All right, good Thursday morning. We made it almost from Yahoo Finance New York City headquarter studios. I'm Yo Finance executive editor Brian Saz.You can see the opening bells on Wall Street doing their thing. They're ringing and I have a powerp packed 30 minutes for you today. Fresh with the no BS analysis on big tech earnings from Microsoft, Alphabet, and Meta that you are craving.I think all three of these quarters reaffirm the bullish AI investment thesis and investors are going to have to just deal w ...

Core Insights - The earnings reports from Microsoft, Alphabet, and Meta reinforce the bullish investment thesis in AI, with significant capital expenditures expected to drive future growth [2][10][18] - Chipotle's recent earnings report was disappointing, highlighting challenges with younger consumers who are reducing spending, leading to a significant drop in its stock price [7][41][46] Company Earnings Analysis - Microsoft, Google, and Meta collectively spent $78 billion on capital expenditures in Q3, marking an 89% increase year-over-year, indicating a strong commitment to AI investments [10][12][18] - Alphabet's earnings report was particularly strong, exceeding expectations across various metrics, including cloud revenue and daily active users [18][22] - Meta's stock fell nearly 12% following its earnings report, as the company emphasized prioritizing AI infrastructure over short-term returns, which raised concerns among investors [6][28][30] Market Reactions - The overall market showed a negative trend, with major indices declining as investors reacted to the earnings reports and comments from the Federal Reserve regarding interest rates [3][4] - Chipotle's stock dropped over 19% after the company reported that younger consumers are pulling back on spending, which is a significant portion of its customer base [7][46] - Analysts expressed mixed feelings about Microsoft’s performance, suggesting it may present a buying opportunity despite some concerns about Azure growth [20][22] Economic Context - The unemployment rate for young people has risen to 9.2%, up from 7.9% a year ago, contributing to reduced spending among this demographic [46] - Inflation and rising costs are impacting consumer behavior, with companies like Chipotle unable to raise prices significantly without losing customers [54][55] Future Outlook - OpenAI is preparing for an IPO that could value the company at $1 trillion, but concerns about profitability and capital needs remain [56][60] - Microsoft is viewed as a safer investment compared to OpenAI, given its established market position and ongoing growth in cloud services [68]

I just can't think of a retail IPO that would be more popular than OpenAI. To me, going from 23 billion to 30 billion, I don't even consider it an up round. It's not enough.>> If they really have gone from 100 to 150 in less than 6 months, then I can make this conversation really quick. There's no way they should sell. Andre Herds is the red army of the venture industry.What you're basically saying is, worry, you can win a deal. Not cuz I've grafted for 30 years and returned, you know, frankly billions of d ...

Core Insights - Docusign is integrating its Intelligent Agreement Management (IAM) platform with ChatGPT through the Model Context Protocol (MCP), allowing users to create and analyze contracts directly within ChatGPT [1][3][4] Group 1: Integration and Functionality - The integration aims to streamline the process of moving from conversation to action, enhancing efficiency and reducing busywork for users [2][3] - Docusign's IAM platform will enable users to manage agreements securely and intelligently within the ChatGPT environment [1][3] - The connector being developed will maintain trust, security, and compliance, essential for businesses of all sizes [3] Group 2: Market Position and Customer Base - Docusign serves over 1.7 million customers and manages more than one billion agreements annually, highlighting its significant market presence [1][5] - The company is recognized as a leader in e-signature and contract lifecycle management (CLM), providing critical solutions for businesses [5] Group 3: Use Cases and Examples - Users will be able to perform various tasks such as drafting residential leases, creating purchase orders, and identifying vendor contracts for renegotiation directly through ChatGPT [7]

I love the way Tibo and team are so methodically going through every inch of the system to try to track down user feedback.Tibo (@thsottiaux):Codex had its strongest growth in one day yesterday since the launch of gpt-5-codex. Way to motivate the team during a gnarly investigation that's making us go through every piece of infra, hardware and line of code in our system. ...

