Geopolitics Alpha

Earnings Jump 30% As AI Divides Big Tech Winners And Losers

Published . Updated .

GEOPOLITICS ALPHAEarnings Jump 30% As AI DividesBig Tech Winners And LosersGEOPOLITICS ALPHA

This report is about AI and big tech.

Directly affected

  • No company is named in this report.

Indirectly affected

  • QQQ Invesco QQQ-2.6% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-0.9% 19d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-21.2% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com-7.0% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • META Meta Platforms-17.0% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QQQ+3.12%+5.08%baseafter closeafter closeafter closeafter close
AIQ+4.74%+7.15%baseafter closeafter closeafter closeafter close
MSFT+2.03%+1.97%baseafter closeafter closeafter closeafter close
GOOGL+13.19%+16.25%baseafter closeafter closeafter closeafter close
AMZN+3.66%+5.97%baseafter closeafter closeafter closeafter close
META+2.53%-0.36%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Earnings Jump 30% As AI Divides Big Tech Winners And Losers Forbes

Source: Forbes

The price since 31 Oct 2026: Invesco Qqq Trust, Series 1 (QQQ) versus the S&P 500

CompanyWhenMoveStatus
Global X Fds (AIQ)three days earlier+7.15%final price
Global X Fds (AIQ)five days earlier+4.74%final price
Amazon Com (AMZN)three days earlier+5.97%final price
Amazon Com (AMZN)five days earlier+3.66%final price
Alphabet (GOOGL)three days earlier+16.25%final price
Alphabet (GOOGL)five days earlier+13.19%final price
Meta Platforms (META)three days earlier-0.36%final price
Meta Platforms (META)five days earlier+2.53%final price
Microsoft (MSFT)three days earlier+1.97%final price
Microsoft (MSFT)five days earlier+2.03%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.08%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+3.12%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)

Companies mentioned with this story

  • QQQ Invesco Qqq Trust, Series 1

    In “Earnings Jump 30% As AI Divides Big Tech Winners And Losers,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • AIQ Global X Fds

    In “Earnings Jump 30% As AI Divides Big Tech Winners And Losers,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • MSFT Microsoft

    Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Earnings Jump 30% As AI Divides Big Tech Winners And Losers.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • GOOGL Alphabet

    In “Earnings Jump 30% As AI Divides Big Tech Winners And Losers,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • AMZN Amazon Com

    Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Earnings Jump 30% As AI Divides Big Tech Winners And Losers.” Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • META Meta Platforms

    For “Earnings Jump 30% As AI Divides Big Tech Winners And Losers,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

How “Earnings Jump 30% As AI Divides Big Tech Winners And Losers” reaches Invesco Qqq Trust, Series 1 (QQQ)

Invesco Qqq Trust, Series 1 (QQQ) is the company in “Earnings Jump 30% As AI Divides Big Tech Winners And Losers,” the 31 Oct 2026 this story story.

Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

The price range for Invesco Qqq Trust, Series 1 (QQQ), and the dates in the story

AIQ traded between 61.70 and 67.40 across 16 sessions. The latest close on file is 62.94. MSFT traded between 514.54 and 551.08 across 20 sessions. The latest close on file is 521.97. QQQ traded between 683.47 and 762.84 across 19 sessions. The latest close on file is 690.54.

A simple score for Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100

“Earnings Jump 30% As AI Divides Big Tech Winners And Losers” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.