周二晚间，美国中期选举民主党大获全胜，投资者寻求股票期货抛售，美国国债收益率下跌。
Arista Networks and AMD are rising on earnings.
Democrats win the House and Senate. Here’s what it means for your finances.
The results from the U.S. midterm elections are now clear and look likely to have effects on Americans’ investments and their wallets.
Apple (AAPL) Stock Faces Q4 Earnings Margin Squeeze
Apple shareholders woke up to a red screen. The stock is trading around $331.90, about 1.9% below the previous close, even though the tech giant just posted another record September quarter with roughly $114.5b in revenue and a fresh high for full year earnings per share. Short term traders are reacting to the price tick. Long term holders are more likely focused on the bigger tension, a business printing about $132.2b in trailing net income while the share price still carries a rich 36.6x...
5 Payment Stocks That Earn a Fee Every Time You Swipe
Each of these businesses gets paid when you pay. Why does the market price some of those fees at around three times the rest?
民主党在周三的美国中期选举中取得压倒性胜利，推翻了共和党在国会中占据的关键席位。
Oracle cancels $7 bln chip leasing deal with Tencent, FT reports
Investing.com-- Oracle has scuttled a $7 billion chip leasing contract with Tencent amid increased pressure from the Trump administration, the Financial Times reported on Wednesday.
随着民主党在美国中期选举中赢得国会参众两院的控制权，欧洲股指期货下跌，考虑到监管审查（尤其是科技和人工智能公司）收紧的前景，这可能对股市造成打击。
Apple AI tools come to China after two-year delay
Apple began on Wednesday a long-delayed trial rollout of in-house artificial intelligence tools for Chinese users, playing catch-up to homegrown smartphone makers in a major market for the US giant.The long-anticipated Chinese rollout of Apple Intelligence "fills a long-standing gap in Apple's AI offering", said Ivan Lam, a senior analyst at Counterpoint Research.
Nvidia China clients to get 1% of $70 bln RTX chips ordered- Bloomberg
Investing.com -- Chinese artificial intelligence developers expect to receive just a fraction of the advanced chips ordered from NVIDIA Corp (NASDAQ:NVDA) over the coming months, Bloomberg reported on Wednesday.
Alphabet's Free Cash Flow Is Declining Faster Than Analysts Expected. Is This AI Stock Still a Buy?
Alphabet's AI expenses are rising, but the investment in long-term AI services could pay off.
If the iPhone maker keeps paying more for memory into next year, why did the memory chipmaker's stock just fall 6%?
Amazon cuts more jobs as CEO touts record margins, retail gains
The e-commerce giant eliminated more positions in October, even as its overall workforce and sales grow.
华尔街正在权衡 2026 年中期选举可能如何影响股票、国债收益率、人工智能、能源价格、银行、国防和医疗保健。
Tech billionaire and Tesla Inc. CEO Elon Musk, on Sunday, called for a major overhaul in both the automotive and apparel worlds, criticizing corporate fashion and vehicle design as uninspired and repetitive. Time For a ‘Total Reset,’ Says Elon Musk...
韩国芯片制造商的股价大幅反弹，因为投资者认为早些时候民主党横扫美国国会引发的抛售过度了。
Aptiv (APTV) Deepens Its Push Into Production Ready Automated Driving
Aptiv (NYSE:APTV) announced an expanded collaboration with NVIDIA to supply scalable automated-driving solutions using NVIDIA Hyperion and Halos. The partners plan to offer production-ready systems that automakers can integrate into next-generation vehicles using modular hardware and software architectures. Aptiv highlighted thermal management and system modularity as core technical features intended to support a wide range of vehicle platforms. The new Aptiv and NVIDIA Hyperion and Halos...
Tom Lee says AI investors may be selling at the wrong time
Lee says the sell-off might be near a bottom.
美国中期选举后，民主党大获全胜，美元走软，铜价波动。
Nearly a century of S&P 500 return data shows that a worst-case scenario is likely to unfold -- but this isn’t the complete story.
SemiAnalysis sees SpaceX’s 13GW target for 2027 as achievable, identifying more than 9GW across sites and 3.6GW already under construction.
