Investing 200 billion this year and planning to increase investment next year! The third quarter report reveals the big bets made by the four giants in Silicon Valley on AI.
Microsoft, Meta, Google, and Amazon are expected to reach a record-breaking total capital expenditure of over $200 billion this year, with executives warning of even higher spending next year. They are all trying to convince Wall Street that these massive investments will make their future business more profitable than their current business of selling digital ads, commodities, and software.
Dow Jones is shocked by the reorganization! Nvidia is about to enter splendidly, while Intel exits sadly.
①Nvidia will replace Intel, Sherwin-Williams will replace Dow Inc in the Dow Jones Industrial Average index, effective before the opening on November 8. ②This adjustment aims to ensure higher representativeness of the semiconductor industry and materials industry. Nvidia's inclusion reflects the vigorous development of artificial intelligence and the significant transformation in the semiconductor industry.
Amazon's performance 'exploded', stock price soared! Bezos plans to cash out over 3 billion US dollars.
Just as amazon's performance 'explodes', the stock price soars, amazon's founder Bezos plans to reduce his shareholding to cash in. On Friday local time, a regulatory filing showed that Bezos plans to sell approximately 16.35 million shares of amazon stocks, expecting to cash in over $3 billion. After post-market trading on that day, amazon dropped by 0.44%.
Goldman Sachs trader exclaimed that the current trading is rare: I don't remember when the "panic index" exceeded 20, and clients are still uniformly bullish.
Goldman Sachs traders have also found that hedge funds continue to trade as "winners of Republican policies" at an extremely high speed. If Harris is elected, these recently increased positions will be drastically liquidated; a month ago, clients' views were "risk reduction" and "wait and see", until the election results were announced, now completely changed, clients have started to take an aggressive stance on Trump trades, shorting the tariff basket, going long on the Republican policy theme basket, and going long on cryptos ETF.
Top 20 turnover | nvidia rose nearly 2%, with a turnover exceeding 28.1 billion US dollars; amazon soared over 6% after performance, with a turnover exceeding 19.8 billion US dollars
On Friday, Nvidia ranked first in trading volume in the US stock market, with a 1.99% increase, trading $26.528 billion. Amazon ranked second with a 6.19% increase, trading $19.592 billion. Apple, the third, dropped by 1.33%, trading $14.138 billion.
U.S. stocks closed | The three major indexes all rose! Amazon's post-performance surged more than 6% to a three-and-a-half-month high, nvidia rose nearly 2% and will be included in the Dow.
On Friday, November 1st, despite the disappointing Apple earnings report, weak US October non-farm payrolls boosted rate cut expectations, coupled with the bullish reports of Amazon and Intel, lifting the optimistic sentiment in the technology sector. The Nasdaq, up nearly 1.5%, and semiconductor indices up nearly 2.2%, bid farewell to two consecutive days of declines. However, looking at the week as a whole, both the Nasdaq and Nasdaq 100 said goodbye to the previous seven weeks of consecutive gains.
Changing times! Nvidia will be included in the Dow Jones Industrial Average, replacing Intel.
On Friday, November 1st, in the post-market trading of US stocks, S&P Dow Jones Indices announced that Nvidia (stock code: NVDA) will be added to the Dow Jones Industrial Average, replacing Intel (code: INTC) as the current chip sector component stock. Another adjustment announced for the Dow index is that Sherwin-Williams Co. (code: SHW) will replace Dow Inc. (code: DOW).
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Apple invests $1.5 billion to increase its stake in satellite communications, resulting in Globalstar's stock skyrocketing nearly 40%.
1. USA low-orbit satellite communication company globalstar received a $1.5 billion investment from Apple, including $0.4 billion in equity acquisition and $1.1 billion in infrastructure prepayment; 2. The funds will be used to purchase new satellites and upgrade ground infrastructure, and globalstar will continue to provide Apple with approximately 85% of satellite internet transmission capacity; 3. The profitability of mobile satellite services is a problem, and Apple's free period for the emergency SOS service has been extended to 2025.