Microsoft
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Reports mentioning it 15
- Weekly WrapInvestors Punish AI Spending Without Cash: Intel's Collapse Caps a 2% Nasdaq DropIntel fell 28.6% on Friday, and the Nasdaq lost 2.00% for the week while the S&P 500 fell for a third week.
- MorningIntel Sinks 25% and Amazon 7% Premarket, Pulling Nasdaq 100 Futures Down More Than 2%Intel fell 25% and Amazon 7.2% premarket as cash burn from AI spending hit a third Big Tech name.
- EveningAlphabet's 12.6% Plunge Pulls the Nasdaq Down 1.38% as AI Spending Fears ReturnAlphabet fell 12.64% to $283.82 after its revenue miss and cash burn, dragging the Nasdaq down 1.38% to 26,184.72.
- Pre-openPre-Open Check: GDP Beats at 3.4% as Nasdaq Futures Lag on AlphabetNasdaq 100 futures were down 1.11% and S&P 500 futures down 0.36% as Alphabet's slide weighed on big tech.
- MorningAlphabet Sinks 10% Before the Bell as Wall Street Splits Its AI Verdict From MicrosoftAlphabet fell 10.4% premarket after missing revenue and ad estimates while free cash flow turned negative again.
- EveningMicrosoft Rises and Alphabet Slides After Hours as AI Spending Splits the VerdictMicrosoft rose about 4% after hours on 48% Azure growth, while Alphabet fell more than 6% as quarterly capex more than doubled.
- MorningSK Hynix's Record Quarter Lifts Memory Chips on Fed Decision Day as Robinhood Slides 8%The Fed decides at 2:00 PM ET, with a hold priced at roughly 91-93% after September's hike.
- EveningAI Stocks Push the Nasdaq Up 1.2% While Boeing Sinks 10.7%; Visa Tops Estimates After the BellThe Nasdaq rose 1.2% to 26,477.81 and the S&P 500 0.6% to 7,722.60, about 1.2% below its record, as Broadcom gained 4% on a $63 billion financing deal for Anthropic's chips, even though most S&P 500 stocks fell.
- MorningFed Opens Its Meeting With a Hike-Cycle Backdrop as Celestica Jumps and Whirlpool Slides Before the BellThe Fed's two-day meeting opens today with a hold widely expected and futures pricing roughly 10% odds of another hike; the decision lands Wednesday at 2:00 PM ET, hours before Microsoft and Alphabet report.
- EveningAnthropic's IPO Filing Lifts Chips While Brazil Assets Crash; Cadence Beats and Raises After the BellThe S&P 500 rose 0.7% to 7,676.77 and the Nasdaq 0.8% to 26,169.38 as Anthropic's S-1, showing $16.3 billion of first-half revenue, lifted AI and chip stocks; Nvidia closed up 2.4% at $216.00.
- MorningBrazil Shock Meets Fed Week: Brazilian ADRs Sink Premarket as Oil Eases From a Six-Month HighBrazilian ADRs fell 20% to 46% before the bell after President Lula won Sunday's runoff with 51.8%, while U.S. stock futures edged higher.
- Week AheadFed Decision Meets Big Tech Earnings: What to Watch the Week of Oct 26The FOMC decides Wednesday at 2:00 PM ET; CME FedWatch pricing showed roughly 87-91% odds of a hold (reports of Oct 22-24), so the focus is on any signal for a December hike.
- Weekly WrapAI Spending Jitters and an Oil Spike: Nasdaq Slips for a Second WeekThe S&P 500 fell 0.5% and the Nasdaq 0.7% for the week, while the Dow rose 0.4% and the Russell 2000 gained 2.0%.
- EveningOil Squeezes Stocks Again: Brent Settles at $116.72 as the S&P 500 Logs a Second Weekly LossThe S&P 500 slipped 0.5% to 7,623.68 and the Dow fell 1.2%, while chipmakers steadied after Thursday's rout; the Nasdaq lost only 0.2%.
