OVER DEZE AFLEVERING
$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 across chip and healthcare supply chains.
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Alpha Casts - AI Market Intelligence.
ANDERE AFLEVERINGEN IN DEZE PODCAST
$BTC — A Fed pause and policy headlines left markets in a cautious, constructive posture on Oct. 28. Industrial and materials deal flow, crypto strength and renewable project wins led the tape while earnings, regulatory noise and energy volatility kept a watchful tone.
Marvell-Lumentum Talks: Tea Leaves For Photonics Stocks
$SPY $QQQ $IWM $BTC — Equities marched higher in a cautious risk-on session ahead of the Fed decision. The S&P 500 (SPY) gained 0.34% while the Nasdaq-100 (QQQ) climbed 0.60%; small caps (IWM) also moved up 0.40% as materials, mining and select industrials outperformed.
$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…
$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…
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