Market Flux is the new standard in financial news aggregation, we’re committed to providing you with a complete, real-time view of the financial world.
Our platform aggregates and organizes all relevant market news, helping you stay informed, up-to-date, and knowledgeable without spending hours sifting through headlines.
Reinvented to keep you in control, it's where your edge begins with better information. Go from market noise to clarity in seconds with a real-time platform built to redefine how traders and investors digest financial news.
Visit www.marketflux.io
Here is Your Complete Market Rundown (10/29/2025):
Company News
Nvidia Corporation (NVDA)
Performance Overview
1D Change: 2.97%
5D Change: 14.83%
News Volume: 579
Unusual Volume Factor: 3x
Nvidia Becomes First Company to Hit $5 Trillion Valuation as Trump Signals Potential China Chip Sales
Nvidia made history Wednesday as the first publicly traded company to surpass a $5 trillion market capitalization, capping a remarkable rally fueled by surging AI demand and geopolitical developments. The chipmaker's shares climbed over 5% to close at record highs after President Trump indicated he would discuss Nvidia's advanced Blackwell AI processors with Chinese President Xi Jinping in upcoming talks, raising hopes for expanded chip exports to China. The milestone comes on the heels of CEO Jensen Huang's keynote at the company's GTC conference in Washington, where he announced $500 billion in AI chip bookings and plans to build seven new supercomputers for the U.S. Department of Energy. Nvidia also unveiled a flurry of strategic partnerships, including collaborations with Palantir for corporate logistics, Eli Lilly for pharmaceutical AI computing, and Uber for autonomous driving technology. Wall Street analysts responded enthusiastically, with multiple firms raising price targets. Bank of America lifted its target to $275 from $235, while Melius Research increased its forecast to $300, citing the company's dominant position in AI infrastructure. Evercore ISI raised its target to $261, maintaining Nvidia as a top pick. The company's supplier ecosystem is equally buoyant. SK Hynix, a critical memory chip provider, reported record quarterly profits and announced it has already sold out chip supply through 2026 as AI demand triggers what executives call a historic super cycle. Nokia shares surged 25% after Nvidia announced a $1 billion equity investment in the telecommunications equipment maker. Trump's comments about potentially easing restrictions on advanced chip sales to China provided additional momentum, though Huang noted the company currently assumes zero revenue from the Chinese market. The CEO expressed confidence that Trump would reach a favorable deal with China while emphasizing that any China sales would represent a significant bonus rather than a core assumption in company projections. Nvidia now accounts for approximately 8% of the S&P 500's weighting and contributed roughly one-fifth of the index's gains year-to-date. The company's market value exceeds the combined capitalization of all major semiconductor competitors and surpasses the entire S&P 400 Mid Cap and S&P 600 Small Cap indices combined. At current valuations, Nvidia represents roughly 16% of U.S. GDP, though analysts note this remains well below historical bubble territory on a price-to-sales basis.
Full coverage of $NVDA on MarketFlux.io
Microsoft Corporation (MSFT)
Performance Overview
1D Change: -0.1%
5D Change: 4.04%
News Volume: 300
Unusual Volume Factor: 4x
Microsoft Beats Q1 Expectations on Cloud Strength, But Stock Falls on Soaring Capital Spending and Azure Outage
Microsoft reported first quarter fiscal 2026 results that exceeded Wall Street expectations, with revenue reaching $77.7 billion versus estimates of $75.3 billion and earnings per share of $3.72 beating the $3.67 consensus. The company's cloud business drove the beat, with commercial cloud revenue hitting $49.1 billion and Azure growing 39% excluding foreign exchange effects, slightly above the 37.1% estimate. Despite the strong results, Microsoft shares fell more than 5% in after-hours trading as investors focused on two concerns. Capital expenditures including leases surged to $34.9 billion, well above the $30.06 billion estimate, raising questions about the profitability timeline for massive AI infrastructure investments. The company is seeing more demand for cloud computing and AI services than it can currently supply, driving the elevated spending. Adding to investor concerns, Microsoft experienced a significant Azure cloud service outage on earnings day, affecting thousands of users globally. The disruption impacted Microsoft 365, gaming services including Minecraft, and operations at companies like Alaska Airlines and major UK institutions including Heathrow Airport and NatWest. Microsoft attributed the outage to a problematic configuration change in Azure infrastructure and worked through the afternoon to restore services. The quarter showed strength across Microsoft's business segments, with Intelligent Cloud revenue reaching $30.9 billion versus $30.2 billion expected, and the More Personal Computing division generating $13.8 billion against $12.8 billion estimates. Net income rose to $27.7 billion, up 13% year over year, while operating income climbed 24% to $38 billion. Free cash flow increased 33%, demonstrating the underlying strength of the business model. Microsoft also finalized a restructured agreement with OpenAI, removing previous fundraising constraints on the ChatGPT maker while maintaining exclusive cloud infrastructure rights. The deal, which values OpenAI at $500 billion, strengthens Microsoft's long term Azure growth outlook and positions the company as the primary beneficiary of OpenAI's expansion. Analysts at RBC Capital Markets maintained their outperform rating, calling the results everything they could have asked for and suggesting the stock dip represents a buying opportunity.
