Overseas Markets OutperformingPlease click here for a chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX) compared to Ishares Msci South Korea ETF (NYSE:EWY), VanEck Vietnam ETF (BATS:VNM), iShares MSCI Mexico ETF (NYSE:EWW), iShares China Large-Cap ETF (NYSE:FXI), and Ishares Msci Taiwan ETF (NYSE:EWT).Note the following:The chart shows SPY has produced 16.06% gain year to date, but overseas markets have done significantly better.South Korea ETF (EWY) ...

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 ...

本周，市场对美股科技巨头财报的焦点，是其"资本支出"数字。科技公司正竞相投入巨额资金建设AI超 级计算中心。分析师预计大型科技公司明年总资本支出将增长24%至近5500亿美元。投资者将密切关 注这些巨额投入能否转化为实际增长，以平衡投资与回报。 本周，当科技巨头们陆续公布业绩时，华尔街的目光将穿透营收和利润等传统指标，聚焦于一个更能 揭示未来的数字： 资本支出。 微软、Alphabet、Meta将于本周三公布季度业绩，亚马逊和苹果则在周四跟进。尽管这些巨头的业务 各不相同，但市场在审视它们的财报时将有一个共同的焦点。由OpenAI近乎惊人的万亿美元级AI基础 设施投资计划所引发的震动，正迫使投资者重新评估这些大型科技公司的支出规模与战略意图。 投资者即将获得大量新信息，以判断这些公司如何在AI的浪潮中布局。分析师将密切关注微软的 Copilot AI功能是否为其其他业务带来了增长；谷歌的AI投资是否有助于捍卫其核心的搜索和广告业 务；以及Meta宣称的生成式AI技术是否真的增强了其广告定位能力。 近三年来，以ChatGPT和Gemini等为代表的生成式AI点燃了市场热情，并被认为有潜力重塑全球经 济。然而，当 ...

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 ...

Core Insights - The focus of Wall Street is shifting from traditional metrics like revenue and profit to capital expenditure, particularly in light of the AI investment plans by major tech companies [1][2] - The upcoming earnings reports from Microsoft, Alphabet, Meta, Amazon, and Apple will provide insights into how these companies are positioning themselves in the AI landscape [1][2] - The competition for AI capabilities is driving significant capital investments, with OpenAI leading a $1 trillion infrastructure plan that sets a high benchmark for the industry [2] Group 1: Capital Expenditure Trends - Major tech companies are expected to increase their capital expenditures significantly, with Morgan Stanley predicting a 24% growth to nearly $550 billion next year [2] - Microsoft anticipates a capital expenditure of $30 billion for the current quarter, with a year-over-year growth rate exceeding 50% [4] - Alphabet has raised its capital expenditure forecast for the year from $75 billion to $85 billion, with plans for further increases in 2026 [5] Group 2: Company-Specific Plans - Meta has increased its 2025 capital expenditure forecast by $1 billion to $69 billion, emphasizing the role of AI infrastructure in enhancing advertising capabilities [6] - Amazon plans to spend over $100 billion on capital expenditures this year, with a focus on chips, data centers, and logistics [7] - Apple’s capital expenditure for fiscal year 2024 is projected at $9.4 billion, with a strategy of leasing cloud services rather than operating its own [8]