longbridge

HK, US stocks top stories

PinnedZhitong·

Micron Tech Suspends Taoyuan Plant Construction Plan: Labor Dispute Impacts Key AI Memory Capacity, Adding Uncertainty t…

US Premarket: Semiconductor stocks under broad pressure; Microsoft hits record high; Bank of England rate decision looms

PinnedUS Market Preview·
- US pre-market trading showed semiconductor stocks under pressure due to regulatory concerns and supply chain delays, while AppLovin surged over 17 % on strong earnings and Microsoft hit a record high driven by robust Azure revenue. - Macroeconomic factors included the Democratic victory in the US midterm elections raising AI regulation fears, and the Bank of England preparing for an expected rate hike. - Individual stock developments featured Micron suspending a 4.5 billion US dollar wafer plant project in Taiwan, Nvidia facing export review delays in Hong Kong, and Microsoft experiencing a 5 billion US dollar AI spending gap.
Microsoft+6.68%AppLovin+10.69%
US Premarket: Semiconductor stocks under broad pressure; Microsoft hits record high; Bank of England rate decision looms

Will US Midterms Reshape Iran Situation? Citi: Short-term Volatility, Long-term De-escalation; Brent Crude May Fall Belo…

PinnedWallstreetcn·
- Citigroup predicts that under its baseline scenario, Brent crude oil prices may fall below $ 70 per barrel by 2027 due to rising diplomatic momentum, while assigning a 30 % probability to a tail risk of prices surging to $ 120 per barrel. - The U.S. midterm elections resulted in a Democratic victory, prompting political shifts that favor diplomatic resolutions for the Middle East and Ukraine, though short-term market volatility and escalation risks remain high ahead of the January transition. - Additionally, the election outcome is expected to support renewable energy and electric vehicle tax credits while increasing political headwinds for AI data centers' power and gas demand.
Us Brent Oil-8.64%Citigroup0.00%

Tesla, SpaceX Face Different Risks From Gina Hinojosa’s Texas Midterm Win: Bitunix Analyst Says Expansion, Not Existing …

benzinga_article·
- Bitunix analyst Dean Chen stated that Gina Hinojosa’s Texas gubernatorial win poses limited immediate operational risks for Tesla and SpaceX, though future expansion could face challenges. - Chen noted that Tesla is more exposed to manufacturing expansion and energy costs, while SpaceX faces potential scrutiny regarding land use and environmental permits near Starbase. - Although political figures warned of targeted scrutiny against Elon Musk, market reactions may overstate immediate consequences, as major legislative changes require broader lawmaker support.
SpaceX-3.81%Tesla-3.34%

An Anthropic IPO when the AI trade is this turbulent? Godspeed!

MarketWatch·
- Anthropic is preparing for a highly anticipated IPO amid growing investor anxiety over high artificial intelligence spending costs and potential congressional scrutiny. - Wall Street is scrutinizing the financial burdens of the artificial intelligence buildout following the midterm elections, which caused some related stocks to decline. - Conversely, Apple reached a market valuation surpassing $5 trillion as investors favored its conservative spending on artificial intelligence during the sector's turbulence.
Apple+5.31%GraniteShares 2x Long AAPL Daily ETF+10.37%

Meta Stock Forecast: AI Funding Push Puts $648.82 in Focus

TradingKey·
- Meta Platforms shares closed at $630.00 on November 4, facing a key resistance and 100-day exponential moving average at $648.82. - Third-quarter revenue rose 26% to $64.60 billion, while capital investments exceeded operating cash flow, resulting in a negative free cash flow of $2.12 billion. - The company is managing ongoing AI funding pushes, equity offerings, and a credit outlook revision to negative by S&P Global.
Meta Platforms+1.44%META 2X Long ETF+2.76%

Microsoft’s $5 Billion AI Spending Shortfall Puts IREN, Nebius Under Spotlight as Satellite Imagery Shows Data Center De…

benzinga_article·
- Microsoft experienced a $5 billion shortfall in AI infrastructure spending last quarter due to construction, permitting, and equipment delays at third-party data center projects involving partners like IREN and Nebius. - Satellite imagery analysis and regulatory issues highlighted progress bottlenecks, including pending backup generators, cooling equipment, and fuel-cell approvals that could push delivery timelines into 2027. - These infrastructure delays, alongside scrapped projects and broader political uncertainties, have raised concerns about whether major tech companies can sustain their planned AI capital expenditures.
Alphabet - C+3.25%Alphabet+3.18%