Full coverage of $MSFT on MarketFlux.io
UBS Group Ag (UBS)
Performance Overview
1D Change: -2.03%
5D Change: 0.63%
News Volume: 217
Unusual Volume Factor: 2x
UBS Third-Quarter Profit Surges 74% on Trading Revenue and Lower Legal Costs
UBS Group AG reported third-quarter net profit of $2.48 billion, a 74% increase that significantly exceeded analyst expectations of $1.29 billion. The Swiss banking giant's pretax profit reached $2.82 billion, well above the consensus estimate of $1.87 billion, driven by strong performance across multiple business segments. The Investment Banking division delivered standout results with pretax profit of $900 million, more than doubling expectations of $426.6 million. Revenue surged on heightened financial market volatility stemming from global tariff turmoil and a revival in mergers and acquisitions activity. The bank also benefited from the release of legal provisions, which helped lower overall costs. Global Wealth Management attracted $38 billion in net new assets during the quarter, though pretax income of $1.35 billion fell slightly short of the $1.46 billion estimate. Asset Management posted pretax profit of $218 million, exceeding the $188 million forecast. The bank reported continued progress on integrating Credit Suisse operations, with over two-thirds of Swiss client accounts successfully migrated. CEO Sergio Ermotti stated that strategic investments are paying off and defended the bank against criticism over its exposure to First Brands, characterizing some concerns as "witch hunting." The bank's CFO indicated no broader credit market stress and confirmed plans to proceed with the sale of O'Connor to Cantor Fitzgerald while expecting capital repatriation. UBS stated it sees no need for provisions related to Credit Suisse AT1 bonds. The strong quarterly performance came as UBS shares rose 3% following the earnings announcement. The results demonstrate the bank's ability to capitalize on market volatility while managing integration challenges from its Credit Suisse acquisition. Revenue of $12.76 billion exceeded the $12.03 billion forecast, reflecting broad-based strength across the organization.
Full coverage of $UBS on MarketFlux.io
The Boeing Company (BA)
Performance Overview
1D Change: -4.33%
5D Change: -1.33%
Boeing Reports $5.4 Billion Loss as 777X Delivery Pushed to 2027, Cash Flow Shows Signs of Recovery
Boeing reported third-quarter results Wednesday that revealed both progress and setbacks in CEO Kelly Ortberg's turnaround efforts. The aerospace giant posted a core loss of $7.47 per share, significantly wider than the estimated $4.59 loss, driven by a $4.9 billion charge related to delays in its 777X widebody jet program. The company now anticipates first delivery of the 777X in 2027, pushing back the timeline for the long-troubled aircraft. Despite the substantial charge, Boeing exceeded revenue expectations with $23.27 billion versus estimates of $22.29 billion, marking a 30 percent year-over-year increase. More significantly, the company generated positive operating cash flow of $1.12 billion and adjusted free cash flow of $238 million, beating estimates that had projected negative cash flow. This marks the first time Boeing has stemmed cash burn since 2023, a key milestone in its recovery. Commercial airplane revenue reached $11.09 billion, surpassing the $10.56 billion estimate, while the company's total backlog grew to $636 billion, up 22 percent since the start of the year. Boeing stabilized 737 MAX production at 38 aircraft per month and expects to reach the FAA-approved rate of 42 per month by year-end. The company plans to increase 787 Dreamliner production from eight to ten aircraft per month next year, with ambitions to eventually exceed pre-pandemic production rates. Ortberg emphasized operational improvements, noting a 75 percent reduction in traveled work on the 737 MAX and a 60 percent cut in employee travel activities across programs. The company expects to complete its Spirit AeroSystems acquisition by year-end and anticipates positive free cash flow in the fourth quarter before Justice Department payments. Boeing shares fell 0.9 percent in premarket trading following the results. The earnings report came as Korean Air announced a $36.2 billion order for 103 Boeing aircraft during President Trump's South Korea visit, representing Boeing's largest Asian widebody deal and supporting an estimated 135,000 U.S. jobs.
