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news news
- S&P500 and Nasdaq Index: Amazon Builds on AWS — Apple Struggles to Unlock iPhone Upside
by James Hyerczyk on October 30, 2025 at 9:06 pmAmazon leans on AWS strength while Apple’s Q1 depends on iPhone supply. Explore the post-earnings breakdown and stock forecast for both companies.
- What’s the Outlook for US-China Relations After the One-year Trading Truce?by Dennis Shen on October 30, 2025 at 5:22 pm
The view from Dennis Shen, Chair, Macroeconomic Council, Scope Ratings.
- Tech Titans Split: Meta Tanks, Alphabet Rallies, Microsoft Stalls Despite Solid Beatsby James Hyerczyk on October 29, 2025 at 9:03 pm
Meta sinks on surprise tax hit, while Alphabet rallies on AI-fueled cloud strength. Microsoft beats, but investors want more. Here’s what’s priced in.
- Powell Cautions Against Assuming More Cuts, Cites Uncertainty and Split Within FOMCby James Hyerczyk on October 29, 2025 at 6:45 pm
Powell cools December rate cut hopes despite Fed easing and ending QT. Data blackout and rising inflation keep traders cautious into year-end.
- What Should We Expect from This Week’s ECB Meeting?by Dennis Shen on October 29, 2025 at 11:50 am
The opinion of Dennis Shen, Chair of the Macroeconomic Council at Scope Group.