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@paradislabs
AI & tech investment research. No financial advice.
Technology
In a reported intraday snapshot, the Nasdaq was down 3.3%, with the Dow and S&P 500 also lower.
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
Bloomberg reported late-stage talks; another post says investors worry about the cost of buying the AI-data-center laser maker.
World & Business
MarketWatch's Tomi Kilgore reported that Meta shares rose 4.2% in after-hours trading following the results.
World & Business
Reuters reports CoreWeave shares fell nearly 25% for the week, while its 2031 bond yield briefly topped 16%.
World & Business
Reuters reports Trump said Russia would immediately supply over 300,000 tons of diesel, with another 500,000 tons in November.
Technology
An October 6 market roundup says Nvidia hit another stock high and AMD plans to raise Taiwan supply-chain investment above $10 billion.
World & Business
One commentator sees supply commitments stretching into 2031 as a shift; another questions how predictable Micron’s future earnings are.
World & Business
FinancialJuice, citing sources close to the talks, says negotiators in New York are exploring a plan involving Iran reopening the Strait of Hormuz and the US lifting its economic blockade of Iran.
World & Business
A market roundup says the bank increased its rate by 25 basis points on a split 7–2 vote.
Technology
Vice president of advanced packaging identifies scaling limits outside foundry processes.
