Overall Market Flow and Sentiment OverviewFund outflows have become the dominant trend. According to GS trading desk statistics, both long-only (LO) and hedge fund (HF) investors were net sellers last week: LO saw net outflows of $3.5 billion, while HF recorded net outflows of $1.6 billion. The communications services sector faced the heaviest selling pressure, primarily driven by $Meta Platforms, Inc.(META)$'s earnings report. Heightened investor concerns over its cash flow situation triggered concentrated selling led by LO funds. Meta's soaring capital expenditures mirror the broader AI arms race, prompting investors to question whether the returns justify such massive investments.Consumer sentiment took a sharp turn for the worse. As more companie

Overview – Global Markets Show Divergent Momentum Global equities ended October on a mixed note, with Wall Street extending gains on strong corporate results while Europe and parts of Asia saw declines amid earnings uncertainty and weak economic data. Investor sentiment remained cautious as global inflation trends and central bank signals continued to guide trading activity. US – Amazon Boosts Wall Street US stocks closed modestly higher, driven by a post-earnings rally in Amazon$Amazon.com(AMZN)$   shares. The Dow Jones Industrial Average $DJIA(.DJI)$  added 40.75 points to 47,562.87 (+0.1%), while the S&P 500

AMZN!! FULLY. Ain't no doubt in it 

Prime Air is Amazon’s programme to deliver small items via autonomous drones to customers’ homes or designated drop zones, rather than by ground delivery.  • The items eligible are generally small and light — for instance, the service mentions packages up to 5 lbs (≈2.3 kg) in many of its eligible areas.  • The goal is ultra-fast delivery: Amazon states items can be delivered in 60 minutes or less from order to drop-off in eligible zones. 

October wrapped up with fireworks! $S&P 500(.SPX)$ +2%, $NASDAQ(.IXIC)$ +4%, and $Straits Times Index(STI.SI)$ surged +2.99%! Even $XAU/USD(XAUUSD.FOREX)$ ,after pullback, still ended the month up +4%.

$Amazon.com(AMZN)$ $Apple(AAPL)$ Amazon's latest earnings crushed forecasts, with total sales climbing 13% to a whopping $180.2 billion, fueled by explosive growth in its powerhouse AWS division. AWS revenue hit $33 billion, marking a 20.2% acceleration that's the strongest since 2022, as CEO Andy Jassy highlighted surging demand for cloud services amid AI boom. This performance sent shares rocketing over 13% in after-hours trading, pushing the stock to new heights and signaling robust momentum for investors eyeing long-term plays in e-commerce and tech infrastructure. Analysts are bullish, with an average target price sitting at $271.06, well above the current $222.86 close, backed by strong buy ratings

Big-Tech’s PerformanceMacro Headlines This Week:October FOMC meeting left the door open to a rate cut but delivered a hawkish tone. Chair Jerome Powell noted that while employment-data flashes some weakness, inflation risks remain elevated — which left investors questioning the path ahead. The latest initial jobless claims (Oct 25) showed a modest softening in the labour market: the unemployment rate held at 4.3%, and non-farm payrolls added only 22 k jobs, far below expectations, further supporting the Fed’s “pre-emptive” easing stance.Trade developments were intense this week. On the 25th the U.S. announced a pause in negotiations with Canada and slapped a 10% tariff, stoking concerns about North American supply-chains. Meanwhile, U.S.–China talks showed movement. The Senate, however, re

I've been watching the market explode after Amazon's Q3 numbers dropped, and honestly, it's giving me serious FOMO. AWS revenue hitting $33 billion with a 20.2% acceleration—the fastest since 2022—tells me the cloud boom is far from over. Andy Jassy's tone was almost giddy, and when the CEO sounds that confident, I listen. AMZN $Amazon.com(AMZN)$   jumping 13% in a single session isn't noise; it's the market pricing in a multi-year runway for AWS dominance while e-commerce margins keep expanding. I'm not waiting for a pullback that might never come. Apple's $Apple(AAPL)$   move felt different—more relief rally than convictio

After Amazon Q3 earnings result exceeded expectations, the main contributors came from strong growth in its cloud-computing unit (AWS), and AWS gained more than 13% after the earnings release. As an investors with Amazon for the long-term, I would like to share why I think selling puts for $Amazon.com(AMZN)$ now might be a good choice. In this article, I would like to share a structured plan for selling cash-secured puts on Amazon (AMZN) after its strong Q3 beat — while still benefiting from long-term upside exposure. Why Selling Puts on Amazon Makes Sense Now 1) Post-earnings strength removes uncertainty Earnings risk is gone for this quarter. The market rewarded: Strong AWS acceleration Expanding margins (especially advertising + cloud) Stabiliz

