To The Moon

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

$Netflix(NFLX)$ reports Q3 earnings after the U.S. market closes on October 20.Wall Street expects revenue of about $12.87 billion, up roughly 11.8% year over year, with EPS around $0.83. Are people spending less time on Netflix? Recent data points to softer engagement in the U.S. User churn has moved higher, app downloads in the U.S. and Canada have weakened, and average monthly viewing time has fallen from where it was a few years ago. That matters because Netflix is no longer just competing with Disney or HBO. It is also fighting for attention against YouTube, TikTok and other platforms that keep users watching for hours. At the same time, Netflix is trying to build new growth engines. Its ad-supported business is expanding, but

Tesla just made a car fly. Now comes the harder part: convincing Wall Street it can deliver stronger profits. $Tesla Motors(TSLA)$ On Thursday, Elon Musk unveiled the long-awaited next-generation Roadster, complete with SpaceX-developed thrusters that allowed the car to drive upside down, flip through the air and land on its wheels. The prototype also demonstrated a 0–60 mph time of less than one second. Investors liked what they saw. Tesla shares jumped 4.4% in early premarket trading Friday, But there's a catch. The Roadster was first unveiled in 2017, initially promised for 2020, and isn't expected to enter production until 2028. Musk has also acknowledged that the sports car is unlikely to make a meaningful contribution to Tesla's finances. Th

TSMC delivered a clear beat-and-raise quarter but fell with the broader chip sector. Charles Schwab also declined as a small net-interest-margin miss overshadowed record asset gathering. After the bell, rising costs hit J.B. Hunt, while Interactive Brokers’ dividend increase failed to produce a rally. $Taiwan Semiconductor Manufacturing(TSM)$ lost 1.8% TSMC is the world’s largest contract chipmaker and manufactures advanced processors for Nvidia, Apple and other technology companies. Third-quarter revenue jumped 41% to $46.72 billion, beating the $45.67 billion consensus. EPS of $4.60 per ADR topped the $4.46 estimate, while net income surged 69% to a record NT$763.1 billion. Advanced nodes accounted for 79% of wafer revenue, including an 8% contri

BlackRock managed a small gain after attracting $205 billion of new money. ASML and Morgan Stanley both exceeded profit expectations but declined with technology and financial stocks. Bank of America suffered the sharpest drop after a regulatory penalty compounded an underlying earnings miss. $BlackRock(BLK)$ Record inflows provide rare shelter BlackRock is the world’s largest asset manager and the owner of the iShares ETF franchise. Third-quarter revenue rose 19% to $7.75 billion, beating the roughly $7.5 billion consensus. Adjusted EPS jumped 38% to $15.93, well above the $14.13 estimate. Clients added $205 billion during the quarter, including $134.5 billion into iShares ETFs and $78.2 billion into fixed-income products. Assets under management

Wall Street earnings season opened with a surprisingly wide gap between the big banks.Goldman Sachs delivered a blowout quarter as volatile markets drove a surge in equity trading. JPMorgan posted a rare earnings miss, while Wells Fargo topped profit expectations but fell short on revenue and net interest income. Citi beat on both the top and bottom lines, yet its shares still sold off sharply. $Goldman Sachs(GS)$ -0.23% Goldman Sachs is a leading Wall Street investment bank focused on trading, dealmaking and asset management. Third-quarter net revenue rose 23% to $18.68 billion, while EPS came in at $17.01, far above the $13.02 analysts expected. Equities trading was the standout. Revenue from the business jumped 72% to $6.44 billion as clients rep