1.74K
·
10-31 12:49
Intel Has Suffered a Historic Sell-Off. Is Buying the Dip a Mistake?
When a major technology stock falls sharply in a single trading session, the natural reaction for some investors is to look for a buying opportunity. Intel is a good example of why that approach can be dangerous. Following its latest earnings report, Intel experienced one of its worst daily share-price declines in decades. Despite reporting its quarterly results, the company’s forward guidance disappointed investors, raising concerns about how quickly its turnaround can translate into sustainable financial performance. What makes this situation interesting is that some analysts believe investors should stay away, even after such a significant decline. As investment consultant Dan Kemp put it: “A cheaper stock does not necessarily offer better value.” I think this is an important point wort
TOPshuseido: this counter still at loss making last year and trading at high PE now. The new CEO is good and hope he can turn around the situation.
1.82K
·
10-31 12:42
The Magnificent 7 Are Losing Their Earnings Edge. Is the Market Entering a New Phase?
For much of the past few years, the Magnificent 7 have dominated the US stock market. Their leadership has been supported by strong earnings growth, enormous cash reserves, global market positions and, more recently, the rapid expansion of artificial intelligence. However, the latest third-quarter earnings estimates are raising an interesting question: Is the earnings advantage of these seven technology giants beginning to narrow? According to FactSet earnings analyst John Butters, the blended EPS growth rate for the Magnificent 7 has fallen to 22.6%, compared with 33.6% a month earlier. More surprisingly, the other 493 companies in the S&P 500 are now expected to deliver 32.6% earnings growth. In other words, the broader market is currently expected to grow earnings faster than the co
TOPNice Sharing 😁 @DiAngel @Shyon @koolgal @JC888 @Aqa @Barcode @Shernice軒嬣 2000
765
·
10-31 12:44
SpaceX Set the AI Earnings Bar. Why Couldn’t the Rest of Tech Keep Up?
What a difference a few days can make in the stock market. Earlier in the week, SpaceX delivered a stronger-than-expected third-quarter earnings report, helping restore confidence in the AI investment story. Yet by Friday, technology stocks were under significant pressure, and SpaceX itself had fallen below its $135 IPO price. The contrast is worth examining. The market is not necessarily losing faith in artificial intelligence. Instead, investors appear to be raising their expectations about how quickly massive AI investments should translate into financial returns. SpaceX: The Earnings Benchmark SpaceX delivered a particularly strong set of third-quarter results on October 20. The company reported: • Revenue of $14.58 billion, up approximately 161% year over year. • Net income of approxi
TOPThat computing infrastructure demand is still the durable part here. Revenue up 161% matters, but the bigger edge is contracted capacity and how hard it is for others to replicate at scale
816
·
10-31 12:46
Apple Turns to Alibaba for AI in China. A New Opportunity for Alibaba’s Qwen?
Apple’s latest AI move in China is worth watching, not just because of what it means for iPhone users, but because it highlights how the global AI competition is developing. Apple has announced that the first batch of Apple Intelligence features will begin testing in China on November 4 alongside its iOS developer beta, with a broader rollout expected through the iOS 27.3 update in December. The interesting part is Apple’s choice of AI partner. Rather than relying entirely on its own models, Apple has partnered with Alibaba and will integrate its Qwen large language model to support Apple Intelligence features in mainland China. This is an important development for both companies. 1. Why Apple Needs a Local AI Partner Apple has a strong global ecosystem, but bringing AI features to mainlan
1.12K
·
10-31 13:55
Higher for longer meets the biggest debt since 1946. What 80 years of data say.
