Breakfast News: AMZN Has Proof, Apple Has Problems

Amazon shares rose in pre-market after reporting 20% YoY revenue growth, with AWS delivering its fastest growth in 18 quarters.

Bullish bias for the next session, with follow-through dependent on whether investors treat the acceleration as durable.

The article attributes the same-day move to newly reported revenue growth and AWS acceleration, plus triple-digit growth in AI and custom chips.

Apple fell in pre-market as revenue expectations missed consensus and management warned supply-chain constraints could hit margins.

Bearish bias for the next session, with sensitivity to any further commentary on margin trajectory and supply-chain flexibility.

The article links the drop to a forecasted margin hit and CEO warnings about less supply-chain flexibility through year-end.

Tesla stock jumped then reversed after Elon Musk denied a WSJ report about talks involving a China-unit separation tied to SpaceX.

Choppy, headline-sensitive trading until filings or credible follow-up confirm or refute the claim.

The article is based on denial via social media, and it explicitly says investors should watch for confirmation in filings or China-unit financials.

Roblox shares fell over 14% after results showed bookings growth slowed to 8% versus 70% in Q3 2025.

Downward pressure likely persists while investors reassess pricing power and monetization durability.

The article directly ties the magnitude of the drop to a specific bookings slowdown, even though DAUs and hours engaged rose.

GoDaddy moved about 8% lower pre-market despite a slight revenue and earnings beat, as forward growth looked unexciting.

Mild bearish bias near term, with investors watching whether the AI platform transition changes the growth outlook.

The article attributes the decline to forward growth expectations and investor caution around the Airo AI platform.

Reddit dropped around 10% pre-market after results beat, but CEO said search referrals were choppy, highlighting user-acquisition dependence.

Volatile to bearish until management provides clearer evidence that referral quality is stabilizing.

The article flags a specific operational concern (choppy search referrals) that challenges the durable low-cost acquisition bull case.

Chevron rose ahead of the open after reporting record U.S. production volumes up 20% from last year.

Mild bullish bias for the next session, assuming broader market conditions do not overwhelm the operational beat.

The article provides a concrete production growth figure but lacks details on guidance or margins, limiting conviction.

Cboe Global Markets is forecast to deliver double-digit revenue and earnings growth, with investors watching for full-year guidance raises.

Direction depends on whether guidance is raised again; otherwise, the move could fade.

The article frames this as a forecast and watch item rather than a newly disclosed result.