Christian Modugno

• 📈 Stock market news, explained plainly
• AI news + the numbers that matter
• Educational only - not financial advice
• All opinions are my own

[Christian Modugno @AiStockNerd]

Robinhood's October: net deposits ~$15B (YTD ~$70B), but ~$6.5B came from one Trump Accounts gift. Crypto volume −48% YoY, event contracts +136%. HOOD +4% to $84.58. Educational only. #Robinhood #HOOD #StockMarket #Crypto #Investing #Fintech #Markets #Earnings

[Christian Modugno @AiStockNerd]

Hot CPI cools the bounce 📊 October CPI +0.4% vs +0.3% expected; core +0.3% vs +0.2%, third straight 0.3% month. S&P −0.38%, Nasdaq −0.74%. Dec hike now fully priced. Educational only. #CPI #Inflation #StockMarket #Fed #Nasdaq #SP500 #Nvidia #Economy

[Christian Modugno @AiStockNerd]

TSMC just posted its biggest month ever 📊 October revenue NT$586.89B (~$17.9B) — +59.7% YoY, +14.7% vs September. Jan–Oct: NT$4.49T, +43.3%. Educational only. #TSMC #TSM #Semiconductors #AI #Chips #StockMarket #Earnings #Investing #TechNews

[Christian Modugno @AiStockNerd]

Monday's bounce meets its test 📊 Nasdaq +2.74%, S&P +2.35%, Dow +2.15% Monday. VIX fell to 19.92. CPI today 8:30 AM: expected +0.3%, core +0.2%. Educational only. #Bounce #StockMarket #CPI #Nasdaq #SP500 #VIX #Fed #Investing #Economy

[Christian Modugno @AiStockNerd]

Chips rip, Nvidia slips 📈 AMD +13.26% led the bounce, WDC +9.86%, STX +9.79%, KLAC +9.31%. NVDA fell -4.27% alone. META +5.12%, AMZN +2.94%. Educational only. #Chips #AMD #Nvidia #NVDA #StockMarket #Semiconductors #Investing #Tech #Nasdaq

[Christian Modugno @AiStockNerd]

Anthropic IPO watch 🚀 S-1/A (Nov 2) shows Q3 revenue $16.96B, +47% vs Q2. Price range still blank. Reported roadshow starts this week, valuation talk ~$1.5T vs ~$2T earlier. Ticker: ANT. Educational only. #Anthropic #IPO #ANT #AI #StockMarket #Nasdaq #Claude #Investing #Tech

[Christian Modugno @AiStockNerd]

Nvidia -5% premarket 📉 Its board opened a probe Sunday into reports CEO Jensen Huang was targeted by a foreign intelligence effort. CPI lands Tue 8:30 AM. Educational only. #Nvidia #NVDA #StockMarket #CPI #Fed #Nasdaq #Investing #Economy

[Christian Modugno @AiStockNerd]

CPI Tuesday 📊 The last big inflation read before the Fed's Dec 8–9 meeting lands Tue 8:30 AM ET, consensus ~3.9%. SPY sits -5.6% off its high, QQQ -13.6%. Educational only. #CPI #Inflation #StockMarket #SPY #QQQ #Fed #Investing #Economy

[Christian Modugno @AiStockNerd]

Rough week 📉 Nasdaq -3.4%, S&P -2.7%, Dow -0.9% — the Nasdaq's 4th straight down week. Thursday did the damage (-5.5%). Now all eyes on CPI, Tue 8:30 AM. Educational only. #StockMarket #Nasdaq #SP500 #CPI #Stocks #Investing #Fed #Economy

[Christian Modugno @AiStockNerd]

Nasdaq +1.09% 📈 A day after the rout — chips bounced, S&P +0.31%, Dow -0.46%. Jobs beat big: 165K vs ~65K expected. But hot jobs lift Dec hike odds to ~70%. Educational only. #Nasdaq #StockMarket #JobsReport #Stocks #Investing #Fed #SP500 #Economy

[Christian Modugno @AiStockNerd]

