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Real-time News
Meta Platforms (META.O) CFO: Capital expenditure and expense plans are expected to face "upward pressure" next year due to increased computing demand.On October 30th, Microsoft (MSFT.O) released its quarterly earnings report, showing a 12% year-over-year increase in net income to $27.7 billion for the first fiscal quarter ending September 30th. Adjusted earnings per share were $4.13, exceeding market expectations of $3.67. Azure cloud revenue grew 40%, surpassing market expectations. Microsofts stock price initially fell 3% in after-hours trading. Quarterly revenue increased 18% year-over-year to $77.67 billion, also exceeding market expectations of $75.33 billion. The Intelligent Cloud segment, including Azure, generated $30.9 billion in revenue, a 28% year-over-year increase, exceeding market expectations of $30.25 billion; while the Productivity and Business Processes segment generated $33 billion in revenue, also exceeding expectations of $32.33 billion. Microsoft Chairman and CEO Satya Nadella stated that the company will continue to increase investment in artificial intelligence, including funding and talent, to capitalize on future opportunities.On October 30th, Alphabet (GOOG.O), Googles parent company, announced its third-quarter results, with revenue increasing by 16% year-over-year to a record $102.3 billion, exceeding analysts expectations. Thanks to growth in digital advertising and cloud computing, the company has ample funds for massive investments in artificial intelligence. Net income was approximately $35 billion, a 33% year-over-year increase. The companys stock price rose by about 7% in after-hours trading. Like other tech giants, Google is investing tens of billions of dollars in AI research and development. The company raised its capital expenditure forecast for this year to $91 billion to $93 billion, a significant increase from $52.5 billion in 2024. Most of this funding will be used to build data centers for developing and running AI models. Googles cloud computing division has benefited significantly from the AI race, with revenue reaching $15.2 billion this quarter, a substantial 34% year-over-year increase.Canadian Ambassador to the United States: U.S. and Canadian officials are still in communication.Microsoft (MSFT.O) CEO: We will continue to increase our investment in artificial intelligence, both in capital and talent, to capitalize on the enormous opportunities ahead.

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2025/10/30
Important Only
  • 05:01:59

    Meta Platforms (META.O) CFO: Capital expenditure and expense plans are expected to face "upward pressure" next year due to increased computing demand.

  • 04:54:48

    On October 30th, Microsoft (MSFT.O) released its quarterly earnings report, showing a 12% year-over-year increase in net income to $27.7 billion for the first fiscal quarter ending September 30th. Adjusted earnings per share were $4.13, exceeding market expectations of $3.67. Azure cloud revenue grew 40%, surpassing market expectations. Microsoft's stock price initially fell 3% in after-hours trading. Quarterly revenue increased 18% year-over-year to $77.67 billion, also exceeding market expectations of $75.33 billion. The Intelligent Cloud segment, including Azure, generated $30.9 billion in revenue, a 28% year-over-year increase, exceeding market expectations of $30.25 billion; while the Productivity and Business Processes segment generated $33 billion in revenue, also exceeding expectations of $32.33 billion. Microsoft Chairman and CEO Satya Nadella stated that the company will continue to increase investment in artificial intelligence, including funding and talent, to capitalize on future opportunities.

  • 04:48:30

    On October 30th, Alphabet (GOOG.O), Google's parent company, announced its third-quarter results, with revenue increasing by 16% year-over-year to a record $102.3 billion, exceeding analysts' expectations. Thanks to growth in digital advertising and cloud computing, the company has ample funds for massive investments in artificial intelligence. Net income was approximately $35 billion, a 33% year-over-year increase. The company's stock price rose by about 7% in after-hours trading. Like other tech giants, Google is investing tens of billions of dollars in AI research and development. The company raised its capital expenditure forecast for this year to $91 billion to $93 billion, a significant increase from $52.5 billion in 2024. Most of this funding will be used to build data centers for developing and running AI models. Google's cloud computing division has benefited significantly from the AI race, with revenue reaching $15.2 billion this quarter, a substantial 34% year-over-year increase.

  • 04:42:04

    Canadian Ambassador to the United States: U.S. and Canadian officials are still in communication.

  • 04:18:07

    Microsoft (MSFT.O) CEO: We will continue to increase our investment in artificial intelligence, both in capital and talent, to capitalize on the enormous opportunities ahead.

  • 04:17:46

    Microsoft (MSFT.O) CFO: The fiscal year started strongly, with revenue, operating profit and earnings per share all exceeding expectations.

  • 04:17:21

    Microsoft (MSFT.O) CFO: Microsoft Cloud continues to perform strongly, reflecting the growing demand from customers for our differentiated platform.

  • 04:16:11

    "New Bond King" Gundlach: Reduces gold holdings to about 10% of his portfolio.

  • 04:15:55

    Alphabet (GOOG.O): The Gemini app has over 650 million monthly active users.

  • 04:15:37

    Alphabet (GOOG.O): The European Commission has decided to impose a $3.5 billion fine, which has been included in the general and administrative expenses of Google Services for the quarter ending September 30.

  • 04:14:38

    Alphabet (GOOG.O): In the third quarter, Google's advertising revenue was $74.18 billion, YouTube advertising revenue was $10.26 billion, Google search revenue was $56.567 billion, and the operating profit margin was 31%.

  • 04:13:23

    On October 30th, European Central Bank President Christine Lagarde reiterated her call for reform of the EU's decision-making mechanism, advocating for a majority-voting system to improve the efficiency of the union. "Even when we can reach a consensus on action plans, the current governance mechanisms often hinder our decisive decision-making," Lagarde said in a speech in Florence, Italy, on Wednesday. "The existing system has become too slow and complex, overly reliant on the veto power of individual member states." She emphasized that "the solution does not require revolutionary changes." "We can use the 'bridge clause' in the Treaty on European Union to make decisions through a qualified majority rather than unanimity when common interests are involved," Lagarde stated, continuing her previous reform proposals.

  • 04:12:14

    Meta Platforms (META.O): It is expected to actively invest in computing needs, build its own infrastructure, and partner with third-party cloud service providers.

  • 04:12:06

    Microsoft (MSFT.O): Revenue from Azure and other cloud services grew 40% in the first fiscal quarter.

  • 04:11:26

    Meta Platforms (META.O): Total spending growth in 2026 is expected to be significantly higher than in 2025.

  • 04:10:58

    Meta Platforms (META.O): Advances in AI models and products will enable us to seize new revenue growth opportunities in the coming years.

  • 04:10:43

    Meta Platforms (META.O): We have clearly seen that our computing needs continue to grow significantly.

  • 04:09:34

    Meta Platforms (META.O): As of September 30, 2025, the company had 78,450 employees, representing an 8% year-over-year increase.

  • 04:08:59

    Meta Platforms (META.O) reported third-quarter advertising revenue of $50.082 billion, compared to market expectations of $48.599 billion.

  • 04:08:32

    Meta Platforms (META.O): Expects fourth-quarter revenue of $56 billion to $59 billion.

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