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@melvininvests
AI Analyst @MilkRoadAI | Finding opportunities across AI, photonics, defense, space, and tech.
World & Business
Markets brace for Nov 3 midterm impacts on trade and policy. Prediction markets price ~70% probability of December Fed rate hike amid inflation. Safe-haven buying pushed Treasury yields lower; gold faced selling pressure.
World & Business
Alphabet fell ~10–13% on slower search growth and heavy AI capex; Intel dropped ~20–23% on weak Q4 guidance. Amazon missed on metrics while maintaining elevated capex. Earnings miss fueled AI stock rotation, broader tech weakness, and safe-haven bond flows.
World & Business
The Financial Times reports Intel projected $15 billion to $16 billion in revenue, below Wall Street's $17 billion expectation.
Technology
A market commentator says Samsung missed some earnings forecasts despite record profits and expects memory shortages through 2028.
World & Business
Samsung’s chip division earned nearly all its 107.4 trillion won operating profit, Reuters reports, while investors awaited return-policy details.
World & Business
Business Insider reports Philipp Schindler described scaling ads in AI Mode and AI Overviews to more queries.
Technology
A post puts shipments at 255.3 million units and calls it the largest quarterly decline on record.
World & Business
Reuters reports CoreWeave shares fell nearly 25% for the week, while its 2031 bond yield briefly topped 16%.
AI
A post interpreting the ministry update says high-risk open models may face closer scrutiny without ending support for open releases.
