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Opening Bell Daily🔔

@ReadOpeningBell

The industry-leading data newsletter documenting the story of the stock market. Also on Bloomberg Terminals. Join 200K+ investors.👇

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Joined March 2024
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Alphabet $GOOGL sank 12.6% this week after earnings. Tesla was the only Magnificent Seven stock that rose, gaining 7.4%.
Bar chart of Magnificent Seven weekly stock moves to October 30, 2026, Tesla up 7.41% and the other six down, led by a 12.60% drop for Alphabet

ALT Bar chart of Magnificent Seven weekly stock moves to October 30, 2026, Tesla up 7.41% and the other six down, led by a 12.60% drop for Alphabet

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Full breakdown openingbelldailynews.com/p/s…
Stock market this week: Alphabet sinks 12.6% as Tesla rises

Stock market this week: Alphabet sinks 12.6% as Tesla rises

Alphabet stock sank 12.6% this week after earnings as 6 of the Magnificent Seven fell, while Tesla rose 7.4% as the only gainer.

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Eli Lilly's quarterly revenue has now more than doubled in two years. $LLY reported $24.39 billion last quarter, up from $11.43 billion two years earlier and $17.6 billion a year ago.
Chart of Eli Lilly quarterly revenue since Q4 2023, rising to $24.39 billion in Q3 2026 from $11.43 billion two years earlier

ALT Chart of Eli Lilly quarterly revenue since Q4 2023, rising to $24.39 billion in Q3 2026 from $11.43 billion two years earlier

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Amazon's free cash flow is now negative $42 billion over the last 12 months, the lowest in data going back to 2019. Its previous low, in 2022, was negative $23 billion.
Chart of Amazon trailing 12-month free cash flow since 2019, falling to negative $42 billion in Q3 2026, the lowest in the series

ALT Chart of Amazon trailing 12-month free cash flow since 2019, falling to negative $42 billion in Q3 2026, the lowest in the series

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Caterpillar just had its biggest earnings gap down since July 2002. $CAT opened 10.8% lower yesterday. Its next-worst earnings open since then was a 10.2% drop in October 2006.
Chart of Caterpillar earnings-day opening gaps since 2002, with the 10.8% gap down on October 29, 2026 the biggest since July 2002

ALT Chart of Caterpillar earnings-day opening gaps since 2002, with the 10.8% gap down on October 29, 2026 the biggest since July 2002

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Amazon $AMZN cloud sales grew at their fastest pace since late 2021. AWS sales rose 39.3% from a year earlier.
Bar chart of AWS sales growth from a year earlier by quarter since Q4 2021, slowing to 12.1% in Q2 2023 before rising to 39.3% in Q3 2026, the fastest since 39.5% in Q4 2021

ALT Bar chart of AWS sales growth from a year earlier by quarter since Q4 2021, slowing to 12.1% in Q2 2023 before rising to 39.3% in Q3 2026, the fastest since 39.5% in Q4 2021

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Today's edition openingbelldailynews.com/p/a…
Amazon and Intel Stocks Fall After Earnings Despite Growth

Amazon and Intel Stocks Fall After Earnings Despite Growth

Amazon and Intel grew sales by double digits and still fell after hours. Why investors now want proof that AI spending pays for itself.

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The S&P 500 now has its first Fed Day gain of 2026. It fell on six straight Fed Days from January through September before rising 0.27% yesterday.
Bar chart of S&P 500 Fed Day moves. Up 0.67% on December 10, 2025, then six straight declines from January 28 to September 16, 2026. The streak ended with a 0.27% gain on October 28.

ALT Bar chart of S&P 500 Fed Day moves. Up 0.67% on December 10, 2025, then six straight declines from January 28 to September 16, 2026. The streak ended with a 0.27% gain on October 28.