Amazon's Third Quarter Sales, Outlook Beat Estimates, Shares Climb 10% $Amazon.com(AMZN)$   reported third quarter revenue that beat analysts' estimates and gave an outlook that exceeded expectations, sending shares climbing in extended trading Thursday. Net sales rose 13% to $180.17 billion in the three months ended Sept. 30 , surpassing Bloomberg consensus that called for $177.82 billion. Sales of Amazon Web Services jumped 20% to $33.01 billion, exceeding the average estimate of $32.39 billion. That's the fastest growth for AWS in almost three years, according to data compiled by Bloomberg.  For the fourth quarter ending in December, the company expects net sales to rise $206 billion to $213 billion

--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations. --- Amazon (AMZN) Why the optimism Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations.  Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022.  Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report).  The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned posit

Amazon Earnings Review | The AWS Engine Is Roaring Again Amazon reported third-quarter results that beat market expectations, thanks to AWS growth accelerating to 20%, the largest increase in three years, which drove the stock to jump as much as 13% after hours. The company is fully ramping up AI infrastructure investment, projecting 2025 capital expenditures of about $125 billion, above analysts' forecast of $118.76 billion, with capex set to increase further in 2026. It also said it has strengthened its partnership with Anthropic through the $11 billion “Rainier Program,” and that demand for its in-house AI chips exceeds supply. Core Financial Indicators Net Revenue: Third-quarter net sales rose 13% to $180.2 billion, above $158.9 billion in Q3 2024 and the $177.82 billion analysts expec

$260 price target 🎯 to hit high 

$Amazon.com(AMZN)$ delivered an overall strong performance in its Q3 2025 earnings report, with both revenue and profits exceeding market expectations. The company generated $180.2 billion in revenue, marking a 12% year-over-year increase. AWS returned to a high growth trajectory (+20.2% to $33 billion), serving as the core engine driving the overall profit recovery. Operating profit temporarily dipped to $17.4 billion due to one-time charges, but reached $21.7 billion after adjustments. Management confirmed continued "aggressive" investment in AI and cloud infrastructure, with annual cash CapEx at approximately $125 billion, set to rise further in 2026 to support Trainium chip and Project Rainier cluster expansions. The advertising business maint

$Apple(AAPL)$ reported robust overall performance in its FY2025 Q4 earnings, with both revenue and profits hitting quarterly records. Driven particularly by iPhone and services, the company achieved 8% year-over-year growth, surpassing market expectations. While the wearables segment showed modest growth, the company benefited from a one-time tax impact in the prior-year period, resulting in a significant jump in net income for the quarter.Overall, Apple maintains its competitive edge in hardware innovation and ecosystem expansion, though geopolitical risks and supply chain volatility remain potential drawbacks.From a valuation perspective, based on the latest financial report data, the trailing P/E ratio has reached 37x. Excluding the one-time im

$Amazon.com(AMZN)$   Amazon Web Services (AWS), the backbone of much of the internet, has experienced its second major outage this month. Similar to the AWS outage on October 20, this one too appears to be widespread. Reports suggest disruptions across websites, apps, and cloud-based platforms. As reported by DownDetector, the incident started Wednesday (October 29) and it affected services ranging from e-commerce and social media websites to enterprise tools and streaming platforms. As per DownDetector, thousands of users reported issues accessing AWS-hosted services. The outage appeared to impact multiple regions, though AWS has disputed the extent of the disruption, stating, “AWS is operating normally and th

I'm thrilled to see Apple and Amazon step up to the earnings plate this Thursday, because the market needs a jolt after the AI-fueled Nvidia mania. For me, Apple's report is the real litmus test: iPhone unit sales in China will tell us if the world's biggest consumer market is finally shaking off its post-COVID funk, and the services bundle (App Store, Music, Pay) is the margin rocket that keeps the stock aloft even when hardware stalls. I've been pounding the table on Apple's installed-base monetization for years; if services growth accelerates past 15%, I'll view any share dip as a screaming buy before the iPhone 17 cycle hits in 2026. Amazon, on the other hand, is the ultimate two-headed beast. AWS remains the profit engine, and I'm laser-focused on whether cloud revenue growth re-accel

Amazon is just staggering around unsure how to capitalize on AI.