According to Charlie Bilello, Q3 year-over-year revenue growth printed META +26%, MSFT +18%, NFLX +17%, GOOGL +16%, AMZN +13%, TSLA +12%, and AAPL +8%, versus the S&P 500 proxy SPY at +3%, source: Charlie Bilello, X, Oct 30, 2025. Based on these figures, spreads over the SPY baseline are META +23 percentage points, MSFT +15 points, NFLX +14 points, GOOGL +13 points, AMZN +10 points, TSLA +9 points, and AAPL +5 points, highlighting clear dispersion for relative-strength and growth-tilt trades, source: Charlie Bilello, X, Oct 30, 2025. Traders can monitor follow-through in leaders versus laggards as price action digests revenue momentum and index flows, while crypto participants track equity risk tone as a cross-asset input rather than a causal signal, source: Charlie Bilello, X, Oct 30, 2025.

According to @KobeissiLetter, 69.0% of US companies have beaten revenue expectations in Q3 2025, the highest since 69.1% in Q4 2021 and up from 53.3% a year ago, putting this season on track to be the 5th strongest quarter in at least 13 years; the record over this period is 83.1% (source: @KobeissiLetter, Oct 28, 2025). All eyes are on the Magnificent 7 reporting this week—Alphabet, Amazon, Apple, Meta, and Microsoft—which collectively represent about 25% of the S&P 500 market cap, highlighting concentrated index sensitivity into these prints (source: @KobeissiLetter, Oct 28, 2025). Big Tech is on deck, making these scheduled earnings the primary near-term event risk flagged by the source for broad market participants (source: @KobeissiLetter, Oct 28, 2025).

According to @KobeissiLetter, this week packs major catalysts: the Fed’s interest rate decision on Wednesday with remarks from Chair Powell amid a data blackout, as the government shutdown nears day 30 (source: @KobeissiLetter). Microsoft, Google, Meta, Apple, and Amazon will report earnings, representing a combined $15.2 trillion in market cap (source: @KobeissiLetter). President Trump will meet China’s President Xi on Thursday, 48 hours before a 100% tariff is scheduled to go live (source: @KobeissiLetter). With these events clustered, @KobeissiLetter warns to buckle up for a wild week, signaling elevated headline risk; crypto traders should closely watch the timing around the FOMC and mega-cap earnings when managing BTC and ETH exposure (source: @KobeissiLetter).