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Opening Bell Daily🔔 retweeted
Phil Rosen (@philrosenn) profile picture
Phil Rosen
@philrosennOct 29
Micron could hit $1,700 in the next 18 months and the bears will be proven wrong once again. Wall Street expected $MU to see $6 billion in free cash flow 2 years ago and now it's at $320 billion and bears keep calling it cyclical. @Adam_Parker_Tri explains.
Phil Rosen (@philrosenn) profile picturePhil Rosen
@philrosennOct 29
The AI bull run is so early that even the most optimistic investors will be blown away by what comes next. I sat down with Adam Parker — founder of Trivariate Research and former Chief US Equity Strategist for Morgan Stanley — to unpack why so many investors are wrong on AI, the data behind his contrarian investment ideas, and his favorite stocks and sectors for the year ahead. Adam is one of the best investment thinkers in the world today. The ideas in the conversation will surprise you. TIMESTAMPS: 0:00 - AI cycle 1/3 done 3:28 - Micron 8:44 - Weakest part of AI trade 12:23 - Run more diversified 18:57 - Buy and hold is broken 22:10 - Expensive stocks and earnings 26:13 - Don't add to losers 29:42 - Healthcare 35:15 - Eli Lilly and GLP-1 38:22 - Semis, power and healthcare 40:30 - Oil stocks and AI power 41:39 - Post-midterm AI rally 42:59 - 2030s industrial revolution 46:39 - @Adam_Parker_Tri @TrivectorR
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The S&P 500 fell an average 1.05% on Warsh's first three Fed Days, the worst start of the last four Fed chairs. Powell's first three averaged -0.43%. Bernanke and Yellen both started positive.
Bar chart of the average S&P 500 move on each Fed chair's first three Fed Days. Bernanke up 0.44%, Yellen up 0.15%, Powell down 0.43%, Warsh down 1.05%. The index rose 0.27% on October 28.

ALT Bar chart of the average S&P 500 move on each Fed chair's first three Fed Days. Bernanke up 0.44%, Yellen up 0.15%, Powell down 0.43%, Warsh down 1.05%. The index rose 0.27% on October 28.

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Alphabet's free cash flow is now negative for a second straight quarter, at -$9 billion. Capital spending of $51 billion outran $42 billion of operating cash flow. Microsoft still generated $18.6 billion of free cash flow.
Column chart of quarterly free cash flow from Q4 2023 to Q3 2026. Alphabet turned negative at -$5.85B in Q2 2026 and -$9.06B in Q3 2026, while Microsoft generated $18.63B in Q3 2026.

ALT Column chart of quarterly free cash flow from Q4 2023 to Q3 2026. Alphabet turned negative at -$5.85B in Q2 2026 and -$9.06B in Q3 2026, while Microsoft generated $18.63B in Q3 2026.

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Alphabet $GOOGL is down 10% premarket after earnings, on pace for its worst post-earnings day since its 2004 IPO. The previous worst was a 9.7% drop in July 2008.
Bar chart of Alphabet's biggest one-day drops after earnings since its 2004 IPO, led by 9.77% on July 18, 2008, versus a 10.22% premarket drop on October 29, 2026.

ALT Bar chart of Alphabet's biggest one-day drops after earnings since its 2004 IPO, led by 9.77% on July 18, 2008, versus a 10.22% premarket drop on October 29, 2026.

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Opening Bell Daily🔔 retweeted
Phil Rosen (@philrosenn) profile picture
Phil Rosen
@philrosennOct 28
The bond market is smarter than the stock market, and it's signaling the AI trade is on shaky ground. @commonsensebull is watching CoreWeave bonds priced at 15% and any further stress could spread to other companies like Oracle.
Phil Rosen (@philrosenn) profile picturePhil Rosen
@philrosennOct 28
The biggest companies in the world are now tapping debt to fund the AI buildout and red flags are rising. I sat down with @commonsensebull to discuss CoreWeave's bond stress, AI debt vs. dot-com, and his favorite opportunities for 2027 across cybersecurity, healthcare, housing, and other corners of the market. Eddie managed money through the dot-com bubble and 2008 crisis. He has nuanced views that are hard to put into a clean bull or bear camp. TIMESTAMPS: 0:00 - Rising rates 2:29 - AI capex and inflation 3:29 - Bond market leads 6:32 - Debt-financed AI risks 10:05 - Positioning in tech 13:38 - Cybersecurity 16:38 - Healthcare 19:14 - Consumer staples 19:54 - Contrarian housing call 23:31 - Utilities 26:05 - Tactical vs. buy-and-hold 30:37 - Gold 32:24 - Bitcoin 33:41 - Follow Eddie
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SK hynix made more operating profit in one quarter than in all of 2024 and 2025 combined. The stock jumped nearly 11% today.
Bar chart of SK hynix quarterly operating profit in trillion won from the fourth quarter of 2024 to the third quarter of 2026. It rose from 8.0 to 83.3, above the 70.6 made across 2024 and 2025

