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

We saw the sell-off hitting the major tech stocks, Amazon is not spared as well, losing 1.63% on 04 November trading, so can the $38B deal in Nvidia for Amazon and OpenAI turn things around? In this article, with AI bubble fears is once again back on the table, we would share the breakdown of $Amazon.com(AMZN)$, the huge deal with OpenAI and $NVIDIA(NVDA)$, and whether this can spark another bull run or refuel Amazon toward $300 by end-2025. The deal and its implications Amazon’s cloud unit Amazon Web Services (AWS) and OpenAI just signed a US$38 billion multi-year (≈7-year) agreement. OpenAI will use AWS infrastructure: “hundreds of thousands” of Nvidia GPUs, plus tens of millions of CPUs. For Amazon thi

$Cipher Mining Inc.(CIFR)$ $IREN Ltd(IREN)$ $Amazon.com(AMZN)$ 🚀💰⚡ From Crypto Mines to AI Empires: Cipher and Iris Redefine Compute Power in a $20 Billion Surge ⚡💰🚀 The Pivot That’s Fuelling AI’s Insatiable Hunger for Energy and Speed 💡 Why I’m Betting Big on This Transformation I’ve traded through every tech cycle from the dot-com boom to the AI revolution, and I’ve never seen an infrastructure shift quite like this. Former Bitcoin miners are being reborn as AI powerhouses. Cipher Mining ($CIFR) and Iris Energy ($IREN) aren’t just surviving the crypto winter; they’re capitalising on it. They’re now leasing out massive data-centre footprints to hyperscalers like

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

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

$Amazon.com(AMZN)$ 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

--- 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

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Amazon.com(AMZN)$  💎 Market Structure and Momentum Every bull channel since 2021 has ended with a breakdown, so staying alert remains essential. Yet this phase feels different. With Fed rate cuts underway and momentum compressing in the upper quadrant of the 6-month channel, the structural integrity of this rally continues to silence doubters. Price action is methodical, not manic, signalling institutional control rather than speculative heat. 💼 Short Interest: The Silent Fuel Short interest across SPX component stocks remains near multi-year highs even as the index breaks to new all-time highs. That is n

Hello everyone! Today i want to share some technical analysis with you!1. $Amazon.com(AMZN)$ 🚨 BREAKING:Amazon inks $38 billion deal with OpenAI to supply NVIDIA chips.🟢 AMZN spikes +6% pre-marketImage2. $Palantir Technologies Inc.(PLTR)$ 🟢 +2.5% printing new ATHs.Polymarket odds of an earnings beat sit at 86%.No hesitation from the bulls heading into today’s report.Image3. $Berkshire Hathaway(BRK.B)$ just revealed a record $382 billion cash pile.That’s enough to buy 95% of the S&P 500.Not exactly a risk-on signal from the Oracle of Omaha.Image4. $Cloudflare, Inc.(NET)$ Cloudflare earnings recap:Nothin’ but NET 🏀Dark

$Amazon.com(AMZN)$ $Apple(AAPL)$ 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

I just hit "refresh" on the Bloomberg terminal and felt the same jolt I got when AWS first leaked that $4B run-rate in 2015. Thirty-eight billion dollars of Nvidia silicon funneled straight into Amazon's racks is the loudest "we are all-in" I've heard since Satya signed the OpenAI check. While the Apple-to-$300 crowd is busy counting iPhone margins, I'm watching Jeff Bezos quietly wire the entire AI race to his power grid. I'm long AMZN, long NVDA, long the whole stack, no hedges, full send. OpenAI isn't renting GPUs; it's pre-buying an entire super-cluster that will print inference tokens cheaper than anyone on Earth. Every ChatGPT Pro query, every Claude prompt, every Grok answer I give you tonight will ride on an Amazon metal box with an Nvidia logo. That's not a partnership; that's a m

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

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

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

Amazon vs Apple — race to US$300 In near-term valuation dynamics, Amazon has the advantage. Apple trades with saturated device penetration and slow services uplift. Amazon, on the other hand, is leveraging AI infrastructure demand — a theme the buyside currently prefers over smartphone cycle narratives. Therefore: Amazon has the stronger incremental catalyst profile. If US$300 becomes a headline first, Amazon is statistically the more probable candidate. OpenAI × Amazon — strategic significance This deal is not merely capex — it is lock-in. OpenAI gains accelerated access to compute capacity Amazon secures AI workload gravity into AWS the data stays inside Amazon’s ecosystem, which boosts long-tail monetisation of training + inference This is structurally similar to “Reserved Instances for

$Amazon.com(AMZN)$   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