for the first three quarters [1] Group 2: Additional Hong Kong Stock Market Updates - Chuny Medical (01858) increased over 10%, reporting a revenue of 756 million yuan, a year-on-year growth of 48.75%, and a net profit of 192 million yuan, up 213.21% [2] - Innovent Biologics (01801) rose over 4%, achieving total product revenue exceeding 3.3 billion yuan in Q3, maintaining a strong year-on-year growth of about 40% [2] - Longpan Technology (02465) increased over 6%, with a revenue of approximately 5.83 billion yuan, a year-on-year growth of 2.91%, and a net loss of about 110 million yuan, narrowing by 63.53% [2] - 3SBio (01530) saw an early morning increase of nearly 7%, following a significant deal with Pfizer worth up to $12.5 billion [2] - China CNR Corporation (01766) fell over 8%, reporting a revenue of approximately 183.87 billion yuan, a year-on-year increase of 20.49%, and a net profit of about 9.96 billion yuan, up 37.53% [2] Group 3: US Stock Market Updates - Carvana (CVNA.US) dropped over 13%, reporting a Q3 revenue growth of 54.5% to $5.65 billion, exceeding analyst expectations [3] - Alphabet (GOOGL.US) rose nearly 2%, with Q3 revenue surpassing $100 billion, driven by strong AI demand boosting cloud business [3] - Meta Platforms (META.US) fell over 11%, reporting Q3 revenue of $51.2 billion, a 26% year-on-year increase, but net profit significantly below expectations due to a one-time tax expense [4] - Bitcoin-related stocks experienced declines, with Strategy (MSTR.US) down nearly 7% and Coinbase (COIN.US) down over 5% [4] - eBay (EBAY.US) plummeted 15%, marking its largest drop in over 20 years despite exceeding sales expectations [4] Group 4: Additional US Stock Market Updates - Comcast (CMCSA.US) fell 4%, losing 104,000 broadband users in Q3, marking the tenth consecutive quarter of user decline [5] - CoreWeave (CRWV.US) dropped over 6% after shareholders rejected a proposed acquisition [5] - Roblox (RBLX.US) fell over 15%, reporting Q3 revenue of $1.4 billion, a 48% year-on-year increase, but widening net losses [5] - Moderna (MRNA.US) rose over 13%, reportedly in talks for a large-scale acquisition with a major pharmaceutical company [6] - Altria (MO.US) fell over 7%, reporting adjusted EPS of $1.45, in line with market consensus, but net revenue declined by 1.7% [6]

Core Point - Walt Disney's networks, including ESPN and ABC, will no longer be available on Google's YouTube TV due to unsuccessful contract negotiations [1] Group 1 - The decision affects major Disney networks, which are significant players in the media landscape [1] - The failure of contract negotiations indicates potential challenges in the relationship between content providers and streaming platforms [1]

Core Insights - Morgan Stanley's latest report indicates that Alphabet, Google's parent company, is expected to tactically outperform its competitor Meta due to strong earnings and upward revisions in profit forecasts [2] - The report highlights that Google's cloud business has shown significant growth, with a backlog increase of 46% quarter-over-quarter, reaching approximately $155 billion [4] - Meta faces challenges with rising operational and capital expenditures, leading to concerns about investment returns, which has resulted in downward revisions of its earnings forecasts [7] Group 1: Alphabet's Performance - Alphabet's earnings exceeded expectations across all major revenue lines, prompting Morgan Stanley to raise its target price from $270 to $330 [2] - Google's search business grew by 14.5% year-over-year, YouTube by 15%, and Google Cloud (GCP) by 34%, marking it as a standout performer [2] - The forecast for Alphabet's earnings per share (EPS) for fiscal years 2026 and 2027 has been increased by approximately 7% and 9%, respectively [2] Group 2: Google Cloud Highlights - Google Cloud's backlog surged by 46% quarter-over-quarter, adding about $49 billion, totaling $155 billion [4] - The number of contracts exceeding $1 billion signed by Google this year has surpassed the total from the past two years combined [4] - Anticipated revenue from a new contract with Anthropic is expected to contribute an additional $50 billion to $80 billion [4] Group 3: Meta's Challenges - Meta's operational and capital expenditures are rising due to investments in its "super intelligent team," leading to increased uncertainty regarding investment returns [7] - Despite strong core metrics on platforms like Facebook and Instagram, the high investment costs have raised concerns about Meta's return on invested capital (ROIC) [7] - Morgan Stanley has lowered its EPS forecasts for Meta for fiscal years 2026 and 2027 by 5% and 4%, respectively, and reduced its target price from $850 to $820 [2][7] Group 4: Future Competitive Landscape - The long-term competitive landscape between Google and Meta will depend on who can launch more groundbreaking next-generation AI models first [3][10] - Google's upcoming Gemini 3 model is seen as a critical catalyst for maintaining its leadership in generative AI [10] - Meta's success will hinge on its "super intelligent team" delivering a leading and unique model, Llama, by 2026 [10]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently talked about. Highlighting the reason behind the Charitable Trust’s decision to keep AMZN, Cramer expressed regret over selling Alphabet stock at the wrong time. He said: “See, look at the action in Alphabet. Have you seen it? Earlier this year, concerned about Justice Department’s attack on the company over monopolist behavior, worried that Gemini, its AI agent, will cannibalize the search function, we sold this stock for the trust. No ...