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11-01 23:27
Google’s Larry Page, Sergey Brin Lose Combined $60 Billion As Alphabet Stock Drops
ByMary Whitfill Roeloffs,Forbes Staff. Mary Roeloffs is a Forbes breaking news reporter covering pop culture. $Alphabet(GOOG)$
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11-02 10:00
Anthropic’s revenue growth is only the tip of the iceberg. 🧊
H1 2026 revenue reached $16.3 billion, up around 14 times year on year. Beneath the surface, operating costs totalled $17 billion, including $8.9 billion for compute and infrastructure. A $72.4 billion fair-value charge, primarily driven by a higher valuation, contributed to an $80.7 billion net loss. The distinction matters: valuation-related accounting charges and the operating costs of scaling AI tell different parts of the story. The headline loss alone does not measure cash burn. $英偉達(NVDA)$ $Meta Platforms, Inc.(META)$ $英特爾(INTC)$
TOPAlex Tan: Anthropic filed its public S-1 for a Nasdaq IPO under ticker **ANT**. Target valuation spans $1.5T–$2T. Q3 2026 revenue surged to $17B, balancing massive AI infrastructure commitments.
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11-02 15:35
QQQ’s 3.5% Pullback: The AI Trade Is Changing, Not Disappearing
$Invesco QQQ(QQQ)$ closed Friday down 3.47% at $690.49, raising an important question for investors: is this a temporary correction or the beginning of a more prolonged valuation reset? My view is that both possibilities deserve consideration. I remain positive on the long-term technology outlook, but I think the market is entering a phase where earnings quality and actual returns on AI investment matter more than ambitious growth forecasts. 1. The market is asking a different question about AI For much of the past year, companies announcing bigger AI infrastructure budgets were rewarded by investors. That enthusiasm is now being tested. Building data centres, buying advanced chips and expanding computing capacity require enormous capital. Inv
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11-02 15:29
3 Stocks to Watch Today: Apple, Palantir and BWX Technologies
The new trading week begins with investors reassessing AI valuations following last week’s technology sell-off. The key question is whether the pullback creates fresh opportunities or signals that the market is becoming more selective about growth. Here are three stocks I am watching on Monday, November 2. 1. $Apple(AAPL)$ - Earnings Could Set the Tone Apple is the biggest earnings event to watch today. Wall Street expects approximately $113.3 billion in revenue and $1.98 EPS for its fiscal Q4. Beyond the headline numbers, I will be watching iPhone demand, gross margins and management’s outlook for the holiday quarter. Rising component costs could create pressure even if sales remain strong. The key question is whether Apple can deliver enou
TOPGreat article. Thanks for sharing. I agree with you that we do not enter the market recklessly just because of the share price drop by 20% It may drop even further as we do not know.
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11-02 15:26
QQQ Down 3.5%: Opportunity to Accumulate or Warning to Step Aside?
A 3.47% decline in $Invesco QQQ(QQQ)$ to $690.49 on Friday is difficult to ignore, particularly as investors begin questioning whether the massive AI infrastructure spending will generate sufficient returns. My view is that this pullback could create an attractive entry opportunity, but I would be careful about buying too aggressively at the first sign of weakness. 1. The AI investment story is being reassessed, not necessarily abandoned The recent sell-off reflects a change in what investors are demanding from technology companies. Strong revenue growth and ambitious AI spending plans are no longer enough. The market wants evidence that these investments can translate into sustainable earnings and free cash flow. This distinction matters. AI
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11-02 15:25
Apple Earnings: A Beat May Not Be Enough to Break Another Record
$Apple(AAPL)$ heads into its fiscal Q4 earnings report with expectations running high. Wall Street is looking for approximately $113.3 billion in revenue and $1.98 in earnings per share. With the share price already performing strongly, the question is whether Apple can deliver enough to justify another move towards an all-time high. I think the bigger story is not simply whether Apple beats earnings estimates. It is whether the company can demonstrate that its next phase of growth is sustainable. 1. iPhone demand remains the biggest catalyst The latest iPhone launch provides an important opportunity for Apple to demonstrate the strength of its customer base. Investors will want evidence that consumers are still willing to upgrade, part
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11-02 14:07
Google sold 14% fewer network ads and still grew. How to read a falling volume number without fooling yourself
$Alphabet(GOOG)$ TAlphabet's Google Network ad impressions fell 14% year on year in Q3 2026. The number is spreading as a warning sign. It is real. It is also not new, and on its own it tells you very little. This post is about the method more than the stock. When a volume metric drops, most readers stop at the headline. Here is how to take it apart in four steps, using Google's own filings. Step 1: Find out what the number actually covers The -14% is not Google's ad business. It is Google Network only: ads Google places on other publishers' sites and apps through AdSense, AdMob and Ad Manager. In Q3 2026 Network brought in $7,455M of $82,012M in total Google ad revenue. That is 9.1% of the ad business. Math is mine. So before reacting
TOPI agree with you. I have hold on to Google shares for so many years. I buy in some more shares when the price drop last week. It is a good long term investment for this company share.