Microsoft Stock Price Forecast: Shares Surge 7% in Single Day to Record High as Azure Growth Could Drive MSFT to $600

TradingKey·
- Microsoft shares surged 6.7% in a single day to a record high of $555.80, driven by strong Q1 fiscal 2027 revenue of $92.3 billion and 48% growth in Azure cloud services. - Major Wall Street firms raised their price targets for Microsoft, with UBS reaching $700 and StoneX and Cantor Fitzgerald setting targets at $630, supported by robust AI commercialization prospects. - Technical indicators show the stock breaking above key resistance levels with strong trading volume and an upward-trending 20-day moving average, supporting potential growth toward $600.
Microsoft+6.68%Corgi MSFT 2x Daily ETF+13.13%

Cathie Wood Buys $47.4 Million of SpaceX as Democratic Congress Looms Over Elon Musk’s Businesses After Midterms

benzinga_article·
- Cathie Wood 's Ark Invest purchased an estimated $47.4 million worth of SpaceX shares across multiple ETFs following a price drop. - The share decline coincided with a Democratic sweep in the 2026 midterm elections that reduced CEO Elon Musk's net worth by $33.5 billion. - Ark Invest also sold approximately $17.5 million worth of Alphabet and Amazon shares combined during the same period.
Amazon+6.12%Bullish+0.74%

What's Going on With Microsoft Stock on Wednesday?

benzinga_article·
- Microsoft Corp. stock jumped approximately 6% on Wednesday as investors rotated back into mega-cap artificial intelligence leaders. - Analysts highlighted strong Azure cloud growth and robust enterprise demand, while noting that political changes could impact future data-center construction. - Wall Street maintained a generally positive consensus with multiple firms raising their price targets for the tech giant.
Microsoft+6.68%Corgi MSFT 2x Daily ETF+13.13%

Apple cements its status as tech's biggest heavyweight with the stock's best day in over a year

MarketWatch·
- Apple shares surged 5.3% to $349.51 on Wednesday, achieving their best single-day gain since May 2025 and reaching an all-time high of $5.08 trillion in market capitalization. - The rally reflects investor behavior treating Apple as a safe haven amid broader market gains following the midterm elections and mounting concerns over heavy artificial-intelligence infrastructure spending by other tech giants. - Apple's disciplined spending strategy and avoidance of massive data center investments have insulated it from the pressures facing AI hardware names, though its stock trades at a steep valuation with a trailing price-to-earnings ratio near 40 times.
Apple+5.31%GraniteShares 2x Long AAPL Daily ETF+10.37%

AMD Sets the Bar High for 2027, Analysts Say It Can Clear It

benzinga_article·
- Advanced Micro Devices Inc. reported strong third-quarter revenue of $13.38 billion and issued robust fourth-quarter guidance alongside bullish 2027 growth projections. - Five major analyst firms responded by raising their estimates and maintaining mostly positive ratings, driven by surging Data Center sales and strong demand for EPYC server processors. - Analysts noted that component supply availability remains the primary constraint on shipments, while valuation levels and long-term earnings potential vary across firms.
AMD+1.01%Corgi AMD 2x Daily ETF+0.87%

QUICK SPARK: Microsoft Stock Hits Record High as Midterm Results Boost AI Infrastructure Bets

benzinga_article·
- Microsoft Corp. shares surged up to 7 % to reach a record high of $558.05, adding roughly $250 billion in market value following the midterm elections. - The stock market reaction was driven by Democratic victories in both chambers of Congress and key gubernatorial races, which are expected to bring tighter oversight of data centers. - Investors anticipate that a slower AI infrastructure buildout will protect established incumbents by preserving their pricing power and reducing capital expenditure pressures.
Microsoft+6.68%Corgi MSFT 2x Daily ETF+13.13%

