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  "title": "Markets News, Oct 25, 2026: Microsoft, Google, Amazon earnings and Fed meeting headline a heavy market week",
  "description": "Dow Jones futures reopen Sunday evening ahead of a week of results from Microsoft, Google, Amazon, Sandisk and Eli Lilly, plus a Federal Reserve meeting.…",
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      "label": "Date",
      "value": "Sun, Oct 25, 2026"
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    "cluster": "markets",
    "headline": "Microsoft, Google, Amazon earnings and Fed meeting headline a heavy market week",
    "dek": "Dow Jones futures reopen Sunday evening ahead of a week of results from Microsoft, Google, Amazon, Sandisk and Eli Lilly, plus a Federal Reserve meeting. Amazon reports on Oct. 29.",
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    "stories": [
      {
        "title": "Big Tech earnings and a Fed meeting crowd the week ahead",
        "summary": "Investor's Business Daily says Dow Jones, S&P 500 and Nasdaq futures open Sunday evening, leading into a very busy earnings week. Microsoft, Google, Amazon, Sandisk and Eli Lilly headline the reports, alongside the latest Federal Reserve meeting. The major indexes made relatively modest weekly moves but regained and lost their 50-day moving averages. Its headlines also flagged a weekly decline as oil soared and the Nasdaq's worst session since June amid AI and war jitters. Amazon reports third-quarter results on Oct. 29, with AWS the focus after $42.2 billion in second-quarter revenue, up 37%. Amazon shares opened at $248.00 on Friday, against a 50-day average of $255.56.",
        "why": "A dense run of mega-cap results and a Fed decision could set direction for AI-linked stocks after a week of jitters.",
        "sources": [
          {
            "id": "S2",
            "title": "What To Do In A Doom-And-Bloom Market; 3 Titans Loom",
            "url": "https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/",
            "publisher": "Investor's Business Daily",
            "published": "2026-10-24T15:30:00.000Z"
          },
          {
            "id": "S12",
            "title": "Should You Buy Amazon Stock Before Oct. 29?",
            "url": "https://www.fool.com/investing/2026/10/23/should-you-buy-amazon-stock-before-oct-29/",
            "publisher": "The Motley Fool",
            "published": "2026-10-23T12:02:00.000Z"
          },
          {
            "id": "S7",
            "title": "Amazon.com, Inc. $AMZN Holdings Reduced by Trust Co. of Oklahoma",
            "url": "https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-holdings-reduced-by-trust-co-of-oklahoma-2026-10-24/",
            "publisher": "MarketBeat",
            "published": "2026-10-24T13:15:14.000Z"
          }
        ],
        "entities": [
          "MSFT",
          "GOOGL",
          "AMZN",
          "LLY"
        ]
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      {
        "title": "Meta: strong ad growth, but cash flow and capex worry analysts",
        "summary": "A Seeking Alpha analysis says Meta Platforms delivered 26% revenue growth and robust ad performance, with its apps reaching 3.64 billion daily users. Heavy capital spending and legal costs cloud near-term free cash flow, the author argues. At about $649, the stock sits near the author's $645 fair value, and the writer would turn more bullish at $550 or below. Reality Labs losses are expected to shrink, while new Class C shares add financing flexibility but carry dilution risk. IBD's headline separately noted that Meta plummeted during the Nasdaq's worst session since June.",
        "why": "Meta shows the market tension between AI-boosted ad revenue and rising spending that squeezes free cash flow.",
        "sources": [
          {
            "id": "S8",
            "title": "Meta: The Ads Business Is Better Than Ever, But The Cash Flow Isn't (NASDAQ:META)",
            "url": "https://seekingalpha.com/article/4957216-meta-the-ads-business-is-better-than-ever-the-cash-flow-isnt",
            "publisher": "Seeking Alpha",
            "published": "2026-10-24T12:56:24.000Z"
          },
          {
            "id": "S2",
            "title": "What To Do In A Doom-And-Bloom Market; 3 Titans Loom",
            "url": "https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/",
            "publisher": "Investor's Business Daily",
            "published": "2026-10-24T15:30:00.000Z"
          }
        ],
        "entities": [
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      {
        "title": "Broadcom and Adobe lag in 2026 despite healthy growth",
