À PROPOS DE CET ÉPISODE
$QQQ — A broad intra-market rotation favored small caps and cyclicals on Oct. 29 as the Nasdaq-heavy QQQ slumped while the Russell 2000 outperformed. Tech earnings volatility, semiconductor and photonics chatter, and consumer M&A headlines set a textured backdrop for markets heading into the next session.
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AUTRES ÉPISODES DANS CE PODCAST
Marvell-Lumentum Talks: Tea Leaves For Photonics Stocks
$MSFT $GOOGL — Markets traded on a string of company-level beats and guidance shifts — Vertiv’s capex lift and SK Hynix’s supply outlook dominated the tape — even as Alphabet and Microsoft earnings and a key Fed decision create a volatile near-term backdrop. The day’s flow highlights an AI-driven r…
$AMD $AAPL — Analyst support for data‑center names and AI beneficiaries collided with fresh legal and regulatory headlines today. Key takeaways: Jefferies backs AMD on data‑center demand, Bernstein/SocGen keep Apple in focus, while a Cerebras probe and a PBM disclosure rule ratchet up event risk ac…
$AMZN — A late-day Marvell–Lumentum rumor sent optics and photonics names re‑rating while a split earnings tape — from Samsung’s blockbuster quarter and Lilly’s Zepbound‑led guidance lift to ServiceNow’s 24–25% crash — forced investors to reprice growth, cyclicals and healthcare. With Kevin Warsh s…
$TSLA $META $ORCL — A busy news day saw multiple securities‑litigation notices from Levi & Korsinsky across small caps, Meta pause new publisher terms, and Oracle set a cash‑flow target as markets reassess AI spending. Traders also watched heavy volume movers and technical pivots in names inclu…
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