Amazon Rallies 7%, Apple and Microsoft Climb 5% as Big Tech Leads Post-Election Rebound

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• What iShares Russell 1000 Value ETF (IWD) Bought: Apple Leads on Thursday

  iShares Russell 1000 Value ETF (IWD) was the only ETF buying on Thursday, with no ETFs selling, recording $140.6 million in gross trades that were all net buying. The fund increased 849 positions and decreased none, with assets under management of $83.22 billion. Its largest purchases were Apple ($8.7 million), Amazon.com ($8.1 million) and Microsoft ($7.4 million), followed by Berkshire Hathaway Class B ($3.8 million) and JPMorgan Chase ($3.5 million). None of the largest buys were new positions, and there were no sellouts.

  Yahoo Finance·02/11, 11:05ETFAAPLMSFT
• Sector Update: Tech Stocks Tumble Late AfternoonYahoo Finance·30/10, 19:49▼ AMZN▼ AAPL▼ GOOGL▼ METAtech stocksAMZNGOOGL
• Market Minute 11-3-26- Markets Eye Midterm Results

  Stocks ended lower yesterday and were mixed this morning as investors await midterm election results, with polls and prediction markets pointing to a Democratic House takeover and a tighter Senate race. The article argues markets tend to do well after midterms regardless of the winner, since election uncertainty is removed; it cites the S&P 500 rising an average 13.7% in the year after midterms between 1980 and 2024, with gains 91% of the time per CNBC. Apple beat sales and margin expectations, but shares fell about 4% after CEO John Ternus warned services margins will slow, and rising memory chip costs add pressure. Disney may cut thousands of jobs as part of a plan to lower costs by 20%, mainly in its theme park, movie studio and TV operations.

  Yahoo Finance·03/11, 14:15• DXY• QQQ• SPYmidterm electionsearningsAAPL
• Apple Earnings, Midterms, Jobs Data Put Markets To The Test: 3 Charts To Watch This Week

  This week, Apple's earnings on Monday, the U.S. midterm elections on Tuesday and the jobs report on Friday will test whether last week's AI sell-off was a blip or the start of a broader pullback. Last week, Alphabet had its worst day on record, Amazon's outlook disappointed despite accelerating cloud growth, and Intel plunged nearly 29%; the S&P 500 fell 1.8% on Friday, its steepest one-day drop since June. Apple is expected to report EPS of $1.99 on revenue of $113.35 billion, with a gross margin forecast of about 47% to 48%, down from 50% last quarter. The 10-year Treasury yield is still hovering near 4.92%, and CME Fed Watch data show traders pricing roughly a 72% chance of a rate hike at the Dec. 8-9 meeting. Anthropic has also made its IPO paperwork public, with reports suggesting a listing before Thanksgiving, though no date is confirmed.

  Yahoo Finance·02/11, 11:05• AAPL• DXY• SPYearningsFedmidterm elections
• Midterms, Jobs Data, and Apple Earnings Test Wall Street This Week: Will Stocks Hold?

  Wall Street faces a week of tests from the midterm elections, jobs data and Apple's earnings, following the Nasdaq's worst month since March 2025. The article asks whether stocks can hold their gains.

  Yahoo Finance·02/11, 03:16• AAPL• SPY• DXYmidterm electionsemploymentAAPL
• Jobs, Midterm Elections, Apple, Palantir, McDonald’s, Moderna, and More to Watch This Week

  Another busy earnings week is underway, with AMD, Estée Lauder, Qualcomm, Pfizer, and many more set to report results. Investors will also watch several jobs readings this week, along with data on the manufacturing and services sectors.

  Yahoo Finance·01/11, 19:00• AAPL• DXY• SPYAAPLearningsemployment

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• Two Containers Stuck at Port and the Journey of a Former Teacher Who Took Hapaco to the Stock Exchange

  On August 4, 2000, Hapaco's HAP shares appeared on the stock trading board, with TS Vũ Dương Hiền, a former primary school principal, behind the Hải Phòng paper company at the time. In late 1990, two containers of paper-making equipment imported from Taiwan were stuck at Hải Phòng port because the paper was linked to production for religious worship. After Hiền traveled to Hanoi on December 7, 1990, Council of Ministers Chairman Đỗ Mười handwritten approved Hải Phòng's request to import the production line. The article also traces Hiền's path from education to joining the Hải Phòng Paper Factory in 1983 when it was loss-making, followed by exports to the Soviet Union and access to the Taiwanese market.

