Market Overview - U.S. stocks showed mixed performance, with the Dow Jones index falling over 100 points, down 0.30% to 47,379.27, while NASDAQ rose 0.27% to 23,644.68, and S&P 500 dropped 0.07% to 6,817.76 [1] - Consumer discretionary shares increased by 3.8%, while utilities stocks decreased by 1.2% [1] Company Performance - Amazon.com Inc. reported third-quarter net sales of $180.2 billion, a 13% year-over-year increase, surpassing the consensus estimate of $177.8 billion. The company anticipates fourth-quarter net sales between $206.0 billion and $213.0 billion, reflecting a year-over-year growth of 10% to 13% [2] - AMTD Digital Inc. saw a significant revenue increase of 1,085.9% year-over-year, reaching $73.2 million for the six months ended April 30, leading to a 99% surge in its share price to $3.3600 [8] - Butterfly Network, Inc. shares rose 27% to $2.59 following better-than-expected quarterly results [8] - Illumina, Inc. shares increased by 23% to $121.41 after reporting third-quarter results above estimates and raising its full-year guidance [8] - Luminar Technologies, Inc. shares dropped 49% to $1.0801 after receiving a subpoena from the SEC and suspending its FY25 guidance [8] - Intensity Therapeutics, Inc. shares fell 42% to $0.7612 after announcing a $4 million registered direct offering of common stock [8] - OneSpan Inc. shares decreased by 27% to $11.32 after reporting worse-than-expected third-quarter sales and cutting its FY25 sales guidance, with Rosenblatt reducing its price target from $17 to $15 [8] Commodity Market - Oil prices increased by 0.5% to $60.87, while gold prices decreased by 0.5% to $3,995.20. Silver fell by 0.9% to $48.190, and copper dropped 0.4% to $5.0820 [5] European Market - European shares were lower, with the eurozone's STOXX 600 slipping 0.51%, Spain's IBEX 35 Index down 0.05%, London's FTSE 100 down 0.44%, Germany's DAX 40 down 0.67%, and France's CAC 40 down 0.44% [6] Asian Market - Asian markets closed mostly lower, with Japan's Nikkei 225 gaining 2.12%, while Hong Kong's Hang Seng fell 1.43%, China's Shanghai Composite dipped 0.81%, and India's BSE Sensex declined 0.55% [9]

Core Insights - Amazon is a global leader in e-commerce and cloud computing, with a strong presence in online retail, digital streaming, and artificial intelligence [1] - Oppenheimer maintains an "Outperform" rating for Amazon, indicating confidence in its future performance despite a recent price decrease [2][6] - Amazon's third-quarter earnings report showed a 13% after-hours stock price jump, driven by growth in AWS, advertising, and retail sectors [3][6] - The company's market capitalization is approximately $2.38 trillion, with a 52-week high of $242.52 and a low of $161.38, reflecting its market influence and volatility [4][6] - Despite the current price dip, Amazon's strong performance in key sectors suggests potential for future growth [5][6] Financial Performance - Amazon's stock price was $222.86 on October 31, 2025, with a recent price decrease of 3.23% [2] - The stock has traded between $222.84 and $228.43 on the same day, indicating resilience [2] - Today's trading volume is 93.57 million shares, showing active investor interest [4] Market Position - Amazon's main competitors include Walmart in retail and Microsoft in cloud services [1] - The extensive use of artificial intelligence has been a key factor in Amazon's growth, exceeding market expectations [3]

Amazon.com, Inc. ( AMZN ) deserves a Strong Buy rating, and I'll tell you why right away. I've spoken to several analysts and portfolio managers in recent weeks, who are somewhat skeptical of its strongPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus ...

Core Viewpoint - Amazon.com, Inc. (AMZN) is recommended for a Strong Buy rating based on recent discussions with analysts and portfolio managers who express skepticism about its strong performance [1] Group 1: Analyst Insights - Several analysts and portfolio managers have shown skepticism regarding Amazon's strong performance despite its potential [1] - The analysis combines top-down macroeconomic perspectives with bottom-up stock selection to identify mispriced opportunities [1] Group 2: Investment Strategy - The focus is on earnings, technological disruption, policy shifts, and capital flows to uncover investment opportunities [1] - The article emphasizes the importance of delivering clear insights amidst market noise [1]