        "summary": "A Yahoo Finance piece highlights Broadcom and Adobe as unloved stocks this year. Broadcom trades near $334, about 31% under its June 2 record close of $481.57, after shedding around a fifth of its value in two days following its June 3 earnings. Yet fiscal third-quarter revenue climbed 86% year over year to $29.6 billion, and free cash flow jumped 95% to $13.7 billion. The key risk is concentration: the top five end customers made up around 55% of revenue. Adobe, near $257, remains about 63% under its November 2021 record close of $688.37.",
        "why": "The article frames both stocks as cheaper relative to expected earnings, while Broadcom's customer concentration is the main risk.",
        "sources": [
          {
            "id": "S10",
            "title": "2 Unloved Stocks of 2026 to Consider Buying Now",
            "url": "https://finance.yahoo.com/markets/stocks/articles/2-unloved-stocks-2026-consider-094302899.html",
            "publisher": "Yahoo Finance",
            "published": "2026-10-24T09:43:02.000Z"
          }
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        "entities": [
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          "ADBE"
        ]
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      {
        "title": "Lilly reports 79.3% response rate for ovarian cancer drug Sofe-M",
        "summary": "Eli Lilly presented new data on investigational sofetabart mipitecan, or Sofe-M, at the ESMO 2026 Congress in Madrid on Saturday. The antibody-drug conjugate was tested with bevacizumab in 33 women with platinum-sensitive ovarian cancer. Among 29 patients with measurable disease, the confirmed objective response rate was 79.3%, with 23 patients responding, and the disease control rate was 100%. Multiple Phase 3 trials are now underway. Lilly shares closed nearly 3% lower in Friday's regular session but inched up 0.4% in after-hours trading.",
        "why": "Early-stage oncology data adds to Lilly's pipeline narrative just as the company heads into its earnings report this week.",
        "sources": [
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            "id": "S9",
            "title": "Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data",
            "url": "https://stocktwits.com/news-articles/markets/equity/eli-lilly-nex-gen-ovarian-cancer-drug-trial-results/cZUGZbKRBUL",
            "publisher": "Stocktwits",
            "published": "2026-10-24T11:39:00.000Z"
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          {
            "id": "S2",
            "title": "What To Do In A Doom-And-Bloom Market; 3 Titans Loom",
            "url": "https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/",
            "publisher": "Investor's Business Daily",
            "published": "2026-10-24T15:30:00.000Z"
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    "prediction_markets": [
      {
        "title": "Bitcoin vs. Gold vs. S&P 500 in 2026",
        "slug": "bitcoin-vs-gold-vs-sp-500-in-2026",
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      {
        "title": "What will S&P 500 (SPX) hit by end of December?",
        "slug": "spx-hit-dec-2026",
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            "label": "↓ $7,400",
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        "text": "Amazon is scheduled to report third-quarter results on Oct. 29, with AWS growth in focus.",
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      {
        "text": "Microsoft, Google, Sandisk and Eli Lilly report earnings this week, alongside the latest Federal Reserve meeting.",
        "sources": [
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      }
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    "takeaways": [
      "A heavy earnings week from Microsoft, Google, Amazon and Lilly meets a Fed meeting, with the Nasdaq coming off its worst session since June.",
      "Broadcom revenue rose 86% to $29.6 billion, yet the stock trades about 31% under its June 2 record close.",
      "Lilly's Sofe-M showed a 79.3% confirmed response rate in a small ovarian cancer study, with Phase 3 trials underway."
    ],
    "faq": [
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        "q": "When does Amazon report third-quarter earnings?",
        "a": "Amazon is scheduled to release third-quarter results on Oct. 29. AWS is expected to be the main focus after it generated $42.2 billion in second-quarter revenue, up 37% from the prior year."
      },
      {
        "q": "What were Eli Lilly's Sofe-M results at ESMO 2026?",
        "a": "Lilly said Sofe-M, tested with bevacizumab, produced a confirmed objective response rate of 79.3% among 29 patients with measurable disease, with 23 responding. The disease control rate was 100%, and multiple Phase 3 trials are underway."
      },
      {
        "q": "Why is Broadcom stock down in 2026 despite strong growth?",
        "a": "Broadcom shed around a fifth of its value in the two days after its June 3 earnings and trades about 31% under its June 2 record close. Investors may be weighing customer concentration, with the top five at around 55% of revenue."
