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0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).
All times are ET.
1. Apple expected to announce M3 Macbook Pros, iMacs at 8 PM ET
Apple invite.
The M3, M3 Pro, and M3 Max chips are expected to be faster and with improved battery life on the Macbooks.
Built using 3-nanometer production technology, vs. 5 for the M2.
Our view: the event is unlikely to present surprises, both in terms of products and markets.
Nov. 2 (Thu): Q3 earnings will be reported.
2. ChatGPT with GPT-4 now can upload PDFs, search web, create images without needing to switch settings
Read more: Search Engine Journal.
Our view: we agree that increasingly OpenAI will compete with those building on top of their APIs
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