中经记者 吴清 北京报道 英伟达成为全球首家市值突破5万亿美元的上市公司，引发全网关注和热议。 美国当地时间10月29收盘，英伟达股价上涨3%，报207.04美元，市值为5.03万亿美元，成为全球首个市 值突破5万亿美元的企业，其今年以来涨幅已超过50%。 在感慨英伟达市值飙涨的同时，人们也产生一些疑问：5万亿美元是新的起点还是"AI泡沫"？"中国市场 份额从95%降为0"的情况下，英伟达市值凭什么连创新高，直至创造新的纪录？ 针对这些疑问，多位业内人士接受《中国经营报》记者采访时表示，市值反映的是公司未来的盈利能力 和增长潜力。英伟达的市值狂飙，源于其在全球AI浪潮中无可替代的"卖铲人"地位。不过需要注意，这 5万亿美元超高市值里，"AI泡沫"的风险不容忽视；同时这里面也有市场对英伟达重返中国市场的期待 在。 如今，以OpenAI、微软、Google、Meta、亚马逊为首的全球科技巨头，正在展开一场激烈的"AI模型军 备竞赛"。训练和运行像GPT-4、Llama这样的大模型，需要天文数字般的算力。 目前，只有英伟达的GPU能够大规模、稳定、高效地满足这种级别的算力需求。"关键是它的CUDA软 件生态构建了很 ...

直面AI . 聚焦前沿科技，抢先看到未来。 本文来自微信公众号： 直面AI ，作者：毕安娣，题图来自：视觉中国 Meta为了人工智能，不仅大力投入，还大力改革，大力裁员。但还没看到曙光，却被特朗普抽走大 部分利润，差点成了《活着》里失血过多的有庆。 以下文章来源于直面AI ，作者毕安娣 从财报中不难看到，Meta的资本支出还在扩大，而且该公司提高了全年资本支出的预估值，还暗示 明年这一数额会再增加。 过去八个月里， Meta对其人工智能部门进行了四次重组，前不久还传出裁员600人的消息。Meta 说，希望人工智能组织"更灵活"。 改革的力度很大，但Meta还没有收获改革的果实，自新的"Meta超级智能"部门组建之后，Meta发布 了一款人工智能眼镜和一个嵌入Meta AI应用的AI短视频信息流，后者还被OpenAI的Sora独立应用 对比得黯然失色。 "我们本季度表现强劲。Meta超级智能实验室开局良好，我们将继续引领人工智能眼镜行业。如果我 们能够把握住未来机遇的一小部分，那么未来几年将是我们历史上最激动人心的时期。" 但是市场显然没买账，美股盘后交易中，Meta的股价暴跌8%，市值蒸发约1600亿美元。 ...

designer491 / iStock via Getty Images Now that OpenAI can be a for-profit company, it can have an initial public offering. Reuters reports that the target market cap from the transaction is a $1 trillion valuation, which it will use to raise $60 billion. The IPO could be as early as the second half of 2026, or it may be delayed a quarter or two to 2027, depending on the overall stock market. At $1 trillion, it would be worth as much as Berkshire Hathaway. If anyone needs proof that the AI-driven stock ma ...

(Reuters) -Top technology companies hit fresh valuation milestones in October, as their shares climbed on expectations of robust demand for AI chips and computing infrastructure driven by the artificial intelligence boom. Nvidia’s shares jumped nearly 11% over the past month, adding about $500 billion in market value as it became the first company to reach a $5 trillion valuation. Chief Executive Jensen Huang this week announced $500 billion in AI chip orders and plans to build seven supercomputers for th ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ally Canau live from Yahoo Finance's studios in New York City. It's Thursday, October 30th.Coming up on the show, President Trump calls his meeting with China's Xihinping amazing, announcing he'll cut fentanyl related tariffs in half as the two countries attempt a broader reset that also includes rare earth exports and soybean deals. But Beijing's readout left out key details, including any mention of semiconductors. We'll break down what that means for ...