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Nasdaq leads stocks lower as investors question the cost of AI growth

Monolithic Power Systems Inc reports results for the quarter ended September 30 - Earnings Summary. Monolithic Power Systems Inc MPWR reported quarterly adjusted earnings of $8.19​​ per share for the quarter ended September 30, higher than the same quarter last year, when the company reported EPS of $4.73. The mean expectation of fifteen analysts for the quarter was for earnings of $7.75 per share. Wall Street expected results to range from $7.66 to $8.02 per share. Revenue rose 63.1% to $1.20 billion from a year ago; analysts expected $1.15 billion. Monolithic Power Systems Inc's reported EPS for the quarter was $5.51​. The company reported quarterly net income of $271.07 million. Monolithic Power Systems Inc shares had fallen by 11.0% this quarter and gained 32.3% so far this year. FORECAST CHANGES The mean earnings estimate of analysts had risen by about 3.3% in the last three months.​ In the last 30 days, there have been no negative revisions of earnings estimates RECOMMENDATIONS The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy," 2 "hold" and no "sell" or "strong sell." The average consensus recommendation for the semiconductors peer group is also "buy" Wall Street's median 12-month price target for Monolithic Power Systems Inc is $1,800.00, about 33.4% above its last closing price of $1,198.81 This summary was machine generated from LSEG data October 30 at 01:55 p.m. UTC. ​All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com ) QUARTER ENDING ESTIMATE ACTUAL BEAT, MET, MISSED Sep. 30 2026 7.75 8.19 Beat Jun. 30 2026 5.87 6.50 Beat Mar. 31 2026 4.90 5.10 Beat Dec. 31 2025 4.72 4.79 Beat

Argus Research maintains KLA at Buy, keeps price target at $225. Argus Research maintained KLA at Buy and kept its price target at $225. The price target implies an upside of 34.4% from the Oct 29 close of $167.43. Recent analyst actions on KLA Date Firm Action Rating Price target Oct 29 JP Morgan Maintains Overweight $240 Oct 29 Citigroup Maintains Buy $275 Oct 29 UBS Maintains Neutral $180 Oct 29 Wells Fargo Maintains Overweight $210 Oct 29 Susquehanna Maintains Neutral $190 Across the five most recent analyst notes published on KLA over the past 30 days, price targets range from $180 to $275. Explore more price target data and ratings for KLA on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

TRUMP RALLIES WERE REARRANGED TO ACCOMMODATE TELE-RALLIES- CNN

Exxon Mobil $XOM said it plans to spend more than $100 Billion on CAPEX through the end of 2030 - Bloomberg “The reason prices are high today is because there’s not enough supply” ... “The last thing you want to do is discourage more supply.”

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Chevron CEO Wirth: Sees elevated prices for both crude oil and for refined products around the world - CNBC.

Is AI Eating The Ad Dollars That Pay For AI? Goldman's Delta-One Boss Is Starting To Wonder

