Tech Stocks + Q3 Earnings Roundup

Welcome to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing. In this episode, we unpack the biggest news from the past weeks: Trump ends the historic government shutdown and proposes $2,000 tariff-relief dividends; SoftBank exits Nvidia for $5.83B to fuel AI bets; Anthropic's $50B U.S. AI infra push; Michael Burry's massive shorts on Palantir (60% of portfolio) and Nvidia; and Tesla shareholders greenlight Elon Musk's ~$1T compensation package.Puru breaks down the bullish stock market outlook: Fed rate cuts + QT end as tailwinds for growth stocks, AI boom echoing 1998 tech mania, seasonal Q4 strength, and historical ~15% S&P gains post-rate-cut pauses.Then, our analysts dive deep into Q3 2025 earnings: Anirban on Alphabet's $100B+ quarter, Cloud surge, Gemini's rise, and why "death of Search" is overblown. Oyvind on Tesla's record deliveries, unsupervised FSD confidence, Optimus 3 reveal, and new Tesla Terrafab chip plans. Damia on Palantir's 121% U.S. commercial explosion + Cloudflare's AI inference boom, revenue acceleration, and sky-high valuations (PLTR 79x EV/R, NET 32x). Anirban returns for Microsoft's AI demand outpacing supply + AWS's 20% growth and $125B CapEx. Oyvind wraps with XPeng's controversial humanoid robot demo, 2026 mass production, and Robotaxi trials. --    AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.