Insights from GS Prime Brokerage:
1. Info Tech was the most net-bought sector this week, driven mainly by short covers while long buys remain relatively weak.2. Info Tech stocks are still heavily net sold MTD. This week's net-buying through to Thursday represents just ~40% of what HFs had sold in the previous 3 weeks.3. Mag 7 stocks were net sold from Tuesday to Friday last week, highlighting risk-off sentiment.4. Semis & Semi Equip (long buys), Software (short covers), and Tech ETFs (short covers) were the most net-bought Tech subsectors this week.5. Goldman Sachs: "While the directional engine of this market remains intact (token demand + GW/DC build-outs), the market has become much more discerning around the linearity of this story beyond CY27, pressuring multiples across the board until visibility improves, while investors are struggling to find names to rotate into outside of Semis/AI that are less susceptible to daily AI disruption volatility – cue names like IBM, AAPL, SPOT, V/MA, EBAY, LYV all trading well on the week/month."
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- T
Eli Lilly, Merck, and Apple stocks rise for US Stocks.
But Singapore stocks are slightly negative. Glad for Sea and Seatrium stocks are positive now.
Hong Kong stock Hang Seng Index increases amongst other stocks.
Now, Nvidia reports USD45,000,000,000 credit support.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Suffers Its Worst Day Since 2004Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
- N
I'm looking forward to both Apple and Palantir earnings next week. Hopefully they can deliver some positive news after some major misses for tech companies this week.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Suffers Its Worst Day Since 2004Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
- A
Great time to DCA Apple stock, even though revenue missed the mark, they have solid fundamentals, looking forward to their results on 3 Nov
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Suffers Its Worst Day Since 2004Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
- S
I see the $Alphabet(GOOGL.US) selloff as a potential opportunity, but I would not rush to buy the dip just because the stock has fallen sharply. The market is becoming more selective about AI spending, especially when massive capex starts putting pressure on free cash flow. I would rather wait for clearer signs that revenue growth and profitability can justify the investment. For me, protecting capital and getting a good entry price matter more than catching the first bounce.
I am also keeping an eye on $Apple(AAPL.US) and $AMD(AMD.US) next week, as both could offer opportunities depending on their earnings and forward guidance. I remain bullish on the long-term AI and semiconductor themes, but I prefer to accumulate gradually during meaningful pullbacks rather than chase momentum. My approach remains the same: stay patient, diversify, and let fundamentals guide my decisions. Consistency over noise!
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Suffers Its Worst Day Since 2004Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
- C
Alphabet worst day ever after cloud revenue doubled yet FCF negative slid, plus Amazon and Intel slid after hours shows market punishing spend after Microsoft rose on faster Azure growth vs GOOGL slid, memory trade after Micron bounce Friday and SK Hynix 2029 sold out now judged on cash flow not revenue. Eli Lilly and Apple bucked selloff with records is rotation not crash after chip rout defined last week and 8-day losing streak, money moves from GOOGL AMZN to LLY AAPL profitable growth, Fed held with 2 votes hike supports value.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Suffers Its Worst Day Since 2004Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
- M
Just recorded this week’s Power On podcast with @chriswelch — all about the touch MacBook Pro and iPhone Duo. Stay tuned for the episode this Friday.
Source: Mark Gurman
- S
$Apple(AAPL.US) just unveiled its first touchscreen Mac ever
The new MacBook Pro with PROLED XDR Display starts at $2,899 for the 14-inch and $3,399 for the 16-inchThat's $400 more than the current M5 Pro MacBook Pro and $900 above the new M6 modelIt brings the first OLED screen, the first touch input and the Dynamic Island to the Mac, with up to 2,000 nits of brightness and up to 24 hours of battery lifeIt runs on M5 Pro and M5 Max with up to 128GB of memory and 16TB of storagePreorders open today, shipping starts November 6$Apple(AAPL.US) is down about 0.4% on the day, trading near $346Apple held off on a touchscreen Mac for years, and putting it on its priciest laptop first says the bet is on margin over volume, and a holiday-quarter launch at nearly $3,000 is a real test of how much premium pros will still paySource: StockMarket.News
- M
Official: Apple announces the overhauled MacBook Pro with a touch-screen.
Source: Mark Gurman
