Markets
S&P Futures Drop 1%, Nasdaq Slides 2% on AI Capex Fear
S&P 500 futures fall 1.02% and Nasdaq drops 2% as Amazon and Intel crater on earnings. Here's where the rotation is going and what levels matter.
Oct 30, 2026
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1802 articles
Markets
Intel Crashes 25%, Amazon Drops 7%: AI Spending Hits a Wall
Intel plunges 25% and Amazon falls 7.4% premarket as earnings reveal AI capex is outrunning investor tolerance. What the pattern means for tech stocks now.
Oct 30, 2026
ETFs
Bitcoin ETFs Bleed $399M in One Day After $5.7B Binance Hack
Bitcoin ETFs shed $399M in a single session as the $5.7B Binance hack sends BTC to $77,700. Fidelity alone lost $160M. Here's what the flow data says.
Oct 30, 2026
ETFs
Defensives Dominate as XLV Surges 2% and XLK Drops 1.4%
Health care, real estate, and financials ETFs surged Thursday while XLK fell 1.37% on tech earnings pain. SPY slid 0.38% as the rotation into defensives accelerated.
Oct 30, 2026
Macro
U.S. GDP Hits 3.4% But Two Fed Dissents Signal December Risk
U.S. Q3 GDP surged 3.4%, beating estimates, but a rare 10-2 FOMC split and hawkish dissents keep December's rate path dangerously uncertain.
Oct 30, 2026
Macro
BoJ Eyes December Hike as ECB Freezes on Energy Shock
The Bank of Japan signals a December hike with 80% swap odds as the ECB holds at 2.50% and warns energy prices pose rising inflation risks.
Oct 30, 2026
Stocks
Intel Crashes 21% as Q4 Guide Signals PC Bust
Intel stock plunges 21% after Q4 EPS guidance of $0.25 misses the $0.43 consensus by 42%, with revenue guidance $1B+ below Wall Street estimates.
Oct 30, 2026
Stocks
Amazon's First Double Miss Since 2022 Hits Premarket
Amazon misses Q3 EPS and revenue for the first time since Q1 2022, posting $1.89 EPS and $201.9B revenue against $1.96 and $202.2B estimates, with –$42.4B FCF.
Oct 30, 2026
AI & Tech
Intel Crashes 25%: What the Wreckage Means for Chips
Intel plunged 25% on catastrophic Q4 guidance. Here's how the selloff ripples through AMD, NVDA, TSM, and the entire chip sector.
Oct 30, 2026
AI & Tech
Alphabet Cloud Doubles, Mistral Drops 1T Open Weights
Google Cloud hit $30.7B revenue, tripling operating profit. Mistral's 1 trillion-parameter open model lands the same day. Two seismic AI shifts at once.
Oct 30, 2026
Crypto
$6.3B Binance Hack Sends Bitcoin to $76,443
The largest crypto hack in history drained $6.3B from Binance hot wallets. Bitcoin hit $76,443, liquidations topped $1.57B. Here's what traders must watch.
Oct 30, 2026
Crypto
Hyperliquid Surges 18% as Druckenmiller Backs ICE Deal
HYPE spiked 18.3% Friday on Stan Druckenmiller's endorsement and an ICE regulated pathway for Hyperliquid perpetual contracts in the U.S. market.
Oct 30, 2026
Markets
Alphabet Plunges 10% as $9B FCF Miss Shocks Markets
Alphabet fell 10.6% premarket after a -$9.07B free cash flow miss in Q3 2026, threatening its worst post-earnings drop ever. Here's what traders need to know.
Oct 29, 2026
Markets
Vertiv Surges 16% While ServiceNow Crashes 18% on Earnings
Vertiv soared 16% premarket after crushing Q3 estimates; ServiceNow fell 18% on a product revenue miss. Two earnings, two opposite verdicts on enterprise tech spending.
Oct 29, 2026
ETFs
Bitcoin ETFs Pull $137M as BTC Drops to $79,810
BlackRock's IBIT captured $136M of Wednesday's $137.3M Bitcoin ETF inflow — even as BTC fell 1.50% on the Fed's hawkish hold at 3.75%–4.00%.
Oct 29, 2026
ETFs
Sector ETFs Whipsaw: XLC Drops 1.88%, XLP Leads Thursday
Communication Services ETF XLC tumbled 1.88% Thursday as traders de-risked ahead of Alphabet and Microsoft earnings, with Consumer Staples XLP surging 0.92%.
Oct 29, 2026
Macro
GDP & PCE Hit at 8:30: The Numbers That Move December
Q3 GDP advance estimate and September PCE drop simultaneously at 8:30 AM ET. Here's what consensus expects and what moves the December Fed decision.
Oct 29, 2026
Macro
ECB Holds at 2.50%, But December Is Live
ECB holds rates at 2.50% Thursday as expected, but 64 of 73 economists see a December hike. Lagarde's 9:45 AM ET presser is the market event.
Oct 29, 2026
AI & Tech
MSFT vs. GOOGL: The AI Cash Flow Divide Is Now Priced In
Microsoft Azure surged 48% as Alphabet burned $9B in free cash flow. The MSFT/GOOGL earnings split is the defining AI trade of Q3 2026.
Oct 29, 2026
AI & Tech
Chip Stocks Drop on Alphabet Blowback — But SK Hynix Tells a Different Story
Intel fell 4%, AMD dropped 3.8% on Alphabet's earnings miss. But SK Hynix's sevenfold profit surge signals AI memory demand through 2030.
Oct 29, 2026
Stocks
Apple Beats EPS but Tariff Refunds Mask the Real Miss
Apple posted $2.02 EPS and $109.42B in revenue, but strip out tariff refunds and the beat evaporates. Here's what traders need to know.
Oct 29, 2026
Stocks
Microsoft Azure +48% Sends MSFT Surging 4.5% After Hours
Microsoft surged 4.5% after hours as Azure growth accelerated to 48%, cementing its AI infrastructure lead and putting pressure on Alphabet's cloud narrative.
Oct 29, 2026
Crypto
Bitcoin Clings to $80K After Fed Hawks Kill the Rally
Bitcoin dropped 1.6% to $80,100 after a brief post-FOMC pop reversed violently. Two Fed dissenters and $51.96M in long liquidations cap the upside.
Oct 29, 2026
Crypto
Ethereum ETFs Bleed for 9 Straight Sessions, $700M Gone
Ethereum ETFs have posted nine consecutive days of net outflows totaling ~$700M. ETH trades at $2,317, 53% below its 2025 all-time high, with $2,000 in sight.
Oct 29, 2026