Chip and Cloud Stocks Stutter. Why Microsoft and Alphabet Earnings Hit the AI Trade.

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• 3 AI Cloud Stocks Retail Investors Are Watching Before Big Tech Earnings

  The article says markets are on edge as the Fed weighs its next move, while Microsoft and Alphabet are set to update investors on AI and cloud spending and chip stocks are reacting to profit news from SK Hynix and Micron. Of the three stocks it highlights, two are described in detail. Everpure (P) provides data storage hardware, software and cloud data management for AI and data-center workloads, with US$4.3b from computer storage devices and a market cap of US$43.8b. Tower Semiconductor (TSEM) is an independent chip foundry with about US$1.7b from contract electronics manufacturing services and a market cap of US$20.3b; some observers cite its roughly US$1.3b of contracted 2027 silicon photonics revenue and an annualized run rate above US$680m in Q2 2026 as a potential driver of wafer volume growth.

  Yahoo Finance·28/10, 19:09• MSFTcloud computingartificial intelligencesemiconductors
• Several Important Factors Protect Amazon’s Margins and Secure Its AI Moat

  The author says they added to an Amazon position at $249.09, up 7.92% year to date, as the business accelerates. The article argues that in-house chips, the Bedrock platform supporting multiple AI models and automated logistics help protect margins. Amazon's chips business is reported to run at an annual revenue rate above $25 billion, while AWS posted a 39% operating margin on $42.2 billion in revenue, up 36.7%. The AWS backlog stands at $496 billion, and operating income rose 43.24% to $27.46 billion while revenue grew 19.62%. The article also flags risks: 2026 capex is expected at about $220 billion, trailing 12-month free cash flow was -$7.6 billion, and Q2 GAAP EPS included a $53.4 billion pre-tax gain on the Anthropic stake. Q3 operating income guidance is $22.5 billion to $26.5 billion, compared with $17.4 billion a year earlier.

  Yahoo Finance·27/10, 11:15▲ AMZNAMZNartificial intelligencecloud computing
• 3 Key Things to Monitor When Tech Giants Report Earnings

  The article highlights three factors to watch as Alphabet, Microsoft and Amazon report earnings: AI capital expenditure, revenue growth rates and management guidance. If hyperscalers keep ramping up spending, chipmakers could benefit. Micron posted 379% year-over-year revenue growth in its fiscal Q4 2026, while Google Cloud grew 82% in the second quarter, and the author prefers operating income over net income because large investments in SpaceX and Anthropic distort net results. Amazon reported a trailing 12-month cash outflow of $7.6 billion, mainly due to AI investments, compared with $18.2 billion in positive free cash flow for the 12 months ended June 30, 2025.

  Yahoo Finance·24/10, 10:05• MSFTearningsMSFTAI investment
• Alphabet set for earnings beat as Cloud and AI chips take centre stage

  BofA expects Alphabet to post a modest third-quarter earnings beat, with revenue of $111.4 billion and GAAP EPS of $3.07, versus Street estimates of $111.0 billion and $2.98. Cloud growth is seen at 93%, above the 89% consensus, driven by expanding capacity and TPU sales, while Search growth should match the Street's 15% although BofA's checks point to some deceleration. BofA expects operating expenses of $33.5 billion, below the Street's $34.3 billion, and 2026 capital expenditures of about $200 billion, close to consensus. It reiterated its Buy rating, citing differentiated AI assets, proprietary models, custom silicon and broad distribution.

  Yahoo Finance·20/10, 16:34▲ GOOGLGOOGLearningscloud computing
• Alphabet's Cloud Growth, TPU Sales Could Drive Q3 Upside, BofA SaysYahoo Finance·20/10, 15:10▲ GOOGLGOOGLcloud computingearnings
• Google alters its cloud playbook, enlisting partners to sell more AI chips

  Alphabet said Oracle will offer Google's TPUs, the first time customers can access them outside Google's infrastructure. Analysts expect Google Cloud revenue to jump about 90% from a year earlier, after 82% growth in the second quarter, when Google Cloud revenue was $25 billion versus $42 billion at AWS and $29 billion at Microsoft Azure. Anthropic agreed to use up to 1 million TPUs in a deal worth tens of billions of dollars, and CNBC confirmed OpenAI is also planning to buy TPUs. Broadcom detailed a $63 billion vehicle backed by Blackstone and three big banks to buy TPUs and lease them to Anthropic for five years. TD Cowen estimates a 20% operating margin on TPU sales, compared with about 35% for overall cloud margin last quarter.

  CNBC·28/10, 11:00▲ GOOGLGOOGLcloud computingsemiconductors

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  Tesla Motors Vietnam Co., Ltd. was registered in Ho Chi Minh City on September 11, 2026, with charter capital of about 77.7 billion VND (roughly US$3 million), according to business registration records, while Tesla has not announced models, prices, showrooms or launch timing. Analysts see the entity as serving imported vehicle sales and after-sales service, with no sign of local assembly. VinFast holds about 92% of Vietnam's EV market share, according to HSC Securities cited by CNBC, backed by its showroom, service and charging network. Model 3 and Model Y are expected to be the first models, initially targeting high-income buyers. Starlink, SpaceX's satellite internet service, was licensed in February 2026 and began selling in mid-August 2026, with family plans from about 1.13 million VND per month.