Full coverage of $BA on MarketFlux.io
Caterpillar Inc. (CAT)
Performance Overview
1D Change: 11.62%
5D Change: 13.92%
Caterpillar Surges 12 Percent on Strong Q3 Beat Driven by AI Data Center Power Demand
Caterpillar reported third-quarter results that significantly exceeded Wall Street expectations, sending shares up 12 percent in their best single-day performance since 2009 and hitting a record high. The heavy equipment manufacturer posted adjusted earnings per share of $4.95, beating estimates of $4.51, while revenue reached $17.64 billion versus the $16.71 billion consensus. The earnings beat was primarily driven by the company's energy and transportation segment, which generated $16.73 billion in revenue, up nearly 10 percent year-over-year. Adjusted operating income of $3.09 billion substantially exceeded the $2.74 billion estimate. The financial products division contributed $912 million in revenue, also topping forecasts. Management highlighted AI data center power equipment as an emerging growth driver, with CEO noting the company is in the early stages of prime power opportunities for data centers. Solar Turbines, Caterpillar's power generation subsidiary, is experiencing extended lead times due to strong demand. The company maintained an optimistic outlook, projecting strong fourth-quarter sales and revenue growth compared to the prior year, supported by a record backlog of $39.8 billion. Despite the revenue growth, actual earnings per share of $4.88 declined from $5.06 in the prior year period, as higher costs and tariff impacts offset top-line gains. The company noted weakness in US construction activity and tariff headwinds as challenges. Nevertheless, Caterpillar returned $1.1 billion to shareholders through dividends and buybacks during the quarter. The stock's rally contributed significantly to the Dow Jones Industrial Average's gains, with Caterpillar emerging as one of the index's best performers year-to-date, up approximately 61 to 65 percent. The company's pivot toward power generation for AI infrastructure represents a strategic shift from its traditional construction and mining equipment business, positioning it to capitalize on the data center buildout driving demand across the technology sector.
Full coverage of $CAT on MarketFlux.io
The Kraft Heinz Company (KHC)
Performance Overview
1D Change: -4.46%
5D Change: -4.86%
Kraft Heinz Cuts Outlook Citing Historic Consumer Weakness Ahead of Business Split
Kraft Heinz reported mixed third-quarter results Wednesday, with adjusted earnings per share of 61 cents beating estimates of 58 cents, while revenue of $6.24 billion fell slightly short of the $6.26 billion consensus. The company lowered its full-year guidance, now projecting adjusted EPS of $2.50 to $2.57 versus prior expectations of $2.51 to $2.67, and adjusted operating profit decline of 10% to 12% compared to previous guidance of 5% to 10%. Organic net sales declined 2.5% year-over-year, driven by a 3.5% volume decline that offset 1% pricing gains. North America sales fell 3.8%, marking the ninth consecutive quarterly slowdown, while international developed markets dropped 1.4%. Emerging markets provided the sole bright spot with 4.7% growth. CEO Carlos Abrams-Rivera characterized current U.S. consumer sentiment as among the worst in decades, citing rising costs and intensifying SNAP-related headwinds. The company announced $300 million in incremental U.S. promotional spending to address weakening demand, particularly among lower-income consumers. Management expects these pressures to persist beyond the fourth quarter. The results come as Kraft Heinz prepares to split its business in two. The company maintained its quarterly dividend of 40 cents per share. Shares declined in premarket trading following the announcement.
