Play with this page: every chart carries hover readouts and a table view; range windows on 1. Everything you can reach shows only the edition’s own figures.
Friday's verdict — the day in moves
Friday's moves, as printed in the review's account of the day the verdict landed.
Table view — the same figures as text
Series
As printed
Brent oil
+2.40%
Dow Jones
-1.09%
S&P 500
-1.82%
Nasdaq Composite
-2.86%
Gold
-3.29%
Nvidia
fell 4.22%
Chip index (SOX)
-7.20%
AMD
fell 10.88%
Intel
fell 28.58%
Source: Compute & Capital Week in Review, Nov 1 — Friday's moves as printed.
The week's reporters — revenue
The week's reporting companies, revenue as each reported it and the review printed it.
Table view — the same figures as text
Series
As printed
Amazon — sales
$201.9 billion
Alphabet — revenue
$127.58 billion
Microsoft — revenue
$92.3 billion
Intel — revenue
$16.51 billion
Source: Compute & Capital Week in Review, Nov 1 — the earnings nights as printed.
Cash left over — free cash flow
Cash left after paying for buildings and kit — the split the week was graded on, as printed.
Table view — the same figures as text
Series
As printed
Microsoft — free cash flow
positive $18.63 billion
Meta — free cash flow, prior report
negative $2.12 billion
Alphabet — free cash flow
negative $9.07 billion
Amazon — free cash flow, twelve months
negative $42.4 billion
Source: Compute & Capital Week in Review, Nov 1 — the cash passages as printed.
The 2026 building plans
The 2026 building plans as the companies stated them during the week, as printed.
Table view — the same figures as text
Series
As printed
Meta — 2026 building plan
$135 billion to $145 billion
Microsoft — 2026 building plan
$170 billion
Alphabet — 2026 building plan
$195 billion to $205 billion
Amazon — 2026 building plan
$220 billion
Source: Compute & Capital Week in Review, Nov 1 — the building-plan passages as printed.
The $3 trillion tally — its composition
The disclosed capital spending commitments tally and its composition, as printed — a tally of promises, not the price of any single deal.
Table view — the same figures as text
Series
As printed
Meta — share of the commitments tally
more than $800 billion
Alphabet — share of the commitments tally
more than $1 trillion
Future leases in the tally
about $1.3 trillion
Purchase and construction orders in the tally
about $1.9 trillion
Source: Compute & Capital Week in Review, Nov 1 — the commitments card as printed.
The cost of money — policy rate and the hurdle
The week's cost of money, as printed: the rate that was held, and the hurdle it sets.
Table view — the same figures as text
Series
As printed
US policy rate — held Wednesday
3.75% to 4.00%
10-year Treasury yield — Friday
4.93%
Source: Compute & Capital Week in Review, Nov 1 — the macro 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 — Friday, October 30 Close · The Setup — Monday to Wednesday: Who Pays for the Chips? · The Grade — Wednesday and Thursday Nights · The Macro Vector — Expensive Money, Expensive Oil · Dispersion — The Splits That Matter · What to Watch — The Week Ahead · Value Creation vs Value Capture — include stories whose substance is narrative or conditional; those are told in the Newsletter state.