TRUMP TO NOW HOLD RALLIES IN IOWA AND KANSAS SUNDAY - CNN

California GOP Candidate Steve Hilton Slams Mark Zuckerberg for $1 Million Donation to Democrat Xavier Becerra: ‘Protection Money’. Republican California gubernatorial candidate Steve Hilton criticized Meta Platforms Inc. META CEO Mark Zuckerberg over the company’s $1 million donation to Democratic candidate Xavier Becerra . Hilton said that he knows that Zuckerberg and Meta executives believe Becerra would be “a disaster” for the state’s businesses and economy, but donated the money anyway. The Republican characterized the payment as an effort to secure favorable treatment, alleging corporations are paying for “protection money” under California’s ruling political establishment. Hilton criticized Zuckerberg for allegedly seeking “Meta carve-outs” from a potential one-party government. “The sad thing is that your business may be one of the few that can continue to operate here, and you may be one of the few that can afford to live here!,” he wrote, addressing the Meta CEO. Hilton warned that continued Democratic rule could hurt businesses and make California unaffordable for most people. “The business exodus of recent years could turn into a stampede,” he wrote. Meta did not immediately respond to Benzinga’s request for comments. Steve Hilton @SteveHiltonx I know for a fact that Mark Zuckerberg and senior executives at Meta think Becerra would be a disaster for California's business climate and economy. But they just gave Becerra $1 million anyway. This is the level of corruption in California after 16 years of one party rule.… Oct 29, 2026 Meta-Backed PAC Donates $1 Million to Becerra The allegation followed a New York Post report that a Meta-backed super political action committee (PAC) had made a last-minute $1 million contribution to Becerra’s California gubernatorial campaign. The report described the money as coming from a super PAC backed by Zuckerberg, placing the contribution in the final stretch of the campaign. Mobilizing Economic Transformation Across (META) California donated nearly $1 million to Xavier Becerra’s campaign in five installments between Oct. 20 and 27, bringing its total contributions to more than $2.2 million, the report stated, citing campaign finance records. Xavier Becerra, former HHS Secretary under the Biden administration, is running against Republican Steve Hilton in the race to succeed California Governor Gavin Newsom . California’s Regulatory Impact on Big Tech California’s gubernatorial race matters to the tech industry because the state can shape regulations on AI, social media, and other sectors where major companies like Meta operate. Last week, Meta agreed to grant Zuckerberg non-voting shares that he could sell to cover a potential multibillion-dollar California billionaire wealth tax, in exchange for an eight-year commitment to remain in the state or wherever Meta is headquartered. The arrangement would allow Zuckerberg to retain voting control while potentially selling shares to meet the tax bill if voters approve Proposition 40. Meta’s board committee said keeping Zuckerberg in leadership is critical amid intensifying AI competition. Price Action: Year-to-date, Meta’s stock has declined about 7%, as per Benzinga Pro . The stock fell about 1.6% on Friday.

[转推] LiveSquawk reposted The BVIV Index increased from 37.49 to 45.99 intraday yesterday, a 22.7% move. ~12.6K BVIV perpetual contracts traded on @HyperliquidX. Most since mid-Oct. https://app.hyperliquid.xyz/trade/mkts:BVIV

Flash Heard: The AI Boom Is Both Helping and Harming Intel — WSJ. By Asa Fitch Intel's future is all about AI. Today's plunge in its shares is a reminder of how much its past still matters. Intel became a financial juggernaut by making and selling chips at the heart of personal computers and, later, servers that underpinned the cloud-computing revolution. While it struggled at the outset of the AI boom, shifts in computing demand in recent quarters have played into its hands. Now, though, that same boom is becoming a drag on its traditional business. Intel's results showed new strengths, with $7.3 billion of revenue in its data center and AI division, higher than analysts forecast. Intel's central processing units are a big factor in inference computing for AI agents, which have been taking off. But the company's outlook for the current quarter was dismal, about $1.6 billion below projections, because its old PC-chip business is languishing. Its shares dropped more than a quarter this morning. Despite all the growth in AI, that PC-related business still supplies roughly half of Intel's revenue-$8.1 billion of it in the third quarter. And the PC market isn't looking great. PC shipments fell about 20% year-over-year in the third quarter, according to International Data Corp. The reason: Computer-memory prices have skyrocketed because of unprecedented memory demand for AI computing. As a result, PC manufacturers are focusing on higher-priced computers, reducing sales volumes. And sales volumes are what matters most to Intel. The challenges, Chief Executive Lip-Bu Tan said on an analyst call yesterday, would persist "until memory availability and prices begin to normalize." That may take a while. Intel Chief Financial Officer David Zinsner said the company expected PC unit sales to decline more than 20% in the second half of this year, followed by a 10% decline next year. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

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BARKIN SAYS BUSINESS OWNERS SAY DEMAND REMAINS SOLID, WITH ONLY WEAKNESS AMONG NON-PROFITS AND IN THE HOUSING SECTOR; BUSINESSES SAY THAT COST PRESSURES ARE BROAD BASED; BUSINESSES ARE LAYING PLANS TO PASS THOSE COSTS ON TO THEIR CUSTOMERS