- MorningAfter the AI Rout: Futures Lower as Chips Nurse a 6.7% Drop and Brent Tops $113The Nasdaq fell 2.60% on Thursday, its worst day since June, and the Philadelphia Semiconductor Index dropped 6.72% with all 30 members lower after Meta's spending plans revived AI-funding worries.
News briefs 12
- Alphabet sinks about 13%, on pace for its worst post-earnings day since its 2004 IPO, erasing roughly $500 billion; Nasdaq down 1.3% Alphabet shares fell about 13% in Thursday trading after a Q3 profit and ad-revenue miss and negative free cash flow, wiping out roughly $500 billion of market value, the second-largest one-day loss for a US-listed company. The Nasdaq fell about 1.3% while the Russell 2000 rose about 1.2%.
- ServiceNow drops sharply after hours as Q4 backlog guide of 18.5% overshadows a raised AI target Q3 revenue rose 20.5% to $4.11 billion and subscription revenue grew 21%, but adjusted EPS of $1.00 was a cent or two below estimates and the company guided current backlog growth down to 18.5% for the fourth quarter.
- Microsoft rises about 4% after hours as Azure grows 48% and fiscal Q1 EPS of $4.89 tops forecasts Revenue rose 19% to $92.3 billion and Microsoft Cloud reached $63.9 billion, while capex of $45.2 billion came in below the company's earlier projection.
- KLA guides December-quarter revenue to $4.7B; Fortinet billings up 29% as eBay and Chipotle also report Four more S&P 500 companies reported after Wednesday's close: KLA beat and guided higher, Fortinet's billings jumped, eBay's GMV rose 15% and Chipotle's margins narrowed.
- Stocks edge higher after the Fed holds; S&P 500 +0.28%, Dow +0.19%, Nasdaq +0.27% as the 10-year rises to 5.02% Wall Street finished with small gains after a hawkish-leaning Fed hold, while the 10-year Treasury yield climbed further above 5% and attention shifted to Microsoft and Alphabet results after the bell.
- Vertiv jumps about 15% premarket as Q3 sales rise 61% and it lifts 2026 sales outlook by $650M The data-center power and cooling supplier said organic orders more than doubled and raised its full-year outlook, extending a morning of strong AI-infrastructure results.
- GE Vernova orders hit $29B, up 96% organically, as it raises 2026 outlook and doubles buyback to $20B; GE HealthCare also lifts guidance AI data-center power demand pushed GE Vernova's backlog to $197 billion, while GE HealthCare beat estimates and raised its full-year outlook the same morning.
- Memory stocks rally before the bell after SK Hynix's record quarter; Micron up about 4%, Western Digital about 4.5% SK Hynix's record third-quarter profit lifted U.S. memory and chip stocks in premarket trading and pushed Nasdaq 100 futures up about 0.4%.
- Fed opens two-day meeting after September hike; markets price about 90% odds of a hold The FOMC begins its Oct. 27-28 meeting with the target range at 3.75-4.00% after last month's hike; a pause is widely expected, but futures lean toward another increase in December.
- Meta upsizes equity raise to $97.5B, prices $25B of common stock at $625 a share Meta increased its common stock sale to $25 billion from $22.5 billion and priced it at $625 per share, lifting its total planned equity fundraising to as much as $97.5 billion, the company's largest ever.
- Meta plans up to $95B in stock sales to fund AI buildout; Nvidia, AMD and Broadcom weigh buying up to $5B Meta is launching $35B of underwritten share offerings plus a $60B at-the-market program, one of the largest equity raises ever by a U.S. company, to pay for AI data centers.
- Anthropic publicly files S-1 for Nasdaq IPO under ticker ANT; 1H revenue $16.3B AI company Anthropic made its IPO registration public with the SEC. First-half revenue rose roughly 13-fold from a year earlier, while the $80.7B net loss was driven mostly by an accounting charge tied to convertible notes.