Alphabet Inc.

Wall Street analysts are mostly raising their price targets on shares of Google's parent company after a strong quarterly report released on the evening of October 29, CNBC <a href="https://www.cnbc.com/2025/10/30/alphabet-is-soaring-after-its-latest-earnings-report-what-wall-street-analysts-are-saying.html">writes</a>. They note that despite the risks from AI competitors, the tech giant is feeling resilient and building profits. Alphabet's quarterly revenue topped $100 billion for the first time in history and profits beat expectations. The company also <a href="https://oninvest.com/article/kvartal-naa-vyrucka-alphabet-vpervye-prevysila-100-mlrd-akcii-podnalis-na-6">said</a> it raised its full-year forecast for AI investments to $91-93 billion from $85 billion, and noted continued strong demand for cloud services.

'Flawless report': what analysts are now advising to do with Alphabet shares

ServiceNow, Inc.

Carvana Co.

Microsoft Corporation

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: geopolitics in the spotlight

Meta Platforms, Inc.

China and the U.S. have agreed on a trade deal that includes a reduction in some duties. Alphabet reported record revenue of $102.4 billion and Google Cloud division grew 34%, becoming the main beneficiary of the AI boom. The IPO of ChatGPT chatbot developer OpenAI could take place in 2026 and bring its valuation to $1 trillion. These and other topics are covered in our review of key events for the morning of October 30.

Highlights for the morning: Alphabet and Microsoft records, US-China deal, OpenAI IPO

Google's holding company Alphabet exceeded analysts' expectations for revenue and profit in the third quarter, with sales exceeding $100 billion for the first time. Revenue growth was shown by all key areas of Alphabet's business, including advertising tools and cloud services. At the same time, the company raised its capital expenditure forecast for Google Cloud expansion for the second time this year.

Alphabet's quarterly revenue topped $100 billion for the first time Shares up 6%

PayPal Holdings, Inc.

Snap Inc.

Morning in New York: awaiting key events

Tesla, Inc.

Keurig Dr Pepper Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors are driven by optimism

Apple Inc.

The latest <a href="https://oninvest.com/article/amerikanskie-akcii-obnovili-rekord-posle-surpriza-v-otcete-ob-inflacii">data</a> on weaker-than-expected inflationary pressures in the U.S. will almost guarantee a quarter percentage point cut in the Fed Funds rate this week, <a href="https://www.barrons.com/articles/fed-rate-decision-unitedhealth-apple-microsoft-visa-earnings-fe0b3864?mod=RTA#:~:text=That%20data%20point%20all%20but%20seals%20a%20quarter%2Dpoint%20rate%20cut%20at%20the%20Federal%20Open%20Market%20Committee%E2%80%99s%20confab%2C%20which%20will%20take%20place%20on%20Tuesday%20and%20Wednesday.">writes</a> Barron's. Decisions on monetary policy will also be made by the European Central Bank and the Bank of Japan.

Fed rate decision and Magnificent 7 earnings: what to expect for investors this week

Pinterest, Inc.

At the same time, analysts named Snap's competitors whose growth they believe in

Stifel advised to sell shares of Snapchat owner. What does this have to do with TikTok?

Intel Corporation

US President Donald Trump has escalated relations with Canada, halting trade talks in the wake of the Ronald Reagan "fake" voiceover ad scandal. Intel reported revenue and profit growth with multi-billion dollar US support and investment from Nvidia, while OpenAI continues to expand with the purchase of Mac AI developer Sky. These and other topics are covered in our review of key events for the morning of October 24.

Google will supply AI startup Anthropic with tens of billions of dollars worth of chips

International Business Machines Corporation

Netflix, Inc.

AT&T Inc.

SAP SE

Amazon.com, Inc.

General Motors Company

RTX Corporation

The Coca-Cola Company

Morning in New York: S&amp;P 500 aims for a new high

NVIDIA Corporation

The "Magnificent Seven" companies will start reporting this week - Tesla will be the first to do so on October 22, and Nvidia will be the last to release its quarterly results on November 19.