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Wong Peng Yan
11-01
What about Microsoft ?
Apple Overtakes Nvidia Once More to Become World's Most Valuable Company
Wong Peng Yan
11-01
What about Micron?
What AMD Investors Learned from Intel's Earnings
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World's Most Valuable Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1129084011","media":"Deep News","summary":"Apple reclaimed the title of the world's most valuable company on Friday, taking the position back from Nvidia as investors sought the relative safety offered by the iPhone maker amid concerns over...","content":"<html><head></head><body><p>Apple reclaimed the title of the world's most valuable company on Friday, taking the position back from Nvidia as investors sought the relative safety offered by the iPhone maker amid concerns over artificial intelligence spending.<br/><br/>Shares of <b>Apple</b> (<b>NASDAQ: AAPL</b>) fell 1.2% on Friday, bringing its market capitalization to $5.03 trillion, while <b>NVIDIA</b> (<b>NASDAQ: NVDA</b>) dropped 4.2%, closing with a market value of $4.93 trillion. This marks the first time Apple has overtaken Nvidia again since briefly surpassing it in late July.<br/><br/>Friday's market selloff was largely driven by disappointing results from several major technology companies, including Intel and Amazon. Earlier, earnings from companies such as Alphabet and Meta Platforms Inc. had also fallen short of expectations. These results reignited market concerns about the outlook for AI spending, an area where Apple has largely refrained from making such large-scale investments.<br/><br/>Fears that the massive expenditure on AI computing infrastructure may not generate commensurate returns have made Apple, which has kept its capital spending in check, the standout performer among the Magnificent Seven technology giants this year. Apple's stock has risen 27% in 2026, more than double the gain of second-place Nvidia, which is one of the primary beneficiaries of AI spending.<br/><br/>The scale of this spending has become so enormous that free cash flow at companies like Alphabet and Amazon has turned negative, forcing them to increasingly turn to bond markets for financing. At the same time, rising interest rates are pushing up borrowing costs. In contrast, Apple is expected to grow its free cash flow by 38% to $142 billion in fiscal 2026, a year that ended on September 30.<br/><br/>The technology-heavy Nasdaq 100 index fell 6.7% in October, its worst monthly performance since March 2025. Data center operators CoreWeave and Nebius Group, which provide AI computing services, both dropped more than 30% in October. With Friday's sharp decline, Intel's cumulative loss for October exceeded 45%, marking its largest monthly drop in Bloomberg data going back more than 40 years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Overtakes Nvidia Once More to Become World's Most Valuable Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Overtakes Nvidia Once More to Become World's Most Valuable Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-10-31 05:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple reclaimed the title of the world's most valuable company on Friday, taking the position back from Nvidia as investors sought the relative safety offered by the iPhone maker amid concerns over artificial intelligence spending.<br/><br/>Shares of <b>Apple</b> (<b>NASDAQ: AAPL</b>) fell 1.2% on Friday, bringing its market capitalization to $5.03 trillion, while <b>NVIDIA</b> (<b>NASDAQ: NVDA</b>) dropped 4.2%, closing with a market value of $4.93 trillion. This marks the first time Apple has overtaken Nvidia again since briefly surpassing it in late July.<br/><br/>Friday's market selloff was largely driven by disappointing results from several major technology companies, including Intel and Amazon. Earlier, earnings from companies such as Alphabet and Meta Platforms Inc. had also fallen short of expectations. These results reignited market concerns about the outlook for AI spending, an area where Apple has largely refrained from making such large-scale investments.<br/><br/>Fears that the massive expenditure on AI computing infrastructure may not generate commensurate returns have made Apple, which has kept its capital spending in check, the standout performer among the Magnificent Seven technology giants this year. Apple's stock has risen 27% in 2026, more than double the gain of second-place Nvidia, which is one of the primary beneficiaries of AI spending.<br/><br/>The scale of this spending has become so enormous that free cash flow at companies like Alphabet and Amazon has turned negative, forcing them to increasingly turn to bond markets for financing. At the same time, rising interest rates are pushing up borrowing costs. In contrast, Apple is expected to grow its free cash flow by 38% to $142 billion in fiscal 2026, a year that ended on September 30.<br/><br/>The technology-heavy Nasdaq 100 index fell 6.7% in October, its worst monthly performance since March 2025. Data center operators CoreWeave and Nebius Group, which provide AI computing services, both dropped more than 30% in October. With Friday's sharp decline, Intel's cumulative loss for October exceeded 45%, marking its largest monthly drop in Bloomberg data going back more than 40 years.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - 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This marks the first time Apple has overtaken Nvidia again since briefly surpassing it in late July.Friday's market selloff was largely driven by disappointing results from several major technology companies, including Intel and Amazon. Earlier, earnings from companies such as Alphabet and Meta Platforms Inc. had also fallen short of expectations. These results reignited market concerns about the outlook for AI spending, an area where Apple has largely refrained from making such large-scale investments.Fears that the massive expenditure on AI computing infrastructure may not generate commensurate returns have made Apple, which has kept its capital spending in check, the standout performer among the Magnificent Seven technology giants this year. Apple's stock has risen 27% in 2026, more than double the gain of second-place Nvidia, which is one of the primary beneficiaries of AI spending.The scale of this spending has become so enormous that free cash flow at companies like Alphabet and Amazon has turned negative, forcing them to increasingly turn to bond markets for financing. At the same time, rising interest rates are pushing up borrowing costs. In contrast, Apple is expected to grow its free cash flow by 38% to $142 billion in fiscal 2026, a year that ended on September 30.The technology-heavy Nasdaq 100 index fell 6.7% in October, its worst monthly performance since March 2025. Data center operators CoreWeave and Nebius Group, which provide AI computing services, both dropped more than 30% in October. With Friday's sharp decline, Intel's cumulative loss for October exceeded 45%, marking its largest monthly drop in Bloomberg data going back more than 40 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Peng Yan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186214868659252","idStr":"4186214868659252"},"themes":[],"title":"","htmlText":"What about Micron?","listText":"What about Micron?","text":"What about Micron?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624481914065480","repostId":"2679246619","repostType":2,"repost":{"id":"2679246619","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1793376780,"share":"https://ttm.financial/m/news/2679246619?lang=en_US&edition=fundamental","pubTime":"2026-10-31 00:13","market":"sg","language":"en","title":"What AMD Investors Learned from Intel's Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2679246619","media":"Dow Jones","summary":"MW What AMD investors learned from Intel's earnings","content":"<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW What AMD investors learned from Intel's earnings\n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What AMD Investors Learned from Intel's Earnings</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat AMD Investors Learned from Intel's Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-10-31 00:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW What AMD investors learned from Intel's earnings\n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4575":"芯片概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IETC":"iShares U.S. Tech Independence Focused 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This marks the first time Apple has overtaken Nvidia again since briefly surpassing it in late July.<br/><br/>Friday's market selloff was largely driven by disappointing results from several major technology companies, including Intel and Amazon. Earlier, earnings from companies such as Alphabet and Meta Platforms Inc. had also fallen short of expectations. These results reignited market concerns about the outlook for AI spending, an area where Apple has largely refrained from making such large-scale investments.<br/><br/>Fears that the massive expenditure on AI computing infrastructure may not generate commensurate returns have made Apple, which has kept its capital spending in check, the standout performer among the Magnificent Seven technology giants this year. Apple's stock has risen 27% in 2026, more than double the gain of second-place Nvidia, which is one of the primary beneficiaries of AI spending.<br/><br/>The scale of this spending has become so enormous that free cash flow at companies like Alphabet and Amazon has turned negative, forcing them to increasingly turn to bond markets for financing. At the same time, rising interest rates are pushing up borrowing costs. In contrast, Apple is expected to grow its free cash flow by 38% to $142 billion in fiscal 2026, a year that ended on September 30.<br/><br/>The technology-heavy Nasdaq 100 index fell 6.7% in October, its worst monthly performance since March 2025. Data center operators CoreWeave and Nebius Group, which provide AI computing services, both dropped more than 30% in October. With Friday's sharp decline, Intel's cumulative loss for October exceeded 45%, marking its largest monthly drop in Bloomberg data going back more than 40 years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Overtakes Nvidia Once More to Become World's Most Valuable Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Overtakes Nvidia Once More to Become World's Most Valuable Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-10-31 05:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple reclaimed the title of the world's most valuable company on Friday, taking the position back from Nvidia as investors sought the relative safety offered by the iPhone maker amid concerns over artificial intelligence spending.