Millionaires in Dubai have been doing this for decades… (from North Digital) |
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What a week!
Halloween weekend ahead. October delivered fireworks. |
Nvidia reached $5 trillion while five tech giants reported earnings. |
The Fed cut rates. US-China talks heated up.
OpenAI's valuation soared again. |
Let's deep dive. |
Big Tech Earnings Week |
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Microsoft $MSFT ( ▼ 0.75% ) , Meta $META ( ▼ 1.02% ) , Amazon $AMZN ( ▲ 10.94% ) , Apple $AAPL ( ▼ 0.08% ) , and Alphabet $GOOGL ( ▼ 0.38% ) all reported this week. Azure kept growing with revenue soars by 40%. Meta's doing well on sales, but it also reported a $15.93 billion one-time tax charge. $META dropped near 11% after the earnings, so could it be a great buying opportunity? Your choice. Google Cloud and YouTube ads delivered solid numbers, making its "first-ever $100 billion quarter." Apple's banking on new AI features to keep iPhone sales strong, making a historic jump to a $4T market cap in October 2025. Amazon's AWS is growing 20.2% to $33 billion. Each company beat strong overall numbers, moving their stock prices.
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US-China Trade Talks Heat Up |
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Discussions around tariffs and tech restrictions picked up steam this week. Both sides are talking about supply chains and what technology can actually be shared. Any progress here affects chip companies and the broader tech sector. Export controls on semiconductors remain a sticking point.
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| ❝ | | | "It's in the best interest of America to serve that China market. It's in the best interest of China to have the American technology." | | | | Jensen Huang, Nvidia CEO |
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OpenAI Valuation Climbs |
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OpenAI's valuation jumped to $500 billion, topping Elon Musk's SpaceX. Microsoft's stake in the company remains a big talking point. Investors care because it shows who controls access to cutting-edge AI technology. The structure of Microsoft's stake affects how profits get split and how much leverage each company has.
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Fed Cuts Rates |
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Fed cuts rates to lowest level since 2022. But the Fed's tone on future December cuts matters because it affects stock valuations across the board. Data dependency is the name of the game now. They're watching the economy closely before making their next move.
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Nvidia Hits $5 Trillion |
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Nvidia's $NVDA ( ▲ 1.17% ) market cap crossed $5 trillion this week. That's huge. The company's riding the AI wave, everyone needs their chips for data centers and AI workloads. Demand for GPUs isn't slowing down. Investors are watching supply chains closely and waiting for any hints about future product cycles. This milestone shows how much money is flowing into AI infrastructure right now.
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This week showed us where the real money is going: AI infrastructure. Nvidia's $5 trillion milestone isn't just a number, it's a signal. |
Tech companies are pouring billions into AI. |
The Fed's rate cut gives stocks some breathing room. |
But with AI spending accelerating and trade tensions simmering, investors need to ask themselves: Which tech companies are turning AI investments into actual profits? |
After this week's Big Tech earnings, who do you believe is really winning the AI race? | |
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Trader Insights Media tracks thousands of companies every week using rigorous financial analysis. |
Here's what smart investors are watching right now: |
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