Yorkville's Dan Ives said AI-driven disruption is “on full display” in tech earnings, as Amazon, Intel and SanDisk shares fell after their quarterly results. Intel dropped over 30%, its worst day since April 1979. Ives said monetization will take time but still sees 2027 as the major inflection year when AI revenue starts to justify capex, with cloud growth and capital spending as key metrics to watch. Amazon reported Q3 EPS of $1.89 on $201.9 billion revenue, while trailing twelve-month free cash flow was negative $42.4 billion, and it kept its 2026 capex forecast at $220 billion. Alphabet fell 12% after its weak report, wiping out over $500 billion in market cap.
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artificial intelligenceearningsNVDAAI investment
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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