      }
    ],
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    "items": [
      {
        "title": "UnitedHealth (NYSE:UNH): Can The Insurance Giant Regain Its Footing?",
        "url": "https://kalkinemedia.com/us/stocks/healthcare/unitedhealth-nyseunh-can-the-insurance-giant-regain-its-footing",
        "source": "Kalkine Media",
        "date": "2026-10-24T16:03:00+00:00",
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      {
        "title": "What To Do In A Doom-And-Bloom Market; 3 Titans Loom",
        "url": "https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/",
        "source": "Investor's Business Daily",
        "date": "2026-10-24T15:30:00+00:00",
        "tickers": [
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          "AMZN"
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        "iso": "2026-10-24T15:30:00.000Z"
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      {
        "title": "Why McDonalds, Microsoft and Google saying no to tokenized stocks isn't a dealbreaker",
        "url": "https://www.coindesk.com/business/2026/10/23/why-mcdonalds-microsoft-and-google-saying-no-to-tokenized-stocks-isn-t-a-dealbreaker",
        "source": "CoinDesk",
        "date": "2026-10-24T15:00:00+00:00",
        "tickers": [
          "MSFT"
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        "iso": "2026-10-24T15:00:00.000Z"
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      {
        "title": "Powell Investment Advisors LLC Makes New $1.03 Million Investment in ExxonMobil Corporation $XOM",
        "url": "https://www.marketbeat.com/instant-alerts/filing-powell-investment-advisors-llc-makes-new-103-million-investment-in-exxonmobil-corporation-xom-2026-10-24/",
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        "date": "2026-10-24T14:06:47+00:00",
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      {
        "title": "Investment House LLC Sells 13,266 Shares of Visa Inc. $V",
        "url": "https://www.marketbeat.com/instant-alerts/filing-investment-house-llc-sells-13266-shares-of-visa-inc-v-2026-10-24/",
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        "date": "2026-10-24T13:49:26+00:00",
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        "title": "Jamie Dimon poached his protege but Warren Buffett wasn't upset: 'at least he’s going to you’",
        "url": "https://fortune.com/article/jamie-dimon-poached-warren-buffett-protege-todd-combs-at-least-hes-going-to-you-finance-banks-ceo/",
        "source": "Fortune",
        "date": "2026-10-24T13:24:00+00:00",
        "tickers": [
          "JPM"
        ],
        "iso": "2026-10-24T13:24:00.000Z"
      },
      {
        "title": "Amazon.com, Inc. $AMZN Holdings Reduced by Trust Co. of Oklahoma",
        "url": "https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-holdings-reduced-by-trust-co-of-oklahoma-2026-10-24/",
        "source": "MarketBeat",
        "date": "2026-10-24T13:15:14+00:00",
        "tickers": [
          "AMZN"
        ],
        "iso": "2026-10-24T13:15:14.000Z"
      },
      {
        "title": "Meta: The Ads Business Is Better Than Ever, But The Cash Flow Isn't (NASDAQ:META)",
        "url": "https://seekingalpha.com/article/4957216-meta-the-ads-business-is-better-than-ever-the-cash-flow-isnt",
        "source": "Seeking Alpha",
        "date": "2026-10-24T12:56:24+00:00",
        "tickers": [
          "META"
        ],
        "iso": "2026-10-24T12:56:24.000Z"
      },
      {
        "title": "Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data",
        "url": "https://stocktwits.com/news-articles/markets/equity/eli-lilly-nex-gen-ovarian-cancer-drug-trial-results/cZUGZbKRBUL",
        "source": "Stocktwits",
        "date": "2026-10-24T11:39:00+00:00",
        "tickers": [
          "LLY"
        ],
        "iso": "2026-10-24T11:39:00.000Z"
      },
      {
        "title": "2 Unloved Stocks of 2026 to Consider Buying Now",
        "url": "https://finance.yahoo.com/markets/stocks/articles/2-unloved-stocks-2026-consider-094302899.html",
        "source": "Yahoo Finance",
        "date": "2026-10-24T09:43:02+00:00",
        "tickers": [
          "AVGO"
        ],
        "iso": "2026-10-24T09:43:02.000Z"
      },
      {
        "title": "4,633 JPMorgan Chase & Co. $JPM Shares Bought by Diversify Advisory Services LLC",
        "url": "https://www.marketbeat.com/instant-alerts/filing-4633-jpmorgan-chase-co-jpm-shares-bought-by-diversify-advisory-services-llc-2026-10-24/",
