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Coffee’s on MSX this Thanksgiving season ☕
We’re giving away 100 pour-over coffee gift sets to keep you sharp for the next market move.
Open to new and existing users. Two ways to qualify: exclusive invites or hitting the monthly targets.
Nov. 1, 00:00 – Nov. 30, 23:59 UTC.
Full rules and sign-up link in the replies 👇
#MSX
$AMD ’s data center business is doing all the heavy lifting—surging 97% YoY to $8.55B and driving 63.9% of total Q3 revenue.
Non-GAAP EPS jumped 74% YoY, Helios racks are shipping to five hyperscalers including OpenAI and Meta, and Q4 revenue guidance stepped up to $17B (+6% after hours).
Gaming plunged ~40%? Doesn’t matter when Big Tech is buying out the whole server room.
#AI
Semis carried the Nasdaq up 0.83%, and $AMD posted a 45% revenue jump after the bell.
Under the hood, most of the S&P 500 still finished red—and $AAPL slid even after beating revenue estimates.
Today’s M-Masterclass asks the real question: is the AI trade actually back, or just papering over the cracks?
#AI
$SMCI nearly tripled fiscal Q1 revenue, blowing past the guidance it raised just two weeks ago. Shares jumped ~6% after hours on a clean beat-and-raise.
Then you check the balance sheet: 12.8% non-GAAP gross margin, -$434M in operating cash flow, and $15.05B sitting in inventory.
Business is booming—all the cash is just parked on the warehouse shelves.
#AI
Wall Street spent days punishing Big Tech for bloated AI capex—then went right back to buying the shovel sellers.
$AMD jumped nearly 5% after the bell as data center revenue surged 97% YoY. $ANET clocked 58.5% YoY revenue growth, its fastest pace since going public.
Today’s slate: ADP jobs (8:15 a.m. ET) and ISM Services PMI (10:00 a.m. ET), with $QCOM and $APP after the bell.
Full recap in the replies 👇
#AI
$PLTR checked every box in Q3—and still dropped over 8% premarket.
U.S. commercial revenue topped government revenue for the first time ever, fueling a clean beat across Q3 results, Q4 guidance, and the full-year outlook.
Management just set the table for a victory lap, while the early money is already lining up to cash out.
#AI
$AAPL beat across the board in fiscal Q4 on strong iPhone and Mac demand—and still sank over 4.7% premarket.
The culprit? Soft Services growth and a gross margin guide weighed down by “unprecedented” memory cost inflation.
Nothing says welcome to the CEO chair like watching your debut quarter get upstaged by the RAM bill.
#USStocks
The second-largest tech buyout in history is official: $150.3B $MRVL is acquiring $61.9B $LITE .
Marvell’s chips handle the electrical interconnects; Lumentum’s lasers rule optical transmission. Together, they’re locking down the entire AI data pipe from electrons to photons.
Why just pave the AI superhighway when you can own every tollbooth on it.
#AI
$MRVL locked in its $115B all-stock buyout of $LITE , and Lumentum brought 136.5% YoY revenue growth to the wedding.
Shareholders skipped the reception anyway: $MRVL fell over 12%, while $LITE tanked more than 18%.
Next up: JOLTS and factory orders at 10:00 a.m. ET, with $AMD and $ANET earnings after the bell.
Full recap in the replies 👇
#AI
$LITE just showed up to its $MRVL tie-up with a $5B+ wedding gift.
Fiscal Q1 net revenue surged 136.5% YoY and Systems jumped 228.8%, beating across the board on revenue and non-GAAP EPS. Q2 guidance took another leg higher—backed by over $5B in NPO/CPO purchase commitments.
The ink on the Marvell deal is barely dry, and Lumentum is already flashing the receipts.
#AI
November’s market calendar doesn’t leave much room to breathe.
First half: midterms, payrolls and CPI run the gauntlet. Second half: $NVDA earnings, $MSFT flexing at Ignite, and Anthropic IPO buzz—before GDP and PCE sneak in at month-end.
This tape decides how fancy the turkey gets at Thanksgiving.
#USStocks
The Nasdaq lost 2% last week while 9 of 11 sectors finished green. Tech’s misery couldn’t find much company.
This week: $AAPL , $AMD and optics earnings, plus midterms and payrolls.
For optics, “booked solid” has been the pitch. Now show us the revenue and gross margins.
Full weekly recap in the replies 👇
#USStocks
