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← The wire · Thursday, October 29 Nasdaq futures sell off after inflation data; Alphabet plunges on earnings Nasdaq-100 futures fell 1.4% as core PCE inflation matched estimates and GDP beat. Alphabet dropped 11% premarket on a Q3 miss. Microsoft gained 2% on a beat. Amazon earnings due after close.
Sentiment bearish 30
Bearish · 30 of 100 Impact 70
medium · sector-wide Confidence 90%
high confidence · 2 wires Event developing
v2 · alerted to followers WHAT WE KNOW Core PCE September: +0.3% month-over-month, +3.1% year-over-year (in line with estimates). News Calendar Reports Stocks Sign in CRWD +2.85% $257.56 PM +0.46% $209.75 LITE −5.32% $796.00 FOX +7.42% $60.37 APOS Prev. session −0.08% $25.00 Oct 30, 16:04 ET NWG +2.00% $15.78 MRVL −1.43% $193.59 FLNC +3.85% $5.94 RDDT +0.20% $91.91 ETR Last update +0.23% $110.36 Nov 2, 08:26 ET GPRK −0.83% $10.79 RYAAY +4.32% $56.04 L Last update 0.00% $111.32 Nov 2, 08:23 ET OKTA +0.31% $208.89 ORCL −2.72% $127.12 PRG Last update 0.00% $34.75 Nov 2, 08:24 ET NVDA +1.37% $207.45 AAPL −0.11% $344.24 TSLA +1.43% $405.53 KPTI Last update −7.19% $0.61 Nov 2, 07:06 ET SN +1.92% $212.00 RMD Last update 0.00% $229.94 Nov 2, 08:24 ET PEG −2.80% $72.21 SPCX +2.03% $137.45 KRYS −3.70% $319.99 AXSM −4.11% $138.50 INTC +0.41% $66.03 GOOGL +1.28% $283.41 MSFT +0.90% $526.59 NDAQ +0.52% $106.78 CRWD +2.85% $257.56 PM +0.46% $209.75 LITE −5.32% $796.00 FOX +7.42% $60.37 APOS Prev. session −0.08% $25.00 Oct 30, 16:04 ET NWG +2.00% $15.78 MRVL −1.43% $193.59 FLNC +3.85% $5.94 RDDT +0.20% $91.91 ETR Last update +0.23% $110.36 Nov 2, 08:26 ET GPRK −0.83% $10.79 RYAAY +4.32% $56.04 L Last update 0.00% $111.32 Nov 2, 08:23 ET OKTA +0.31% $208.89 ORCL −2.72% $127.12 PRG Last update 0.00% $34.75 Nov 2, 08:24 ET NVDA +1.37% $207.45 AAPL −0.11% $344.24 TSLA +1.43% $405.53 KPTI Last update −7.19% $0.61 Nov 2, 07:06 ET SN +1.92% $212.00 RMD Last update 0.00% $229.94 Nov 2, 08:24 ET PEG −2.80% $72.21 SPCX +2.03% $137.45 KRYS −3.70% $319.99 AXSM −4.11% $138.50 INTC +0.41% $66.03 GOOGL +1.28% $283.41 MSFT +0.90% $526.59 NDAQ +0.52% $106.78
Q3 GDP: 3.4% annualized, above 3.1% consensus.
Weekly jobless claims: 194,000, unchanged from prior week, below 198,000 estimate.
Alphabet Q3: revenue roughly met views, but earnings missed on investment losses; search ad revenue decelerated for second straight quarter; cloud growth strong.
Microsoft fiscal Q1: adjusted EPS $4.89 vs $4.71 expected, revenue $92.3B vs $90.62B; outlook positive.
