--- title: "β˜•οΈ [Task Coins Giveaway] Daily Market Talk β€” Alphabet Suffers Its Worst Day Since 2004" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000961397.md" description: "Alphabet 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 πŸ‘‡ πŸ’¬ Big Tech is paying for AI with cash flow. Buying the Alpha..." datetime: "2026-10-30T03:00:34.000Z" locales: - [en](https://longbridge.com/en/topics/100000000961397.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000961397.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000961397.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # β˜•οΈ [Task Coins Giveaway] Daily Market Talk β€” Alphabet Suffers Its Worst Day Since 2004 Alphabet 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 πŸ‘‡ **πŸ’¬ Big Tech is paying for AI with cash flow. Buying the Alphabet dip, or waiting for Apple and AMD next week?** ## πŸ“Š Quick Recap β€” What Moved & Why ### πŸ‡ΊπŸ‡Έ US β€” Alphabet's Record Drop **πŸ”‘ Key Event:** $Alphabet(GOOGL.US) closed **-12.64%** on a revenue miss, its worst day since listing in 2004, erasing about $480 billion. $Amazon(AMZN.US)**-4.25%** **and** $Intel(INTC.US)**-3.62%** **slid further after hours on their results.** **πŸ‘€ Other to Watch** - $Dow Jones Industrial Average(.DJI.US) **-0.25%**, $S&P 500(.SPX.US) **-0.30%**, $NASDAQ Composite Index(.IXIC.US) **-1.38%**, ending a three-day winning streak. - $ServiceNow(NOW.US) β†’ **-26.95%**, the S&P 500's worst, after a key revenue measure fell short. - **Memory** β†’ $Micron Tech(MU.US) **-4.98%** and $Sandisk(SNDK.US) **-5.32%** after Samsung's miss; SanDisk later beat, planning an 8-for-1 split. - **Healthcare** β†’ $Eli Lilly(LLY.US) **+6.63%** to a record after raising guidance again; $Merck(MRK.US) **+3.83%**. - $Apple(AAPL.US) β†’ **+1.48%** to a record close as new MacBook Pros opened for pre-order. - **Crypto** β†’ $Coinbase(COIN.US) **-1.07%** and $Strategy(MSTR.US) **-2.44%**, lower after hours as Bitcoin neared $80,000. > @user\_setbbkgs124 : I opened Alphabet shares at $296, buying market leaders on post-earnings pullbacks. > @Gene Munster : Intel's guide down should not be extrapolated to Nvidia; the main issue is PC demand. > @dhighstakes : Eli Lilly is the non-AI trade that everyone should take note of. ### πŸ‡ΈπŸ‡¬ Singapore β€” Wilmar Under Pressure **πŸ”‘ Key Event:** The $FTSE Straits Times Index(STI.SG) is down about **-0.3%** near 5,383 this morning after Thursday's **-0.03%** close at 5,396.03. $Wilmar(F34.SG)**, Thursday's worst at** **-4.89%****, is down another 3% after hiring haze investigators.** **πŸ‘€ Other to Watch** - **Banks** β†’ $DBS(D05.SG) reports third-quarter results on 5 Nov, with $OCBC Bank(O39.SG) and $UOB(U11.SG) on 6 Nov. - **S-REITs** β†’ $Mapletree PanAsia Com Tr(N2IU.SG) cut its payout 3.5%; $CapLand Ascendas REIT(A17U.SG) lifted occupancy to 90.1%. - $Seatrium(5E2.SG) β†’ **+0.55%** Thursday after winning an SBM Offshore FPSO contract worth over S$200 million. - $Sea(SE.US) β†’ **+1.82%**, a third straight gain after a five-day slide. > @Fattycat : I have no plans to paper hand CLAR at S$2.18, with occupancy up to 90.1%. ### πŸ‡­πŸ‡° HK/China β€” Xiaomi Leads a Rebound **πŸ”‘ Key Event:** The $Hang Seng Index(00HSI.HK) is up about **+1%** near 23,200 this morning after Thursday's **-0.59%** close at 22,958.65, led by $XIAOMI-W(01810.HK) and $MEITUAN(03690.HK). $LENOVO GROUP(00992.HK) **is down about 6% on Intel's PC warning.** ### 🌎 Other to Watch - **πŸ›’οΈ Oil** β†’ Brent is near $112 this morning on reports the US may soon resume strikes on Iran. - **πŸ“ˆ Economy** β†’ US third-quarter GDP grew 3.4%, beating forecasts, while September PCE inflation rose to 3.6%. - **πŸ€– Anthropic** β†’ $NVIDIA(NVDA.US) is reportedly weighing credit support for a $45 billion Anthropic compute deal. > @NewUser\_ThinkSwim : As oil prices keep rising, I'd DCA slowly into stocks with high, positive cash flow. ## πŸ“… Upcoming Key Events | When (SGT) | What | | ---------- | ---- | πŸ‘‡ Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates Β· ⏰ Deadline: Oct 30, 2026, 11:59 PM SGT Not investment advice, just market talk πŸ™ ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [XOM.US](https://longbridge.com/en/quote/XOM.US.md) - [ABBV.US](https://longbridge.com/en/quote/ABBV.US.md) - [00HSI.HK](https://longbridge.com/en/quote/00HSI.HK.