Microsoft (MSFT) Deepens Enterprise AI Networking Partnership
Microsoft (NasdaqGS:MSFT) and Lumen Technologies expanded their co-selling agreement to focus on AI-ready cloud networking for enterprises. The collaboration targets large organizations running distributed AI workloads on Microsoft Azure with integrated connectivity, security, and data services. Lumen plans to align its network and security offerings with Azure to support unified governance for enterprise AI agents and applications. The expanded Microsoft and Lumen AI networking push is...
ROBOTWORLD 2026 will bring together 402 companies from 17 countries at the Korea International Exhibition Center (KINTEX) Nov. 4–7. The 1,198-booth exhibition will explore how Physical AI and AI-driven manufacturing systems are being developed for industrial applications.
Should You Buy Alphabet Stock After Anthropic Raised Its Google Commitment to $121 Billion?
The Claude maker just raised its minimum spending commitment to Google. Can it pay?
New York City Mayor Zohran Mamdani accused Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google of trying to force AI into public schools, after the company said it will restrict its AI tools and Search for students in schools. Google Using ‘Monopoly Power’ In a post on X Tuesday, Mamdani said “no corporation should have the power to dictate how we teach our children,” and that Google is trying to use its “monopoly power to force AI” into schools. Public schools, he added, exist to serve students
Here’s why AMD’s stock is rising — and sending a confident message about the AI trade
The chip maker is showing “real” revenue from AI, shrugging off sustainability concerns and leading to an upbeat forecast.
Super Micro’s stock pops as earnings show booming demand for AI servers
Super Micro is building out a “high-quality customer base” that’s fueling revenue growth, CFO Mark Long told MarketWatch.
People Inc (PPLI) Q3 2026 Earnings Call Highlights: Digital Revenue Extends Growth Streak to 12 ...
People Inc (PPLI) posted 2% digital revenue growth and 49% licensing gains while cutting overhead and workforce, even as web sessions fell 26% on Google AI overviews.
Treasuries rallied as the Democrats won control of both chambers of the US Congress, pointing to a political environment that may limit the Trump administration’s tax and spending plans.
McDonald's and Qualcomm earnings, ADP labor data: What to Watch
Market Domination Overtime Host Jake Conley previews several of the biggest stories to come tomorrow, Wednesday, November 4, including earnings out from Qualcomm (QCOM), McDonald's (MCD), and DoorDash (DASH), as well as the latest employment data out from ADP.
Anthropic S-1: Record Growth, but is the IPO a Buy?
Anthropic's S-1 filing confirms its dominance as the fastest-growing tech giant in history.
Review & Preview: A Divided Market on Election Day
The Dow fell Tuesday while the S&P 500 and Nasdaq rallied. But midterms may not matter much for stocks over the long haul.
Apple: 3 Key Takeaways for Long-Term Investors
Rising memory chip costs are squeezing margins even as a massive device base opens new revenue paths.
Jim Cramer Says the Executioner Is “Axing Palantir and Apple.” What Investors Should Make of It
Jim Cramer cryptically warned that an unnamed 'executioner' is selling Palantir and Apple right after both companies beat earnings estimates, and his mysterious song lyric at the end may tell investors exactly what to do next.
由于投资者消化了中期选举的结果，民主党赢得了美国国会两院的控制权，美国股指期货收窄了跌幅。
S&P 500, Nasdaq Recover From AI Rout On US Midterm Election Day — META, AAPL, AMD, SKHY In Focus
The U.S. midterm elections are underway.
Latest Oil Market News and Analysis for Nov. 4
Oil fluctuated after a two-day decline as traders weighed mixed signals on the trajectory of US-Iran peace talks.
What analysts are telling us while Apple’s stock falls after earnings report
Shares in Apple declined nearly 2% on Tuesday after investors were left feeling disappointed about the company’s gross margin outlook and slowing services revenue growth.
Shopify’s stock slides after earnings. This is what’s worrying Wall Street.
The company missed revenue expectations, a tough outcome in today’s less-forgiving tech market.
AMD Earnings Show Big Tech Can’t Get Enough AI Chips
The chip maker reports better-than-expected earnings for the third quarter and issues strong guidance for the rest of the year.