Amazon Q3 expectations: EPS $1.97, revenue $202.2B (+12%), AWS growth 37%. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read How it developed 17 wires · newest first
7:47 AM to 4:01 PM 4:01 PM Amazon posts record operating margin of 13.9% in Q3, AWS revenue growth accelerates to 39% bullish 80 · impact 853:32 PM Class action lawsuit filed against AST SpaceMobile; lead plaintiff deadline Nov 13 bearish 30 · impact 403:09 PM Alphabet Triggers Death Cross After Earnings Miss; RSI at 14-Year Low bearish 30 · impact 6012:49 PM Airlines race to adopt Starlink as in-flight WiFi becomes key differentiator neutral 50 · impact 4012:42 PM Stock Market Today: Tech Pressured By Alphabet Report; Software Stocks Sink (Live Coverage) -- IBD 12:10 PM Alphabet Shares on Track for Worst Day Ever After Earnings Miss; Nasdaq Slumps bearish 30 · impact 7011:39 AM Tesla falls as Alphabet's weak search results hit AI trade bearish 30 · impact 6011:39 AM Where this story sits ringed dot is this story
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Stock Market Today: Nasdaq Hit By Alphabet, Inflation Report; Eli Lilly Soars (Live Coverage) -- IBD
11:18 AM Alphabet stock tumbles as search ad growth slows and AI monetization lags bearish 20 · impact 70
10:56 AM Alphabet shares fall 11% after earnings miss; Google Cloud strong but costs weigh bearish 15 · impact 80
10:25 AM Alphabet plunges 12% after Q3 earnings miss, cloud growth overshadowed by AI spending costs bearish 20 · impact 80
10:21 AM Nasdaq sinks 1.4% on Alphabet earnings miss, in-line inflation; Fortinet plunges 20% bearish 25 · impact 80
9:12 AM Tesla Stock Slips as Alphabet's Earnings Miss Weighs on AI Trade bearish 35 · impact 40
9:07 AM Alphabet plunges 11% on ad slowdown; GDP and PCE data point to December rate hike bearish 30 · impact 60
8:52 AM Stock Market Today: Nasdaq Sells Off After Inflation Data; Alphabet Plummets On Earnings (Live Coverage) -- IBD
8:14 AM Nasdaq futures slide 1.2% ahead of PCE; Alphabet plunges 11% on earnings bearish 30 · impact 70 · this page
7:47 AM Tech earnings: Alphabet slides, Microsoft beats, Amazon awaited bearish 30 · impact 70 · first wire Nasdaq futures sell off after inflation data; Alphabet plunges on earnings AI stocks face ballot-box risk as financing fears mount before midterms Treasury polls dealers on auction sizes and long-end buybacks ahead of refunding Bright Minds Biosciences shares slide after FDA partial clinical hold on BMB-101 DEE trial Fluence Energy names interim CEO and CFO, forms manufacturing oversight committee Fox Corp reports fiscal Q1 revenue of $4.57 billion, net income of $957 million Oil Prices Fall More Than 4% as Iran Peace Talks Ease Supply Fears Estée Lauder: it has moved past recovery mode, lifts fiscal 2027 guidance Marriott guides 2026 adjusted EBITDA to $6.075B-$6.098B Marriott International Q3 RevPAR rises 6.5%, lifts full-year outlook Global equities roundup: analysts weigh REITs, banks, energy and China growth IDEXX Laboratories Q3 revenue $1.21B, EPS $4.01; lifts 2026 outlook IDEXX Labs lifts 2026 revenue view to $4.741B-$4.767B Digital Brands Group warns note acceleration may hurt liquidity, finances OpenAI Cuts Funding Target to $20 Billion as AI Capital Race Intensifies Teva predictive interim analysis shows low probability of study meeting primary efficacy endpoint Fox Corp. first-quarter revenue $4.57 billion Check Point Software falls on Q3 revenue and billings miss Teva discontinues Phase 2 study of multiple system atrophy drug emrusolmin NetApp completes PEAK:AIO acquisition to boost AI storage Stock futures rise as oil falls on Iran diplomacy reports; Apple slips ahead of earnings Apple earnings, midterm elections, jobs report set for pivotal week Quantum X Labs demonstrates quantum encryption breakthrough on IBM Heron R2 processor Morgan Stanley downgrades Coinbase to Underweight, target $120 Evercore ISI upgrades Clorox to In-line with $99 target Higher metal prices boost Q3 results for miners, steelmakers, alloy producers Krystal Biotech Board Authorizes $400 Million Share Buyback Marriott forecasts 2026 worldwide RevPAR growth of 4.5% to 5% Marriott reports Q3 adjusted EBITDA of $1.51B Wabtec secures $390M services agreement with Transnet Engineering RBA hike near certain as Australian house prices slump Entergy Q3 Profit Beats Estimates on 5.3% Rise in Electricity Sales Entergy sees 2028 adjusted EPS $5.55 to $5.85 IDEXX Labs lifts 2026 Organic Revenue Growth View to 9.3%-10% IDEXX Labs lifts 2026 EPS view to $14.96-$15.16 Broadridge to bring on-chain governance to NYSE tokenized securities platform IDEXX Labs reports Q3 revenue of $1.21 billion Matador Resources expands San Mateo Midstream with new gas gathering deals, 300 MMcf/d plant Okta to join S&P 500, replacing Kenvue Chinese EV makers report mixed October sales; exports surge as home market weakens Ryanair Sees Higher Fuel Costs From Middle East conflict, Announces Buyback Treasury and European Bond Yields Slide as Oil Drops 4.5% CNA Financial Q3 net income $0.72 per share, core income $0.75 per share Estee Lauder 1Q sales $3.7 billion BOE Could Signal Terminal Rate Is Near at Thursday Meeting Morgan Stanley lifts Bullish European Gas Price Scenario to 150 Euros on Winter Supply Risks Galloway Capital backs PodcastOne strategic review, cites undervaluation Bitmine reports $14.5 billion in crypto and cash holdings, ETH at 4.9% of supply Lumen and Microsoft expand co-selling collaboration for AI-ready networks Nvidia chart support broken, analyst warns of potential drop to $93 Catheter Precision gets FDA clearance for VIVO system in broader patient population Stock Futures Rise, Oil Falls on Iran Diplomatic Hopes Fed to Cut Rate-Setting Meetings, Raising Market Whiplash Risk Gilt yields fall to multiweek lows as oil retreats $LITE 75·90 $MRVL 70·85 $KPTI 15·80 $GPRK 25·80 $DVA 50·70 $DRUG 20·70 $MAR 75·70 $CHKP 30·60 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
