Tech Stocks + Q3 Earnings Roundup

Welcome to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing. In this episode, we unpack the biggest news from the past weeks: Trump ends the historic government shutdown and proposes $2,000 tariff-relief dividends; SoftBank exits Nvidia for $5.83B to fuel AI bets; Anthropic's $50B U.S. AI infra push; Michael Burry's massive shorts on Palantir (60% of portfolio) and Nvidia; and Tesla shareholders greenlight Elon Musk's ~$1T compensation package.Puru breaks down the bullish stock market outlook: Fed rate cuts + QT end as tailwinds for growth stocks, AI boom echoing 1998 tech mania, seasonal Q4 strength, and historical ~15% S&P gains post-rate-cut pauses.Then, our analysts dive deep into Q3 2025 earnings: Anirban on Alphabet's $100B+ quarter, Cloud surge, Gemini's rise, and why "death of Search" is overblown. Oyvind on Tesla's record deliveries, unsupervised FSD confidence, Optimus 3 reveal, and new Tesla Terrafab chip plans. Damia on Palantir's 121% U.S. commercial explosion + Cloudflare's AI inference boom, revenue acceleration, and sky-high valuations (PLTR 79x EV/R, NET 32x). Anirban returns for Microsoft's AI demand outpacing supply + AWS's 20% growth and $125B CapEx. Oyvind wraps with XPeng's controversial humanoid robot demo, 2026 mass production, and Robotaxi trials. --    AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.

There are no comments yet.

Please log in to write the first comment.