Core PCE inflation is 3.1%. In the five cycles since 1990, the Fed has not once started cutting with core PCE inflation at 3% or above. At the same time, US debt is nearly back to 1946 levels. Those two facts pull against each other. Here is what the long record says about each, and a scorecard you can run on any indebted government. 1. THE 3% LINE I looked at the six major cutting cycles from 1989 to 2024, measuring core PCE inflation in the month before each first cut. Since 1990, the highest reading at a first cut was 2.9%, in Sep 2024. The last first cut with core PCE inflation at 3% or more was Jun 1989, at 4.4%. Today core PCE inflation is 3.1%, and the last hike was only 1.5 months ago. Across the six major cutting cycles from 1989 to 2024, the Fed held at its peak for a median 7.5
TOPFrom postwar debt episodes, the bigger tell is whether nominal growth stays above funding cost. Debt/GDP alone misses the rollover pressure part
2.92K
·
10-31 15:36
A Seasonal Rally Meets a Wall of Uncertainty
October Ends With a Tech-Sector Rout - Halloween horrors Tech Sell Off Wall Street had a far more frightening spectacle on Friday: a sharp selloff led by technology stocks, with $Amazon.com(AMZN)$ and $Intel(INTC)$ tumbling after their latest earnings reports and dragging the broader market lower. The Nasdaq Composite plunged 2.86%, marking its steepest one-day decline since June 5. The index finished the week down 2% and ended October with a painful 5.3% monthly loss. The damage extended beyond technology. The Dow Jones Industrial Average fell 1.09% on Friday, while the S&P 500 dropped 1.82%. Both indexes lost ground for the week, declining 0.6% and 0.9%, respectively. Yet their monthly performances
TOPthanks ya..... ..m.
540
·
10-31 17:15
Cash Is the New AI Scorecard. I Ranked Microsoft, Meta and Amazon on Who Gets Paid First.
$Amazon.com(AMZN)$
822
·
10-31 18:05
INTC Technical Signal Alert — 31 October 2026
Confirmed high-volume breakdown High significance Intel's Friday session confirmed that the post-earnings sell-off was not confined to after-hours trading. The stock fell sharply on exceptionally high volume and closed near its session low. This is consistent with forced selling or broad institutional repositioning, but it does not prove that a durable price floor has formed. $Intel(INTC)$
888
·
10-31 18:40
GOOGLE ZERO: How AI Search Could Change the Internet Forever
When Google Stops Sending Traffic Google Zero For decades, Google has been the internet's most powerful gateway. For publishers, forums, content creators, and businesses, ranking in Google Search meant attracting visitors, building audiences, and generating revenue. That relationship is now changing. As Google increasingly relies on AI Overviews and AI Mode to answer questions directly within Search, users have fewer reasons to click through to external websites. The result is a potentially significant decline in search-driven traffic, a phenomenon increasingly referred to as "Google Zero." And Reddit's latest earnings report may offer one of the clearest early signs of what that future could look like. Reddit Provides a Warning Signal During its latest quarter,
TOPthanks for sharing such an informative piece of article. It has enlighten me on how AI can be used in the context of search engines.
726
·
10-31 18:42
Forget the Fed Pause. Two Votes Just Told Me What I Want to Own Next.
$iShares Bitcoin Trust(IBIT)$
668
·
10-31 18:53
The $6.3B Binance Hack Just Exposed Crypto's Biggest Contradiction. And It May Be Bullish for CRCL.
$Circle Internet Corp.(CRCL)$ $iShares Bitcoin Trust(IBIT)$
TOPAfter falling so much continuously, are there any signs of bottoming out? It should rebound next week.
855
·
10-31 19:08
SanDisk Beat Everything and Still Fell. I Think the Market Is Sending Memory Investors a Warning.
