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明星科技股分化，苹果跌1.6%，甲骨文跌0.9%，特斯拉跌0.8%，英伟达跌0.5%，Meta平盘，谷歌涨 0.5%，微软涨0.6%。 亚马逊跌1.8%，媒体援引知情人士的话称，谷歌母公司Alphabet正与人工智能公司 Anthropic PBC 洽谈 一项合作协议 —— 谷歌拟向后者提供价值 "数百亿美元" 的额外计算资源，而Anthropic目前得到亚马逊 的资金支持。 *三大股指承压，道指跌超300点； *10年期美债收益率创半年新低； *因利润不及预期，奈飞重挫超10%。 周三美股走弱，明星科技股奈飞和芯片制造商德州仪器业绩令市场失望，美国总统特朗普相关言论也引 发避险情绪。截至收盘，道指跌334.33点，跌幅为0.71%，报46590.41点，纳指跌0.93%，报22740.40 点，标普500指数跌0.53%，报6699.43点。 地缘政治方面，有关软件出口限制和特朗普表态再度引发疑虑。除了贸易方面以外，他拒绝了民主党高 层议员的会面请求，除非持续数周的美国政府停摆状态结束。由于政府停摆导致关键经济数据无法按时 发布，美联储政策制定者在下周召开货币政策会议时，可能将无法掌握完整的经济图景。 纳斯 ...

As two of the market’s top-performing stocks in recent years, the discussion of buying the post-earnings dip in GE Aerospace (GE)  or Netflix (NFLX)  shares is a worthy topic after their Q3 reports on Tuesday.Having impressive stock gains of around +300% in the last three years, respectively, GE shares were down 3% in today’s trading session with NFLX down 10%. More intriguing is that both of these respective industry leaders raised their guidance, adding steam to a buy-the-dip scenario. Image Source: Zacks ...

Core Insights - Netflix reported a Q3 operating profit of $3.87 billion, a 33% year-over-year increase, with a profit margin of 33.6%, exceeding market expectations [1] - Revenue growth is primarily driven by price increases and advertising, with an estimated 3-5% overall ARPPU growth due to price hikes in core regions and inflationary pressures in Latin America [1][2] - The company anticipates a doubling of advertising revenue this year, targeting around $1.5 billion, despite macroeconomic challenges [2] Financial Performance - The actual operating profit for Q3 was $3.87 billion, reflecting a 33% increase year-over-year [1] - The company’s Q4 guidance aligns closely with market expectations, indicating stable performance [1] - The estimated net increase in subscription users for Q3 was around 4 million, lower than the previous two years' quarterly averages [1] Advertising Strategy - The first full quarter of the in-house advertising system was completed, with plans to introduce Amazon DSP in Q4 [2] - The company aims for a doubling of advertising revenue, with a focus on enhancing the advertising sales process and expanding the diversity of advertisers [8][9] - Programmatic advertising is expected to be a significant growth driver, with a notable increase in pre-sale commitments in the U.S. [7] Content and User Engagement - Q3 saw significant content success, with titles like "KPop" and "Wednesday" achieving high viewership, contributing to positive market expectations [1][10] - User engagement metrics improved, with record TV viewing shares in the U.S. and the U.K. [3][10] - The company plans to continue expanding its content offerings, including live events and gaming, to enhance user engagement [10][19] Tax and Regulatory Issues - A complex tax issue in Brazil led to a reassessment of costs, impacting Q3 financials but not expected to significantly affect future performance [4] - The tax in question is not an income tax but a cost associated with operating in Brazil, which has been re-evaluated following a recent court ruling [4] Future Outlook - The company remains optimistic about its business health and growth opportunities, with a focus on core strategies and technology improvements [3][5] - Plans for 2026 include maintaining financial targets and focusing on revenue growth, profit margin expansion, and free cash flow enhancement [5][6] - The company is committed to organic growth rather than acquisitions, emphasizing the importance of content creation and user experience [16][18]

美东时间周三，随着贸易紧张局势再度升温，三大指数集体收跌，纳指跌近1%，跌幅领跌主要股指。 （三大指数日内走势图，来源：TradingView） 截至收盘，道琼斯指数跌0.71%，报46,590.41点；标普500指数跌0.53%，报6,699.40点；纳斯达克指数跌0.93%，报22,740.40点。 大型科技股多数收跌，英伟达跌0.49%，微软涨0.56%，苹果跌1.64%，谷歌涨0.49%，亚马逊跌1.84%，Meta涨0.02%，特斯拉跌0.82%，甲骨文跌0.90%，博 通跌0.69%。 热门中概股普跌，纳斯达克中国金龙指数跌0.93%，阿里巴巴跌0.49%，京东跌1.13%，拼多多跌0.50%，蔚来涨0.59%，小鹏汽车跌1.12%，理想汽车跌 0.64%，哔哩哔哩跌1.54%，百度跌1.77%，网易跌4.51%，腾讯音乐跌0.44%，小马智行跌6.91%。 上一交易日，道指创下纪录新高，盘中一度突破47,000点，主要受益于可口可乐和3M的强劲业绩。 德州仪器股价周三大跌5.6%，该公司最新财报逊于预期，且第四季度业绩指引同样疲软。 德州仪器的表现拖累了整个半导体板块。安森美下跌近6%，AMD下 ...