  CafeF·30/10, 00:21• VICTeslaelectric vehiclesElon Musk
• Amazon.com Q3 Earnings Call Highlights

  Amazon reported third-quarter revenue up 12% to $201.9 billion and operating income up 61% to $28.1 billion, with a record 13.9% operating margin. AWS revenue reached $46 billion, up 39.3%, with a $578 billion backlog, and management expects AWS growth above 40% in 2027 and 2028, driven by AI infrastructure, Bedrock and custom chips. Capital expenditures were $75.9 billion in the quarter and are expected to total about $220 billion in 2026, with further increases in 2027. Amazon forecast fourth-quarter net sales of $240 billion to $247 billion and operating income of $28.5 billion to $33.5 billion. North America revenue rose 6% to $112.9 billion, while management highlighted faster delivery and grocery expansion.

  Yahoo Finance·30/10, 00:14• AMZNAMZNearningscloud computing
• Semiconductor Sell-Off: The 1 AI Chip Stock I'd Buy and 1 I'd Avoid

  The article argues a semiconductor sell-off may offer a chance to join the AI boom at a lower price, but not every chip stock is equally suited. Broadcom (AVGO) is viewed positively for AI semiconductor revenue up 221% year over year in fiscal Q3 2026, driven by custom accelerators and AI networking, and a forward P/E of about 18 that the author finds attractive. Its key risk is reliance on a small group of large customers. Intel (INTC) is described as in a turnaround, investing in its Intel 18A process and Intel Foundry, but its forward P/E of about 51 leaves less room for disappointment if execution falls short. The author concludes Broadcom is the stronger choice for investors seeking AI growth at a reasonable price.

  Yahoo Finance·30/10, 00:13▼ NVDAsemiconductorsNVDAartificial intelligence
• Binance hack may involve private key 'misuse,' not theft: Blockaid CEO

  Blockaid CEO Ido Ben-Natan preliminarily assesses that attackers may have manipulated Binance's transaction-signing infrastructure rather than stealing private keys, with similarities to the February 2025 Bybit hack. In Blockaid's onchain analysis, the attacker bundled 50 EIP-7702 authorizations into one transaction targeting Binance 14, delegating the affected account to an unverified sweeper contract. Binance has not confirmed the method used to steal over $2.5 billion in crypto, which is described as the largest crypto hack in history. Ben-Natan said the activity may have involved multiple compromised devices, though this is unconfirmed, and its sophistication resembles operations linked to North Korean attackers.

  Cointelegraph·30/10, 00:11▼ BNB/USDT• BTC/USDTcryptoBinancecybersecurity
• Is Alphabet Stock a Buy After Its Post-Earnings Drop?

  Alphabet shares fell about 10% in after-hours trading on October 28, despite third-quarter revenue up 25% to $127.6 billion and Google Cloud revenue more than doubling. Earnings per share fell to $2.12 from $2.87, and free cash flow was negative for a second straight quarter as capital spending rose to $51.4 billion. The author argues the EPS decline looks worse than it is: excluding investment gains and losses, EPS rose about 22% to about $2.67, and Google Cloud revenue grew 103% to $30.7 billion. However, the operating margin fell to 31.8%, and the 2026 capex outlook of $195 billion to $205 billion points to continued heavy spending. The author says the stock at about 19 times expected 2027 earnings looks reasonably priced, though free cash flow may worsen before it improves.

  Yahoo Finance·30/10, 00:07▼ GOOGLGOOGLearningscloud computing
• Nasdaq 100 Futures Dip On Weak Intel, Amazon Earnings With Bloated Capex Worries Weighing On Sentiment — AMZN, INTC, SBUX, PLTR, ASTS In Focus

  U.S. stock indices closed lower on Thursday and extended declines after hours as Amazon's bloated capital expenditures fed investor fears that the AI capex cycle may have gotten ahead of itself. During the session, the Nasdaq 100 fell 1.4% and the S&P 500 lost 0.3%, while the Russell 2000 gained 1%. Amazon (AMZN) shares dropped about 7% after hours after it spent upwards of $77 billion on property and equipment in the third quarter, producing a free cash outflow of $42.4 billion, even as revenue rose 12% to $201.9 billion. Intel (INTC) shares tumbled about 17% after hours after it forecast weaker-than-expected fourth-quarter revenue and earnings amid a PC sales slump and supply bottlenecks. On the other side, JPMorgan turned bullish on Palantir (PLTR), forecasting a stock rally of more than 30%.

  Yahoo Finance·29/10, 23:54▼ AMZN▼ QQQ▼ SPYNasdaqAMZNIntel