The S&P 500 on Friday ended October up 2.3% for the month, its sixth straight month of gains, despite wobbling this week after megacap companies posted mixed results. Doubt also grew that more interest rate cuts were imminent after the Fed eased by a quarter point on Wednesday, as expected. Following the October monetary policy meeting, Fed Chair Jerome Powell said an interest rate cut at the next meeting in December was "not a foregone conclusion." Investors had expected that move to be almost a done deal ...

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Oracle Corp (NYSE:ORCL) is one of the stocks moving on buzzing news. Malcolm Ethridge, managing partner at Capital Area Planning Group, said in a recent program on CNBC that he’s trimming his position in Oracle Corp (NYSE:ORCL). The analyst said the company’s Cloud margins are not strong when compared with AWS or Google Cloud. He also shared his concerns about Oracle Corp (NYSE:ORCL) dependence on ...

Insight Enterprises (NasdaqGS:NSIT) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker2Welcome everyone and thank you for joining the Insight Enterprises Earnings Conference call today. We will be discussing the company's operating results for the quarter ended September 30, 2025. I'm Ryan Miyasato, Investor Relations Director of Insight Enterprises, and joining me is Joyce Mullen, President and Chief Executive Officer, and James Morgado, Chief Financial Officer. If you do not have a copy of the ear ...

Hey there, Morgan. So, we got shares moving three and a half% higher in the after hours. Now, with EPS, uh, Alphabet reporting a gap EPS number here of 287.That's not comparable to analyst estimates due to a onetime three.5 billion charge that they got from the European Commission. That's related to distorting competition in the adtech market. Now, revenue, that's a big beat here, 102.35% billion.The street was expecting to see 99.89% billion. I've also got a cloud revenue for number for you for Q3. That's ...

Baidu, Inc. (NASDAQ:BIDU) is one of the Most Promising AI Stocks to Buy Right Now. On October 15, Saiyi He from CMB International Securities maintained a “Buy” rating on the company’s stock, with a price objective of $148.40. The analyst’s rating is backed by a combination of factors demonstrating Baidu, Inc. (NASDAQ:BIDU)’s growth potential and value enhancement. The analyst expects that the company’s core business revenue is expected to decline because of ongoing transformations in the advertising sector ...

So, what can we expect from these tech giants. Joining us now is Ray Wong from Constellation Research. Ry, good to see you.So, what matters more in these earnings to the overall market that the biggest players continue to spend on infrastructure and show confidence or that they show topline growth from AI, actually revenue coming in, people paying. >> Don, you're absolutely right. what's going on right now and the big themes are in AI's question is are we in the bubble or are there more orders every indicat ...

公司动态 - Alphabet旗下云业务与Anthropic达成关键人工智能合作伙伴关系 [1] 行业趋势 - 高性能芯片领域的竞争格局日益激烈 [1]

宏观经济与货币政策 - 通胀数据开始回升，当前通胀水平高于一年前，若趋势持续则与美联储目标背道而驰 [2][3] - 美联储面临两难困境，一方面通胀有抬头迹象需加以控制，另一方面就业和劳动力市场已出现裂痕 [3] - 债券市场（如两年期国债收益率）目前暗示今年可能进行三次降息 [2] 人工智能对劳动力市场的影响 - 亚马逊计划到2033年实现75%运营自动化，可能导致60万人被裁员 [4] - 有公司计划在未来12个月内将员工人数减少30%，且全部与人工智能相关 [5] - 人工智能的影响不仅在于如何货币化，更在于其对盈利能力的提升，例如通过创造额外效率和降低成本 [7][8] 股票市场与投资机会 - 人工智能仍是自2022年10月以来市场反弹的驱动力，且仍处于早期阶段，预计将继续推动市场走高 [7][8] - 小盘股出现结构性变化，当前利率环境以及量化宽松和紧缩政策的变化对其构成利好，在长期表现不佳后有望突破 [9][10] - 思科公司通过向云服务和人工智能相关支持服务转型实现自我重塑，其估值倍数远低于同领域其他公司，可作为人工智能的二次衍生投资标的 [11][12] - 随着人工智能和技术应用增多，对网络安全需求增加，Crowd Strike是该领域的领导者 [13] - 公司扭亏为盈是驱动股价的关键因素，Marvell公司在亏损超过12个月后，最新财报显示已实现盈利 [13][14]

US stock futures traded flat on Wednesday after a record-setting session for the Dow as investors looked to the next wave of earnings highlighted by Tesla (TSLA). Futures on the Dow Jones Industrial Average futures (YM=F) and the S&P 500 (ES=F) were little changed, while contracts on the tech-heavy Nasdaq 100 (NQ=F) slipped 0.1%. Netflix (NFLX) stock dropped more than 6% in premarket trading after the streaming giant's earnings missed expectations for profit and revenue. Shares in Mattel (MAT) fell about ...

市场整体表现 - 美股期货暂停上涨，道指期货和纳斯达克100指数期货几无变动，标普500指数期货微涨0.1% [1] - 华尔街关注新一轮财报潮，此前蓝筹股业绩乐观推动道指创下历史收盘新高 [2] 公司财报与股价表现 - Netflix股价在盘前交易中下跌超过7%，因其季度盈利和收入未达预期，部分原因在于与巴西的税务纠纷导致6.19亿美元意外支出 [3][13][14] - Mattel股价在盘前交易中下跌6%，因其第三季度财报收入未达预期，北美销售额不及预期 [3][6] - Intuitive Surgical股价在盘前交易中大涨15%，因其第三季度盈利超出华尔街预期 [12] - Texas Instruments股价在盘前交易中下跌8%，因其对第四季度利润和收入做出了悲观预测 [11] - DraftKings股价在盘前上涨5%，因公司通过收购Railbird Technologies进入预测市场 [5] - Humana股价在盘前下跌近3%，尽管其股价在过去六个月上涨20%，过去十二个月上涨16% [6] 科技与人工智能行业动态 - Alphabet股价在盘前走高，因报道称其与AI初创公司Anthropic就提供云服务进行谈判，交易价值可能达数百亿美元 [7][8][9] - 分析师指出，与Anthropic的潜在合作表明AI需求强劲，且谷歌云可能正在获得市场份额 [9] - Amazon股价下跌1%，该公司也是Anthropic的投资者和云服务提供商 [7] 半导体行业展望 - Texas Instruments首席执行官评论称，整个半导体市场正在持续复苏，但速度慢于以往的复苏周期，这可能与宏观经济动态和整体不确定性有关 [10] - 由于缺乏官方经济数据，上市公司提供的此类经济前景线索比往常更为重要 [10] 大宗商品市场 - 黄金在震荡交易中延续跌势，此前录得超过十年来最大单日跌幅 [4][15] - 白银在经历大幅下跌后企稳，投资者从贵金属投资中获利了结 [15] 贸易与宏观经济 - 市场暂时搁置了对贸易战的担忧，尽管特朗普总统在中美紧张关系方面带来了新的不确定性 [4] - 据报道，美国与印度接近达成一项协议，拟将印度出口商品的关税从目前的50%降至最低15% [4] - 由于美国联邦政府停摆，官方经济数据发布仍处于暂停状态，市场关注将于周五发布的9月消费者价格指数报告 [5]