        "source": "MarketBeat",
        "date": "2026-10-24T08:59:09+00:00",
        "tickers": [
          "JPM"
        ],
        "iso": "2026-10-24T08:59:09.000Z"
      },
      {
        "title": "Should You Buy Amazon Stock Before Oct. 29?",
        "url": "https://www.fool.com/investing/2026/10/23/should-you-buy-amazon-stock-before-oct-29/",
        "source": "The Motley Fool",
        "date": "2026-10-23T12:02:00+00:00",
        "tickers": [
          "AMZN"
        ],
        "iso": "2026-10-23T12:02:00.000Z",
        "also": [
          "Yahoo Finance"
        ]
      }
    ]
  },
  "analysis_md": "Dow Jones futures reopen Sunday evening ahead of a week of results from Microsoft, Google, Amazon, Sandisk and Eli Lilly, plus a Federal Reserve meeting. Amazon reports on Oct. 29.\n## Big Tech earnings and a Fed meeting crowd the week ahead\nInvestor's Business Daily says Dow Jones, S&P 500 and Nasdaq futures open Sunday evening, leading into a very busy earnings week. Microsoft, Google, Amazon, Sandisk and Eli Lilly headline the reports, alongside the latest Federal Reserve meeting. The major indexes made relatively modest weekly moves but regained and lost their 50-day moving averages. Its headlines also flagged a weekly decline as oil soared and the Nasdaq's worst session since June amid AI and war jitters. Amazon reports third-quarter results on Oct. 29, with AWS the focus after $42.2 billion in second-quarter revenue, up 37%. Amazon shares opened at $248.00 on Friday, against a 50-day average of $255.56.\n**Why it matters:** A dense run of mega-cap results and a Fed decision could set direction for AI-linked stocks after a week of jitters.\nSources: [Investor's Business Daily](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/), [The Motley Fool](https://www.fool.com/investing/2026/10/23/should-you-buy-amazon-stock-before-oct-29/), [MarketBeat](https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-holdings-reduced-by-trust-co-of-oklahoma-2026-10-24/)\n## Meta: strong ad growth, but cash flow and capex worry analysts\nA Seeking Alpha analysis says Meta Platforms delivered 26% revenue growth and robust ad performance, with its apps reaching 3.64 billion daily users. Heavy capital spending and legal costs cloud near-term free cash flow, the author argues. At about $649, the stock sits near the author's $645 fair value, and the writer would turn more bullish at $550 or below. Reality Labs losses are expected to shrink, while new Class C shares add financing flexibility but carry dilution risk. IBD's headline separately noted that Meta plummeted during the Nasdaq's worst session since June.\n**Why it matters:** Meta shows the market tension between AI-boosted ad revenue and rising spending that squeezes free cash flow.\nSources: [Seeking Alpha](https://seekingalpha.com/article/4957216-meta-the-ads-business-is-better-than-ever-the-cash-flow-isnt), [Investor's Business Daily](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/)\n## Broadcom and Adobe lag in 2026 despite healthy growth\nA Yahoo Finance piece highlights Broadcom and Adobe as unloved stocks this year. Broadcom trades near $334, about 31% under its June 2 record close of $481.57, after shedding around a fifth of its value in two days following its June 3 earnings. Yet fiscal third-quarter revenue climbed 86% year over year to $29.6 billion, and free cash flow jumped 95% to $13.7 billion. The key risk is concentration: the top five end customers made up around 55% of revenue. Adobe, near $257, remains about 63% under its November 2021 record close of $688.37.\n**Why it matters:** The article frames both stocks as cheaper relative to expected earnings, while Broadcom's customer concentration is the main risk.\nSources: [Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/2-unloved-stocks-2026-consider-094302899.html)\n## Lilly reports 79.3% response rate for ovarian cancer drug Sofe-M\nEli Lilly presented new data on investigational sofetabart mipitecan, or Sofe-M, at the ESMO 2026 Congress in Madrid on Saturday. The antibody-drug conjugate was tested with bevacizumab in 33 women with platinum-sensitive ovarian cancer. Among 29 patients with measurable disease, the confirmed objective response rate was 79.3%, with 23 patients responding, and the disease control rate was 100%. Multiple Phase 3 trials are now underway. Lilly shares closed nearly 3% lower in Friday's regular session but inched up 0.4% in after-hours trading.