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$Intel(INTC.US)

Intel's Q3 2026 earnings beat expectations: revenue reached $16.5 billion and adjusted EPS was $0.52. However, shares plunged approximately 30% because Q4 revenue guidance disappointed, PC demand weakened, and cash flow remained negative. Strong AI demand offers long-term potential, but execution risks remain significant.

My view: Cautious near-term; recovery depends on execution.

$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)

Eli Lilly and Apple bucked selloff with records while Alphabet worst day ever is stock pickers market. AAPL record before earnings after Tesla jumped on SpaceX bet and SpaceX first profit proves hardware + ecosystem wins, LLY obesity moat. Alphabet had worst day ever and Amazon Intel slid after hours kills memory euphoria after every stock chip index rose second day after WDC 55% growth sold and Lam fell twice as hard, Hynix 2029 sold out claim faded, memory squeeze after shorts made $32B over.

$Intel(INTC.US)

Intel reported strong Q3 2026 earnings, with revenue rising 21% year-over-year to $16.5 billion. GAAP EPS was $0.60, while adjusted EPS reached $0.52, exceeding expectations. Data-center demand strengthened, particularly for Xeon processors. However, Intel expects Q4 revenue of $15–16 billion, signaling potential near-term moderation.

$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)

GOOGL cloud revenue doubled but FCF negative and slid after hours confirms AI spending unsustainable - after SpaceX first time profitable vs Tesla Meta opposite budget calls, GOOGL burning cash like OpenAI, Microsoft rise on Azure growth can’t hide bubble. Chip index rose second day after SK Hynix sold out till 2029 will reverse. Fed held with two votes for hike is hawkish hold - after two banks flipped to Oct hike call on hot CPI PPI, 2 votes for hike means Powell almost hiked, risk off for memory and REITs.

However the new rules are not binding on the government to allow the government to use the funds it owes to the government to keep the money flowing and keep the same things from you all about you today but the weather was really nice today and we have tons to come out

$Alphabet(GOOGL.US)

Google (Alphabet) Q3 2026 Earnings Review: Alphabet reported revenue of $127.6 billion, up 25% year-on-year, but missed expectations. EPS was $2.12 versus roughly $3.00 forecast. Google Cloud surged 103% to $30.7 billion, while heavy AI investment drove negative free cash flow of $9.1 billion. Shares fell sharply. Outlook: Strong growth, rising spending risks.

$Tesla(TSLA.US)$Intel(INTC.US)$Meta Platforms(META.US)

Reits are falling back once more arising back slightly at the end of last week. Fed's stance will probably affect the share price as well after their meeting later

Big night ahead of FOMC and 2 of the Mag 7 reporting earnings after the bell. I personally feel that the FED's tone and attitude might dictate the direction of the market more than the earnings, but I might be wrong. Let's see

SK Hynix says sold out until 2029 sounds like top - after every stock in chip index rose as Anthropic filed IPO and all green yesterday, WDC beat 55% and fell 6% and Lam beat fell twice as hard, sell-the-news setup into Microsoft Alphabet tonight. Chip index rose second day is exhaustion. Tonight Microsoft Alphabet report just before Fed bullish though - after Tesla Meta opposite AI spending calls and OpenAI $20B miss, MSFT GOOGL will show AI monetization and save Fed hawk fears.

SK Hynix sold out until 2029 is ultimate squeeze after $108B wipe and shorts made $32B on Micron SanDisk SK Hynix - after Micron bounced Friday Jensen said no glut, now Hynix confirms. Chip index rose second day after all 30 up on Anthropic IPO, Tesla SpaceX merger bet shows momentum. Tonight Microsoft and Alphabet report just before Fed is bear trap - hot CPI PPI point above forecast and two banks flip to Oct hike call, Fed will hawk and crush earnings rally.