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The Fed looks set to hold Wednesday. Hold the confetti, too. Oil’s at its highest in over four years. The S&P’s down two weeks straight. Today’s M-Masterclass: why “no hike” may still leave stocks hanging. #AI

Four tests for the AI trade: cloud, memory & optics, AI power and enterprise software. Add cybersecurity, macro, energy and semis. For chips, SOX 10,923 is the level to watch. Eight questions. “Trust me, bro” won’t cut it this week. #USStocks

This week’s earnings lineup has range: cloud, chips, consumer names, pharma, energy and crypto. At this point, your watchlist is setting your bedtime. #USStocks

GM 🌤️ Nasdaq: two down weeks. Dow: three up. The indexes can’t agree, and AI spending is still getting the side-eye. Wednesday, Oct. 28: Fed decision, with roughly 90% odds of a hold. Then $MSFT and $GOOGL report after the close. Tuned in for the scoreboard. Ended up doing accounting. #Stocks

GM 🌤️ Oil shot to $103 overnight, and inflation worries came along for the ride. The Dow lost 653 points. The Nasdaq slipped just 0.21%. Chips shrugged it off: $MU +2.46%. A weekend drive to clear your head sounds nice. Until you have to fill up. #Stocks

Jensen’s AI future now comes with an ETA. GTC Berlin 2026: modular AI factories, Rubin’s cloud rollout, suppliers ramping capacity, and deployment plans for robots and robotaxis. “Someday” just got a calendar invite. #AI

$META : revenue +26%, stock -7%. Free cash flow went negative for the first time in over a decade. Zuck’s AI bill has entered the chat. Today’s M-Masterclass checks the receipts. #AI

Two reports after the bell, two opposite directions: $META +2.9%, $TSLA -3.2%. Meta is spending more on AI. Tesla just cut its full-year capex outlook. The saver got hit, the spender got the reward. Some scoring system. Today's M-Masterclass: both books open. #Stocks

$TSLA Q3: car deliveries fell 2% YoY. Overall gross margin rebounded. Storage deployments hit a record. Energy revenue still fell QoQ. Somebody tell this earnings report to pick a lane. #USStocks

$META ’s ad machine is humming. Revenue +26% YoY. Then the $34.91B quarterly capex bill landed. Free cash flow: -$2.12B. Zuck’s AI future apparently skipped the free trial. #AI

The Dow gained 1.02%. The Nasdaq barely budged. Wall Street threw a party. Tech didn’t get the invite. Today’s M-Masterclass follows the money to see who made the guest list. #Stocks