AMD's AI Data Center Guarantees Reach $8.5 Billion as It Challenges Nvidia

benzinga_article·
- Advanced Micro Devices Inc. increased its potential financial obligations to approximately $8.5 billion, including $7.7 billion in lease guarantees and $750 million in debt guarantees, to help customers build AI data centers. - The chipmaker aims to secure infrastructure for its processors and drive future sales, though it faces exposure if partners default. - Similar to competitor Nvidia's larger strategies, AMD reported no partner defaults as of September and holds $15.8 billion in cash and short-term investments.
AMD+1.01%Corgi AMD 2x Daily ETF+0.87%

Watch out for Big Tech companies like Meta and Alphabet issuing more shares and diluting your stock ownership

MarketWatch·
- Big Tech companies like Meta and Alphabet are reversing their long-term buyback policies by issuing massive amounts of new shares to fund the expensive AI infrastructure buildout. - This share issuance leads to stock dilution, which increases a company's share count and reduces its earnings per share for current investors. - While raising capital without increasing debt can fund long-term expansion, investors must monitor these dilution trends alongside historical buyback practices when making decisions.
Apple+5.31%Alphabet - C+3.25%

AMD Stock Forecast: $17 Billion Outlook Brings $511.74 Recovery Test Into Focus

TradingKey·
- AMD reported fourth-quarter revenue of $13.38 billion and guided for approximately $17 billion in Q4 revenue, driven largely by a 97% surge in Data Center sales. - The author argues that despite strong earnings and an optimistic outlook, AMD's recovery requires confirmation through improved cash conversion, successful scaling of Helios deliveries, and overcoming resistance levels between $502.66 and $511.74. - A daily close above the $511.74 resistance zone would invalidate the current bearish setup and favor a price recovery toward $544.07, whereas a rejection would preserve the downward bias.
AMD+1.01%Corgi AMD 2x Daily ETF+0.87%

AMD Is Growing Twice as Fast as Intel. Here's Where the Gap Is Coming From

benzinga_article·
- AMD reported third-quarter 2026 revenue of $13.4 billion, growing 45 % year over year, which is more than twice Intel's growth rate of 21 %. - The growth gap is driven by AMD's data-center business doubling to $8.55 billion due to strong demand for EPYC server processors and Instinct AI accelerators. - Intel remains larger with $16.5 billion in revenue, but its PC business declined 5 % to $8.1 billion while AMD forecasts fourth-quarter revenue of approximately $17 billion.
AMD+1.01%Intel-3.77%

Bernie Sanders Accuses Google of 'Extortion' Over AI Use in Schools, Says Tech Giants Can't Be Trusted to Regulate Thems…

benzinga_article·
- Senator Bernie Sanders accused Google of extortion by allegedly threatening to cut off search access for schools that restrict AI use. - Other lawmakers, including NYC Mayor Zohran Mamdani and Sen. Richard Blumenthal, similarly criticized Google for leveraging its monopoly power to push AI in educational institutions. - Google defended its policies by stating it provides schools with more choices and recently enabled default restrictions on Gemini services for K-12 student accounts.
Alphabet - C+3.25%Alphabet+3.18%

Amazon, Pfizer, Eaton And A Financial Stock On CNBC’s ‘Final Trades’

benzinga_article·
- CNBC's "Halftime Report Final Trades" featured market experts recommending Amazon, BlackRock, Eaton, and Pfizer based on recent financial reports. - Amazon and BlackRock experienced notable stock movements following their respective third-quarter revenue and earnings results announced in October. - Eaton and Pfizer both reported upbeat third-quarter results on Tuesday, with Eaton raising its FY 26 earnings guidance.
Amazon+6.12%BlackRock+5.43%

Jim Cramer Recommends FedEx: ‘Very Nice Move Off The Bottom’

benzinga_article·
- Jim Cramer recommended buying FedEx Freight Holding Company, Inc. and highlighted Celestica Inc. as a solid investment following their positive third-quarter financial results. - He also discussed speculative options like Replimune Group and noted that the upcoming election could serve as a clearing event for Sterling Infrastructure, Inc. - Additionally, he advised investors interested in self-driving exposure to focus on Tesla, Inc. rather than Aurora Innovation, Inc. due to the latter's recent financial challenges.
Aurora Innovation-4.45%Celestica-9.05%
© 2026 Longbridge｜Terms of ServicePrivacy Policy