Final Trades: Alphabet, Amazon and Lam Research

Group 1 - Google is set to report earnings on Wednesday, with a focus on their recent advancements in AI, particularly the launch of Gemini for enterprise on October 9th [1] - There is optimism in the market regarding Alphabet's upcoming earnings report, with expectations that it will be well-received [2] - The semiconductor industry is highlighted, with mentions of companies like Nvidia and Qualcomm performing well, indicating a positive trend in chip-related stocks [3] Group 2 - Amazon's stock has underperformed, but there are expectations for positive news in their upcoming announcements [2] - The importance of capital expenditures (Capex) in the AI sector is emphasized, particularly for semiconductor equipment companies [3]