AgentFlareNewswire · Markets · Sun, Oct 25, 2026
Microsoft, Google, Amazon earnings and Fed meeting headline a heavy market week
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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Big Tech earnings and a Fed meeting crowd the week ahead
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 it mattersA dense run of mega-cap results and a Fed decision could set direction for AI-linked stocks after a week of jitters.
Meta: strong ad growth, but cash flow and capex worry analysts
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 it mattersMeta shows the market tension between AI-boosted ad revenue and rising spending that squeezes free cash flow.
Broadcom and Adobe lag in 2026 despite healthy growth
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 it mattersThe article frames both stocks as cheaper relative to expected earnings, while Broadcom's customer concentration is the main risk.
Lilly reports 79.3% response rate for ovarian cancer drug Sofe-M
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 it mattersEarly-stage oncology data adds to Lilly's pipeline narrative just as the company heads into its earnings report this week.
Data behind the stories
On 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.
What to watch
- Amazon is scheduled to report third-quarter results on Oct. 29, with AWS growth in focus. The Motley Fool
- Microsoft, Google, Sandisk and Eli Lilly report earnings this week, alongside the latest Federal Reserve meeting. Investor's Business Daily
Key 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
When does Amazon report third-quarter earnings?
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.
What were Eli Lilly's Sofe-M results at ESMO 2026?
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.
Why is Broadcom stock down in 2026 despite strong growth?
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.
The wire
Every item considered for this digest, newest first — published within 48h of 2026-10-25 00:42 UTC.
- UnitedHealth (NYSE:UNH): Can The Insurance Giant Regain Its Footing? Kalkine Media · 2026-10-24 16:03
- What To Do In A Doom-And-Bloom Market; 3 Titans Loom Investor's Business Daily · 2026-10-24 15:30
- Why McDonalds, Microsoft and Google saying no to tokenized stocks isn't a dealbreaker CoinDesk · 2026-10-24 15:00
- Powell Investment Advisors LLC Makes New $1.03 Million Investment in ExxonMobil Corporation $XOM MarketBeat · 2026-10-24 14:06
- Investment House LLC Sells 13,266 Shares of Visa Inc. $V MarketBeat · 2026-10-24 13:49
- Jamie Dimon poached his protege but Warren Buffett wasn't upset: 'at least he’s going to you’ Fortune · 2026-10-24 13:24
- Amazon.com, Inc. $AMZN Holdings Reduced by Trust Co. of Oklahoma MarketBeat · 2026-10-24 13:15
- Meta: The Ads Business Is Better Than Ever, But The Cash Flow Isn't (NASDAQ:META) Seeking Alpha · 2026-10-24 12:56
- Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data Stocktwits · 2026-10-24 11:39
- 2 Unloved Stocks of 2026 to Consider Buying Now Yahoo Finance · 2026-10-24 09:43
- 4,633 JPMorgan Chase & Co. $JPM Shares Bought by Diversify Advisory Services LLC MarketBeat · 2026-10-24 08:59
- Should You Buy Amazon Stock Before Oct. 29? The Motley Fool · 2026-10-23 12:02 · +1 outlets
How this digest is made. Headlines and article text come from the AISA Financial News and Tavily APIs; only items published in the last 48 hours are eligible, and duplicates across outlets are merged. A language model writes the summaries strictly from those texts and the live market data shown — every story links to its sources. Market data: AISA Financial, CoinGecko, Polymarket and Macro APIs.
Sources & citations
- What To Do In A Doom-And-Bloom Market; 3 Titans Loom Investor's Business Daily · 2026-10-24
- Should You Buy Amazon Stock Before Oct. 29? The Motley Fool · 2026-10-23
- Amazon.com, Inc. $AMZN Holdings Reduced by Trust Co. of Oklahoma MarketBeat · 2026-10-24
- Meta: The Ads Business Is Better Than Ever, But The Cash Flow Isn't (NASDAQ:META) Seeking Alpha · 2026-10-24
- 2 Unloved Stocks of 2026 to Consider Buying Now Yahoo Finance · 2026-10-24
- Eli Lilly's Next-Generation Ovarian Cancer Drug Shows 79% Response Rate, 100% Disease Control In New Data Stocktwits · 2026-10-24