StoneX maintains Intel at Buy, lowers price target to $100 from $140. StoneX maintained Intel at Buy and lowered its price target to $100 from $140, a 28.6% decrease. The price target implies an upside of 8.6% from the Oct 29 close of $92.07. Recent analyst actions on Intel Date Firm Action Rating Price target Oct 30 Susquehanna Maintains Neutral $75 Oct 30 Evercore ISI Group Maintains Outperform $131 Oct 30 Keybanc Maintains Overweight $140 Oct 30 Seaport Global Downgrades Neutral — Oct 30 KGI Securities Upgrades Outperform $95 Across the five most recent analyst notes published on Intel over the past 30 days, price targets range from $75 to $140. Explore more price target data and ratings for Intel on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

MNI OCT CHICAGO BUSINESS BAROMETER 55.3 VS SEP 58.8

US MNI CHICAGO PMI OCT: 55.3 (EST 56.0; PREV 58.8)

US CHICAGO PMI ACTUAL 55.3 (FORECAST 56, PREVIOUS 58.8) $MACRO

US MNI Chicago PMI Oct: 55.3 (est 56.0; prev 58.8)

Fed's Barkin appearance on “business briefing’ ends.

BARKIN SAYS THE AI INVESTMENT SURGE HAS PRESSURED SUPPLY CHAINS, AND THAT IS INFLATIONARY; AI INVESTMENT IS LEADING TO DEMAND SIDE INFLATION, WHICH IS THE KIND OF THING THE FED CAN LEAN AGAINST

Fed’s Barkin: Business Owners Say Demand Remains Solid, With Only Weakness Among Non-Profits And In The Housing Sector - Businesses Say That Cost Pressures Are Broad Based - Businesses Are Laying Plans To Pass Those Costs On To Their Customers

Fed's Barkin: I hear from businesses on plans to pass along price rises

Apple $AAPL is back to being the largest company in the world Apple is currently the only stock worth more than $5 Trillion

"Mission Accomplished": BOJ Declares Victory Over Deflation, Then Speeds Up ETF Dump To A Breakneck 43 Years [链接预览] "Mission Accomplished": BOJ Declares Victory Over Deflation, Then Speeds Up ETF Dump To A Breakneck...

BARKIN SAYS IN THE CONTEXT OF YEARS OF ELEVATED INFLATION IT IS EASIER FOR BUSINESSES TO ARGUE THEY NEED TO RAISE PRICES; RESILIENCE OF CONSUMER SPENDING HAS BEEN A SURPRISE GIVEN RELATIVELY FLAT INCOMES

Fed's Barkin: Businesses say that cost pressures are broad based.

Fed's Barkin: Business owners say demand remains solid, with only weakness among non-profits and in the housing sector

Semiconductor Stocks Fall as Intel Earnings Trigger Broad Tech Selloff. By Connor Hart Semiconductor shares broadly fell following disappointing results and a downbeat outlook from Intel, along with an earnings miss from Amazon, which fueled fresh concerns around the artificial intelligence trade. The selloff rippled across the sector, hitting equipment manufacturers, foundries and analog suppliers. Broadcom shares opened Friday's regular session about 4% lower, while Advanced Micro Devices plunged nearly 10%. Shares of Micron Technology slipped 5.5%. The rout follows Intel's earnings on Thursday, when the company gave soft fourth-quarter guidance and forecast a prolonged slowdown in personal-computer sales, mostly because of high memory-chip prices. Intel's stock lost more than a quarter of its value Friday, erasing about $120 billion from the company's market capitalization. Wafer fab equipment makers were down, with Applied Materials down nearly 5% and Lam Research slipping 5.5%. The sector is susceptible to chipmakers' concerns over spending and memory and logic spending cuts. Meanwhile, Qualcomm was trading lower in sympathy with broader wireless and handset demand with fears over enterprise hardware sluggishness and smartphone demand bottlenecks. The chip pullback comes after a bruising week for Big Tech and AI stocks. Over the past week, investors became uneasy following earnings reports from Alphabet, Amazon and Meta Platforms, which fueled concerns about the payoff from AI-infrastructure spending. Alphabet's stock suffered its worst day on record Thursday, losing roughly $500 million in market value, after the tech giant said Google's search revenue growth waned due to the less lucrative nature of AI searches. Meanwhile, shares of Amazon were about 4.5% lower on Friday, after the company's third-quarter revenue and net income missed analysts' estimates. Overall free cash flow plunged to a $42.4 billion outflow. The reports came on the heels of Meta, which last week said it plans to continue spending "aggressively" on AI. The company unveiled plans to raise up to $95 billion in waves of stock offerings to fund its unending AI investments, including creating a new class of nonvoting stock in an at-the-market stock offering program of up to $60 billion. Meta's free cash flow also went into negative territory for the first time since it became a public company last week, although analysts had expected a stronger downturn. The company reported negative free cash flow of $2.1 billion versus analyst projections of negative $9.4 billion. Write to Connor Hart at connor.hart@wsj.com

