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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 6 Nov 2026 - - - #### This is crazy: the market keeps falling while earnings are being revised UPWARDS Actually, the harder the estimates went up, the harder the multiples came down. Since June 30, forward EPS estimates are up 32% for Memory, 31% for AI Infrastructure and 30% for Semis; forward P/Es over the same period fell 50%, 36% and 35%. All 20 S&P 500 semiconductor names have de-rated. Source: zerohedge, Citadel securities [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![This is crazy: the market keeps falling while earnings are being revised UPWARDS](https://blog.syzgroup.com/hubfs/1793914765911-1.jpg) ![This is crazy: the market keeps falling while earnings are being revised UPWARDS](https://blog.syzgroup.com/hubfs/1793914765911-1.jpg) 3 Nov 2026 - - - #### Apple reported its fourth quarter earnings after the bell on Monday, beating expectations on the top and bottom lines on strong iPhone sales Apple's iPhone sales came in at $57.58 billion versus an estimated of $56.48 billion. $AAPL stock is up 1% after-hours Source: Yahoo Finance [#apple|](https://blog.syzgroup.com/syz-the-moment/tag/apple) [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![Apple reported its fourth quarter earnings after the bell on Monday, beating expectations on the top and bottom lines on strong iPhone sales](https://blog.syzgroup.com/hubfs/1793657394268.jpg) ![Apple reported its fourth quarter earnings after the bell on Monday, beating expectations on the top and bottom lines on strong iPhone sales](https://blog.syzgroup.com/hubfs/1793657394268.jpg) 2 Nov 2026 - - - #### The MAG7 free cash flow is estimated to explode into 2030 per Bloomberg Source: Investing visuals [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![The MAG7 free cash flow is estimated to explode into 2030 per Bloomberg](https://blog.syzgroup.com/hubfs/1793565009937.jpg) ![The MAG7 free cash flow is estimated to explode into 2030 per Bloomberg](https://blog.syzgroup.com/hubfs/1793565009937.jpg) 2 Nov 2026 - - - #### The market is putting a hefty discount on AI spending. Hyperscalers delivering average revenue growth of 21% are trading at just 20.7x earnings. Meanwhile, Costco and Walmart command multiples around 40x earnings—with revenue growing at a fraction of that pace. The difference? Investors increasingly see AI capex as a burden, questioning whether today’s massive investments will generate tomorrow’s profits. That concern is understandable. But it also sets up a powerful opportunity. If AI spending delivers reasonable returns, today’s pessimism could look deeply misplaced. Investors may regret paying a premium for predictability while demanding a discount on some of the world’s strongest growth businesses. Source: Boring\_Business Dr. Ahmad Majid Lootah [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![The market is putting a hefty discount on AI spending.](https://blog.syzgroup.com/hubfs/1793565619551.jpg) ![The market is putting a hefty discount on AI spending.](https://blog.syzgroup.com/hubfs/1793565619551.jpg) 30 Oct 2026 - - - #### A very bad after-hours session... Intel beat Q3 estimates but issued weak Q4 guidance, saying the PC slowdown will last at least through the first half of 2027. Amazon missed on both, with revenue of $201.9 BILLION vs $202.3 BILLION expected, as advertising fell short despite an AWS beat. Twilio beat, raised full year growth to 20%, ,and the stock still got sold hard after hours. The Q4 deceleration to 11-12% organic is real but that is a guide, not a cut Reddit is becoming a ‘logged-in-only experience,’ says CEO Steve Huffman Sandisk's datacenter sales jump 61%, but free cash flow dips [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![A very bad after-hours session...](https://blog.syzgroup.com/hubfs/1793310722916.jpg) ![A very bad after-hours session...](https://blog.syzgroup.com/hubfs/1793310722916.jpg) 30 Oct 2026 - - - #### Interesting visual by ProAllocate on Q4 2026 consensus view Source: ProAllocate [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![Interesting visual by ProAllocate on Q4 2026 consensus view](https://blog.syzgroup.com/hubfs/1793205837212.jpg) ![Interesting visual by ProAllocate on Q4 2026 consensus view](https://blog.syzgroup.com/hubfs/1793205837212.jpg) 30 Oct 2026 - - - #### WE ARE IN A 10 TO 20 YEAR CYCLE AMAZON $AMZN CEO ANDY JASSY SAID: "WE HAVE EVEN MORE CONVICTION THAN WE ALREADY HAD THAT THE INVESTMENT WE'RE MAKING IN AWS WILL YIELD A MUCH LARGER REVENUE AND FREE CASH FLOW GENERATING BUSINESS THAN WE WOULD'VE IMAGINED A FEW YEARS AGO... " Source: Trend Spider [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) ![WE ARE IN A 10 TO 20 YEAR CYCLE](https://blog.syzgroup.com/hubfs/1793311823147.jpg) ![WE ARE IN A 10 TO 20 YEAR CYCLE](https://blog.syzgroup.com/hubfs/1793311823147.jpg) 30 Oct 2026 - - - #### The Big 4 have now revealed their quarterly CapEx spending with a combined total surpassing $200B • $AMZN ~$77B • $GOOGL ~$51B • $MSFT ~$39B • $META ~$34B Source: Shay Boloor [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![The Big 4 have now revealed their quarterly CapEx spending with a combined total surpassing $200B](https://blog.syzgroup.com/hubfs/1793312001216.jpg) ![The Big 4 have now revealed their quarterly CapEx spending with a combined total surpassing $200B](https://blog.syzgroup.com/hubfs/1793312001216.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/earnings/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/earnings/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/earnings/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/earnings/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/earnings/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/earnings/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/29?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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