ALT Bar chart of SK hynix quarterly operating profit in trillion won from the fourth quarter of 2024 to the third quarter of 2026. It rose from 8.0 to 83.3, above the 70.6 made across 2024 and 2025

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The US had 90 operating-company IPOs in 2025, down 81% from 476 in 1999. 2021's 311 is the most in any year since 2000, when there were 380.
Bar chart of the number of US IPOs each year from 1990 to 2025. Counts peaked at 677 in 1996 and were 476 in 1999, highlighted in yellow. Since 2001 the yearly count has not topped 311, reached in 2021, and it was 90 in 2025, also highlighted, down 81 percent from 1999.

ALT Bar chart of the number of US IPOs each year from 1990 to 2025. Counts peaked at 677 in 1996 and were 476 in 1999, highlighted in yellow. Since 2001 the yearly count has not topped 311, reached in 2021, and it was 90 in 2025, also highlighted, down 81 percent from 1999.

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Full breakdown openingbelldailynews.com/p/s…
SpaceX and Anthropic could top all 476 US IPOs of 1999

SpaceX and Anthropic could top all 476 US IPOs of 1999

SpaceX and Anthropic could together top all 476 US IPOs of 1999, even after adjusting for inflation. What that means for investors.

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Opening Bell Daily🔔 retweeted
Phil Rosen (@philrosenn) profile picture
Phil Rosen
@philrosennOct 28
The biggest companies in the world are now tapping debt to fund the AI buildout and red flags are rising. I sat down with @commonsensebull to discuss CoreWeave's bond stress, AI debt vs. dot-com, and his favorite opportunities for 2027 across cybersecurity, healthcare, housing, and other corners of the market. Eddie managed money through the dot-com bubble and 2008 crisis. He has nuanced views that are hard to put into a clean bull or bear camp. TIMESTAMPS: 0:00 - Rising rates 2:29 - AI capex and inflation 3:29 - Bond market leads 6:32 - Debt-financed AI risks 10:05 - Positioning in tech 13:38 - Cybersecurity 16:38 - Healthcare 19:14 - Consumer staples 19:54 - Contrarian housing call 23:31 - Utilities 26:05 - Tactical vs. buy-and-hold 30:37 - Gold 32:24 - Bitcoin 33:41 - Follow Eddie
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Opening Bell Daily🔔 retweeted
Purvin Patel (@thepurvin) profile picture
Purvin Patel
@thepurvinOct 28
Replying to @ReadOpeningBell
@ReadOpeningBell has been a great 5 min read to get you some insights and thoughts on the market. @philrosenn puts together some great nuggets of information and context. Keep up the great work!
Image from Purvin Patel (@thepurvin)
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Anthropic's customers paying $100,000 or more topped 11,900. That was up from about 1,500 at the end of 2025.
Chart of Anthropic customers paying $100,000 or more over the trailing 12 months. About 20 at the end of 2023, about 200 at the end of 2024, about 1,500 at the end of 2025 and more than 11,900 on September 30, 2026.

ALT Chart of Anthropic customers paying $100,000 or more over the trailing 12 months. About 20 at the end of 2023, about 200 at the end of 2024, about 1,500 at the end of 2025 and more than 11,900 on September 30, 2026.

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The Brazil ETF $EWZ had its second-worst day ever after Lula won a fourth term. It fell 19.8% on Monday.
Chart of the iShares MSCI Brazil ETF's worst one-day drops since 2000. It fell 19.8% on October 26, 2026 after Lula won a fourth term, its second-worst day after a 23.1% drop on March 16, 2020, and ahead of a 19.6% drop on October 15, 2008.

ALT Chart of the iShares MSCI Brazil ETF's worst one-day drops since 2000. It fell 19.8% on October 26, 2026 after Lula won a fourth term, its second-worst day after a 23.1% drop on March 16, 2020, and ahead of a 19.6% drop on October 15, 2008.

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