  CafeF·04/11, 17:02IPOVietnam
• One Force Injects VND 123,000 Billion to “Support” Vietnam’s Stock Market Since Start of Year

  As of November 4, domestic investors had net bought over VND 123,000 billion on HoSE since early 2026, excluding IPOs, rights offerings and private placements. The figure is nearly equal to the record net buying for all of 2025. With foreign investors continuing to net sell and foreign ownership at a record low of about 11%, domestic cash flow is expected to keep driving the market. On November 4, the State Bank of Vietnam announced a USD/VND swap intervention of up to USD 2 billion with a 182-day tenor and a value date of November 9, 2026. Margin debt at end-Q3 was estimated at about VND 440,000 billion, up VND 5,000 billion in a quarter and an all-time high; growth slowed partly due to high interest rates, but this could change if rates fall.

  CafeF·04/11, 17:01▲ VNINDEXVNINDEXcapital flowsforeign investors
• Angi Leads Home Services into AI Search with Google

  Angi (NASDAQ: ANGI) says it is one of the first home services marketplaces available through AI Mode in Google Search, adding another way for homeowners to find Angi alongside its connected app in Gemini, launched in August. When a homeowner selects an Angi professional surfaced through AI Mode, they are taken to that pro's profile on Angi to learn more and request a quote. The company also says 50% of homeowners engage with AI within Angi's core experience, and those who do convert at roughly three times the rate of those who do not.

  Yahoo Finance·04/11, 17:00artificial intelligenceGoogle
• Google Just Made a $15 Billion Bet on Southeast Asia

  Alphabet said it will invest $15 billion in Malaysia over two years to expand its data-center infrastructure amid rising computing demand. The project includes additional campuses in Selangor and Negeri Sembilan, due for completion in 2027 and 2028, complementing its first Malaysian campus at Elmina Business Park in Selangor, which is already operating. Ruth Porat, Alphabet's President and Chief Investment Officer, said the expansion will boost computing capacity and support local electricity and water supplies. Google also unveiled four projects to teach digital skills to 800,000 Malaysians over the next five years. The article notes the investment adds to Alphabet's large capital needs, and that the company gave no revenue forecast or projected financial return for the Malaysian projects.

  Yahoo Finance·04/11, 16:56▲ GOOGLGOOGLdata centersAI investment
• Jim Cramer says this bank stock is a buy after its post-election pullback

  Stocks rallied Wednesday after a decisive Democratic victory in the midterms, as investors bet that Democratic control of both the House and Senate could slow AI data center buildout and benefit hyperscalers such as Amazon, Alphabet, Meta and Microsoft. Micron slipped 6% and CoreWeave dropped 9%. Capital One fell nearly 3% despite a broader financial rally, as investors weighed the possibility that Democrats could renew efforts to cap credit card interest rates; Jim Cramer dismissed the likelihood of such a proposal becoming law, said the sell-off created an opportunity in COF, but cautioned against rushing in before the market settles. Cardinal Health and Kimberly-Clark report earnings Thursday morning; Jim remains positive on Cardinal's business while noting the stock can be volatile around earnings, and sees Kimberly-Clark's completed Kenvue acquisition as an opportunity to strengthen its longer-term prospects.

  CNBC·04/11, 16:54midterm electionsDemocratic PartyCapital One
• Marvell Stock Has Plunged 46% Since Jensen Huang Called It the Next $1 Trillion Company. Here's Why.

  Marvell shares traded at $171 as of Nov. 2, down 46% from their peak, after Jensen Huang called the company the next trillion-dollar company in early June. The sell-off followed Marvell's agreement to acquire optical networking specialist Lumentum (LITE) in an all-stock deal with an implied enterprise value of about $115 billion, in which Marvell will issue 4.5 new shares for each Lumentum share. After the transaction, Marvell shareholders would own 67% of the combined company, a dilution the article says explains the negative market reaction. The author argues the deal could bring more than $1 billion in annual run-rate cost synergies and be accretive to adjusted EPS in the first year, and that the combined addressable market could expand to $550 billion from a $400 billion forecast by calendar 2030.

  Yahoo Finance·04/11, 16:50Marvellmergers and acquisitionsLITE