Market Pulse: Stocks ripped higher across the board after a slate of big earnings surprises gave bulls fresh fire. Tech names led the charge, and energy and timber stocks joined the rally.
Key Movers: Amazon’s AWS once again blew away estimates, Roku climbed to multi-year highs, and Cloudflare surprised with upbeat guidance. Even classic dividend plays like ExxonMobil and Weyerhaeuser punched above their weight.
Macro & Politics: Washington’s new JAWBONE Act has markets eyeing potential free-speech mandates on Big Tech, while a $9B AI merger bid got turned down in Texas, reminding us that price tags still matter.
What’s Next: Keep an eye on AI investment burn rates and any fresh M&A votes after today’s close.
Market Commentary
People are so busy cheering the AI bonanza they’re missing the damn burn rates on names that haven’t shown a profit. Livemint’s report on Alphabet, Meta and Amazon poured $380 billion into AI — but not everyone is winning from the spend shows the scoreboard looks pretty novel until expenses start drowning returns. Investors treating capex as confetti will get a rude wake-up call when cash flames out.
Meanwhile, political theater is colliding with dealmaking: IPWatchdog.com’s Other Barks & Bites for Friday, October 31 details Senator Cruz’s JAWBONE Act twisting Big Tech’s arm just as TheStreet reports Texas company shareholders reject $9B acquisition by Nvidia-backed AI firm. This tug of war proves that Washington can throw a hell of a wrench into even the juiciest AI M&A, and that’s no small matter.
Here’s what you should do: dial back on headline-chasing plays and refocus on companies with solid earnings. Yahoo Entertainment’s ExxonMobil Beats Q3 Earnings Estimates, Boosts Dividend Again reminds us that cash-generating stalwarts can still deliver when hype fades. Position your portfolio around those cash machines and watch the political landscape—trust me, you’ll thank yourself.
📈 Breaking Financial News
Texas company shareholders reject $9B acquisition by Nvidia-backed AI firm
Shareholders of the Austin, Texas-based Bitcoin (BTC) mining company Core Scientific (Nasdaq: CORZ) have rejected a $9 billion merger deal with the AI cloud …
Cloudflare Stock Pops On Earnings Beat, Revenue Outlook
stock popped Friday amid third-quarter earnings and revenue that topped estimates and sales guidance that came in above expectations.
The company reported earnings after the market close on Thursday.
“The company's signing of larger pool of funds deals that d…”
Roku Stock Spikes On Big Earnings Beat For Streaming Video Platform
Roku stock jumped on Friday after the streaming video platform delivered better-than-expected third-quarter results and guidance.
The post Roku Stock Spikes On Big Earnings Beat For Streaming Video Platform appeared first on Investor's Business Daily.
Roku Stock Spikes On Big Earnings Beat For Streaming Video Platform
Roku stock jumped on Friday after the streaming video platform delivered better-than-expected third-quarter results and guidance.
Wall Street Divided on Coinbase’s Path Forward After Q3 Earnings Beat
Transaction revenue hit $1.05 billion, but price targets range from $266 to $510 as Wall Street debates whether growth can outpace rising costs.
Bitcoin In Serious Danger of Disappearing From Exchanges…
This could be the biggest “supply shock” in financial history! Bitcoin on exchanges is being bought up faster than miners can mine it. The smart money like BlackRock, Goldman Sachs, and MicroStrategy are doubling, tripling, quadrupling down. And they're doing everything they can to buy up ONE altcoin before prices blast-off like a Space X rocket. Discover the ONE altcoin smart money is buying up before Bitcoin's supply shock.
🔍 Market Analysis & Insights
Amazon shares soar as AI boom fuels stellar growth in AWS cloud unit – Reuters
Amazon shares soar as AI boom fuels stellar growth in AWS cloud unitReuters Amazon's stock soars 12% on third-quarter beat and increased spending guidanceCNBC Why Amazon stock is surging after its latest earnings reportBusiness Insider Amazon Q3 earnings beat…
Roku hits 52-week high as earnings beat expectations 128%
Roku, Inc. has reached a new 52-week high following an earnings report that significantly exceeded Wall Street expectations, sending the streaming platform’s stock climbing to $116.66. The company delivered quarterly results that demonstrated operational impr…
The Bull Case For Weyerhaeuser (WY) Could Change Following Earnings Surge and Portfolio Shifts—Learn Why
Weyerhaeuser Company recently reported third-quarter 2025 results, posting net income of US$80 million compared to US$28 million a year prior, alongside…
Alphabet, Meta and Amazon poured $380 billion into AI — but not everyone is winning from the spend
Major tech firms Alphabet, Meta, Microsoft, and Amazon are boosting AI investments, projecting capital expenditures to exceed $380 billion this year. While Amazon and Alphabet saw stock gains, Meta's shares dropped amid concerns over its AI revenue potential …
Jim Cramer makes the case for buying Hershey stock
CNBC's Jim Cramer says Hershey could be doing better under new management.
Oil Jumps 8.5% on Middle East Crisis Oil surged 8.5% to $74/barrel after Israel'
Experts predict $100+ oil if conflict spreads. Don't chase volatile oil stocks. See Marc's safer alternative here
💰 Investment Opportunities
Earnings live: Amazon stock soars, Apple pares gains with earnings from AI players to come
Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Other Barks & Bites for Friday, October 31: Senator Cruz to Introduce Anti-Censorship JAWBONE Act; USPTO Director Institution Decisions Will Be Short; and Trump Admin Fights to Push Perlmutter Out of Copyright Post Again
This week on Other Barks & Bites: Vice Chief Administrative Patent Judge for the Patent Trial and Appeal Board (PTAB) Michael Kim says institution issued by Director John Squires will be a “thumbs up or down”; the Federal Circuit clarifies the meaning of “by …
ExxonMobil Beats Q3 Earnings Estimates, Boosts Dividend Again
XOM tops Q3 earnings estimates on higher production and gas prices, but revenue and oil realizations fall short.
CYTK Investors Have Opportunity to Lead Cytokinetics, Incorporated Securities Fraud Lawsuit with the Schall Law Firm
CYTK Investors Have Opportunity to Lead Cytokinetics, Incorporated Securities Fraud Lawsuit with the Schall Law Firm……
AI lifts all cloud boats, but investors get more choosy
Nvidia kept pressing its advantage in AI chips this week at its first Washington, D.C.-based conference, marshaling a lot of friends in support of all its technologies, from HPE and Nokia to Samsung, which is teaming up to build an AI Megafactory for chip man…
Bitcoin In Serious Danger of Disappearing From Exchanges…
This could be the biggest “supply shock” in financial history! Bitcoin on exchanges is being bought up faster than miners can mine it. The smart money like BlackRock, Goldman Sachs, and MicroStrategy are doubling, tripling, quadrupling down. And they're doing everything they can to buy up ONE altcoin before prices blast-off like a Space X rocket. Discover the ONE altcoin smart money is buying up before Bitcoin's supply shock.