$SanDisk Corp.(SNDK)$ SanDisk just delivered numbers that would normally send a stock flying. Revenue: $11.03B, +23% QoQ Non-GAAP EPS: $49.51 Gross margin: 85.1% Data-center revenue: $4.8B, +61% QoQ Adjusted free cash flow: $5.7B Then management guided next quarter to: $12.2B-$12.6B revenue 84.5%-85.5% gross margin $55-$57 EPS And announced an 8-for-1 stock split. Yet SNDK sold off. Investors are understandably asking: WHAT MORE DOES THE MARKET WANT? My answer: Something very different from six months ago. 🔥 SANDISK'S PROBLEM IS NOT THE BUSINESS I want to make this distinction immediately. These numbers do NOT look like the end of a memory cycle. Revenue grew 23% sequentially. Data-center grew 61%. Gross margin expanded. Next-quarter revenu
TOP😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊
2.82K
·
10-31 19:14
🔥 NATERA STORY – THE QUIET GIANT EXPLODING RIGHT NOW 🔥
Aiyoh, bro! Let me tell you about the high-tech drama that happened at my prata stall last night. So I was dating this sweet girl, right? Flipping my signature crispy egg prata with double flair—slap, throw, fold! She was inhaling the prata like it was pure gold, dipping it inside curry and smiling until her eyes became two crescent moons. Everything was smooth like hot ghee. Then out of nowhere, she wiped her mouth, looked straight into my eyes, and hit me with the bombshell: "Muthu boy, I'm pregnant... and it's YOUR baby!" WALLAHI?! My prata flip instantly froze in mid-air! I nearly dropped my spatula into the dal curry. I said, "Girl, wait first! How can it be your baby and my baby?! We only go dating for two weeks! I never touch your hand, never touch your pinky finger, only
TOPSo who’s the baby’s father? Don’t kill the suspension! [Facepalm]
469
·
10-31 20:51
$SPCX 20261120 130.0 PUT$ SPCX $130 PUT – Expiry: 20 Nov 2026 This trade delivered an impressive 68.35% return! A great reminder that successful trading is not just about chasing profits, but also about patience, discipline, timing, and proper risk management. Every trade is an opportunity to learn, improve, and refine our strategy. Staying focused, following the trading plan, and managing risk are key to achieving consistent results over time. One trade at a time, one step closer to financial goals! 💪💰 #OptionsTrading #SPCX #PutOptions #TradingJourney #ProfitTaking #TradeWithDiscipline
229
·
10-31 20:59
$Uber(UBER)$ Uber remains an attractive long-term investment, supported by strong growth in its mobility and delivery businesses. Its Q2 2026 results showed 22% growth in Gross Bookings and 35% growth in non-GAAP EPS, demonstrating improving profitability and operational efficiency. The company also generated substantial free cash flow, strengthening its financial position. However, competition, regulatory challenges and the potential impact of autonomous vehicles remain key risks. Overall, I view Uber positively, with solid growth potential. I would consider accumulating shares gradually while monitoring valuation and upcoming earnings performance.
379
·
10-31 21:01
$Citigroup(C)$ 🏦 Why I Like Citigroup (NYSE: C) – A Global Banking Giant I like Citigroup because it is more than just a traditional American bank. Citi has a strong international presence, serving corporations, governments, institutional investors and wealthy clients across more than 180 countries and jurisdictions. 📈 1️⃣ Strong Earnings Growth Citi delivered an impressive Q3 2026 performance: * Revenue: US$23.8 billion, up 8% year-on-year. * Net income: US$5.2 billion. * Earnings per share: US$2.85. * Return on tangible common equity: 11.5%. Its Services division grew revenue by 15%, showing the strength of its global banking and transaction services business. 💰 2️⃣ Shareholder Returns Citi returned US$4.1 billion to shareholders throug
TOPOh yes 11.01 win win 📈 1️⃣ Strong Earnings Growth Citi delivered an impressive Q3 2026 performance: * Revenue: US$23.8 billion, up 8% year-on-year. * Net income: US$5.2 billion. * Earnings per share: US$2.85. * Return on tangible common equity: 11.5%.
