Earnings
1) Core takeaways * Amazon just printed a big AI/cloud quarter: Revenue $180.2bn (+12% YoY), operating income $17.4bn, and they basically said “it was actually $21.7bn” if you strip out the $2.5bn FTC settlement + $1.8bn severance. * AWS re-accelerated to 20.2% YoY — that’s
Earnings
1) Print to know * Revenue: $102.5B (+8% YoY) – September quarter record * Services: $28.8B (+15% YoY) – all-time high * Products: $73.7B (+5% YoY) * EPS: $1.85 – September quarter record * FY25 revenue: $416B – all-time record 2) What drove it * iPhone: $49B (+6% YoY) – strongest Sept. lineup ever (iPhone
Market Wrap 2025-10-300:00/01× MARKET CONDITIONS * SNAPSHOT: Equities are down, Treasuries are down, Crude is flat, the Dollar is up, and Gold is up. * PREVIOUS TRADING DAY: Alphabet (GOOG) exceeded expectations; Microsoft (MSFT) provided mixed guidance; Meta (META) reported a profit miss; the US will reduce reciprocal
Earnings
1) Headline takeaways * DAU: 151.5M (+70% YoY) * Engagement: 39.6B hours (+91% YoY) * Revenue: $1.36B (+48% YoY) * Bookings: $1.92B (+70% YoY) * Paying users (MUP): 35.8M (+88% YoY) * DevEx paid to creators: $428M (+85% YoY), +250% vs 2 yrs ago 2) Core Brief read Roblox just printed
This snapshot compares short-term versus long-term performance on a risk-adjusted basis. The metric shows how much the near-term, volatility-adjusted return is deviating from the longer-run trend. Positive readings indicate short-term strength outpacing the long-term profile; negative values suggest the opposite. Assets are
This snapshot tracks 3-month rolling annualized returns across global indices, FX, and commodities. Assets are ordered by the latest reading; bodies show mean ±1σ while wicks span historical min–max. A red diamond marks today, and a hollow yellow dot highlights roughly one week ago. Use the selector to
markets
This dashboard condenses cross-asset behaviour into a simple risk lens. The first chart reads the day’s moves across equities, Treasurys, the dollar, oil, and gold, converts them into comparable scores, and averages them into a single "risk sentiment" bar that signals whether markets are leaning toward
This snapshot aggregates seven mean-reverted momentum/oscillator signals into a single z-score, then charts each series against its own history (μ, ±1σ, ±2σ) with a side histogram for context. The bar chart ranks the latest composite readings across assets on a fixed −2…+2 scale.
Today’s DeMark Diffusion™ – Global Markets snapshot distills major indices, commodities, and FX into a single composite alignment signal for a quick read on market heat. The opening chart orders assets by their latest signal; bodies show the mean ±1σ range while wicks capture the historical min–max, with a
Today’s DeMark Diffusion™ – S&P 500 Top & Bottom 10 highlights the most extended and most depressed names versus their own history using a composite alignment signal. The opening chart ranks the selected 20 by their latest reading; bodies show mean ±1σ while wicks capture the historical min–
Earnings
1) Headline quarter * Revenue +54% y/y vs Q3’24 — huge for a company this size. * Growth was driven by the GLP-1/twin incretin franchise (Mounjaro / Zepbound) plus newer launches. * Strength was broad enough that they raised 2025 guidance to $63.0–63.5B revenue and $23.00–23.
Earnings
1) Headline * Alphabet posted its first-ever $100B+ quarter: $102.3B revenue, +16% y/y (15% cc). * AI is no longer a story, it’s a revenue engine across Search, Cloud, YouTube and Subscriptions. * Operating income $31.2B; margin 30.5% (would’ve been ~34% ex-EC fine). 2) AI