Daily News Podcast

Oil Pullback Fuels a Stock Rebound as Investors Weigh AI Returns

November 2, 2026

What's covered

Stocks rebounded in headlines as oil prices eased, while investors faced a busy stretch of elections and earnings. We examine the unresolved economics of AI sp…

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Market News

Saturday, October 31, 2026

News feed is outdated. Newest article: Monday, November 2, 2026

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EarningsNeutral

NFLX ABNB NVDA GOOG ^GSPC TMO ACN VZ SPCX T TMUS JPM CL=F CRM MSFT ORCL INTU TSLA MRVL CHD QCOM MCD CSCO MU ^DJI ^IXIC SNDK GH TGTX OMER DHR MXCT MXCN PFE JNJ VSAT

New market studies profile bioprocessing suppliers Danaher, Thermo Fisher

Published September 23, 2026

Illustration for: Technology Strength Faces a Test from Long-Term Borrowing Costs

Daily WrapFed/MacroBearish

AMD TSM INTC TSLA SPCX AAPL NVDA GOOGL GOOG WMT ^GSPC ^TYX META QCOM ARM 9984.T 9434 9984 MSFT CL=F DX-Y.NYB ^DJI ^STOXX EUR=X MELI MRK ^IXIC V XP NKE BMY NVO HD XLY ^TNX LOW MCD ORCL ANET PLTR JPM LLY DNA META PLATFORMS OPAI.PVT CSCO VIAV AMSC XOM COP OXY MPC VLO CVX APP MCK T UBER GM AMZN DELL HPE EXTR CIEN BKNG EXPE SABR TRIP ABNB MRVL SPGI AVGO CPNG EBAY PYPL SHOP NEE VST NRG SO DUK CEG ^NDX WDAY BKR PANW APPS MGNI U TTD IBM BA TWLO BE RDDT PINS TXN BAC COIN HOOD ETOR ADBE ACI

Technology Strength Faces a Test from Long-Term Borrowing Costs

Published October 5, 2026

Illustration for: Data Center Spending Meets Chip Supply Friction as Saturday News Cycle Builds

Top story of the dayDaily WrapMarketsNeutral

NVDA LLY SHOP INTC LRCX MRK SCHD ^DJI AAPL ^GSPC MSFT ALNY BA RDDT PSX VALE GOOGL GOOG SPCX META CSCO NOW NEE GEV PWR WMB LNG MU SKHY TSM BRK-B AMZN TMO ^SOX HD JNJ T XOM PEP PG KO O SPGI CRM EFOR WDAY DIS AKAM NFLX CVX VICI MO KMI TSLA RIVN OPAI.PVT ANTH.PVT DELL ACN WMT TJX DASH ^IXIC XLK XLF XLRE XLV CL=F AMD

Data Center Spending Meets Chip Supply Friction as Saturday News Cycle Builds

Published October 31, 2026

Illustration for: NVIDIA records a 4.22% decline on October 30 — neutral market scene themed to nvidia records decline on october

MarketsBearish

NVDA LLY SHOP SCHD ^DJI AAPL ^GSPC MSFT ALNY BA RDDT PSX VALE SPCX META MU SKHY TSM GOOG BRK-B AMZN ^SOX HD DIS TSLA RIVN NFLX TJX DASH WMT INTC AMD ORCL ^NDX QQQ ABBV JNJ MDT KO PG OPAI.PVT CBRS SNOW BCS PFE JPM BTC-USD T SMH MRK MCD EXPE GOOGL PLTR DD QCOM ^IXIC AVGO BAC BRKA BRKB AXP CVX DAL NEE CRM MRVL LITE SPGI TXN DHR GE HON JCI EMR LIN PM

NVIDIA records a 4.22% decline on October 30

Published October 31, 2026

Illustration for: S&P 500 Coverage Spans Corporate Setbacks and Plans — neutral market scene themed to coverage spans corporate setbacks and plans

EarningsBearish

AAPL NVDA ^GSPC MSFT ALNY BA RDDT PSX VALE NFLX TJX DASH GOOGL ^IXIC XLK XLF XLRE XLV CL=F GOOG XLC CMCSA HON HONA FLY ATRO LYNX NEOA NSTR SPGI TSLA ^DJI PLTR LIFE AMZN NOW INTC FTNT NET AMGN SPCX AMD SHOP LITE ANET QCOM DELL HPQ XOM CVX MRK ADT JCI ALLE ALRM REZI COST WMT BKNG GL USB ACN SNDK STX PM MO TPB STZ TAP CGC MRVL AVGO T TMUS VZ CHTR TDS BMY IOVA GILD REGN VRTX NEE PG PCG SO DUK SRE EXC PFE MCD CMG SBUX YUM QSR TXRH LLY JNJ ABBV GRMN RTX LHX PEP KO MNST KDP FIZZ EXPE ABNB MAR HLT TRIP ORA CEG CWEN FLNC STEM IBM CTSH BAH DXC ABT APGE SPY CABO SCHD AMCR ARE F HRL KHC O VICI HDV HD TGT KR DIS

S&P 500 Coverage Spans Corporate Setbacks and Plans

Published October 31, 2026

Illustration for: Amazon weighs expansion costs after a softer quarter — neutral market scene themed to amazon weighs expansion costs after softer quarter

EarningsBearish

AAPL NVDA MU SKHY TSM GOOG MSFT BRK-B AMZN GOOGL META AKAM NFLX T ORCL INTC ^NDX QQQ OPAI.PVT ANT.CN BCS TSLA ^GSPC ^DJI PLTR LIFE ^IXIC NOW FTNT NET AMGN SPCX AMD SHOP LITE ANET FSLY FROG OKTA QCOM VZ COST WMT AVGO CRM IBM ADBE PANW 005930.KS SAP BAC BRKA BRKB KO AXP CVX DAL ACN HD TGT KR SPGI LOW

Amazon weighs expansion costs after a softer quarter

Published October 31, 2026

Illustration for: Intel’s data-center strength meets a constrained outlook — neutral market scene themed to intel’s data-center strength meets constrained outlook

EarningsBearish

INTC LRCX DELL AMD NVDA TSM AAPL ^NDX QQQ AMZN GOOG OPAI.PVT ANT.CN ORCL CBRS SNOW MSFT MU STRI.PVT TSLA ^GSPC ^DJI PLTR LIFE ^IXIC NOW FTNT NET AMGN SPCX SHOP LITE ANET META QCOM HPQ FSLY FROG OKTA SMH BAC BRKA BRKB KO AXP CVX DAL NEE D ACN SNDK STX MRVL AVGO SPGI

Intel’s data-center strength meets a constrained outlook

Published October 31, 2026

Illustration for: Alphabet Faces a Higher Bar as AI Infrastructure Costs Mount — neutral market scene themed to alphabet faces higher bar as infrastructure costs mount

EarningsNeutral

GOOGL GOOG AAPL NVDA MU SKHY TSM MSFT BRK-B AMZN META AKAM NFLX T XLC ^GSPC ORCL OPAI.PVT ANT.CN INTC CBRS SNOW BCS TSLA ^DJI PLTR LIFE ^IXIC NOW FTNT NET AMGN SPCX AMD SHOP LITE ANET FSLY FROG OKTA VZ QCOM AVGO V ETH-USD BTC ETH DVLT GLXY MSTR BMNR BTC-USD BAC BRKA BRKB KO AXP CVX DAL CSCO IBM ACN HON GRMN RTX LHX SPGI

Alphabet Faces a Higher Bar as AI Infrastructure Costs Mount

Published October 31, 2026

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