<br/><br/>Shares of <b>Apple</b> (<b>NASDAQ: AAPL</b>) fell 1.2% on Friday, bringing its market capitalization to $5.03 trillion, while <b>NVIDIA</b> (<b>NASDAQ: NVDA</b>) dropped 4.2%, closing with a market value of $4.93 trillion. This marks the first time Apple has overtaken Nvidia again since briefly surpassing it in late July.<br/><br/>Friday's market selloff was largely driven by disappointing results from several major technology companies, including Intel and Amazon. Earlier, earnings from companies such as Alphabet and Meta Platforms Inc. had also fallen short of expectations. These results reignited market concerns about the outlook for AI spending, an area where Apple has largely refrained from making such large-scale investments.<br/><br/>Fears that the massive expenditure on AI computing infrastructure may not generate commensurate returns have made Apple, which has kept its capital spending in check, the standout performer among the Magnificent Seven technology giants this year. Apple's stock has risen 27% in 2026, more than double the gain of second-place Nvidia, which is one of the primary beneficiaries of AI spending.<br/><br/>The scale of this spending has become so enormous that free cash flow at companies like Alphabet and Amazon has turned negative, forcing them to increasingly turn to bond markets for financing. At the same time, rising interest rates are pushing up borrowing costs. In contrast, Apple is expected to grow its free cash flow by 38% to $142 billion in fiscal 2026, a year that ended on September 30.<br/><br/>The technology-heavy Nasdaq 100 index fell 6.7% in October, its worst monthly performance since March 2025. Data center operators CoreWeave and Nebius Group, which provide AI computing services, both dropped more than 30% in October. With Friday's sharp decline, Intel's cumulative loss for October exceeded 45%, marking its largest monthly drop in Bloomberg data going back more than 40 years.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - 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This marks the first time Apple has overtaken Nvidia again since briefly surpassing it in late July.Friday's market selloff was largely driven by disappointing results from several major technology companies, including Intel and Amazon. Earlier, earnings from companies such as Alphabet and Meta Platforms Inc. had also fallen short of expectations. These results reignited market concerns about the outlook for AI spending, an area where Apple has largely refrained from making such large-scale investments.Fears that the massive expenditure on AI computing infrastructure may not generate commensurate returns have made Apple, which has kept its capital spending in check, the standout performer among the Magnificent Seven technology giants this year. Apple's stock has risen 27% in 2026, more than double the gain of second-place Nvidia, which is one of the primary beneficiaries of AI spending.The scale of this spending has become so enormous that free cash flow at companies like Alphabet and Amazon has turned negative, forcing them to increasingly turn to bond markets for financing. At the same time, rising interest rates are pushing up borrowing costs. In contrast, Apple is expected to grow its free cash flow by 38% to $142 billion in fiscal 2026, a year that ended on September 30.The technology-heavy Nasdaq 100 index fell 6.7% in October, its worst monthly performance since March 2025. Data center operators CoreWeave and Nebius Group, which provide AI computing services, both dropped more than 30% in October. With Friday's sharp decline, Intel's cumulative loss for October exceeded 45%, marking its largest monthly drop in Bloomberg data going back more than 40 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Peng Yan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186214868659252","idStr":"4186214868659252"},"themes":[],"title":"","htmlText":"What about Micron?","listText":"What about Micron?","text":"What about Micron?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624481914065480","repostId":"2679246619","repostType":2,"repost":{"id":"2679246619","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1793376780,"share":"https://ttm.financial/m/news/2679246619?lang=en_US&edition=fundamental","pubTime":"2026-10-31 00:13","market":"sg","language":"en","title":"What AMD Investors Learned from Intel's Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2679246619","media":"Dow Jones","summary":"MW What AMD investors learned from Intel's earnings","content":"<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW What AMD investors learned from Intel's earnings\n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What AMD Investors Learned from Intel's Earnings</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat AMD Investors Learned from Intel's Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-10-31 00:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW What AMD investors learned from Intel's earnings\n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4575":"芯片概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IETC":"iShares U.S. Tech Independence Focused 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