Full coverage of $KHC on MarketFlux.io
Macro Events
Powell Signals Uncertainty on December Rate Cut Amid Data Concerns
Federal Reserve Chair Jerome Powell indicated that a December interest rate cut is not a certainty, citing the potential impact of the government shutdown on economic data and the need for more clarity. Powell noted that the shutdown will weigh on economic activity in the near term, but expects the impact to reverse once it ends. He also acknowledged differing views within the FOMC regarding future policy decisions, with some members favoring a pause to assess the economic outlook. Powell stated that prior to the shutdown, data suggested the economy was on a firmer trajectory, with growth estimated around 1.6% for the year, a slowdown from the previous year. He observed some softening in the economy and a gradual cooling in the labor market, but does not see accelerating weakness. Layoffs related to AI are being watched carefully, but are not yet showing up in jobless claims data. Regarding inflation, Powell estimated that tariffs could add 0.2 to 0.4 percentage points, but expects this to be a one-time effect. He noted that inflation excluding tariff effects is not far from the Fed's 2% target. Powell also mentioned a tightening in money markets and assessed reserves as only slightly above ample. The Fed remains committed to bringing inflation back to 2%.
Bank of Canada Cuts Rate to 2.25%, Cites Trade Impact
The Bank of Canada (BoC) lowered its key interest rate by 25 basis points to 2.25%, a move widely anticipated amid ongoing trade turbulence and a deteriorating trade outlook. The central bank also cut growth forecasts for 2025 to 1.2% from 1.8%, and for 2026 to 1.1%, citing the impact of U.S. trade policies and tariffs. While the BoC expects inflation to average around 2.0-2.1% in the coming years, it also anticipates a slowdown in potential output growth. The central bank hinted that current borrowing costs are "about right" if forecasts materialize. The Canadian Dollar remains weak against the U.S. Dollar.
Shutdown Costs Rise, Impacting Economy and Citizens
The ongoing government shutdown could cost the U.S. economy up to $14 billion, potentially reducing GDP by 2% in the fourth quarter. Food aid for 42 million people is imperiled, and an air traffic controller reports using Doordash to cover expenses. The shutdown may prompt unprecedented measures for inflation-protected bonds. Key dates are approaching, signaling broader impact.
Trump to Ease Fentanyl Tariffs on China
President Trump announced he expects to lower fentanyl-related tariffs on Chinese goods. Trump stated he is "working something out" regarding rare earths with China. He also plans to discuss Nvidia's Blackwell AI chip with Xi. The move comes ahead of a planned meeting with Xi, where discussions will also include farmers.
Fed Cuts Rates, Signals End to Balance Sheet Reduction
The Federal Reserve cut interest rates by 25 basis points to a target range of 3.75%-4.00%, marking the second rate cut of 2025. The Fed also announced it would stop shrinking its balance sheet on December 1st. However, Fed Chairman Powell stated another rate cut in December is not guaranteed. Two members dissented, one favoring no change and another preferring a half-point cut.
Spain's Q3 GDP Growth Decelerates
Spain's Q3 GDP grew 2.8% year-over-year, below expectations. Quarter-over-quarter growth slowed to 0.6%, matching estimates but lower than the previous 0.8%.
South Korea to Pay US $350B for Tariff Reduction
President Trump announced South Korea agreed to pay the United States $350 billion in exchange for lower tariffs. Trump also stated he approved South Korea building a nuclear submarine.
