Fast Money Blog- 10/31/25

This was a very busy week on Wall Street as several Dow and S&P components, including Visa, Inc. (V), Alphabet, Inc. (GOOG), Microsoft Corporation (MSFT), Apple, Inc. (AAPL), and Amazon.com, Inc. (AMZN) reported their earnings. 

Before we take a closer look at earnings, Netflix, Inc. (NFLX) made a major announcement yesterday, with news of a 10-for-1 stock split. 

Existing shareholders as of Nov. 10 will receive nine additional shares for each one they hold. They’ll get that allotment on Nov. 14, and the stock will begin trading at the new post-split price on Monday, Nov. 17.

This Week’s Earnings Releases

On Tuesday, Oct. 28th, Visa, reported strong Q4 2025 earnings, with top-line revenue of $10.7 billion, up 12% year-over-year. Consumer spending remained resilient, especially in the U.S., with Visa seeing strength in retail, travel and fuel categories.

Here’s what you need to know:

• Total payments volume increased 9% year-over-year

• Total Processed Transactions increased 10% year-over-year, to 67.7 billion.

• Cross-border volume jumped 12% from last year. 

• Quarterly service revenue was $4.6 billion, an increase of 10% year-over-year. This segment includes loyalty programs, advanced security measures like fraud prevention, and personalized offers.

• In fiscal 2025, Visa achieved total revenues of $40 billion, marking an 11% year-over-year increase.

This was another fantastic quarter for Dow component Visa. I recommend Visa stock as a strong hold over the next 5 years, as they are profiting from being the card of choice to use for every major recurring service. 

On Wednesday, October 29th, we got earnings releases from GOOG and MSFT.

Alphabet, Inc. (GOOG) reported outstanding Q3 2025 earnings, sending the stock up more than 10% after the release. 

GOOG’s top line revenue of $102.3 billion, was up 16% year-over-year, and marked its first quarter ever with revenue above the $100 billion. Most of the company’s segments saw double-digit growth in Q3. 

This is how it played out:

• Overall Google Services revenues for the quarter, which includes Google Search and YouTube ads, increased 14% from last year to $87.1 billion, with Search bringing in $56.56 billion in revenue for the quarter, up 15% over a year ago.

• Cloud revenue climbed 34% to $15.2 billion and the company said it now expects to spend about $91-$93 billion in capital expenditures for 2025 to meet customer demand for Google Cloud.

• CEO Sundar Pichai said the company had a $155 billion backlog for their cloud at the end of Q3.

These are amazing results, proving that GOOG is at the forefront of 2 major trends- advertising and Cloud storage. I strongly recommend the stock as a long-term hold. 

Microsoft released its Q1 2026 earnings, with top-line revenue of $77.7 billion, up 18% year-over-year. 

Microsoft’s Intelligent cloud had quarterly revenue of $30.9 billion, up 28% year-over-year. 

The Productivity and Business Processes segment, which includes LinkedIn and the Office suite of products, brought in $33 billion, an increase of 17% year-over-year.    

The company also reported that their More Personal Computing revenue came in at $13.8 billion, up 4% year-over-year.

Thursday’s pullback was due to Wall Street’s concern about the company’s investment in Open AI, which has yet to show a profit. 

However, because of MSFT’s overall dominance I would have to recommend the stock as a long-term hold. Over the past 5 years, the stock is up almost 160%.

Thursday’s Earnings Releases

Amazon released extraordinary Q3 earnings, with top-line revenue of $180.17 billion, up 13% year-over-year. 

Moreover, profit soared 38%, to $21.2 billion.

Here’s what you need to know about Amazon:

The company’s cloud computing unit saw its Q3 revenue climb 20.2% year-over-year to $33 billion.

Amazon’s advertising business had very impressive results, with ad revenue growing 24% year-over-year to $17.7 billion. 

Amazon’s online store sales (which comes from the products that the company sells directly), grew 10% year-over-year to $67.4 billion.

For the current quarter, Amazon said it expects sales to be $206 billion to $213 billion.

When it comes to AI infrastructure, Amazon is a major player, and the stock rose over 10% after their earnings release.  I highly recommend holding AMZN stock for the long-term. 

In addition to Amazon, Apple also posted their Q4 2025 earnings with top-line revenue of $102.5 billion, up 8% year-over-year.

The company did well in just about every sector:

iPhone revenue was $49.03 billion, up 6% year-over-year. It’s important to note that Q4 only included a few weeks of revenue for the new iPhone 17, which CEO Tim Cook said was in high demand. 

Mac revenue: $8.72 billion, up 13% year-over-year

Of course, Apple’s Services sector, which includes Apple’s warranties, content subscriptions, licensing deals with Google, and iCloud subscriptions continued to grow with revenue up 15% for the quarter to $28.7 billion.

The company also had a record fiscal year, with revenue reaching $416 billion, up 6% year-over-year. 

China, a key market for Apple sales, continues to be a tough area for the tech giant. In this most recent quarter, revenue was $14.5 billion, down about 4% in the same period last year. This was attributed to supply chain disruptions, not weak demand. 

Apple is the "Steady Eddie" of all Dow components - iPhone 17 sales in the next quarter are expected to be very strong, as in the first two weeks of October, the iPhone 17 showed strong sales growth of 29% year-over-year.

Once again, I have to recommend AAPL stock as a long-term hold. 

Overall, this is an extraordinary time to be trading and investing in the stock market. I think our future gets even brighter over the next 52 weeks.

Stay with the Wealthy Investor program and stay disciplined, and you will continue to see the rewards!

Tyrone Jackson, The Wealthy Investor