Market Focus - Google earnings are expected to be positive, particularly due to advancements in AI, including the launch of Gemini for enterprise on October 9th [1] - The street anticipates positive announcements from Amazon, despite the stock's recent underperformance [2] - Semiconductor equipment companies like Lam Research (LRCX), KLA Corporation (KLA), and Teradyne are expected to benefit from capex investments in AI [3] Company Specifics - Ben Snyder is replacing David Cen at Goldman Sachs at the end of the year [1] - Steven Star, a restaurant hit maker, will be present at Post 9 [1] Semiconductor Industry - The semiconductor sector is experiencing a strong day, with Nvidia showing gains and Qualcomm being discussed [3]