2.32K
·
10-27
$Invesco NASDAQ 100 ETF(QQQM)$ $Invesco NASDAQ 100 ETF(QQQM)$ 📈 QQQM: Why I Prefer Regular Dollar-Cost Averaging Into the Nasdaq 100 My investment journal | Long-term accumulation strategy 1️⃣ Why am I making this trade now? I recently bought more shares of the Invesco Nasdaq 100 ETF (QQQM) at approximately US$293.64 as part of my regular dollar-cost averaging (DCA) strategy. My intention is not to make a quick profit from this purchase. Instead, I want to gradually accumulate an investment that gives me exposure to some of the world’s largest and most influential growth companies. One important reason I like QQQM is that I do not need to choose just one technology company. By buying QQQM, I gai
QQQM
10-26 23:57
USInvesco NASDAQ 100 ETF
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 293.64 | -2.83% Holding |
4.44K
·
10-31 09:47
THE AI TRADE IS ON SALE, 24 STOCKS DOWN AN AVERAGE OF 39.6%
The AI selloff has spread across the entire ecosystem, from data-center infrastructure and semiconductors to software, cloud computing and space technology. All 24 stocks below are trading below their all-time highs. 📉 THE BIGGEST DRAWDOWNS 🔴 $Ouster Inc.(OUST)$ : $32.14 | -80.2% 🔴 $AST SpaceMobile, Inc.(ASTS)$ : $42.30 | -68.2% 🔴 $IREN Ltd(IREN)$ : $26.25 | -65.6% 🔴 $Applied Optoelectronics(AAOI)$ : $79.19 | -64.5% 🔴 $APPLIED DIGITAL CORP(APLD)$ : $19.41 | -61.7% 🔴 $IONQ Inc.(IONQ)$ : $31.72 | -61.4% 🔴
TOPA 40% drawdown doesn't automatically make a stock cheap. The key questions are whether earnings expectations have reset, whether AI demand remains intact, how much future growth is already priced in, and which companies can turn AI spending into sustainable cash flow.
3.42K
·
10-31 05:03
$Cerebras Systems, Inc.(CBRS) Drops -5.19%: Oracle AI Deal Fades, Short Pressure Targets $104 Pivot
📊 Market Recap As of the close on October 30, 2026 (Eastern Time), 'CBRS' settled at $109.18, down -5.19% for the session, with intraday range of $104.18 to $109.30. The stock now sits roughly 72% below its 52-week high of $386.34 and just above its newly established 52-week low of $104.18, signaling a fragile repair phase after a prolonged drawdown. 🚀 Key Drivers Oracle Deal Profit-Taking: The earlier announcement to integrate Cerebras AI inference services into Oracle Cloud Infrastructure briefly lifted shares by over 8%, but the latest sessions show sustained profit-taking and fading momentum. Short-Seller Pressure: Pre-market and intraday short-selling news resurfaced on October 30, shifting sentiment toward caution and accelerating the sell-off below the $110 level. Target Price Cut O
TOPYes. The reported $175 target price remains above the latest regular-session price for Cerebras Systems (CBRS) watchlist of $109.18 as of 2026-10-31. That represents a gap of 60.29% above the current price. The stock was down 5.19% in the latest session, and the $175 figure should be treated as an analyst valuation view—not a guaranteed outcome—particularly given recent volatility and short-seller-related sentiment pressure. Tiger News Information is for reference only and does not constitute investment advice. Content is generated by AI, please check carefully News sources > What drove CBRS's 5.19% drop on Oct 31? Which analyst cut the CBRS target price to $175? How did short-seller reports affect CBRS sentiment?
4.60K
·
10-31 05:02
$Netflix (NFLX) Holds Near 52-Week Low at $62.08: Oversold Signals Flash, $79 Resistance Remains Key
📊 Market Recap As of October 31, 2026, 'NFLX' closed at $62.08, up a marginal +0.05% on the day. The stock remains under heavy pressure, trading just 1.1% above its 52-week low of $61.39 and approximately 46.8% below its 52-week high of $116.73. The recent breakdown followed a disappointing Q4 outlook that triggered a slide toward multi-year support. 🚀 Key Drivers Q4 Guidance Miss: Netflix issued a conservative Q4 EPS forecast of $0.67 on revenue of $13.44 billion, both below consensus expectations, fueling the post-earnings selloff. Ad Revenue Downgrade: Full-year 2026 advertising revenue guidance was trimmed by roughly $300 million to about $2.7 billion, raising concerns over monetization momentum. Analyst Divergence: Wall Street remains split after Q3 results, with some citing competiti
TOPI think can buy, things might get not that good but it is also going not to get so bad that things go out of the way to the future