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [U11.SG](https://longbridge.com/en/quote/U11.SG.md) - [UOVEY.US](https://longbridge.com/en/quote/UOVEY.US.md) - [SE.US](https://longbridge.com/en/quote/SE.US.md) - [UGGD.SG](https://longbridge.com/en/quote/UGGD.SG.md) - [03690.HK](https://longbridge.com/en/quote/03690.HK.md) ## Comments (84) - **ζ–°η”¨ζˆΆ_POEYmH Β· 2026-10-31T02:26:54.000Z**: Silver and gold have both broken down; gold fell below 39,000, BTC dropped below 77,000, and all stocks are falling. What happened? Is it related to the hacker stealing $6.5 billion from Binance? 🫒 - **ζ–°η”¨ζˆΆ_POEYmH** (2026-10-31T02:28:19.000Z): Gold broke below $3,900. - **The Β· 2026-10-30T16:18:27.000Z**: 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. - **NewUser_zS0M8w Β· 2026-10-30T15:46:51.000Z**: Chips' companies are falling steeply as Google, Intel's earnings affected the industry pretty badly. Additionally, Jensen's ties to quote CIA "Chinese intelligence" to help smuggle Nvidia chips to China from Singapore have led to investors spooking out from the possibility of regulation pena - **Chun Hui Β· 2026-10-30T14:17:20.000Z**: wow - **Fattycat Β· 2026-10-30T13:54:45.000Z**: Gold waterfall 🀭 are you buying ? - **Vt3** (2026-10-30T13:57:23.000Z): 3800 possible? - **Fattycat** (2026-10-30T14:00:17.000Z): 3880 next support - **Vt3** (2026-10-30T14:01:15.000Z): Shout out loud I may get it - **NewUser_oPJWOU Β· 2026-10-30T13:42:31.000Z**: 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. - **Vt3 Β· 2026-10-30T12:42:29.000Z**: πŸ“ŒπŸ‡ΊπŸ‡ΈπŸ‡ΈπŸ‡¬πŸ‡¨πŸ‡³ all are falling down reminded me the song~London bridge is falling down falling down as we are seeing tech stocks are falling down; in less than 24 hours falling so rapidly; will be on lookout for few stocks !!! Today down tomorrow up and next day down, simply just that, nothing else I could - **Wann Β· 2026-10-30T11:00:24.000Z**: nice - **Ally Β· 2026-10-30T09:32:41.000Z**: Great time to DCA Apple stock, even though revenue missed the mark, they have solid fundamentals, looking forward to their results on 3 Nov - **shibatoshi Β· 2026-10-30T08:08:31.000Z**: Im all in - ** ε…«ζ–Ήζ₯贒！ Β· 2026-10-30T08:02:41.000Z**: Fed rates maintain so all these Big Boys can borrow in better rates. Don't worries the down so there is space for up. - **Fattycat Β· 2026-10-30T07:59:10.000Z Β· πŸ‘ 2**: Gold is dropping now going to test 3950 support again. πŸ™„πŸ˜–. - ** ε…«ζ–Ήζ₯贒！** (2026-10-30T08:03:08.000Z): I wait for 3500-3600. - **Fattycat** (2026-10-30T08:05:29.000Z): Yes. Will come. Be patient. I prepare to long at this level. Gold very bearish now. - ** ε…«ζ–Ήζ₯贒！** (2026-10-30T08:08:58.000Z): see how it goes 😁 - **koolgal Β· 2026-10-30T07:44:56.000Z**: Is Alphabet In Hot Soup?🌟🌟🌟Watching $Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)stock chart wasn't just painful, it was brutal. In its worst single day crash in its 22 year history as a public company, Alphabet's shares plummeted by a staggering 12.6% down to USD 283.82. In a matter of hours, a mind - **Skywind Β· 2026-10-30T07:32:08.000Z**: Negative free cash flow is a red flag - **Jaces Β· 2026-10-30T06:07:59.000Z Β· πŸ‘ 1**: Nobody expected this kind of result from Google. totally out of the norm. must be careful when it is dealing with US stocks now - **Fattycat** (2026-10-30T07:29:22.000Z): Go up fast come down also fast 🀭 - **Jaces** (2026-10-30T07:30:40.000Z): truth. - **Valenxis Β· 2026-10-30T05:59:42.000Z Β· πŸ‘ 1**: i think it is a knee jerk reaction. so googl, intc, amzn will have rebound or maybe v shape recovery soon. current price present a good chance to buy the dip for long term investment. quick trading punt also seems okay at this price level. - **Fattycat** (2026-10-30T07:57:22.000Z): Intel overnight trading at $70. Based on daily chart, HTF, there is no support there . The share price may stabilise at around $50-55. Let’s see if I am correct. - **dingdongbell Β· 2026-10-30T05:41:59.000Z Β· πŸ‘ 1**: The market looks bearish but IMO is offering the discount of the year before it rallies into the year-end. NFA but looks like a good place to look for bargains! - **Heroic Lifesaver Β· 2026-10-30T05:39:55.000Z Β· πŸ‘ 1**: Looks like SMH is starting the possible fifth wave down of C which I mentioned earlier this week. This will be the ultimate bear trap and a fantastic buying opportunity. - **NewUser_ThinkSwim Β· 2026-10-30T05:23:00.000Z Β· πŸ‘ 1**: The markets have high expectations for earnings. High free cash flow and capex must be used in such a way that generates lots more than the companies expected for it to rise like Microsoft but other stocks despite meeting expectations, drop sharply. So on a lookout for more downturn and slowly DCA o - **Shyon Β· 2026-10-30T05:01:18.000Z Β· πŸ‘ 1**: 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 c --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**