民主党在国会参众两院的大获全胜波及全球市场，导致股市和美元走低，同时提振美国国债，因为人们猜测选举结果将阻碍唐纳德·特朗普总统的议程。
人工智能对债券市场的控制力正在增强——甚至可以与战争和选举相媲美
“超大规模企业”耗尽了他们的现金。现在他们的债券交易正在帮助推动经济。
Having trained more than 5,000 students across over 35 countries since its 2023 launch, the Spanish-language academy founded by e-commerce operator Ricardo Domínguez is extending beyond education. Its next step is KILTA, a software tool designed to help Amazon sellers manage inventory, repricing and daily operations.
Elon Musk’s Tesla and SpaceX protest NYSE parent's new plan
Elon Musk’s Tesla and SpaceX join a growing list of companies objecting to the NYSE parent ICE’s new plan.
The iPhone maker said AI agents could access systems without authorization and cause damage.
Do You Know How Much of Your 401(k) Is Riding on the AI Trade Voters Want Paused?
Most index fund investors have no idea how much of their retirement balance depends on a single trade, and Congress is actively debating whether to slow it down. The answer, hiding in plain sight inside your quarterly statement, changes the math on rebalancing entirely.
11月4日外盘头条：苹果警告AI智能体风险 AMD财报后大涨 摩根资管呼吁取消20年期美债 Meta发行150亿美元债券
Jeff Bezos has simple advice for retirees watching the AI market
Bezos called the AI boom something unusual, then turned to retirees with a message worth sitting with.
S&P 500 is looking over the edge of a technical cliff — what happens if it falls off?
Falling below 7,500 would lead to a dramatic increase in selling pressure and volatility, a J.P. Morgan strategist says, and that could end in a full-blown correction
Stock Market Today: Dow Dips Amid Midterm Elections; Palantir Slips, DuPont Surges Past Entry
Stock Market Today: The Dow Jones index drops on Election Day, but Palantir fought its way up from session lows. Chip stocks outperform.
Nvidia vs. SK Hynix: Comparing Quarterly Revenue Trajectories
SK Hynix's revenue has surged 420% in two years, yet Nvidia still holds a commanding lead -- here's what the gap reveals about their competitive positioning.
Arista Networks, Inc. Reports Third Quarter 2026 Financial Results
SANTA CLARA, Calif., November 03, 2026--Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its third quarter ended September 30, 2026.
Tesla China Brushes Off Weak October, Still Up 21% In 2026
Tesla China sales fell 29% vs. September but rose 10% vs. a year earlier.
A Dem Sweep Could Get the Bond Market’s Attention
A wider than expected victory by Democrats is one of the few election outcomes that could elicit reaction from the bond market.
Aptos joins Solana and Ethereum in Bullish’s tokenized stock plan
Bullish picks Aptos as one of three networks for tokenized company shares, days after a 61-million-share test at the NYSE.
币安 63 亿美元黑客事件的教训可能有助于塑造加密基础设施交易的下一阶段。
As Meta Stock Suffers Its Worst Month in Years, S&P Delivers a Brutal $39 Billion Cash Flow Warning
S&P Global Ratings cut its outlook on Meta from “stable” to “negative,” warning that heavy AI spending is draining free cash flow.
Shopify vs. Amazon: Which Stock Wins When AI Agents Do the Shopping?
Key TakeawaysShopify shares fell 8% today after its third-quarter revenue grew 32%, but its merchandise volume came in just short of Wall Street’s expectations. Shopify’s checkout runs inside ChatGPT, Gemini, Copilot and Meta’s Muse.
Microsoft and Oracle Can't Cool AI Data Centers Without This Growth Stock. Here's Why It Could Soar.
Vertiv Holdings' accelerating growth suggests that it is making the most of the aggressive spending on AI data center infrastructure.
Snap Settled a Social Media Addiction Suit. Here’s What Its November 4 Report Has to Prove
Key TakeawaysSnap (SNAP) settled a social media addiction lawsuit on November 2, two days before opening arguments were scheduled to begin in Los Angeles. Meta Platforms (META) also resolved claims involving the same plaintiffs, with the financial terms of both companies’ agreements remaining confidential.
