Thursday 29 October 2026
Top stories today:
Apple debuts touchscreen MacBook Pro with M5 Pro/Max chips
Alphabet Q3 revenue +25% YoY to $127.6B, net income -24%
Gemini 4 Carbon debuts as Googleās āstrongestā model
Microsoft Cloud drives Q1 FY27 revenue +19% YoY to $92.3B
Samsung shares -6.6% on chip profit miss, higher CAPEX
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations)
1. Apple debuts touchscreen MacBook Pro with M5 Pro/Max chips, light-up logo
Features a PROLED XDR tandem OLED display in 14ā and 16ā sizes, starting at $2,899 and $3,399, respectively.
Adds Dynamic Island, similar to the iPhoneās since 2022, a ānewly designed hinge,ā and an āenhanced six-speakerā system.
Mac is ābuilt around the trackpad and keyboard,ā but sometimes āitās comfortable and handy to have touch,ā John Ternus said.
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3. Alphabet Q3 revenue +25% YoY to $127.6B, vs. $127.2B est., net income -24%
+30% YoY in operating income to $40.6B.
+12% in Googleās search revenue to $63.3B, slowing from +14.5% in Q3 2025, which Google attributed to ālower monetizationā in AI Mode.
CAPEX totaled $51.4B, vs. $55.09B est., FY CAPEX guidance unchanged at $195B-$205B.
+9% YoY in YouTube ad revenue to $11.2B.
+11% in Google ad revenue to $82.01B.
Google Cloud revenue +103% YoY to $30.7B, vs. $28.7B est.
Alphabet shares -10% after hours following earnings.
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5. Gemini 4 Carbon debuts as Googleās āstrongestā model with advanced cybersecurity capabilities
Gemini 4 Carbon has topped the Artificial Analysis Intelligence Index:
Initially rolling out to select cybersecurity defenders through Fairwind.
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7. Microsoft Cloud drives Q1 FY27 revenue +19% YoY to $92.3B, net income +32% to $36.6B
+21% YoY in operating income to $45.9B.
OpenAI accounted for $10B in Q1 revenue, ~11% of Microsoftās total, with another $7.2B in outstanding receivables.
Q1 Azure revenue +40% YoY, while Windows OEM and devices revenue +5%
Xbox hardware revenue -14% YoY, while Xbox content and services revenue -2%.
Q1 CAPEX rose to $45.2B from $34.9B a year earlier, below Microsoftās earlier $50B projection.
Free cash flow totaled $18.6B, vs. $8.5B est.
