Stock Movers Closing Bell: Alphabet Rises on Earnings, Microsoft and Meta Fall
5 snips
Oct 29, 2025 Alphabet surged by 7.5% after reporting better-than-expected quarterly sales, fueled by its thriving cloud unit. Meanwhile, Microsoft saw a 3% drop in shares despite Azure's growth, as investors remained skeptical. Meta's revenue also beat forecasts, but a massive one-time tax charge led to a decline in its stock. Also discussed are NVIDIA's remarkable $5 trillion market cap and Starbucks’ underwhelming quarterly results. The analysis provides insights into the fluctuating dynamics of big tech and market reactions.
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NVIDIA's Outsize Market Influence
- NVIDIA reached a historic $5 trillion market cap and drove significant S&P gains this year.
- Its 50% YTD rise made the company responsible for a large share of the index's advance.
Teradyne Rally Follows Strong Results
- Teradyne surged after beating Q3 results and issuing strong forward outlook, up roughly 20% intraday.
- Outperformance reflected semi-manufacturing demand and an executive appointment boosting confidence.
Alphabet's AI-Powered Cloud Momentum
- Alphabet reported a $2.87 EPS beat and a $102B quarter, highlighting strong AI-driven cloud momentum.
- Google Cloud shows a $155B backlog and Gemini processes 7 billion tokens per minute, signaling AI demand growth.