Amazon and Intel Tank the AI Trade. The One Factor Linking Big Tech’s Underwhelming Earnings.

Keywords

AMZNtech stocksearningscapital flows

Open a keyword to see other news on the same topic.

Related tickers and likely impact

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

• Here’s the math on Amazon CEO’s claim to be on path to two trillion-dollar revenue businesses

  Amazon CEO Andy Jassy set an ambitious target during the conference call announcing third-quarter earnings.

  MarketWatch·30/10, 10:34▲ AMZNAMZNearningstech stocks
• Tech firms take fresh hit as disappointing earnings fan AI fears

  Tech stocks extended losses on Friday after disappointing earnings from major Wall Street firms, with concerns over the AI investment boom deepening. AI-linked shares fell sharply after Amazon's quarterly report missed analysts' expectations for profit and revenue, while Intel's forecast fell short of estimates due to weak PC processor demand and supply chain problems. Alphabet, Google's parent, plunged more than 12% and Intel dropped 23%, while the Nasdaq finished down more than 1%. In Asia, SK hynix fell more than 7%, Kioxia shed more than 7%, and Seoul dived more than 3%. Oil rose on fears of escalating US-Iran hostilities, with Brent heading towards $120 a barrel for the first time since April, while Bitcoin fell around 5% to a one-month low of around $76,400 after Binance said it was hit by a hack affecting more than $6 billion in funds.

  Yahoo Finance·30/10, 09:36▼ AMZN▼ QQQ▼ SPYtech stocksartificial intelligenceearnings
• Update: Amazon Slumps Pre-Bell After Q3 Earnings Fall Amid Higher Revenue While Free Cash Outflow Hits $42.4 BillionYahoo Finance·30/10, 09:35▼ AMZN▼ QQQAMZNearningscurrencies
• Amazon's After-Hours Drop Leaves It Below Wall Street's Lowest Price Target

  Amazon shares fell 7.3% after hours to $225.99, below the lowest analyst price target. The decline followed the company's miss on Q3 revenue and EPS estimates.

  Yahoo Finance·30/10, 06:05▼ AMZNAMZNearningstech stocks
• Amazon (AMZN) Lags Q3 Earnings and Revenue Estimates

  Amazon reported quarterly earnings of $1.89 per share, below the Zacks Consensus Estimate of $2.01 and compared with $1.95 a year earlier, a surprise of -5.97%. Revenue of $201.94 billion for the quarter ended September 2026 missed the consensus by 0.08% but rose from $180.17 billion a year earlier. Amazon has beaten consensus EPS estimates only once in the last four quarters, while topping revenue estimates three times. Shares are up about 10.3% year to date, versus a 13.1% gain for the S&P 500. The stock carries a Zacks Rank #3 (Hold), which the article says implies performance in line with the market in the near term; the current consensus for the coming quarter is $2.55 EPS on $245.65 billion in revenue.

  Yahoo Finance·29/10, 20:35▼ AMZNAMZNearningstech stocks
• Amazon Stock Slides After Q3 Earnings Miss

  Amazon's stock declined after the tech giant reported its third-quarter results late on Thursday. The article gives no further figures or details.

  Yahoo Finance·29/10, 20:13▼ AMZNAMZNearningstech stocks

Related markets

US stocks →

Latest news

• Inside the hunt for the hacker group that stole $6.3 billion: Where do the investigation leads point?

  The $6.3 billion theft reportedly began when a DevOps engineer's laptop on Binance's internal infrastructure was compromised, rather than through a leak of wallet private keys. The exchange worked with blockchain partners to freeze about $3 billion on-chain, pledged to cover all losses from company funds and its emergency reserve, and expects to resume withdrawals within 48 hours. Blockchain analysts including TRM Labs and Chainalysis said the attack bears the hallmarks of North Korean cybercriminal groups, which Pyongyang firmly denied, calling the accusations fabricated. Co-CEO Richard Tend said the investigation has not yet identified any individual responsible or found evidence of a private-key leak. Bitcoin hit a six-week low of $76,368, while Ether fell more than 3% to a two-month low of $2,178 before markets stabilized.

