Geopolitics Alpha

Watch AI’s Future Earnings Potential

Published . Updated .

Key takeaways

  • Exposed: QQQ, AIQ, MSFT, GOOGL, AMZN
  • Market reaction: AIQ +1.1% on the day (still updating); QQQ +0.9% on the day (still updating); MSFT +2.8% on the day (still updating)

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GEOPOLITICS ALPHAWatch AI’s Future EarningsPotentialGEOPOLITICS ALPHA

This report is about AI and big tech.

Directly affected

  • No company is named in this report.

Indirectly affected

  • QQQ Invesco QQQ-3.3% 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-0.0% 18d

    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+1.8% 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-20.6% 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-3.6% 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-17.6% 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+5.87%+5.02%base+0.95%after closeafter closeafter close
AIQ+7.78%+6.52%base+1.13%after closeafter closeafter close
MSFT+4.85%+4.61%base+2.75%after closeafter closeafter close
GOOGL+14.89%+1.62%base+0.60%after closeafter closeafter close
AMZN+3.01%-0.81%base+1.78%after closeafter closeafter close
META+2.22%+2.94%base+2.74%after 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.

Watch AI’s Future Earnings Potential Bloomberg.com

Source: Bloomberg

The price since 3 Nov 2026: Invesco Qqq Trust, Series 1 (QQQ) versus the S&P 500

CompanyWhenMoveStatus
Global X Fds (AIQ)that day+1.13%still updating
Global X Fds (AIQ)three days earlier+6.52%final price
Global X Fds (AIQ)five days earlier+7.78%final price
Amazon Com (AMZN)that day+1.78%still updating
Amazon Com (AMZN)three days earlier-0.81%final price
Amazon Com (AMZN)five days earlier+3.01%final price
Alphabet (GOOGL)that day+0.60%still updating
Alphabet (GOOGL)three days earlier+1.62%final price
Alphabet (GOOGL)five days earlier+14.89%final price
Meta Platforms (META)that day+2.74%still updating
Meta Platforms (META)three days earlier+2.94%final price
Meta Platforms (META)five days earlier+2.22%final price
Microsoft (MSFT)that day+2.75%still updating
Microsoft (MSFT)three days earlier+4.61%final price
Microsoft (MSFT)five days earlier+4.85%final price
Invesco Qqq Trust, Series 1 (QQQ)that day+0.95%still updating
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.02%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+5.87%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 carried with this story

  • QQQ Invesco Qqq Trust, Series 1

    Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Watch AI’s Future Earnings Potential.” 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

    For “Watch AI’s Future Earnings Potential,” 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 3 Nov 2026 story “Watch AI’s Future Earnings Potential.” 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 “Watch AI’s Future Earnings Potential,” 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 3 Nov 2026 story “Watch AI’s Future Earnings Potential.” 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

    Meta Platforms (META) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Watch AI’s Future Earnings Potential.” 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 “Watch AI’s Future Earnings Potential” reaches Invesco Qqq Trust, Series 1 (QQQ)

On 3 Nov 2026, “Watch AI’s Future Earnings Potential” is the story that connects Invesco Qqq Trust, Series 1 (QQQ) to this story.

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

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

Dates and price levels for Invesco Qqq Trust, Series 1 (QQQ)

AIQ traded between 61.70 and 67.40 across 14 sessions. The latest close on file is 62.94. MSFT traded between 505.00 and 551.08 across 20 sessions. The latest close on file is 507.15. QQQ traded between 680.34 and 758.19 across 20 sessions. The latest close on file is 681.22.

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

46 out of 100Price not final

“Watch AI’s Future Earnings Potential” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.