📈 Cloudflare Q3: revenue $782.5M (+39%) vs ~$737M exp, EPS $0.38 vs ~$0.34. Q4 guide $845–846M; GAAP profit expected. Margin slipped to 72.4%. NET +9.9% Friday. Educational only. #Cloudflare #NET #Earnings #StockMarket #Stocks #Investing #Cybersecurity #Cloud #AI

[Christian Modugno @AiStockNerd]

Nasdaq -5.52% 📉 Worst day since April 2025 — in a correction, 11.9% off its record. S&P -4.36%, Dow -1,833. Chips led the fall: Nvidia -9.3%, AMD -17.3%. Post-midterm AI fears. Educational only. #Nasdaq #StockMarket #Stocks #Investing #AI #Semiconductors #WallStreet #SP500

[Christian Modugno @AiStockNerd]

Axon (AXON) Q3: revenue $908.6M (+28%) missed the ~$935.6M expected; adj. EPS $1.72 vs $1.89. Software +43%, ARR $1.75B (+40%). Guide cut to ~30% as $130M in federal drone deals slipped. Closed -9.8%. #AXON #Stocks #Earnings #StockMarket #Investing #Drones #Tech #AI #WallStreet

[Christian Modugno @AiStockNerd]

What fueled today's selloff? Chip fears. Qualcomm -10% premarket on weak guidance. UBS: data-center buildout could slow into 2028. Korea's chip market -4.6%. Axon -9.8% after earnings. #StockMarket #Stocks #Semiconductors #AI #Earnings #Investing #MarketNews #Tech #WallStreet

[Christian Modugno @AiStockNerd]

Google Cloud just doubled ☁️ Q3 revenue $30.7B (+103% YoY), now 24.1% of Alphabet's sales. Profit $11.1B, backlog $561B. Growth is accelerating. Educational only. #Google #Alphabet #GOOGL #GoogleCloud #AITech #Earnings #StockMarket #Investing #CloudComputing

[Christian Modugno @AiStockNerd]

META deep dive 📊 Q3 revenue $64.6B (+26%), ads $63.1B, 3.64B daily users. EPS $3.83 GAAP / $7.40 ex one-time charge. AI capex guide $135–145B. Closed $629.71, ~21x earnings. Educational only. #Meta #META #StockMarket #Earnings #Investing #AITech #BigTech #MarketNews #Stocks

[Christian Modugno @AiStockNerd]

AppLovin Q3 📈 Revenue $2.18B (+55%) vs $2.07B est. EPS $4.30 vs $4.03. Adj. EBITDA $1.84B. Q4 guide $2.37–2.40B tops ~$2.25B est. ~+18% after hours. Educational only. #AppLovin #Earnings #StockMarket #Investing #AdTech #APPStock #MarketNews #Stocks #EarningsReport

[Christian Modugno @AiStockNerd]

Midterms 📊 Democrats take both chambers. Futures dipped overnight (Nasdaq -2.4% low), then reversed: S&P +0.9%, Nasdaq +0.8%, Dow +1.3% at 5:20 AM ET. Gridlock = fewer surprises. Educational only.#StockMarket #Investing #Midterms #Election2026 #SPY #MarketNews #Futures #Earnings

[Christian Modugno @AiStockNerd]

AMD Q3 results 📊 Revenue $13.38B (+45%) beat $13.10B est. Adj. EPS $2.09 beat $1.95. Data Center $8.5B, +97%. Q4 guide ~$17B vs ~$16.2B expected. Stock jumped after hours. Educational only. #AMD #Earnings #StockMarket #Investing #AI #Semiconductors #DataCenter #MarketNews

[Christian Modugno @AiStockNerd]

Election Day markets 📊 Monday: Nasdaq -1.07%, S&P -0.51% to 7,541.40, Dow +0.41%. Futures mixed early; 10-yr 4.91%. Today: midterms + AMD, SMCI, Pfizer, Shopify, Booking earnings. Educational only. #StockMarket #Investing #ElectionDay #Earnings #AMD #SPY #MarketWatch