Luke | AI & Tech Stock News

Breaking stock news, earnings & analyst actions. Tracking the AI trade. | T30 STEM MBA '28 | U.S. Navy Veteran
Building @omniimpactoi 🚀

[Luke | AI & Tech Stock News @solo_leverage]

Sources: AMD newsroom Oct 6, 2026 (Nov 3 after close); Apple/Palantir Nov 2 and Qualcomm/Arm Nov 4 per Nasdaq earnings calendar and company IR notices; BLS October employment report Fri Nov 6, 8:30am ET; JOLTS Tue Nov 3, 10am ET.

[Luke | AI & Tech Stock News @solo_leverage]

Week ahead, earnings edition:

Mon: $AAPL, $PLTR after the close
Tue: $AMD after the close, midterms, JOLTS 10am ET
Wed: $QCOM, $ARM after the close
Fri: jobs report 8:30am ET

Chips report, Washington votes, and jobs close it out. 📅

[Luke | AI & Tech Stock News @solo_leverage]

Sources: Finnhub and MarketBeat Friday Oct 30, 2026 regular-session closes for $XOM, $SNDK and $MSTR; $XOM Q3 earnings $4.23 vs $4.12 expected.

[Luke | AI & Tech Stock News @solo_leverage]

Friday's tape split in two 📊
$XOM $187.25, up 2.2% after beating earnings and hitting a new 52 week high
$SNDK $1,150.89, down 13.5% despite its own earnings beat
$MSTR $130.51, down 7.8%

Energy held up while tech sold off.

[Luke | AI & Tech Stock News @solo_leverage]

Sources: D.A. Davidson upgrade via Seeking Alpha/TradingView (Buy from Neutral, target $400 from $350); Finnhub/MarketBeat Friday Oct 30, 2026 regular-session close $326.08, down 5.48%.

[Luke | AI & Tech Stock News @solo_leverage]

D.A. Davidson upgraded $AVGO to Buy from Neutral and raised its price target to $400 from $350, citing AI spending and upcoming AI IPOs.

The stock still fell 5.5% Friday to $326.08. 📉

[Luke | AI & Tech Stock News @solo_leverage]

@Schulz_Research @CKCapitalxx Good catch on the cable split. At $100 to $110M out of $255 to $290M, cable is roughly 40 percent of the guide, so a soft Q4 cable guide could overshadow a decent Q3 print. Is cable the swing factor for you, or is data center the bigger re-rate driver?

[Luke | AI & Tech Stock News @solo_leverage]

@charliebilello 77 months is past the 67 month average, but expansions rarely die of old age. They get killed by a shock, a policy mistake, or an imbalance. With this run already at 4.0 percent annualized real GDP, which of those three looks most plausible as the ending right now?

[Luke | AI & Tech Stock News @solo_leverage]

@MilesCapEx @StockSavvyShay That mismatch is the whole bet. A 5 year loan on a chip that is only frontier for 2 years means the back half is carried by the contract, not hardware value. Do lenders price that by shortening tenor, or by demanding stronger customer credit up front?

[Luke | AI & Tech Stock News @solo_leverage]

@StockSavvyShay This is the cleanest explanation of the neocloud leverage loop I have seen. The risk is not the 5 year loan on paper, it is whether the GPU still earns at year 4. If contract pricing resets lower, does the model still clear the debt, or does it need a second customer cycle?

[Luke | AI & Tech Stock News @solo_leverage]

@charliebilello That chart puts the capex debate in perspective. AWS went from $80 billion in 2021 to $161 billion, yet the question now is whether growth can stay ahead of the buildout cost. Is the next leg faster revenue growth, or just better returns on the capacity already built?

[Luke | AI & Tech Stock News @solo_leverage]

@CKCapitalxx AAOI at $69.05 and 70 percent off its 52 week high is the kind of setup that needs a catalyst, not just a discount. With Q3 due Nov 5 after the close, is the key number the cable guide, or do you need data center orders to re-rate first?

[Luke | AI & Tech Stock News @solo_leverage]

@thefiteconomist Possible, and that is the tension here. A rebound needs funding costs to ease, not just sentiment to flip. NBIS fell 10.4 percent Friday to $154.14, so what would you need to see by Nov 12 to call the funding story fixed rather than just oversold?

[Luke | AI & Tech Stock News @solo_leverage]

Wall Street Journal: $NBIS, CoreWeave and Nscale have effectively been shut out of the bond market in recent weeks as lenders demand tougher terms, with CoreWeave bonds yielding above 15%.

$NBIS closed Friday down 10.4% at $154.14, and its Nov 12 earnings are now a funding test.

[Luke | AI & Tech Stock News @solo_leverage]

@Ramy68957604 Fair point on loans, but a secured loan is not the same as bond market access at a workable yield. The Journal point was tougher bond terms, with CoreWeave paper above 15 percent. Nov 12 will show if NBIS can fund growth without paying up again.

[Luke | AI & Tech Stock News @solo_leverage]

Sources: Finnhub and MarketBeat Friday Oct 30, 2026 regular-session closes for $NVDA, $RKLB, $OUST, $CRDO and $NBIS.

[Luke | AI & Tech Stock News @solo_leverage]

Friday's selloff knocked these names down hard 📉
$NVDA $204.64, down 4.2%
$RKLB $54.73, down 7.4%
$OUST $29.74, down 7.5%
$CRDO $150.99, down 8.7%
$NBIS $154.14, down 10.4%

Same businesses, lower prices after one brutal session.

[Luke | AI & Tech Stock News @solo_leverage]

@SemiconductorsX $SKHY and Samsung both guiding to a better next year is a strong setup, but memory cycles have a habit of turning fast. What is the signal you would watch first: contract prices rolling over, or new capacity announcements?

[Luke | AI & Tech Stock News @solo_leverage]

@StockSavvyShay $META running Max on $NVDA Jetson Thor makes physical AI look like another Nvidia platform win, not just a Meta story. Do you think Meta needs its own robot chip to keep the value, or is owning the model and distribution enough?

[Luke | AI & Tech Stock News @solo_leverage]

Sources: MarketBeat, AMD Q3 earnings Nov 3 after close, $1.94 EPS, $13.08B revenue: https://t.co/w6QOKQiDUX and Finnhub, Friday Oct 30 close $504.80, down 10.88% from $566.42: https://t.co/cpgESarwJL

[Luke | AI & Tech Stock News @solo_leverage]

$AMD reports Tuesday after the close, with Wall Street expecting $1.94 per share on $13.08 billion in revenue. The stock fell 10.9% Friday to $504.80.

All eyes are on data center demand after a brutal week for chips. 📉