• AAPL
• AMZN
• META
• MSFT
• NFLX
• NVDA
• TSLA
• US500

Hedge funds: Amazon is still the largest net weight; Apple and Tesla underweight

Jefferies' hedge fund updates reveal Amazon leads with 10% holding, followed by Meta at 8.8%. Hedge funds prefer 'Sweet 16' stocks, while trimming Secular Growth allocations.

• INTC
• NVDA

A year on, Intel's touted AI-chip deals have fallen short

Intel's revenue forecasts hide struggles with AI chip sales, particularly Gaudi. CEO Gelsinger expresses optimism despite challenges and a significant quarterly loss.

• AAPL
• AMZN
• BA
• CVX
• ESZ24
• INTC
• META
• MSFT
• NQZ24
• NVDA
• XOM

Futures rise as Amazon earnings lift sentiment ahead of jobs data

U.S. stock futures rise, driven by strong Amazon results. Investors await nonfarm payrolls, with market volatility and potential Fed rate changes in focus ahead of the election.

• AMD
• INTC
• NVDA

Intel rises on recovery hopes as it forecasts revenue above estimates

• AMZN
• GOOGL
• MSFT
• NVDA

OpenAI adds new search function to ChatGPT

OpenAI enhances ChatGPT with new search capabilities, competing with Google and Microsoft, offering timely web answers, and collaborating with major publishers for content access.

• 1YMZ24
• AAPL
• AMZN
• COP
• EBAY
• ESZ24
• GOOGL
• HOOD
• MA
• META
• MPWR
• MSFT
• NQZ24
• NVDA
• UBER
• VIX

Futures slide as Meta, Microsoft cost warnings highlight AI trade risks

Wall Street futures fell after Meta and Microsoft warned of rising AI costs, causing concerns about megacap stocks despite strong earnings. Market volatility expected ahead.

• 005930
• 1YMZ24
• AAPL
• AMD
• AMZN
• CL
• ESZ24
• GOOGL
• LCO
• META
• MSFT
• NQZ24
• NVDA
• QRVO
• SMCI

Microsoft, Meta report; Samsung's chip unit disappoints - what's moving markets

• AAPL
• NVDA

Taiwan Q3 preliminary GDP beats forecast on solid AI demand

Taiwan's economy grew 3.97% in Q3 2024, driven by AI demand, but slowed from Q2's 5.06% growth amid weak performance in China.

• AAPL
• AMD
• AMZN
• BNPQY
• GOOGL
• META
• MSFT
• NVDA
• SAN
• TSLA

Clouds gather over 'Mag 7' earnings

Kevin Buckland analyzes mega-tech earnings, European bank reports, and economic indicators impacting markets, alongside the upcoming U.S. election and Shohei Ohtani's sports victory.

• AMD
• AMZN
• CASH
• GOOGL
• MSFT
• NVDA

Meta, Microsoft lift AI spending, worrying Wall Street ahead of Amazon results