Amazon.com, Inc. (AMZN) Could Be Entering Its Next Growth Phase: Here’s What Investors Should Know
Pershing Square Inc. recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported 13% year-over-year growth in third-quarter fee-related earnings (FRE) to $63.7 million, while distributable earnings (DE) before taxes increased 8% to $61.0 million. After taxes, DE totaled $49.5 million, or $0.12 per share, down […]
Meta Platforms, Inc. (META) Is Spending Billions on AI: Will the Bet Pay Off?
Pershing Square Inc. recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported 13% year-over-year growth in third-quarter fee-related earnings (FRE) to $63.7 million, while distributable earnings (DE) before taxes increased 8% to $61.0 million. After taxes, DE totaled $49.5 million, or $0.12 per share, down […]
Microsoft Corporation (MSFT) Is Betting Big on AI: Is Its Growth Story Just Getting Started?
Pershing Square Inc. recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported 13% year-over-year growth in third-quarter fee-related earnings (FRE) to $63.7 million, while distributable earnings (DE) before taxes increased 8% to $61.0 million. After taxes, DE totaled $49.5 million, or $0.12 per share, down […]
As Big Tech Sheds Billions, Meta (META) Signals a Top Buying Opportunity
We just published the list of the 10 Best Tech Stocks for the Next 5 Years and Meta Platforms (META) ranked 6th on this list. Big Tech just had a week investors will remember. At its low on Friday, Alphabet had lost $477 billion in market value for the week, its worst week ever and […]
Microsoft Corporation (MSFT) Delivered Strong Fiscal Fourth-Quarter Results: Mott Capital’s Take
Mott Capital Management, an investment research and management firm, released its “Thematic Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy generated a 9.01% YTD return through Q3 2026, trailing the S&P 500 Total Return Index’s 12.75%. Sector rotation and weakness in technology shares shaped the market […]
币安联合首席执行官理查德·滕（Richard Teng）表示，黑客利用虚假求职面试和人工智能工具窃取了 63 亿美元的加密货币
根据加密货币交易所周二发布的一份安全报告，币安已补充了 63.4 亿美元受影响资产中的 98%。
Tesla's China-Made Vehicle Sales Rise 10.3% in October
Tesla sold 67,829 China-made vehicles in October, up 10.3% year over year.
从历史上看，中期选举先于标准普尔 500 指数强劲的一年。如果民主党赢回国会，需要了解什么
Tesla Stocks Move Lower With Fort Worth Robotaxi Expansion in Focus
The new service area broadens the operating footprint, while fleet economics remain undisclosed.
Elon Musk’s Tesla and SpaceX Block Their Stock From OKX-ICE Tokenized Venue
Amazon, Tesla, SpaceX, Netflix, Lam Research, and SoFi objected to trading of their shares on the planned OKX-ICE tokenized stock venue, bringing the total to 56.
Binance deposits overtake withdrawals, and the SEC creates crypto FAQs on governance
Scott Melker discusses deposits overtaking withdrawals on Binance, North Korea denying any role in the hack, and the SEC creating 3 guides on crypto governance and token status. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
Form 144 | Meta Platforms(META.US)股东拟出售2.1万股股份，价值约1,278.01万美元
美股收盘 | 纳指、标普现"A杀"，纳指100跌入技术调整；芯片指数跌超3%，美光跌6%；金龙指数涨超2%；原油重挫8%，黄金走强
成交额TOP20 | 英特尔续跌9%；迈威尔三日累跌32%，Lumentum重挫19%；Meta、谷歌、甲骨文同日宣布融资，拟合计抢筹近500亿美元加码AI
纳指100ETF-Invesco QQQ Trust期权聚焦：11月2日成交921.62万张，未平仓合约1,425.32万张
纳指100ETF-Invesco QQQ Trust期权聚焦：10月30日成交1,146.54万张，未平仓合约1,350.98万张
Nvidia Stock Slips as Competition Probe-and Spy Report-Presents New AI Concern -- Barrons.com
讲真，今天民主党横扫，要是两边不急着去搞政治清算的话，至少给市场续一个季度的命。
@oilupupup Eloi, Eloi, lama sabachthani?