Earnings Events
Alphabet and Microsoft Beat Revenue Expectations While Meta Impacted by Tax Charge
Alphabet (GOOGL) reported strong Q3 2025 earnings, surpassing estimates with revenue of $102.35 billion and EPS of $2.87. Google Cloud revenue reached $15.16 billion, also exceeding expectations. Microsoft (MSFT) also beat expectations, reporting Q1 revenue of $77.7 billion and EPS of $3.72, with cloud revenue at $49.1 billion. In contrast, Meta Platforms (META) reported revenue of $51.24 billion, but EPS was significantly impacted by a $15.9 billion one-time tax charge, leading to a stock decline despite the revenue beat. eBay (EBAY) also reported positive results, with revenue of $2.80 billion and adjusted EPS of $1.36, both above estimates. Carvana (CVNA) reported revenue of $5.65B and EPS of $1.03, both exceeding estimates. MercadoLibre (MELI) reported revenue of $7.41B, exceeding estimates, but EPS fell short at $8.32. Align Technology (ALGN) reported revenue of $995.7M and EPS of $2.61, both exceeding estimates. Teladoc (TDOC) reported revenue of $626.4M, in line with estimates, and adjusted EBITDA of $69.9M, exceeding estimates.
ServiceNow Announces Stock Split After Earnings Beat
ServiceNow exceeded earnings estimates and announced a 5-for-1 stock split.
Microsoft Stock Falls Despite Earnings Beat
Microsoft shares tumbled despite Q1 earnings exceeding expectations. Cloud growth fueled the beat, but Azure growth disappointed investors.
Boeing's Free Cash Flow Beats Estimates Despite 777X Delay
Boeing reported a Q3 loss of $7.47 per share, impacted by a $4.9 billion charge related to the 777X program, with first delivery now expected in 2027. Despite this setback, adjusted free cash flow beat estimates at $238 million, against an expected negative $884.1 million. Revenues also exceeded expectations at $23.3 billion. Commercial Airplanes revenue was $11.09 billion, also above estimates. The company's total backlog grew to $636 billion.
MercadoLibre Revenue Jumps, Profit Misses
MercadoLibre's revenue grew 30% for the 27th straight quarter, driven by free shipping in Brazil and credit card growth. However, net profit missed estimates by $2.40 despite the revenue beat.
UBS Profit Jumps Amid Higher Revenue
UBS's third-quarter profit surged, beating expectations, driven by higher revenue and lower costs, reaching $2.5 billion.
Carvana Shares Tumble Despite Revenue Beat
Carvana shares slipped despite record revenue, as profit miss and margin compression concerns offset strong sales. A short seller target also contributed to the tumble.
Crypto Events
Bitwise Solana ETF Sees Strong Debut
The Bitwise Solana ETF (BSOL) debuted with significant inflows, reaching $69.5 million on its first day. This marks the largest crypto ETF launch since Ethereum. In contrast, new HBAR and Litecoin funds experienced zero flows. Analysts are eyeing a $189 support level for SOL.
Crypto Market Faces Regulatory Shifts, Price Volatility
Bitcoin is consolidating around $113K amid potential US-China trade deal news, while also facing a worrying $111 million sale. Ethereum and Bitcoin prices are down. A new regulatory era and potential EU Bitcoin reserve moves in France and Germany are impacting digital assets. Late-night liquidation spikes continue to affect traders.
XRP Sees Bullish and Bearish Signals
XRP shows mixed signals as analysts predict a potential surge to $10, fueled by Elliot Wave patterns and possible ETF inflows. XRP whales accumulated over $560M this week. Conversely, technical indicators suggest a possible 16% drop, with a sell signal flashing. Concerns remain about XRP tokens in escrow.
Geopolitics Events
Trump-Xi Meeting Looms as U.S. and South Korea Finalize Trade Deal
Anticipation surrounds the upcoming meeting between President Trump and Xi Jinping, with hopes for a potential U.S.-China trade truce. In a possible sign of easing tensions, China has resumed imports of U.S. soybeans. Ahead of the summit, the U.S. and South Korea finalized a trade deal after contentious talks. Korean Air has also placed a significant order for 103 Boeing jets. Nvidia's stock surged, making it a $5 trillion company, potentially to be discussed by Trump and Xi. Meanwhile, the Trump administration is considering Las Vegas for a midterm GOP convention. There are reports of internal debate within the Trump administration regarding policy on Taiwan. In other news, the U.S. is slowing troop buildup in Romania, raising concerns about NATO deterrence.
Putin Claims Advances, Highlights New Weapons
Putin stated Russian forces are advancing in Ukraine, particularly in Kupiansk and Pokrovsk. Russia test-launched the Poseidon underwater vehicle, which Putin claims exceeds the Sarmat missile in power.