  CafeF·30/10, 13:20▼ BNB/USDTBinancecryptocybersecurity
• Exchange-Traded Funds Lower, Equity Futures Mixed Pre-Bell Friday Amid Steep Tech Decline

  The SPDR S&P 500 ETF Trust (SPY), a broad-market ETF, fell 1.1% ahead of Friday's open. The rest of the article is cut off and consists of subscription prompts, so no further details are available.

  Yahoo Finance·30/10, 13:17▼ QQQ▼ SPYETFSPYtech stocks
• 4 Stocks Where Rising Yields Come From Bigger Dividend Checks, Not Falling Prices

  The article contrasts rising dividend yields driven by bigger payouts with those driven by falling share prices, using Visa, JPMorgan Chase and Walmart as examples of the former and Broadcom as a contrast. Visa raised its quarterly dividend 16% to $0.78 from $0.67, a forward yield of about 0.75% at $415 a share, while the stock gained 22.57% over the past year, and fiscal 2026 free cash flow of roughly $22.06 billion covered $20.5 billion of buybacks. JPMorgan raised its quarterly dividend 10% to $1.65 from $1.50, for a forward yield of about 1.91% at $345.44, and the article cites a CET1 ratio of 14.3% alongside a card net charge-off rate of 3.33%. Walmart raised its quarterly dividend to $0.2475 from $0.235, a 5.3% increase and a yield of about 0.82% at $121.25, while Broadcom's dividend held at $0.65 and its shares fell 13.52% over the past year.

  Yahoo Finance·30/10, 13:17▲ JPMdividendsVisaWalmart
• Steve Eisman Says Anthropic's Growth Fell From 147% to 45% Ahead of Its IPO

  Steve Eisman says Anthropic's sequential revenue growth fell from 147% in the second quarter to 45% in the third, blaming 'the end of token maxing,' meaning heavy usage that boosts usage-based revenue until it fades. Anthropic's S-1, filed October 26, 2026, for a Nasdaq listing under 'ANT' leaves third-quarter revenue blank. According to an unnamed attendee at an October 14 investor day, third-quarter revenue reached $16.8 billion, up more than 45%, though Anthropic declined to comment. His efficiency gauge, revenue over compute and infrastructure expense, was 2.08 times in the second quarter, matching the filing, and 1.7 in the third quarter by his estimate. Anthropic is reportedly seeking up to $100 billion, with some investors valuing it near $1.5 trillion, and trading could begin on November 26.

  Yahoo Finance·30/10, 13:17• META• NVDAAnthropicIPOartificial intelligence
• World's Largest Crypto Heist: Hackers Steal $6.3 Billion From Binance in Just 20 Minutes

  Binance, the world's largest cryptocurrency exchange, lost $6.3 billion to hackers in a record heist that TRM Labs and Chainalysis attribute to North Korea. According to the two firms, most of the attack took place within about 20 minutes starting late on October 29, with assets moved to wallets controlled by the hackers. Binance said the initial cause was a compromised laptop belonging to an engineer, that about $3 billion has been located, and that withdrawals are expected to resume within 48 hours, while it did not address the status of the remaining $3.3 billion. Bitcoin hit a six-week low of $76,368, Ether fell to $2,178, and BNB dropped 5% to $709.70.

  CafeF·30/10, 13:17▼ BNB/USDT• BTC/USDTBinancecryptocybersecurity
• AMD's stock slides after Intel earnings reveal two big issues

  Intel is struggling to produce enough AI server chips and faces a weak PC market. Investors will soon learn how much AMD is affected by the same problems.

  MarketWatch·30/10, 13:17• NVDAAMDIntelsemiconductors