The 8:30 hosts Julie Hyman, Jake Conely, and Pras Subramanian tackle the top stories of the day. Including rounding up the earnings from Microsoft (MSFT) and Alphabet (GOOGL)(GOOG), the mounting risks at Nvidia (NVDA), and the new touchscreen laptop Apple (AAPL) just debuted.
Nvidia and Apple both posted record quarters fueled by AI, yet they earn that money in completely opposite ways, and only one of those bets looks worth the price tag right now.
AI hyperscalers have quietly flipped the power dynamic in flash memory, and Apple now faces a cost surge with no contract protection heading into a pivotal earnings call under a brand-new CEO.
STMicroelectronics expects rising demand for data centers and satellite communication to fuel its growth.
Semiconductor stocks Micron and SanDisk jumped as SK Hynix forecast a memory shortage until 2030. See key levels.
The financial stock has generated a total return of 440% during the past decade.
Many feared that Garmin was about to implode.
LONDON, October 29, 2026--Global smartphone shipments fell 20% year-on-year (YoY) to 254.7 million units in 3Q26, according to Omdia, marking the lowest third-quarter shipment volume since 2013. Rising smartphone prices continued to weigh on consumer demand, particularly in emerging markets. Distributors and retailers also remained cautious about replenishing inventory ahead of the holiday season, as higher device costs increased working capital requirements and limited stocking volumes.