Schumer Urges Caution on China Trade Talks
Senate Democrats are pushing the Trump administration to maintain export restrictions on AI chips and technology to China, despite ongoing trade negotiations.
Technology Events
Azure Faces Major Outage
Microsoft Azure is experiencing a major outage affecting thousands of users in the U.S., according to Downdetector reports. Amazon Web Services is also experiencing issues.
GM Cuts EV Jobs Amidst Demand Concerns
General Motors is laying off over 1,200 workers at its Detroit EV plant, with additional cuts planned at battery plants in Tennessee and Ohio. The layoffs, totaling over 2,500 jobs, reflect headwinds in EV demand and policy uncertainty, despite GM's $35 billion EV investment roadmap remaining in place.
Nvidia Reaches $5 Trillion Valuation Amid AI Surge
Nvidia has become the first company to reach a $5 trillion market capitalization, driven by the ongoing boom in artificial intelligence and its dominance in AI chip deals. Nvidia now accounts for nearly one-fifth of the S&P 500’s gains in 2025, with its stock considered a key driver of the current bull market.
Microsoft's Cloud and AI Growth Overshadowed by Spending Concerns
Microsoft exceeded quarterly targets, driven by cloud and AI. High capital expenditure on AI is raising investor concerns despite revenue growth. Meta's AI and metaverse investments are also under scrutiny, impacting stock performance.
Tech Spending Plans to Test AI Trade
Tech spending plans will test the stock market's artificial intelligence trade, according to Reuters analysis.
Uber to Challenge Waymo with Robotaxi Service in San Francisco
Uber plans to launch a driverless ride service in San Francisco next year, utilizing Lucid Gravity vehicles and Nuro's autonomous driving technology. The move marks Uber's return to the robotaxi market, directly challenging Waymo. Uber plans to deploy 20,000 vehicles by 2026. Testing is currently underway.
Oracle Default Swaps Rise Amid AI Spending
Oracle's credit default swaps are increasing due to concerns about the company's growing investments in artificial intelligence. Credit traders are buying protection against a potential Oracle default.
Real Estate Events
US Pending Home Sales Stagnant in September
September U.S. pending home sales remained flat at 74.8, failing to meet expectations of a 1.0% increase. The index is down 0.9% year-over-year, signaling continued weakness in the housing market.
Oil And Gas Events
Significant Drawdowns in US Crude, Gasoline, and Distillate Inventories
US crude inventories fell sharply by 6.858M barrels, exceeding expectations. Gasoline and distillate inventories also saw substantial drawdowns, with gasoline decreasing by 5.941M and distillates by 3.362M. Cushing crude inventories increased by 1.334M. Refinery runs declined by 2.00%. Total petroleum inventories, including the SPR, decreased by 15.370mb.
Corporate Actions Events
Mastercard to Acquire Zerohash for $2 Billion
Mastercard is set to acquire crypto startup Zerohash for nearly $2 billion, according to Fortune.
Korean Air to Purchase 103 Boeing Aircraft
Korean Air will purchase 103 Boeing aircraft for $36.2 billion. South Korea also selected L3Harris Technologies to develop new aircraft, according to the White House.
Morgan Stanley Acquires EquityZen
Morgan Stanley will acquire EquityZen, a private shares trading platform. This acquisition marks CEO Ted Pick's first deal and expands Morgan Stanley's offerings in the private markets sector.
Healthcare Events
FDA Streamlines Biosimilar Approvals, Wave Life Sciences Rallies
The FDA is streamlining the biosimilar approval process to lower drug costs, potentially halving review times and reducing clinical trials. CMS is urging insurers to expand access to affordable biosimilars. Separately, Wave Life Sciences' stock soared following positive clinical data.
Metals Events
Copper Soars to Record High Amid Supply Concerns
Copper prices surged to a record high on the London Metal Exchange, driven by supply disruptions and increasing supply risks. Prices traded above $11,140 per metric ton.
Explore More Headlines at www.marketflux.io
© 2025 Market Flux. All rights reserved.