🔴 BofA global research cuts intel to neutral from buy; cuts price objective to $100 from $145. $INTC

BARKIN SAYS A LOT OF COST PRESSURES ARE HITTING US BUSINESSES

Fed's Barkin: Direction of travel is straightforward for the Fed

BARKIN SAYS FED HAS SIGNALED A 'GRADUAL APPROACH'; ON FIGHTING INFLATION, QUESTION IS THE PACE

Fed’s Barkin: The AI Investment Surge Has Pressured Supply Chains, And That Is Inflationary - AI Investment Is Leading To Demand Side Inflation, Which Is The Kind Of Thing The Fed Can Lean Against

Fed's Barkin: AI investment is leading to demand side inflation, which is the kind of thing the fed can lean against.

RDDT -26%

INTEL SHARES PLUNGE 29%, SET FOR SHARPEST ONE-DAY PERCENTAGE DROP ON RECORD

Barkin: The AI investment surge has pressured supply chains, and that is inflationary.

BARKIN SAYS WE'LL SEE WHAT WE LEARN OVER THE NEXT PERIOD

BARKIN SAYS ON FIGHTING INFLATION, QUESTION IS THE PACE; A LOT OF COST PRESSURES ARE HITTING US BUSINESSES

Amazon, Intel Earnings Add Fuel to Tech Selloff — WSJ. By Ed Ballard The tech selloff is intensifying Friday morning after results from Amazon and Intel compounded worries around the artificial-intelligence trade. The Nasdaq composite slumped more than 2%. Shares of Amazon dropped; its earnings were in line with the company's forecasts--and showed booming cloud-computing growth--but left the market wanting more. Intel, meanwhile, is having its worst day ever after the memory-chip crunch and other hiccups weighed on personal-computer sales. The AI worry comes with a side order of crypto angst in the wake of a massive cyberattack on Binance. Bitcoin and other cryptocurrencies are trading lower after hackers made off with an estimated $6.3 billion from an attack on the crypto exchange. Binance suspended transactions and said users will be made whole. Meanwhile, oil is up after more strikes in the Middle East and Russia. Brent crude is climbing after a tanker transiting the Strait of Hormuz came under attack, according to U.K. Maritime Trade Operations. Ukraine struck an oil refinery in Russia, ending a pause that the Trump administration had pushed for. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

Kratos Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/KTOS/analyst-ratings (13:38 GMT) Kratos Price Target Cut to $91.00/Share From $128.00 by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/KTOS/analyst-ratings

Intel Shares Plunge 29%, Set For Sharpest One-Day Percentage Drop On Record $INTC

Fed's Barkin: The resilience of consumer spending has been a surprise, given the relatively flat incomes.

$INTC - INTEL SHARES PLUNGE 29%, SET FOR SHARPEST ONE-DAY PERCENTAGE DROP ON RECORD

CRYPTO STOCKS SLIDE AS BINANCE FREEZES ASSETS AFTER $6.3 BILLION HEIST $COIN - COINBASE GLOBAL DOWN 12.4% $MSTR - STRATEGY DOWN 11.9%

Fed's Barkin: In the context of years of elevated inflation, it is easier for businesses to argue they need to raise prices.

Fed’s Barkin: Fed Has Signalled A Gradual Approach - We'll See What We Learn Over The Next Period - Direction Of Travel Is "Straightforward" For The Fed, The Question Is Pace - A Lot Of Cost Pressures Are Hitting US Businesses

Fed's Barkin: A lot of cost pressures are hitting US businesses.

Tech, AI, & Semis Aren't The Only Problem...