Shownotes
Intel has the worst day in its history and takes the chip sector down with it, the AI spending bill comes due at Alphabet and Amazon while Microsoft stays cash-positive, Samsung warns the memory shortage gets worse, and Binance loses $6.3 billion in twenty minutes.
In today's brief:
• Intel's Warning Sparks a Global Chip Rout — https://www.reuters.com/business/intel-warning-sparks-chip-rout-pc-weakness-clouds-turnaround-2026-10-30/
• Alphabet's Record One-Day Fall — https://srnnews.com/stocks-slump-bonds-leap-as-ai-giants-spending-spooks-investors/
• Amazon: AWS Surges, Cash Burns —…
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