Social media giant Meta launched on Monday posts that are automatically archived 24 hours after being uploaded, dubbed "ghost posts," on its Threads app, mimicking a popular feature available on its o... ...

Overseas Markets Performance - Overseas markets are outperforming the U.S. market, with the South Korea ETF (EWY) gaining 79.82% year to date, followed by Vietnam ETF (VNM) at 57.73%, Mexico ETF (EWW) at 40.01%, Hong Kong ETF (FXI) at 32.99%, and Taiwan ETF (EWT) at 27.92% [16] Argentina's Political Shift - Javier Milei, an ally of President Trump, won the Argentine election, which is seen as a significant victory for Trump. The U.S. has pledged $20 billion in currency swaps and an additional $20 billion from sovereign wealth funds and banks contingent on Milei's win [3][4] Investment Trends in Major Stocks - There is a heavy concentration of portfolios in the "Magnificent Seven" stocks, with positive early money flows observed in Apple, Amazon, Alphabet, Meta, Microsoft, NVIDIA, and Tesla [5][6] Trade Deal Impact - The U.S. and China have agreed on a framework for a trade deal, leading to aggressive buying in the stock market. This includes President Trump signing trade deals with Thailand and Malaysia involving rare earth minerals [16] Rare Earth Stocks Reaction - Following the trade deal speculation, there is selling pressure on rare earth stocks such as MP Materials Corp, USA Rare Earth Inc, Critical Metals Corp, American Resources Corp, and Energy Fuels Inc due to expectations of China dumping rare earth minerals post-deal [16]

Threads, the X competitor from Meta, is launching disappearing posts to encourage more people to share “unfiltered thoughts” on the network https://t.co/9WMvXaXPcL ...

Core Viewpoint - The focus of the market on the earnings reports of major US tech companies this week is on their capital expenditure, as they compete to invest heavily in AI supercomputing centers. Analysts expect total capital expenditure of large tech companies to grow by 24% to nearly $550 billion next year, raising questions about whether these investments will translate into actual growth to balance investment and returns [1][5][6]. Group 1: Capital Expenditure Trends - Major tech companies are expected to significantly increase their capital expenditures due to the AI arms race, with OpenAI's $1 trillion infrastructure investment plan setting a high benchmark for the industry [5]. - Analysts predict that Microsoft's capital expenditure will grow by 42% to $91.3 billion this fiscal year, with a quarterly capital expenditure of $30 billion expected [8]. - Alphabet has raised its capital expenditure forecast for this year from $75 billion to $85 billion, with a projected growth of 57% to $82.4 billion in 2025 [9]. - Meta has increased its 2025 capital expenditure forecast by $1 billion to $69 billion, with an expected growth of 84% to $68.4 billion this year [10]. - Amazon plans to spend over $100 billion on capital expenditures this year, with a projected growth of 41% to $117 billion [11]. - Apple’s capital expenditure for fiscal year 2024 is expected to be $9.4 billion, with a growth forecast of 28% to $12.1 billion in 2025 [12][13]. Group 2: Strategic Focus and Challenges - The competition among tech giants is driven by the need for enhanced computing power to support AI initiatives, with significant investments being made in infrastructure to meet anticipated demand [4][5]. - Companies must demonstrate that their capital expenditures are translating into revenue growth, particularly for those directly competing in cloud services like Amazon, Microsoft, and Google [6]. - The challenge remains for these companies to balance their substantial capital expenditures with the relatively limited free cash flow generated, indicating that significant returns from these investments have yet to materialize [6].

ANALYSIS: Are Prediction Markets Turning Brokers Into Bookies? Meta Platforms (META) stock rose early Monday, setting up a seventh consecutive positive trading day. The Facebook and Instagram parent company reports third-quarter earnings late Wednesday. Expectations are high following second-quarter results that one analyst said "blew the doors off." Analysts project Meta will post sales of $49.5 billion for the September-ended quarter, according to FactSet, representing 22% year-over-year growth. That's t ...

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer praised the company’s CEO during the game plan and said: “Now, Meta’s Mark Zuckerberg keeps finding ways to deliver great quarter after great quarter, keying on advertising, but also spewing the gospel of the Ray-Bans that are packed with AI. I like the black ones that Renee Haas wore on our show from Arm Holdings recently.” Photo by Alexander Shatov on Unsplash Meta Platforms, Inc. (NASDAQ:META ...

We have a huge week this week.Earnings for Apple, Microsoft, Google, Amazon and Meta.FOMC, more rate cuts are expected.Trump meeting with Xi to discuss trade deal. ...

[Music] Top of the morning from Yow Fines's New York City headquarter studios. I'm Yao Fines executive editor Brian S. You're watching Optimal Bank Holdings ringing the opening bell at the New York Stock Exchange on this Monday and fortunate getting trading underway over at the NASDAQ.promises to be a super busy week for the markets. And if you are ready for the smoke, I encourage you to get ready starting right this very moment. The Fed is likely get likely to cut rates for the second straight time in its ...

Market Performance - The three major US stock indices opened higher, with the Dow Jones up 0.56%, S&P 500 up 0.86%, and Nasdaq up 1.38%, all reaching new historical highs [1] - Major tech stocks saw significant gains, with Nvidia, Google A, and Tesla rising over 2%, while Microsoft, Amazon, Meta, Broadcom, and Apple increased by more than 1% [2] - Most large bank stocks also rose, with Barclays up over 2%, and Citigroup, UBS, and Morgan Stanley up over 1% [3] Economic Indicators - The upcoming "Super Central Bank Week" is anticipated, with the Federal Reserve's meeting scheduled for October 28-29, where a 25 basis point rate cut to the 3.75%-4% range is widely expected [3] - According to CME's FedWatch, the probability of a 25 basis point cut in October is 98.3%, while the chance of maintaining the current rate is only 1.7% [3] Chinese Market Insights - The Nasdaq Golden Dragon China Index surged over 2% in early trading [3] - Popular Chinese stocks mostly rose, with Baidu up over 5%, Vipshop up over 4%, and NIO, Xpeng, and JD.com up over 3% [6] Currency and Commodity Trends - The offshore RMB strengthened, rising over 200 basis points against the US dollar [8] - Gold prices experienced a significant drop, with London gold and COMEX gold both falling nearly 3%, and London gold dropping below $4000 per ounce [9] - Capital Economics has revised down its gold price forecast, expecting it to fall to $3500 per ounce by the end of 2026 [10] - However, Fidelity International remains bullish on gold, citing factors like Fed rate cuts and geopolitical risks as supportive for gold's performance [11]

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karamali live from Yahoo Finance Studios in London. It's Monday 27th October. It's a big tech earnings week coming up on the show. So the US and China agree on a framework for a trade deal. Then there were five. Trump says he could name his next Fed chair before year end. and I'll tell you about a stock that's up nearly 900% in just six months. So, grab your coffee and let's own the morning. [Music] Well, the first thing you need to know ...