Microsoft Earnings Lift Semiconductor Stocks; Lam Research Surges 17%

01 Apple iPhone Sales Surge 22%, But Services Stumble in Q3 Earnings 02 Microsoft Earnings Lift Semiconductor Stocks; Lam Research Surges 17% 03 Amazon Projects $200 Billion 2026 Capex as Cloud Spending Accelerates 04 Intercontinental Exchange to Acquire MarketAxess for $5.7 Billion 05 Commonwealth Fusion Systems Raises $1 Billion Toward Commercial Reactor 06 Mexican Economy Expands 1.5% in Q2, Largest Quarterly Gain in Recent Period 07 Bank of England Holds Rates; Signals Inflation Rebound Despite Growth Upgrade 08 Tesla Reaches 10 Millionth EV; Halfway to Musk's Core Production Target 01 Apple Delivers iPhone Surge but Services Growth Stalls 02 Microsoft Earnings Spark Chip Rally as AI Capex Thesis Gains Traction 03 Amazon Projects $200B Capex in 2026 as Cloud Infrastructure Race Intensifies 04 Commonwealth Fusion Systems Raises $1B as Commercial Fusion Timeline Accelerates 05 Mexico's Economy Rebounds with 1.5% Sequential Growth, Largest Quarterly Expansion 06 Tesla Reaches 10 Million EV Milestone, Halfway to Musk's Core Production Goal 07 US Jobless Claims Rise to 197,000 but Layoffs Remain Historically Subdued 08 Bank of England Holds Rates as Inflation Expected to Rise, Growth Forecast Improves 09 Google DeepMind's Gemini 2 Extends AI into Physical World, Advancing Embodied AGI 01 Apple Beats Revenue Forecast But Services Growth Stalls BRK 02 Chip Stocks Rally on Strong Earnings From Lam Research, Microsoft, Arm 03 Amazon Signals $200B 2026 Capex as Cloud Spending Accelerates 04 30-Year Treasury Yields Hit 19-Year High as Fed Holds Rates Steady 05 Mortgage Rates Hit One-Year High Amid Geopolitical and Inflation Concerns 06 Commonwealth Fusion Systems Raises $1B as Fusion Race Heats Up 07 Tesla Reaches 10 Million EV Milestone, Halfway to Musk's Core Goal 08 Mexican Economy Expands 1.5% in Q2, Strongest Growth in Quarters 01 Mexico's Economy Accelerates While Energy Windfall Masks Structural Weakness 02 Microsoft's Cloud Momentum Drives Stock Toward Historic Gains as Tech Earnings Season Peaks 03 Amazon Signals $200 Billion 2026 Capex as Cloud and AI Infrastructure Spending Accelerates BRK 04 U.S. Mortgage Rates Hit One-Year High at 6.66% as Treasury Yields Soar on Fed Uncertainty BRK 05 Rolls-Royce Raises Guidance on Defense Boom and 50% Data Center Power Growth 06 Tesla Reaches 10 Million EV Milestone, Halfway to Musk's Core Product Goal 07 Samsung Posts Record Profits on Memory Chip Demand, but Investor Skepticism Persists 08 Poland Reports Russian NATO Airspace Violation as Moscow Escalates Ukraine Missile Barrage BRK 09 Reformation IPO Opens Flat at $15 as Sustainable Fashion Retail Tests Market Appetite BRK 01 Mexico's Economy Accelerates as Energy Windfall Lifts Regional Growth 02 Amazon and Microsoft Fuel AI Arms Race With Record Capital Spending Plans 03 U.S. Mortgage Rates Hit One-Year High at 6.66% as Fed Holds Steady BRK 04 Rolls-Royce Raises Guidance on Defense Boom and AI Data Center Surge