Core Insights - Major tech earnings are driving stock market gains, particularly in the NASDAQ, with significant contributions from companies like Amazon and Coinbase [1][3] - Apple reported strong quarterly results but saw a slight dip in stock price due to concerns over gross margin guidance and increased operating expenses related to AI investments [1][2] - Disney and YouTube TV are in a dispute over carriage fees, leading to the removal of Disney channels from YouTube TV, affecting subscribers' access to major sports events [2][3] - Chevron and Exxon reported strong earnings, with Chevron achieving record production and Exxon focusing on acquisitions despite free cash flow pressures [3][5] - Coinbase is expanding its institutional business, reporting a 37% increase in consumer trading volume and significant growth in institutional trading revenues [3][4] Company Summaries Apple - Apple expects record iPhone sales in Q4 but faces stock price pressure due to lower gross margin guidance and increased operating expenses for AI investments [1][2] - The company is experiencing supply constraints, which may limit growth potential in the upcoming quarters [2] Disney - Disney has pulled its content from YouTube TV after failing to reach a new carriage agreement, impacting access to channels like ABC and ESPN for subscribers [2][3] - The dispute centers around Disney's demand for higher carriage fees, which YouTube TV deems unreasonable [2] Chevron - Chevron reported strong earnings and record production, boosted by its acquisition of Hess, which increased production by 21% [3][5] - The company is focusing on cost-cutting measures while continuing to acquire top-tier resources at lower prices [5] Exxon - Exxon's earnings exceeded expectations, but acquisitions in Q3 pressured free cash flow [3][5] - The company is expected to continue making acquisitions to capitalize on low oil prices and prepare for future demand increases [5] Coinbase - Coinbase reported a 37% increase in consumer trading volume, reaching $59 billion, and highlighted significant growth in its institutional trading revenues [3][4] - The acquisition of Deribit is enhancing Coinbase's offerings for institutional investors, with a focus on derivatives trading [4] Western Digital - Western Digital reported better-than-expected quarterly earnings, driven by increased demand for hard disk drives from cloud computing and AI [6] - The company has secured purchase orders from its top customers through at least the first half of next year, indicating strong ongoing demand [6] ServiceNow - ServiceNow exceeded revenue expectations, with a 22% year-over-year increase, driven by strong demand for its AI-integrated products [6][7] - The company is experiencing significant growth in its federal business, which grew over 30% year-over-year despite uncertainties related to government spending [7]

Core Insights - Amazon Web Services (AWS) is experiencing its strongest growth in three years, driven by unprecedented demand from the AI industry for computing power [1] - AWS reported a 20% year-over-year growth, achieving $33.1 billion in sales for the first nine months of the year, with operating income rising to $11.4 billion in Q3, up from $10.4 billion in the same quarter of 2024 [2] - AWS's CEO, Andy Jassy, highlighted the re-acceleration of growth to 20.2% year-over-year, emphasizing strong demand in AI and core infrastructure, and noted the addition of over 3.8 gigawatts of capacity in the past year [3] Business Developments - AWS secured several new deals in Q3 across various industries, including partnerships with AI companies like Perplexity and Cursor [4] - Competitors in the cloud infrastructure space, such as OpenAI and Oracle, have also engaged in significant deals, including a $300 billion cloud compute agreement set to begin in 2027, and a $30 billion annual payment from OpenAI to Oracle for data center services [5] - Despite skepticism regarding future cloud infrastructure needs, AWS is capitalizing on a market where customers are willing to invest heavily in services [6] Strategic Investments - AWS plans to aggressively invest in capacity to meet the growing demand for AI infrastructure, with Jassy stating that the company is monetizing the capacity being added [8] - This announcement follows Amazon's decision to cut 14,000 corporate jobs to reallocate resources towards its AI strategy [8]

%. We're going to start with those meggaap tech earnings in Wall Street's search for winners and losers after a week of hyperscaler quarterly reports. It's been a lot, but Mackenzie Seagalis has more in today's tech check sorting it all out for us.Hi Mac. Hey Court. Amazon's now locking in gains up nearly 11% after earnings showed that it is fighting back hard to hold on to its number one spot in the cloud wars.It's the last of the hyperscaler prints. And the clearest takeaway isn't just who's spending, it' ...

RT Bloomberg em Português (@BBGEmPortugues)Tecnologia puxa bolsas em Nova York com impulso da Amazon. Na agenda, saem taxa de desemprego e resultado fiscal consolidado. Vale registra resultados fortes no terceiro trimestre Se inscreva para receber o conteúdo gratuito da nossa newsletter https://t.co/1CHqhMyVp4 ...

Former Vice President Kamala Harris has taken an angry swipe at President Donald Trump, ranting over the construction of his $300 million ballroom project at the White House, at a time when the government shutdown has increased the risk of end to food aid funding for tens of millions of low-income Americans.Kamala Harris has accused the Trump administration of turning a blind eye to the fact that Supplemental Nutrition Assistance Program (SNAP) benefits would end for millions in America and “babies are goin ...

EARNINGS PREVIEW: Palantir, Robinhood Among Leaders Set To Report Palantir Technologies (PLTR) is suing two former workers that founded software startup Percepta, alleging that they violated noncompetition agreements after leaving the company and worked on a "copycat" business. Palantir stock hit another record high on Friday ahead of its third quarter earnings report. Percepta is owned by venture-capital firm General Catalyst. Palantir, a data-analysis software maker, reports Q3 earnings after the market ...