Wall Street Surges as Amazon and Quantum Stocks Rally Hard

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•  31 Oct 2025
 

•   AAPL  
   
  -0.77%
•   AMZN  
   
  -1.15%
•   COIN  
   
  -1.34%
•   MSTR  
   
  +0.85%
•   NFLX  
   
  -0.24%

October ended with a bang, and honestly, it feels like the market just remembered how to have fun again. Nasdaq popped 0.6%, the S&P 500 climbed 0.3%, and even the Dow managed a 0.1% gain after weeks of making us all question our life choices.

The star of the show? $AMZN absolutely crushed it, jumping nearly 10% after AWS revenue hit $33 billion with 20% growth. Turns out all those billions poured into AI infrastructure are actually making money. Who knew? The market's been waiting for proof that this AI spending spree isn't just Silicon Valley burning cash for fun, and Amazon just delivered the receipts.

$AAPL played it cool with $102.5 billion in revenue, up 8%, though iPhone sales came in a bit light at $49 billion versus the expected $50.1 billion. The real surprise? Management's guiding for 10-12% growth next quarter when everyone was penciling in a measly 6%. Sometimes the best trades are the ones where expectations are just sitting too low.

Quantum computing stocks went wild as the market starts pricing in a hybrid computing future. Marvell caught a 6% bounce, and the whole semiconductor space is buzzing about what comes after traditional AI chips. When you've got seven straight months of Nasdaq 100 gains the longest streak in eight years momentum becomes its own gravity.

$WDC proved that boring can be beautiful, surging 8.75% after crushing estimates with 27% revenue growth. Hard drives storing AI data? Yeah, that's apparently a thing now, and it's highly profitable.

But let's talk about the reality check. $META got absolutely demolished, dropping 11% after weak guidance and a $16 billion tax hit that nobody saw coming. The market's mood has shifted hard. It's not enough to grow anymore; you better show how you're turning AI spending into actual profits or prepare for your valuation to get cut in half.

Powell threw shade at December rate cut dreams, saying it's "far from a given" though the Fed did deliver the expected 0.25% cut and announced they're done shrinking the balance sheet starting December 1st. The dollar's having its best month since July, and honestly, a strong economy that doesn't need constant rate cuts might be better for stocks long-term anyway.

The sideshows were entertaining too. $RDDT jumped 7.5% on explosive ad revenue growth. $COIN climbed 4.6% as crypto volumes picked up. $MSTR added 6% after stacking another pile of Bitcoin, now sitting on 640,000 coins. Bitcoin itself had its worst October in seven years, but tell that to Michael Saylor he's still buying.

$NFLX rose over 2% on a 10-for-1 stock split announcement and juicy rumors about potentially acquiring Warner Bros. Discovery's studios. Because why not shake up Hollywood while you're at it?

The S&P 500 has added $17 trillion in market cap since January. Every dip-buyer this year looks like a genius right now, and the seven-month winning streak suggests this party might have more fuel in the tank than the bears want to admit.

Want to dig deeper into which stocks are actually worth chasing here? The full breakdown might surprise you.

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