{"id":55278,"date":"2025-10-29T16:38:25","date_gmt":"2025-10-29T20:38:25","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/tech-giants-soar-on-strong-earnings-nasdaq-rises-as-geopolitical-tensions-linger\/55278\/"},"modified":"2025-10-29T16:38:25","modified_gmt":"2025-10-29T20:38:25","slug":"tech-giants-soar-on-strong-earnings-nasdaq-rises-as-geopolitical-tensions-linger","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/tech-giants-soar-on-strong-earnings-nasdaq-rises-as-geopolitical-tensions-linger\/55278\/","title":{"rendered":"Tech Giants Soar on Strong Earnings, NASDAQ Rises as Geopolitical Tensions Linger"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Google (<a href=\"\/stock\/GOOG\">GOOG<\/a>), Microsoft (<a href=\"\/stock\/MSFT\">MSFT<\/a>), and Meta (<a href=\"\/stock\/META\">META<\/a>)<\/strong> delivered robust Q3\/Q1 2025 earnings, significantly surpassing analyst expectations across key metrics like revenue and EPS, driving the tech-heavy <strong>NASDAQ<\/strong> up by <strong>0.52%<\/strong>.<\/li>\n<li><strong>Starbucks (<a href=\"\/stock\/SBUX\">SBUX<\/a>)<\/strong> reported mixed Q4 results, with net revenue of <strong>$9.6 billion<\/strong> and comparable sales growth of <strong>+1%<\/strong> beating estimates, despite an adjusted EPS miss.<\/li>\n<li>U.S. Senate Democrats, led by <strong>Chuck Schumer<\/strong>, urged former President Trump to maintain <strong>AI chip and tech export restrictions<\/strong> on China, signaling continued focus on technological competition.<\/li>\n<li><strong>Mastercard (<a href=\"\/stock\/MA\">MA<\/a>)<\/strong> is reportedly set to acquire <strong>ZeroHash<\/strong> in a deal valued at nearly <strong>$2 billion<\/strong>, indicating significant M&amp;A activity in the FinTech space.<\/li>\n<li><strong>DoubleLine Capital&#39;s Jeffrey Gundlach<\/strong> sees a <strong>50-50 chance<\/strong> of a Federal Reserve rate cut in December, adding to market speculation on future monetary policy.<\/li>\n<\/ul>\n<p>Major technology companies reported strong quarterly results, providing a significant boost to market sentiment, particularly in the tech sector. The <strong>NASDAQ<\/strong> closed up <strong>0.52%<\/strong> at <strong>23,951.66<\/strong>, while the <strong><a href=\"https:\/\/stockmarketwatch.com\/indices\/sp500\/today\" data-internallinksmanager029f6b8e52c=\"3\" title=\"snp500 today\">S&amp;P 500<\/a><\/strong> saw a marginal decline of <strong>0.01%<\/strong> to <strong>6,890.01<\/strong>, and the <strong><a href=\"https:\/\/stockmarketwatch.com\/indices\/dowjones\/today\" data-internallinksmanager029f6b8e52c=\"1\" title=\"Dow Jones Today\">Dow Jones<\/a><\/strong> fell <strong>0.16%<\/strong> to <strong>47,630.86<\/strong>.<\/p>\n<p><strong>Google (<a href=\"\/stock\/GOOG\">GOOG<\/a>)<\/strong> posted impressive Q3 2025 earnings, with EPS of <strong>$2.87<\/strong> significantly beating the estimated <strong>$2.26<\/strong>. Revenue Ex-TAC reached <strong>$87.47 billion<\/strong>, surpassing expectations of <strong>$85.11 billion<\/strong>. Strong performance was also seen in <strong>YouTube Ads Revenue<\/strong> at <strong>$10.26 billion<\/strong> and <strong>Google Cloud Revenue<\/strong> at <strong>$15.16 billion<\/strong>, both exceeding estimates.<\/p>\n<p><strong>Microsoft (<a href=\"\/stock\/MSFT\">MSFT<\/a>)<\/strong> also delivered a strong Q1 2025 performance, with revenue climbing to <strong>$77.7 billion<\/strong>, well above the <strong>$75.329 billion<\/strong> estimate. The company&#39;s <strong>Intelligent Cloud Revenue<\/strong> hit <strong>$30.9 billion<\/strong>, contributing to a total <strong>Cloud Revenue<\/strong> of <strong>$49.1 billion<\/strong>. EPS stood at <strong>$3.72<\/strong>, beating the <strong>$3.67<\/strong> estimate, and net income reached <strong>$27.7 billion<\/strong>.<\/p>\n<p>Social media giant <strong>Meta (<a href=\"\/stock\/META\">META<\/a>)<\/strong> reported Q3 2025 revenue of <strong>$51.242 million<\/strong>, exceeding the <strong>$49.408 million<\/strong> estimate. The company&#39;s operating margin was a robust <strong>40%<\/strong>, with EPS at <strong>$1.05<\/strong>. Meta also provided a positive Q4 revenue outlook, projecting between <strong>$56 billion<\/strong> and <strong>$59 billion<\/strong>.<\/p>\n<p>In the consumer sector, <strong>Starbucks (<a href=\"\/stock\/SBUX\">SBUX<\/a>)<\/strong> reported mixed Q4 2025 earnings. While adjusted EPS of <strong>$0.52<\/strong> missed the <strong>$0.55<\/strong> estimate, net revenue of <strong>$9.6 billion<\/strong> surpassed the <strong>$9.34 billion<\/strong> forecast. Comparable sales increased by <strong>1%<\/strong>, beating the estimated <strong>-0.48%<\/strong>, driven by strong international comparable sales growth of <strong>+3%<\/strong>. North America and U.S. comparable sales remained flat.<\/p>\n<p>On the political front, U.S. Senate Leader <strong>Chuck Schumer<\/strong> and fellow Democrats urged former President Trump to maintain <strong>AI chip and tech export restrictions<\/strong> on China during ongoing trade deal talks. This highlights the persistent geopolitical tensions surrounding critical technologies. Separately, the <strong>Dutch election<\/strong> results were reported as too close to call, indicating potential political uncertainty in the region.<\/p>\n<p>In corporate news, <strong>Mastercard (<a href=\"\/stock\/MA\">MA<\/a>)<\/strong> is reportedly in talks to acquire <strong>ZeroHash<\/strong> for nearly <strong>$2 billion<\/strong>, according to <em>Fortune<\/em>. This potential acquisition signals <strong>Mastercard&#39;s<\/strong> continued expansion in the digital asset and FinTech space. Meanwhile, <strong>Deutsche Bank\u2019s<\/strong> U.S. Distressed Desk recorded a <strong>$200 million profit<\/strong>, showcasing strength in its specialized trading operations.<\/p>\n<p>Looking ahead, <strong>DoubleLine Capital&#39;s Jeffrey Gundlach<\/strong> suggested a <strong>50-50 chance<\/strong> of a Federal Reserve rate cut in December, as reported by <em>CNBC<\/em>. This statement adds to the ongoing speculation about the future direction of monetary policy. In the UK, <strong>Rachel Reeves<\/strong> is reportedly considering an early scrapping of the windfall tax on the UK oil and gas sector, as per the <em>Financial Times<\/em>, a move that could impact energy companies operating in the region.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Google (GOOG), Microsoft (MSFT), and Meta (META) delivered robust Q3\/Q1 2025 earnings, significantly surpassing analyst expectations across key 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