Earnings & big events

Amazon's double miss is the overnight swing factor for mega-caps: with Alphabet, Meta and now Amazon all showing capex outrunning cash generation, free cash flow is becoming the headline metric for AI spenders. source
Intel's weak guide (Q4 revenue $15B–$16B vs $17.1B expected, EPS 25c vs 43c) puts semis back in focus Friday after the group already broke a four-day winning streak. source
Bank of Japan (Fri, Tokyo): held rates steady but revised up its inflation forecast and stressed readiness to keep raising rates; markets had priced about an 83% chance of a hike at the Dec. 18 meeting. source
Friday premarket: ExxonMobil, Chevron and AbbVie report, with oil above $100 and Iran peace mediation in the headlines. source
Next week's heavyweights: Apple and Palantir (Mon after close), AMD, Shopify, Pfizer and Arista (Tue), and Airbnb, Cloudflare and The Trade Desk (Thu after close). source
Geopolitics into the Nov. 3 U.S. election: the dollar has safe-haven support on Houthi attacks on Saudi Arabia and speculation about a possible U.S. strike on Iran, while mediators pursue a temporary peace deal. source

Research only, not financial advice. Built Oct 29 11:51 PM PT.