来源：滚动播报 周三美股三大股指收跌，道指跌0.71%，纳指跌0.93%，标普跌0.53%。奈飞跌超10%，苹果跌超1%，亚 马逊跌超1%，特斯拉、微软、谷歌微涨，英伟达微跌。 道琼斯 < ◀ ▲ 指 US.DJI 46590.410 -334.328 -0.71% 已收盘 Oct 22 04:44PM EDT 今开 46941.559 最高 46941.559 量 4.58亿 昨收 46924.738 最低 46461.520 振幅 1.02% 上涨 9 下跌 1 1 21 平盘 0 / 道琼斯指数期货 46701.80 -0.17% 相关ETF 道琼斯ETF 1.210 +1.00% 分时 五日 日K 周K 月K 更多 MA - MA5:46472.915 10:46279.395 20:46366.067 30:46272.557 47314.909 47125.660 46274.040 45233.170 43151.434340.680 2025/07/24 2025/08/22 2025/09/23 2025/10/22 ...

With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure:I/we have no stock, option or similar derivative ...

Core Insights - Netflix's third-quarter earnings fell short of expectations, primarily due to a one-time tax charge exceeding $600 million related to its operations in Brazil, leading to a 10.1% drop in its shares [5][8] - Intuitive Surgical experienced a significant increase in its stock price by 13.9% after reporting better-than-expected quarterly results, driven by a rise in procedures using its robotic surgical systems [7][8] - Major U.S. equity indexes declined, with the S&P 500 down 0.5%, the Dow down 0.7%, and the Nasdaq down 0.9%, influenced by the underperformance of tech stocks and anticipation of Tesla's earnings report [3][7] Company-Specific Summaries - **Netflix (NFLX)**: Reported lower-than-expected net income for Q3, impacted by a substantial tax expense related to Brazil, resulting in a significant share price decline [5][8] - **Intuitive Surgical (ISRG)**: Achieved strong quarterly sales and profit figures, leading to a notable increase in stock price, and raised its full-year growth forecast for procedures [7][8] - **Lennox International (LII)**: Experienced a 10.2% drop in shares due to disappointing quarterly sales, attributed to a challenging macroeconomic environment and regulatory changes [4] - **Coinbase Global (COIN)**: Shares fell 5.4% as major cryptocurrencies declined, with Bitcoin dropping below $110,000 [6] - **Avery Dennison (AVY)**: Reported better-than-expected results, leading to a 9.5% increase in shares, supported by improved pricing and a partnership with Walmart [9] - **Boston Scientific (BSX)**: Shares rose 4% after surpassing sales and profit estimates, benefiting from strong sales of its medical devices [10]

As we await those earnings reports, BD8 Capital Partners founder and CEO Barbara Durand and senior markets commentator Mike Sani. Uh Barb, first um eerie weird kind of setup to earnings with Netflix down so much like 10% today on I mean blame Brazil a little odd, but what should investors watch for particularly when it comes to Tesla perhaps another one that's been hot reaction-wise to gauge how the market's feeling. Well, I think the the uh Netflix, you know, draw down is really reflective of what's happen ...

Economic Impact - The US government shutdown is in its fourth week, affecting market sentiment and delaying key economic reports, including unemployment claims and the September payroll report [1] - Bloomberg Economics estimates that 640,000 federal workers will be furloughed, potentially increasing jobless claims and raising the unemployment rate to 4.7% [1] Mortgage Market - US MBA mortgage applications decreased by 0.3% for the week ending October 17, with the purchase mortgage sub-index down 5.2% and refinancing up 4.0% [2] - The average 30-year fixed mortgage rate fell by 5 basis points to 6.37% from 6.42% [2] Trade Relations - Markets are focused on US-China trade talks, with President Trump threatening to increase tariffs on Chinese goods if no deal is reached by November 1 [3] - The Trump administration is considering broad export restrictions to China in response to China's rare earth export restrictions [4] Stock Market Performance - Stock indexes closed lower, with the S&P 500 down 0.53%, Dow Jones down 0.71%, and Nasdaq down 0.99% [6] - Chipmakers faced significant losses after Texas Instruments forecasted lower-than-expected Q4 revenue, while Netflix dropped over 9% after reporting weaker Q3 EPS [5][6] Earnings Season - The Q3 earnings season shows rising expectations, with 85% of S&P 500 companies that reported so far beating forecasts, indicating the best quarter since 2021 [7] - Q3 profits are expected to rise by 7.2% year-over-year, the smallest increase in two years, while sales growth is projected to slow to 5.9% year-over-year [7] Interest Rates - Markets are pricing in a 97% chance of a 25 basis point rate cut at the next FOMC meeting on October 28-29 [8] - The yield on 10-year T-notes fell by 1.4 basis points to 3.949%, supported by strong demand for a recent Treasury auction [9] Corporate Movements - Texas Instruments and other chipmakers saw declines due to lower revenue forecasts, while Intuitive Surgical rose over 13% after increasing its growth forecast [5][16] - Netflix's Q3 EPS of $5.87 was below the consensus of $6.94, leading to a significant drop in its stock price [15] - Energy producers rallied as WTI crude oil prices rose over 2%, benefiting companies like Halliburton and Marathon Petroleum [18]