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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.
- 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.
- 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.
- 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.
- 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.
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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%.
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