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11-02 13:18
Mid-Term Elections and the possible effect on the US markets
The US midterms can change Congress. They do not change the president. That distinction matters when thinking about the stock market. Republicans keeping the House and Senate means unified government. Democrats winning both means a Democratic Congress working with a Republican president. One chamber each also means divided government, with different powers depending on who controls the Senate. So what does history show? J.P. Morgan’s study of 1937–2025 reports average annual S&P 500 total returns of: → 16.3% under a Republican president with unified Republican government. → 9.4% under a Republican president with divided government, where the opposition controlled at least one chamber. The source chart lists 9 calendar-year observations for the first group and 32 for the second. These a
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11-02 00:38
$Tesla Motors(TSLA)$ 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
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11-02 01:03
$Advanced Micro Devices(AMD)$ 🐱 AMD +156.90% Unrealised Gain! Why I Believe in Holding Quality Growth Stocks 📈 My AMD investment is showing an unrealised P&L ratio of +156.90%! Sometimes, the best investment decision is not about constantly buying and selling stocks. It is about identifying a company with long-term growth potential, entering at a reasonable valuation and having the patience to let the investment grow. Today, I want to share my AMD position. According to my Tiger Brokers portfolio snapshot dated 2 November 2026, AMD is trading at US$508.22, while my recorded cost price is US$197.83. That represents an impressive 156.90% unrealised gain. Before anyone gets too excited, let me clarify something important: this is an un
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11-02 01:10
$Apple(AAPL)$ ARKK Investment Tracker position change: Increased position in Alphabet by 1,180 shares, the number of shares held increased 0.66% compared to the previous period and now represents 0.86% of the total position.
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11-02 01:33
$Constellation Energy Corp(CEG)$
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11-02 06:11
$OCBC Bank(O39.SI)$ I believe OCBC is a solid long-term investment with strong fundamentals, stable banking operations and attractive dividend potential. It is suitable for investors seeking passive income and gradual wealth growth. However, I would monitor its share price, valuation and interest rate risks before buying more.
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11-02 08:10
$Micron Technology(MU)$ one with my favs. Why $Micron Technology(MU)$ is still a buy? I still see a strong investment case for Micron Technology (MU), but I want to distinguish between two things: * Why Micron’s underlying business remains attractive. * Whether its share price has already run too far ahead of its future earnings. My concern is increasingly the second one, rather than the business itself. 1. Why I’m still bullish on Micron The biggest reason is that AI infrastructure needs much more than GPUs. It needs enormous quantities of high-performance memory. Micron supplies three important products: * HBM (High Bandwidth Memory): Essential for advanced AI accelerators. * DRAM: Used in AI ser
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11-02 09:08
$Meta Platforms, Inc.(META)$ continue to stack up under 600 when it happen!!!
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11-02 09:09
$Rocket Lab USA, Inc.(RKLB)$ is a leading global aerospace manufacturer and launch services provider, best known for its reusable Electron rocket, the second most frequently launched U.S. orbital rocket annually. Beyond launch, the company specializes in space systems, manufacturing spacecraft components, solar panels, and software for major commercial and government missions. Rocket Lab is currently developing its larger, medium-lift Neutron rocket, designed to compete in the lucrative mega-constellation deployment and national security launch markets. With a vertically integrated business model and a growing backlog, Rocket Lab is positioned as a primary pure-play competitor in the rapidly expanding commercial space economy.
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11-02 10:33
$Alphabet(GOOG)$ despite the recent big drop, google will rebound hard at some point. It is stilll making a great deal of $. I will keep buying more of it stock
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11-02 13:32
$NANO Nuclear Energy Inc(NNE)$
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11-02 13:34
$Tesla Motors(TSLA)$ Tesla go go go to the moon!!!
TOPI agree with you. This company share is potential of shooting up to the moon. I have been buying fraction of shares for every week. I will buy in more shares when the price drop more than 30%. It have given me quite a good profit return till now.
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11-02 13:34
$Torm PLC(TRMD)$ Torm go go go to the moon!!!