\n**Why it matters:** Early-stage oncology data adds to Lilly's pipeline narrative just as the company heads into its earnings report this week.\nSources: [Stocktwits](https://stocktwits.com/news-articles/markets/equity/eli-lilly-nex-gen-ovarian-cancer-drug-trial-results/cZUGZbKRBUL), [Investor's Business Daily](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/)\n## Data behind the stories\n\nOn Oct. 23, SPY closed at $759.97, down 0.52%, and QQQ closed at $704.4, down 0.01%, though QQQ is still down 4.95% over about a month. DIA fell 1.24%, UNH closed at $418.09, down 1.62%, and MSFT rose 0.66% to $524.51 ahead of its earnings.\n\n- UNH: +11.49% (~1-month)\n- ADBE: +10.42% (~1-month)\n- LLY: +7.75% (~1-month)\n- MSFT: +5.34% (~1-month)\n- DIA: +1.70% (~1-month)\n- AMZN: -0.55% (~1-month)\n- SPY: -0.94% (~1-month)\n- IWM: -2.10% (~1-month)\n- QQQ: -4.95% (~1-month)\n- GOOGL: -6.47% (~1-month)\n- AVGO: -8.19% (~1-month)\n- META: -17.36% (~1-month)\n\n**Bitcoin vs. Gold vs. S&P 500 in 2026** (Polymarket): S&P 500 73.0%; Bitcoin 17.0%; Gold 5.0%\n\n**What will S&P 500 (SPX) hit by end of December?** (Polymarket): ↓ $7,400 66.0%; ↑ $8,000 43.5%; ↓ $7,000 32.0%; ↓ $7,200 31.0%; ↑ $8,200 21.0%\n\n## What to watch\n\n- Amazon is scheduled to report third-quarter results on Oct. 29, with AWS growth in focus.\n- Microsoft, Google, Sandisk and Eli Lilly report earnings this week, alongside the latest Federal Reserve meeting.\n\n## Key takeaways\n\n- A heavy earnings week from Microsoft, Google, Amazon and Lilly meets a Fed meeting, with the Nasdaq coming off its worst session since June.\n- Broadcom revenue rose 86% to $29.6 billion, yet the stock trades about 31% under its June 2 record close.\n- Lilly's Sofe-M showed a 79.3% confirmed response rate in a small ovarian cancer study, with Phase 3 trials underway.\n\n## FAQ\n\n**When does Amazon report third-quarter earnings?**\nAmazon is scheduled to release third-quarter results on Oct. 29. AWS is expected to be the main focus after it generated $42.2 billion in second-quarter revenue, up 37% from the prior year.\n\n**What were Eli Lilly's Sofe-M results at ESMO 2026?**\nLilly said Sofe-M, tested with bevacizumab, produced a confirmed objective response rate of 79.3% among 29 patients with measurable disease, with 23 responding. The disease control rate was 100%, and multiple Phase 3 trials are underway.\n\n**Why is Broadcom stock down in 2026 despite strong growth?**\nBroadcom shed around a fifth of its value in the two days after its June 3 earnings and trades about 31% under its June 2 record close. Investors may be weighing customer concentration, with the top five at around 55% of revenue.\n",
  "sources": [
    {
      "title": "What To Do In A Doom-And-Bloom Market; 3 Titans Loom",
      "url": "https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-microsoft-google-amazon-earnings-what-to-do/"
    },
    {
      "title": "Should You Buy Amazon Stock Before Oct. 29?",
      "url": "https://www.fool.com/investing/2026/10/23/should-you-buy-amazon-stock-before-oct-29/"
    },
    {
      "title": "Amazon.com, Inc. $AMZN Holdings Reduced by Trust Co. of Oklahoma",
      "url": "https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-holdings-reduced-by-trust-co-of-oklahoma-2026-10-24/"
    },
    {
      "title": "Meta: The Ads Business Is Better Than Ever, But The Cash Flow Isn't (NASDAQ:META)",
      "url": "https://seekingalpha.com/article/4957216-meta-the-ads-business-is-better-than-ever-the-cash-flow-isnt"
    },
    {
      "title": "2 Unloved Stocks of 2026 to Consider Buying Now",
      "url": "https://finance.yahoo.com/markets/stocks/articles/2-unloved-stocks-2026-consider-094302899.html"
    },
    {
      "title": "Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data",
      "url": "https://stocktwits.com/news-articles/markets/equity/eli-lilly-nex-gen-ovarian-cancer-drug-trial-results/cZUGZbKRBUL"
    }
  ],
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      "url": "https://agentflare.org/news/2026-10-25-ai.html"
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      "name": "Crypto: Bitcoin Slips Below $80,000 as Middle East Worries Weigh on Crypto",
      "url": "https://agentflare.org/news/2026-10-25-crypto.html"
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      "url": "https://agentflare.org/news/2026-10-25-earnings.html"
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