To The Moon

Nvidia CEO Jensen Huang is back in the headlines, but this time, it's not about AI chips. Reports surrounding Huang's alleged extramarital affair have drawn widespread attention, raising questions about the potential implications for Nvidia. But while the headlines focus on Huang's personal life, Wall Street has another reason to watch Nvidia's AI empire this week. $CoreWeave, Inc.(CRWV)$, $NEBIUS(NBIS)$ , and $Applied Materials(AMAT)$ are all set to report earnings. Two are backed by Nvidia, while the third supplies critical equipment to the semiconductor industry. With AI stocks under pressure, investors are asking a bigger question: Can Nvidia's AI ecosystem t

Tuesday’s earnings drew a sharp line between companies accelerating into the AI buildout and high-valuation growth stocks that merely met expectations. AMD rallied after data-center revenue nearly doubled and its forecast beat estimates. Shopify moved the other way: 32% revenue growth and a profit beat could not offset small misses in sales and merchandise volume. Arista posted the largest move of the group as demand for AI networking equipment drove its fastest growth since going public. $Advanced Micro Devices(AMD)$ rose more than 5% after hours AMD designs processors and accelerators used in PCs, servers, game consoles and AI data centers. Third-quarter revenue climbed 45% to $13.38 billion, beating the roughly $13.1 billion consensus. GAAP dilu

Intel plunged nearly 29% after its latest earnings report, as a disappointing outlook raised fresh concerns about the semiconductor industry's growth prospects. The selloff spread across the sector, dragging AMD down nearly 11% on Friday. AMD fell another 7.5% on Monday, closing at $466.84. $Intel(INTC)$ Now, all eyes are on $Advanced Micro Devices(AMD)$ , which reports third-quarter earnings after the closing bell on November 3. AMD has a different growth story from Intel. Its EPYC server processors are gaining traction in data centers, while its Instinct AI accelerators are competing for a share of the booming AI infrastructure market. What Wall Street Expects According to Bloomberg BEST consensus estima

Monday’s earnings exposed two different kinds of forward risk. Apple beat quarterly estimates but warned that memory costs would squeeze holiday margins. Palantir nearly doubled revenue and issued a strong forecast, yet slowing commercial contract growth gave investors a reason to question the stock’s valuation. Marriott was the clear winner, rallying 4.3% as travel demand and guidance exceeded expectations. Estée Lauder delivered a clean beat and raised its outlook, but an early gain reversed into a 4.1% closing loss. $Palantir(PLTR)$ down nearly 3% in late after-hours trading. Palantir sells data-management and artificial-intelligence software to businesses and government agencies. Third-quarter revenue jumped 96% to $2.31 billion, beating the r

Thursday’s earnings showed that rapid AI growth no longer guarantees a positive stock reaction. 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. $Amazon.com(AMZN)$ $Intel(INTC)$ $Reddit(RDDT)$ $SanDisk Corp.(SNDK)$ $Eli Lilly

The memory-chip rally just got another major boost. SK hynix delivered a blockbuster quarter, with revenue surging 328% year over year and operating profit jumping 632% to record highs. Investors cheered the results, sending the stock nearly 11% higher in South Korea and 13.3% higher in U.S. trading. $SK hynix(SKHY)$ The numbers reinforced a powerful theme on Wall Street: AI infrastructure spending is driving extraordinary demand for memory, while tighter supply is giving chipmakers more pricing power. $SanDisk Corp.(SNDK)$ is set to report its fiscal first-quarter results after the U.S. market closes on October 29.Can it deliver a strong enough outlook to keep the rally going? What SK Hynix's Earnings Te

Google and Microsoft are spending billions to compete in AI, but Wall Street delivered two very different verdicts. Alphabet plunged more than 10% after hours, despite Google Cloud revenue doubling. Microsoft, meanwhile, rallied as Azure growth accelerated and cash flow beat expectations. Vertiv surged nearly 17% on booming data-center demand, while ServiceNow tumbled about 18% despite growing AI bookings. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Vertiv Holdings LLC(VRT)$ $ServiceNow(NOW)$ $Alphabet(GOOGL)$ Down more than 1

Google's AI business is gaining momentum. Cloud demand is growing, Gemini is becoming a bigger part of Search, and Alphabet is investing heavily to stay ahead in the AI race. But strong growth doesn't always translate into a higher stock price. With Alphabet set to report third-quarter earnings on October 28 after the bell, investors want to know whether its AI investments are finally delivering the returns Wall Street expects. Can Google turn its AI momentum into another earnings-driven rally? Or is the good news already priced in? According to Bloomberg BEST consensus estimates, analysts expect Alphabet to report $111.24 billion in revenue, adjusted earnings of $3.32 per share, and adjusted net income of $38.22 billion. Alphabet has beaten revenue expectations in seven of its last eight

Wall Street is getting tougher on Big Tech's AI spending.Meta's earnings beat wasn't enough to prevent a roughly 7% sell-off, as investors questioned whether its massive AI investments would deliver meaningful returns. Now, Microsoft faces a similar test. $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ reports fiscal Q1 2027 earnings after the bell on October 28. The company has beaten revenue and adjusted EPS estimates for eight straight quarters. But with expectations running high, another beat may not be enough to lift the stock. What Wall Street Expects According to Bloomberg consensus estimates, Microsoft is expected to report $90.63 billion in revenue, up 16.7% year over year, and adjusted EPS of $4

Meta gained after 26% revenue growth and an upbeat holiday-quarter forecast. IBM also advanced as software demand improved. Lam Research and AT&T sold off despite beating estimates, while Tesla slipped as weaker auto and energy results overshadowed a modest profit beat. $Meta Platforms, Inc.(META)$ initially rose more than 2% after hours Meta owns Facebook, Instagram and WhatsApp and is building consumer AI products, smart glasses and virtual-reality hardware. Third-quarter revenue jumped 26% to $64.6 billion, comfortably above the roughly $63.3 billion consensus. Reported EPS was $3.83 after a $9.89 billion legal charge; excluding that item, earnings would have been $7.40 per share. Ad impressions increased 10%, while the average price per ad