Friday closes only, as the edition prints them.
| Series | As printed |
|---|---|
| S&P 500 | -1.82% |
| Nasdaq | -2.86% |
| Chip index | -7.20% |
Source: Compute & Capital edition, Oct 31 — Friday's index moves as printed.
Falls on the day, as printed; Intel's was its worst day since 1974.
| Series | As printed |
|---|---|
| Intel | -28.58% |
| AMD | 10.88% |
| Nvidia | 4.22% |
| Amazon | -1.41% |
Source: Compute & Capital edition, Oct 31 — Friday's falls as printed.
Reported against the expectations the edition prints; the spending plan was held, not raised.
| Measure, as printed | Figure, as printed |
|---|---|
| Sales — reported | $201.94 billion |
| Sales — expected | $202.31 billion |
| Earnings per share — reported | $1.89 |
| Earnings per share — expected | $1.96 |
| 2026 spending plan — held | $220 billion |
| Free cash flow — twelve months (negative) | $42.4 billion |
| Signed cloud backlog | $578 billion |
Source: Compute & Capital edition, Oct 31 — Amazon's results as printed.
Guides as printed — AMD's is about $13 billion, give or take $300 million; Nvidia's is $108 billion, give or take 2%.
| Series | As printed |
|---|---|
| AMD — sales guide | $13 billion |
| Intel — fourth-quarter sales guide | $15 billion to $16 billion |
| Amazon — fourth-quarter profit guide | $28.5 billion to $33.5 billion |
| Nvidia — sales guide | $108 billion |
| Amazon — 2026 spending plan | $220 billion |
Source: Compute & Capital edition, Oct 31 — the guidance as printed.
The yield eased on Friday as investors fled falling stocks for government bonds, as the edition prints it.
| Reading, as printed | Figure, as printed |
|---|---|
| 10-year Treasury yield — Friday | 4.93% |
| 10-year Treasury yield — Thursday | 4.98% |
| Policy rate range — held Wednesday | 3.75% to 4.00% |
| Market odds of a December rise | 75% |
| Third-quarter growth, annual pace | 3.4% |
| September PCE price index, rise | 0.5% |
Source: Compute & Capital edition, Oct 31 — the macro readings as printed.