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In the next 48 hours we have the Fed's 6 weekly announcement and Mega-cap earnings:
– Microsoft
– Amazon
– Alphabet Inc.
– Meta Platforms
- Apple
On moomoo check out the Earnings Calendar
These five will likely dictate index direction given:
– Their massive weightings
– Their central role in AI
The Bigger Narrative
A recent report flagged weaker-than-expected growth at OpenAI, ...
– Microsoft
– Amazon
– Alphabet Inc.
– Meta Platforms
- Apple
On moomoo check out the Earnings Calendar
These five will likely dictate index direction given:
– Their massive weightings
– Their central role in AI
The Bigger Narrative
A recent report flagged weaker-than-expected growth at OpenAI, ...
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Mag 7 lost leadership
Mega-cap tech had a painful session. $Alphabet-C (GOOG.US)$ led the selloff, while $Amazon (AMZN.US)$ , $Meta Platforms (META.US)$ and $Microsoft (MSFT.US)$ also fell. The pressure was not broad market panic. It was concentrated in AI platform companies.
That matters because Mag 7 has not been the hottest AI trade this year. Semiconductor ETFs have surged, while the equal-weight Mag 7 basket has been roughly flat to slightly negativ...
Mega-cap tech had a painful session. $Alphabet-C (GOOG.US)$ led the selloff, while $Amazon (AMZN.US)$ , $Meta Platforms (META.US)$ and $Microsoft (MSFT.US)$ also fell. The pressure was not broad market panic. It was concentrated in AI platform companies.
That matters because Mag 7 has not been the hottest AI trade this year. Semiconductor ETFs have surged, while the equal-weight Mag 7 basket has been roughly flat to slightly negativ...
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Columns Weekend Read | The Invention Is Real. The Prices Are Not. Definitive Case Against AI Valuations
Source: GMO Viewpoints, January 28, 2026
Collectively, the four biggest hyperscalers spent roughly $300 billion on AI infrastructure in 2025 — 1.3% of U.S. GDP. Against that, the entire AI industry generated roughly $50 billion in revenue. A 6-to-1 ratio of spending to sales. That gap is a structural problem — at the heart of a meticulously constructed argument by Jeremy Grantham and Edward Chancellor....
Collectively, the four biggest hyperscalers spent roughly $300 billion on AI infrastructure in 2025 — 1.3% of U.S. GDP. Against that, the entire AI industry generated roughly $50 billion in revenue. A 6-to-1 ratio of spending to sales. That gap is a structural problem — at the heart of a meticulously constructed argument by Jeremy Grantham and Edward Chancellor....
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On Monday, $Microsoft (MSFT.US)$ declined alongside other mega-cap technology stocks, including $Alphabet-C (GOOG.US)$ and $Amazon (AMZN.US)$ . Alphabet's sharp selloff, triggered by the departure of a key AI researcher to Anthropic, intensified concerns over the escalating AI race. At the same time, investors have begun reassessing whether rapidly rising AI capital expenditures could continue to weigh on the valuat...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Monday’s bell sounded a structural alarm as the $S&P 500 Index (.SPX.US)$ and $Invesco QQQ Trust (QQQ.US)$ buckled under a 15% tariff shock. While safe havens previously wavered, $SPDR Gold ETF (GLD.US)$ surged past $5,200 and $iShares Silver Trust (SLV.US)$ reclaimed $90 this week, proving the flight to quality is back. Even $NVIDIA (NVDA.US)$ record results couldn't stem a 5.5% post-beat slump, confirming the "NVIDIA Paradox" ...
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The geopolitical noise is rapidly fading into the background. With the White House sidestepping the War Powers Resolution's congressional approval hurdle, the immediate alarm of conflict escalation has been paused. The market is aggressively stripping away geopolitical static, snapping its crosshairs back to fundamentals and liquidity.
On one side, a raging feast in semiconductors and AI; on the other, a collective defensive crouch from "smart money." Ar...
On one side, a raging feast in semiconductors and AI; on the other, a collective defensive crouch from "smart money." Ar...
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$Amazon (AMZN.US)$ ’s Q1 2026 earnings report beat market expectations in overall revenue and AWS business growth. AI investments have started to yield returns; however, net income included substantial one-off gains, while free cash flow remained under pressure.
Microsoft, Amazon, and Google released their quarterly reports on the same day, a rare occurrence. All three companies showed strong growth in their cl...
Microsoft, Amazon, and Google released their quarterly reports on the same day, a rare occurrence. All three companies showed strong growth in their cl...
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The quarter was not weak. The proof standard has simply moved higher because the spending base is now enormous. Let us take a closer look.
Key Financial Highlights
Revenue was $56.31 billion, up 33% year-over-year, ahead of the $55.45 billion consensus. On a constant-currency basis, revenue grew 29%, which means FX helped, but did not fully explain the acceleration.
The ad engine remained very strong, but the drivers were mixed. Meta delivere...
Key Financial Highlights
Revenue was $56.31 billion, up 33% year-over-year, ahead of the $55.45 billion consensus. On a constant-currency basis, revenue grew 29%, which means FX helped, but did not fully explain the acceleration.
The ad engine remained very strong, but the drivers were mixed. Meta delivere...
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$Microsoft (MSFT.US)$ delivered a strong fiscal third quarter, and the stock reaction was muted rather than euphoric. The company beat on revenue and EPS, Azure growth accelerated to 40%, and AI revenue is now large enough to matter. Still, investors are weighing that growth against a much bigger AI infrastructure bill.
Key Financial Highlights
Revenue was $82.9 billion, up 18% year over year and 15% in constant currency. That beat the r...
Key Financial Highlights
Revenue was $82.9 billion, up 18% year over year and 15% in constant currency. That beat the r...
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Columns Wall Street Today: Nasdaq Comp Sinks 2%+ as MU, INTC, SNDK, AMD, NVDA, TSLA and Other Big Techs Fall
The Nasdaq Composite sank 2%+ Tuesday as a global sell-off in AI-friendly stocks sent Micron, Intel, Sandisk and other Big Techs tumbling from Monday's all-time highs.
The tech-laden $Nasdaq Composite Index (.IXIC.US)$ fell 579.56 points (2.2%) to a 25,587.04 close, while the $S&P 500 Index (.SPX.US)$ gave back 107.33 ticks (1.4%) to 7,365.46 and the $Dow Jones Industrial Average (.DJI.US)$ lost 45.8...
The tech-laden $Nasdaq Composite Index (.IXIC.US)$ fell 579.56 points (2.2%) to a 25,587.04 close, while the $S&P 500 Index (.SPX.US)$ gave back 107.33 ticks (1.4%) to 7,365.46 and the $Dow Jones Industrial Average (.DJI.US)$ lost 45.8...
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天之骄子 :
CantSpeak : much peace and many blessing, Greg
151755852 :
Barish : wow, I’m the beginner trader and didn’t know this much information was out tre. it still seems so much to soak in but really appriciate.
M7R :
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