Play with this page: every chart carries hover readouts and a table view; compare views on 1 chart · 1 your-arithmetic slider — dial in your own figure against the desk's printed lines. Everything you can reach shows only the edition’s own figures — the sliders show yours, labelled as yours.
The regime in moves — growth vs the tape
The growth prints and the tape are the edition's own regime matrix, as printed.
Table view — the same figures as text
Series
As printed
Microsoft — Azure revenue growth
+48%
Amazon — AWS revenue growth
+39.3%
S&P 500
fell 0.31%
Nasdaq
-1.38%
Marvell
-13.24%
Source: Compute & Capital edition, Oct 30 — the 60-Second Regime Matrix as printed.
Policy rate and the curve
The United States held; the yields are Thursday's, as printed in the matrix.
Table view — the same figures as text
Series
As printed
2-year Treasury yield
4.67%
10-year Treasury yield
4.99%
US policy rate — held
3.75% to 4.00%
Source: Compute & Capital edition, Oct 30 — the 60-Second Regime Matrix as printed.
Reported revenue — the week's reporters
Revenue as each company reported it and the edition printed it.
Table view — the same figures as text
Series
As printed
Amazon — net sales
$201.9 billion
Alphabet — revenue
$127.58 billion
Microsoft — revenue
$92.3 billion
Intel — revenue
$16.51 billion
Source: Compute & Capital edition, Oct 30 — the earnings stories as printed.
Profit per share — reported vs expected
Reported against the consensus the edition prints, company by company.
Table view — the same figures as text
Series
As printed
Amazon — earnings per share, reported
$1.89
Amazon — consensus
$1.96–$1.97
Microsoft — earnings per share, reported
$4.89
Microsoft — expected
$4.73
Intel — non-GAAP earnings per share, reported
$0.52
Intel — expected
$0.40
Source: Compute & Capital edition, Oct 30 — the earnings stories as printed.
The 2026 building bill — plan ranges
The 2026 plans as each company stated them and the edition printed them.
Table view — the same figures as text
Series
As printed
Meta — 2026 capital spending plan
$135 billion to $145 billion
Microsoft — 2026 capital spending plan
$170 billion
Alphabet — 2026 capital spending plan
$195 billion to $205 billion
Amazon — 2026 capital spending plan
$220 billion
Source: Compute & Capital edition, Oct 30 — the building-bill passages as printed.
Cash left over — free cash flow
Cash left after paying for buildings and kit — the desk's own definition, as printed.
YOUR ARITHMETIC — the cash figures above are the desk's, as printed. Dial in YOUR OWN free cash flow figure and see where it would stand among them; the figure you choose is your hypothetical, not the desk's call.
Table view — the same figures as text
Series
As printed
Microsoft — free cash flow
positive $18.63 billion
Alphabet — free cash flow
negative $9.07 billion
Amazon — free cash flow, trailing 12 months
negative $42.4 billion
Source: Compute & Capital edition, Oct 30 — the cash passages as printed.
Alphabet's cash bridge — in, out, left over
One company's bridge, in the edition's own figures: what came in, what the buildout took, what was left.
Table view — the same figures as text
Series
As printed
Alphabet — operating cash flow
$42.29 billion
Alphabet — capital spending
$51.36 billion
Alphabet — free cash flow
negative $9.07 billion
Source: Compute & Capital edition, Oct 30 — the Alphabet cash passages as printed.
The guides — what the companies promised next
Guides as the companies gave them Thursday night, as printed.
Table view — the same figures as text
Series
As printed
Amazon — fourth-quarter sales guide
$240 billion to $247 billion
Amazon — fourth-quarter operating profit guide
$28.5 billion to $33.5 billion
Intel — fourth-quarter revenue guide
$15 billion to $16 billion
Source: Compute & Capital edition, Oct 30 — the guidance passages as printed.
In the words, not the charts: this view charts the edition’s bound figures only. The edition’s sections — What Needs Your Attention Today · 60-Second Regime Matrix · The Macro Vector: Expensive Money Meets a Building Boom · Dispersion & Anomalies: The Same Week, Opposite Problems · Tactical Asymmetry: What to Watch · Subscriber Depth — The Profit Engine, the Miss, and the One Cash-Positive Builder · Value Creation vs Value Capture · The earnings base-rate corpus · The Read Achilles app is coming. — include stories whose substance is narrative or conditional; those are told in the Newsletter state.