Brew Markets
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Elliott Investment Management:
"So many factors have lined up to cause this great boom that it might take disruption in only one or two of them to shift this momentum into reverse, leading to a cascading, self-reinforcing unwind of this bull market and an abrupt change from FOMO to FOGO (fear of getting obliterated)."
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Anthropic’s financials for the first nine months of 2026:
Revenue: $33.24 billion
Net loss: $104 billion
The stock market has entered extreme fear territory.
Apple earnings:
• Revenue: $114.48B vs $113.39B expected
• EPS: $2.10 vs $1.99 expected
Intel has lost half of its value in the past month.
Palantir will report earnings today after the closing bell.
Apple will report earnings after the closing bell today.
AI stocks in October:
Intel: -45%
Nvidia: -10.4%
CoreWeave: -37%
Micron: -17%
Google: -18.7%
Dell: -21%
AMD: -17.5%
Marvell: -25.7%
Sandisk: -34%
Reddit stock is down 60% in 2026.
"October. This is one of the peculiarly dangerous months to speculate in stocks.
The others are July, January, September, April, November, May, March, June, December, August, and February."
— Mark Twain
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Performance in 2026:
S&P 500: +10%
The Cheesecake Factory: +124%
Intel stock just had its worst day since July 5, 1974.
JUST IN: Apple is now the world’s most valuable company.
Pro tip:
Don’t open your stock portfolio today
Intel stock is down 30% today.
Wow.
We just witnessed the biggest cyber heist in history.
Amazon earnings:
• Revenue: $201.94B vs. $202.31B expected
• EPS: $1.89 vs. $1.96 expected
