To The Moon

Intel plunged nearly 29% after its latest earnings report, as a disappointing outlook raised fresh concerns about the semiconductor industry's growth prospects. The selloff spread across the sector, dragging AMD down nearly 11% on Friday. AMD fell another 7.5% on Monday, closing at $466.84. $Intel(INTC)$ Now, all eyes are on $Advanced Micro Devices(AMD)$ , which reports third-quarter earnings after the closing bell on November 3. AMD has a different growth story from Intel. Its EPYC server processors are gaining traction in data centers, while its Instinct AI accelerators are competing for a share of the booming AI infrastructure market. What Wall Street Expects According to Bloomberg BEST consensus estima

Monday’s earnings exposed two different kinds of forward risk. Apple beat quarterly estimates but warned that memory costs would squeeze holiday margins. Palantir nearly doubled revenue and issued a strong forecast, yet slowing commercial contract growth gave investors a reason to question the stock’s valuation. Marriott was the clear winner, rallying 4.3% as travel demand and guidance exceeded expectations. Estée Lauder delivered a clean beat and raised its outlook, but an early gain reversed into a 4.1% closing loss. $Palantir(PLTR)$ down nearly 3% in late after-hours trading. Palantir sells data-management and artificial-intelligence software to businesses and government agencies. Third-quarter revenue jumped 96% to $2.31 billion, beating the r

Thursday’s earnings showed that rapid AI growth no longer guarantees a positive stock reaction. Amazon reported AWS’s fastest expansion in nearly five years, but its shares fell as capital spending drove free cash flow deeply negative. Intel’s quarterly profit beat was overwhelmed by a weak forecast. Sandisk also slipped despite strong earnings and an 8-for-1 stock split announcement. Reddit plunged on slowing search traffic, while Eli Lilly rallied as demand for its weight-loss drugs continued to surge. $Amazon.com(AMZN)$ $Intel(INTC)$ $Reddit(RDDT)$ $SanDisk Corp.(SNDK)$ $Eli Lilly

The memory-chip rally just got another major boost. SK hynix delivered a blockbuster quarter, with revenue surging 328% year over year and operating profit jumping 632% to record highs. Investors cheered the results, sending the stock nearly 11% higher in South Korea and 13.3% higher in U.S. trading. $SK hynix(SKHY)$ The numbers reinforced a powerful theme on Wall Street: AI infrastructure spending is driving extraordinary demand for memory, while tighter supply is giving chipmakers more pricing power. $SanDisk Corp.(SNDK)$ is set to report its fiscal first-quarter results after the U.S. market closes on October 29.Can it deliver a strong enough outlook to keep the rally going? What SK Hynix's Earnings Te

Google and Microsoft are spending billions to compete in AI, but Wall Street delivered two very different verdicts. Alphabet plunged more than 10% after hours, despite Google Cloud revenue doubling. Microsoft, meanwhile, rallied as Azure growth accelerated and cash flow beat expectations. Vertiv surged nearly 17% on booming data-center demand, while ServiceNow tumbled about 18% despite growing AI bookings. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Vertiv Holdings LLC(VRT)$ $ServiceNow(NOW)$ $Alphabet(GOOGL)$ Down more than 1

Google's AI business is gaining momentum. Cloud demand is growing, Gemini is becoming a bigger part of Search, and Alphabet is investing heavily to stay ahead in the AI race. But strong growth doesn't always translate into a higher stock price. With Alphabet set to report third-quarter earnings on October 28 after the bell, investors want to know whether its AI investments are finally delivering the returns Wall Street expects. Can Google turn its AI momentum into another earnings-driven rally? Or is the good news already priced in? According to Bloomberg BEST consensus estimates, analysts expect Alphabet to report $111.24 billion in revenue, adjusted earnings of $3.32 per share, and adjusted net income of $38.22 billion. Alphabet has beaten revenue expectations in seven of its last eight

Wall Street is getting tougher on Big Tech's AI spending.Meta's earnings beat wasn't enough to prevent a roughly 7% sell-off, as investors questioned whether its massive AI investments would deliver meaningful returns. Now, Microsoft faces a similar test. $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ reports fiscal Q1 2027 earnings after the bell on October 28. The company has beaten revenue and adjusted EPS estimates for eight straight quarters. But with expectations running high, another beat may not be enough to lift the stock. What Wall Street Expects According to Bloomberg consensus estimates, Microsoft is expected to report $90.63 billion in revenue, up 16.7% year over year, and adjusted EPS of $4

Meta gained after 26% revenue growth and an upbeat holiday-quarter forecast. IBM also advanced as software demand improved. Lam Research and AT&T sold off despite beating estimates, while Tesla slipped as weaker auto and energy results overshadowed a modest profit beat. $Meta Platforms, Inc.(META)$ initially rose more than 2% after hours Meta owns Facebook, Instagram and WhatsApp and is building consumer AI products, smart glasses and virtual-reality hardware. Third-quarter revenue jumped 26% to $64.6 billion, comfortably above the roughly $63.3 billion consensus. Reported EPS was $3.83 after a $9.89 billion legal charge; excluding that item, earnings would have been $7.40 per share. Ad impressions increased 10%, while the average price per ad

SpaceX surged more than 8% after hours as revenue jumped 161% and its AI business overtook Starlink. Elon Musk also raised the possibility of a merger with Tesla, adding to the excitement. Netflix fell nearly 6% on weaker advertising guidance, while GM slid despite a $20 billion buyback plan. 3M stood out as a winner, gaining nearly 5% after raising its outlook. $SpaceX(SPCX)$ gained more than 8% in late after-hours trading SpaceX operates rocket-launch services, the Starlink satellite network and a fast-growing AI computing business. Third-quarter revenue surged 161% to $14.58 billion, easily beating Wall Street's $12.72 billion estimate. Adjusted EPS reached 45 cents, compared with expectations of 13 cents. Net income swung to $4.4 billion from

Meta Platforms reports Q3 earnings after the U.S. market closes on October 21. Wall Street expects revenue of about $63.3 billion and adjusted EPS of roughly $9.14. $Meta Platforms, Inc.(META)$ The bigger question this quarter is not whether Meta can keep growing. It’s whether all that AI spending is finally starting to pay off. Meta’s core ad business is still doing the heavy lifting. Better recommendation systems and AI-powered ad tools have helped improve targeting and conversion, giving the company more room to keep investing aggressively in infrastructure. But this quarter, investors will also be watching Muse. The app has gained traction quickly, and downloads have accelerated. The next test is whether Meta can turn that early momentum into