Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 10/31/2025
Today’s podcast episode was created from the following stories:
Amazon Q3 earnings recap: 20% AWS cloud sales growth and earnings beat drive stock surge
By Ashley Rodriguez — October 30, 2025
Amazon shares jumped more than 13% after a Q3 beat and 20% year-over-year growth in AWS, as CEO Andy Jassy highlighted strong AI demand and plans to double cloud capacity by 2027. The company also outlined heavy 2025 capex of about $125 billion, growing ad momentum, and faster delivery speeds, while noting recent layoffs were cultural, not financial. Guidance points to a busy holiday quarter and AWS re:Invent ahead.
November is historically one of the stock market’s best months — here’s where BofA says to invest
By Jennifer Sor — October 30, 2025
Bank of America says seasonality favors stocks in November, especially in a presidential election year after a strong October. Historically, consumer discretionary, tech, healthcare, and industrials lead, while small caps also tend to outperform. With AI enthusiasm lifting indexes to records, BofA highlights tactical opportunities across those groups.
FORBES DAILY: AI mints the most valuable company ever — again
By Danielle Chemtob — October 30, 2025
Nvidia topped a $5 trillion valuation as the AI boom continues to reshape market leadership. The Fed delivered a second rate cut of the year but signaled no guarantee of another move in December, tempering stock gains. The newsletter also spotlights shifting media measurement dynamics and deal activity across tech.
Comcast stock at a 36% discount — worth buying?
By Trefis Team — October 30, 2025
Trefis argues Comcast’s high margins and steady cash generation look attractive at a discounted valuation, even with modest revenue growth. The piece highlights strong operating and cash flow margins, but also notes historical drawdowns that underscore market risk. The takeaway: quality cash flows at a cheaper multiple may appeal to patient investors.
Is AVGO stock beating competition?
By Trefis Team — October 30, 2025
Broadcom rallied 13% in a week on AI momentum, buoyed by an OpenAI chip deal and demand tied to a new Nvidia-Oracle supercomputer project. Trefis notes AVGO’s top-tier margins, strong growth versus peers, and a rich valuation after big gains. The analysis recommends reassessing positioning after the surge and weighing diversification.
Adobe stock dropped yesterday — should you buy it now?
By Trefis Team — October 30, 2025
Despite AI product buzz from MAX, Adobe fell 6.1% as investors weighed competitive threats and took profits. The piece outlines solid fundamentals and reasonable multiples, but flags the stock’s tendency to underperform in past downturns. Caution is advised: avoid catching a falling knife without a clear risk plan.
AT&T stock can sink — here is how
By Trefis Team — October 30, 2025
Trefis warns AT&T’s heavy debt, rising churn, and legacy wireline pressures could amplify downside risk. While margins and cash flow help, the stock’s history of sharp drawdowns in crises is a red flag. The message: position sizing and portfolio construction matter as much as the single-stock thesis.
GOOGL stock vs. Meta stock
By Trefis Team — October 30, 2025
Alphabet popped on a Q3 beat, fueled by 34% growth in Google Cloud, while Meta slipped on a one-time tax charge despite solid sales. Even so, Trefis prefers Meta for stronger revenue momentum, better margins, and a lower relative valuation. The pullback may offer a more attractive entry, in their view.
Buy or sell Fiserv stock after its 44% crash?
By Trefis Team — October 30, 2025
Fiserv plunged 44% after a major earnings miss, slashed full-year guidance, leadership changes, and legal overhangs. While valuation looks cheap on surface metrics, the analysis flags weak stability and a murkier growth outlook. Bottom line: high risk; wait for clearer improvement before buying the dip.
30% upside for Palantir stock?
By Trefis Team — October 30, 2025
Trefis sees a case for additional upside in Palantir given very strong revenue growth, rising profitability, and a fortress balance sheet. The caveat is valuation — it’s very high — and the stock has shown pronounced volatility in downturns. For believers, the setup is attractive but not for the faint of heart.
Broadcom vs. Nvidia: which stock could rally?
By Trefis Team — October 30, 2025
Despite Broadcom’s recent surge, Trefis argues Nvidia offers stronger growth, higher profitability, and a relatively lower valuation. Nvidia’s Blackwell GPUs, NVLink, and CUDA ecosystem underpin AI data center leadership, while Broadcom’s AI networking and custom silicon follow a steadier, contract-driven path. Investors weighing AI exposure may favor NVDA on fundamentals.
Here are Thursday’s top Wall Street analyst research calls: Coinbase Global, Meta Platforms, Boeing, Cisco Systems, and more
By 24/7 Wall St. staff — October 30, 2025
Stocks finished mixed after a 25 bp Fed cut, with Chair Powell noncommittal on a December move. Analysts rolled out fresh calls across mega-cap tech, aerospace, and crypto-linked names, offering post-Fed positioning cues. It’s a snapshot of how pros are calibrating risk after policy easing.
How the job market could get ugly
By Dan DeFrancesco — October 30, 2025
Amazon’s 14,000 layoffs may not move the overall labor needle, but they could set a precedent if peers follow, risking a broader white-collar reset. Some executives may blame AI, yet experts argue many cuts reflect post-pandemic overhiring corrections. The real stress test comes if companies stop replacing roles amid a hiring “freeze.”
