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[Yahoo Finance @YahooFinance]

Nvidia has improved AI performance by 1,000,000 times over the last 10 years. Now, the AI hyperscaler is looking to expand its infrastructure and the AI economy to Europe.

[Bloomberg TV @BloombergTV]

Alphabet posted disappointing sales from most of its core businesses in the third quarter, escalating investors’ concerns about the hundreds of billions of dollars that the company is spending on artificial intelligence.

@EdLudlow has more https://t.co/fQY7eoQnCn

[Wallstreet Beast @SRWallStreetBet]

@Daniel_Lawson__ Fair, a firm long-term view makes the noisy days easier to sit through. Is it the cloud growth or the spending discipline that keeps your conviction strong?

[Wallstreet Beast @SRWallStreetBet]

Thursday, all CT:
7:30 GDP + PCE (the Fed's favorite inflation gauge)
After the bell: Amazon

Tonight: Microsoft about +3%, Alphabet about -9% in extended trading (CNBC, 9:20 PM CT).

Two cloud reports down, one to go. Which AWS number do you need to see?

Not financial advice.

[Wallstreet Beast @SRWallStreetBet]

@CheddaFreeze Thursday's stack is GDP and PCE at 7:30 CT, then Amazon after the bell. Which one moves things more after today: inflation or AWS?

[CNBC @CNBC]

Fed Chairman Kevin Warsh discusses the Federal Reserve's decision to hold rates steady at the target range of 3.75% to 4%.

Read more: https://t.co/ZJrlrFLixx

[Wallstreet Beast @SRWallStreetBet]

@SemiconductorsX After tonight's capex talk from Microsoft and Alphabet, the 2030 shortage line reads differently. Do the memory makers end up the real winners of the spend?

[WOLF @WOLF_Financial]

APPTRONIK CEO JEFF CARDENAS SAYS A HUMANOID ROBOT IS LIKE A TIME MACHINE

"One of the ways I used to explain robots in the early days was it was like a time machine, and that it was the only thing that gave you time back."

He told Evan from @StockMKTNewz that robots will become indispensable and help us in every way, freeing people up to do all sorts of new things with their time.

"What you do with your time might be different than what I do with mine, but I think it's going to unleash human potential in a bigger way than most people appreciate."

[Wallstreet Beast @SRWallStreetBet]

@vivekrajan1380 Did the $536–540 zone matter at all after the print, or does earnings night just ignore the chart? Curious if you reset levels tomorrow or keep them.

[Wallstreet Beast @SRWallStreetBet]

Earnings night bingo:

☐ "Beat on revenue"
☐ Stock red anyway
☐ CFO says "disciplined" about capex
☐ Someone zooms into a 1-minute candle like it's a treasure map
☐ Me "not checking" after hours every 4 minutes

How many squares did you get tonight?

Not financial advice.

[Wallstreet Beast @SRWallStreetBet]

@lcaqcla "Half true" feels right. Tonight's earnings were the other half. Did they make the financing story look better or worse to you?

[WOLF @WOLF_Financial]

JIM SIMONS' MEDALLION FUND AVERAGED ABOUT 66% A YEAR BEFORE FEES FROM 1988 TO 2018, AND HE SAID IT CAME DOWN TO ONE RULE

Never override the computer

"The only rule is we never override the computer. No one ever comes in any day and says the computer wants to do this, that's crazy, we shouldn't do it."

"You can't simulate that. You can't study the past and wonder whether the boss was going to come in and change his mind about something. So you just stick with it, and it's worked."

[Wallstreet Beast @SRWallStreetBet]

@MarcelLarsen_ The cycle question is the right one. Sold out through 2029 sounds great until everyone adds capacity at once. What would be your first sign supply is catching up?

[Wallstreet Beast @SRWallStreetBet]

@allday_stocks So part of the capex ramp slides into the back half because outside capacity showed up late. Does that read as demand still outrunning supply, or just a timing shift everyone forgets by Friday?

[Bloomberg TV @BloombergTV]

Microsoft reported better-than-expected cloud revenue while ServiceNow gave an outlook for quarterly subscription sales that met analysts’ estimates.

Anurag Rana has more https://t.co/TBIwwLmktx

[Wallstreet Beast @SRWallStreetBet]

@1OptionsTrading Fair point, and today kind of proved it: the Fed part was quiet and the real swing came after the bell. On a night like Alphabet's, do the MAs still get a vote, or do you let the earnings gap settle first?

[Wallstreet Beast @SRWallStreetBet]

Monday I asked: Fed or capex? Tonight leaned capex.

MSFT: $45.2B capex, FCF still +$18.6B, ~+4% AH
GOOGL: FCF -$9.1B, 2027 capex up "significantly," ~-8% AH
(CNBC/Reuters, Oct 28, 3-4 PM CT)

My read: the market pays for capex you can self-fund. Agree? Not financial advice.

[Wallstreet Beast @SRWallStreetBet]

@wallstengine Google Cloud did $30.7B and capex came in at $51.4B, under the estimate, yet the stock is still down about 9% after hours vs ~6% priced. Search and YouTube missed. What did you want to hear on capex tonight: a bigger number or a better reason?

[Investment Wisdom @InvestingCanons]

Warren Buffett:

“I’m a better investor because I’m a business person, and I’m a better business person because I’m an investor.”