31st October 2025 – Amazon soars on cloud demand

The conversation delves into the recent performance of major tech companies, particularly Google and Amazon, and the broader implications for the market. It highlights the ongoing challenges in US-China relations, including tariff discussions and the impact of a potential government shutdown on economic stability.takeawaysTwo decent results from Google and Amazon.Heat started to come out of those chip stocks.We're no better off than we were in March.It's important for the US and China to have a relationship.Government will hit the 34-day mark.We've tar-coded out of another one of these deadlines.Essentially saying it was a great and amazing meeting.Ordinary results from the rest of them.Longest shutdown the US government ever.We're worse off than before.