Charon N

charonkelly.bsky.social

30 Oktober 2026 19:41

Amazon hit a record 13.9% operating margin as AWS grew 39.3%, yet shares fell after hours. Strong operating profits can coexist with a punishing funding cycle when infrastructure spending absorbs the cash.

Lora Kolodny

lorak.bsky.social

30 Oktober 2026 17:41

Amazon fell short of analysts' expectations on earnings, and holds its capex steady, adding to AI spending jitters... www.cnbc.com/2026/10/29/a... by Annie Palmer @cnbc.com

Frank Pasquale

frankpasquale.bsky.social

30 Oktober 2026 13:46

“One theory for why is that Chinese equity markets have been the funding trade for the semiconductor play in Korea & Taiwan, which Gave says has been “sucking the oxygen out of the room”. It would take a slowdown in the AI capex boom for some of that money to flow back.” www.ft.com/content/6abf...

Daily Trix

dailytrix.bsky.social

30 Oktober 2026 11:44

This is fucking nuts. Trailing 12 month price/earnings ratio (Forward 12 month P/E ratio): Apple: 39.42 (38.92) Nvidia: 27.23 (21.54) Meta: 20.88 (21.0) Microsoft: 29.59 (26.94) Tesla: 444.44 (400.38) SpaceX: — (684.89)

Conor Sen

conorsen.bsky.social

30 Oktober 2026 09:41

Homebuilding stocks have outperformed semiconductors over the past 5 months: