Geopolitics Alpha

Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T

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GEOPOLITICS ALPHAMicrosoft, Alphabet, Amazon andIntel Earnings Shake Up Big Tech,Verizon Forecasts Face Cuts and…MSFTGOOGLAMZNINTCGEOPOLITICS ALPHA

This report is about AI and big tech and telecoms.

Directly affected

  • MSFT Microsoft+4.0% 30d

    Named in this report.

  • GOOGL Alphabet-21.2% 30d

    Named in this report.

  • AMZN Amazon Com-7.0% 30d

    Named in this report.

  • INTC Intel-46.0% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ-2.6% 30d

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

  • XLC Communication Services Select Sector SPDR-3.0% 16d

    Communication Services Select Sector SPDR: it holds telecom companies. Linked by “verizon” (telecoms) in this story.

  • NVDA Nvidia-9.9% 30d

    Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “big tech” (AI and big tech) in this story.

  • VZ Verizon Communications-12.8% 30d

    Verizon Communications (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “verizon” (telecoms) in this story.

  • T At&T-15.9% 30d

    At&T (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “verizon” (telecoms) in this story.

  • TMUS T-Mobile US

    T-Mobile US (radiotelephone communications): telecoms move with network spending and rules. Linked by “verizon” (telecoms) in this story.

  • META Meta Platforms

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MSFT+2.03%+1.97%baseafter closeafter closeafter closeafter close
GOOGLNo price data for this ticker———————
AMZNNo price data for this ticker———————
INTC+37.63%+45.22%baseafter closeafter closeafter closeafter close
QQQ+3.12%+5.08%baseafter closeafter closeafter closeafter close
AIQNo price data for this ticker———————
XLCNo price data for this ticker———————
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
VZNo price data for this ticker———————
TNo price data for this ticker———————
TMUSNo price data for this ticker———————
METANo price data for this ticker———————

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.

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Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T Benzinga

Source: Benzinga

How far Invesco Qqq Trust, Series 1 (QQQ) has moved since 1 Nov 2026

CompanyWhenMoveStatus
INTCthree days earlier+45.22%final price
INTCfive days earlier+37.63%final price
Microsoft (MSFT)three days earlier+1.97%final price
Microsoft (MSFT)five days earlier+2.03%final price
NVDAthree days earlier+5.17%final price
NVDAfive days earlier+5.49%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

Trades by members of Congress and officials 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 “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” 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 “big tech” (AI and big tech) in this story

  • AIQ Global X Fds

    For “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” 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 “big tech” (AI and big tech) in this story

  • XLC Select Sector Spdr Tr

    In “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” Select Sector Spdr Tr (XLC) is linked, with no stored direction, medium confidence. Reason on file: Communication Services Select Sector SPDR: it holds telecom companies. Linked by “verizon” (telecoms) in this story

  • MSFT Microsoft

    Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “big tech” (AI and big tech) in this story

  • GOOGL Alphabet

    For “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” 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 “big tech” (AI and big tech) in this story

  • VZ Verizon Communications

    In “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” Verizon Communications (VZ) is linked, with no stored direction, medium confidence. Reason on file: Verizon Communications (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “verizon” (telecoms) in this story

  • T At&T

    For “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” At&T (T) is linked, with no stored direction, medium confidence. Reason on file: At&T (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “verizon” (telecoms) in this story

  • AMZN Amazon Com

    For “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “big tech” (AI and big tech) in this story

Invesco Qqq Trust, Series 1 (QQQ)

The 1 Nov 2026 story “Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T” names Invesco Qqq Trust, Series 1 (QQQ) because of this story.

For Invesco Qqq Trust, Series 1 (QQQ), the reason on file says Invesco QQQ: it holds the big tech and AI names. Linked by “big tech” (AI and big tech) in this story

A second company, Global X Fds (AIQ), is listed for a different reason: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “big tech” (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 15 sessions. The latest close on file is 62.94. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51. XLC traded between 109.66 and 115.60 across 12 sessions. The latest close on file is 111.62.

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

46 out of 100

“Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: T” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.