Stock Movers Big Tech Earnings Gains; Nvidia Rally Continues
10 snips
Oct 31, 2025 
Lisa Mateo, a Bloomberg reporter with a keen focus on technology and markets, discusses the latest earnings from major tech companies. Amazon's revenue hit $33 billion, propelled by AWS growth, marking a significant rebound. Apple projects a strong holiday season despite mixed results, while excitement surrounds the new iPhone lineup. Meanwhile, Nvidia's CEO Jensen Huang shares ambitions of selling chips in China, highlighting the global dynamics of tech investments. Tune in for insights on these market movers!
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AWS Drives Amazon's Rebound
- Amazon Web Services delivered its strongest growth in almost three years, easing fears about competitive losses.
- AWS drove the quarter as Amazon reported $33 billion in third-quarter revenue and heavy AI-related investment.
Fund Infrastructure To Support AI
- Invest in AI infrastructure if you want to support large generative models, as Amazon increased capex to build data centers and chips.
- Amazon's capex rose about 61% to a record $34.2 billion to operate and train AI models.
Apple's Strong Holiday Outlook
- Apple gave a strong outlook, forecasting fiscal first-quarter revenue up 10–12% driven by new iPhones.
- Management called the coming quarter potentially their best iPhone quarter ever despite mixed China results.