According to @DowdEdward on X, university studies indicate corporate AI pilots are yielding no return, so traders should treat current and upcoming layoffs attributed to AI with suspicion (source: @DowdEdward on X). According to @DowdEdward on X, this caution means durable cost savings and productivity gains should not be priced in until companies disclose verifiable AI ROI in earnings and KPI metrics (source: @DowdEdward on X). Based on @DowdEdward's post on X, the narrative risk matters for positioning in AI-exposed equities and AI-themed crypto tokens where sentiment depends on real enterprise adoption (source: @DowdEdward on X). According to @DowdEdward on X, monitor earnings guidance, margin trajectories, and AI-related capex disclosures to validate or challenge management claims before taking directional bets (source: @DowdEdward on X).

According to @StockMKTNewz, Microsoft MSFT guided next-quarter revenue to $79.5B–$80.6B versus consensus of $79.7B, implying a modest beat at the midpoint. source: @StockMKTNewz According to @StockMKTNewz, Microsoft expects fiscal Q2 Azure revenue growth of 37% on a constant-currency basis, a key datapoint for traders tracking hyperscale cloud momentum. source: @StockMKTNewz No cryptocurrency-related details were mentioned in the update. source: @StockMKTNewz

According to @ReutersBiz, Seagate forecast its second-quarter results above Wall Street estimates, citing stronger AI-driven demand for its storage products as the key driver (Reuters Business, Oct 28, 2025).

According to @ReutersBiz, Siltronic narrowed its 2025 profit margin outlook in a guidance update shared on Oct 28, 2025, indicating a revised profitability trajectory from prior expectations (source: Reuters Business tweet, Oct 28, 2025, reut.rs/3JxiY0I). The post did not include numerical details and directed readers to the Reuters report, and it did not reference any cryptocurrency market implications or digital-asset exposure (source: Reuters Business tweet, Oct 28, 2025, reut.rs/3JxiY0I).

According to @ReutersBiz, L'Oreal shares fell about 7% after a 'murky' outlook failed to reassure investors, signaling immediate downside pressure tied to guidance commentary (source: @ReutersBiz). The report did not reference any impact on cryptocurrency markets (source: @ReutersBiz).

According to @stocktalkweekly, Taiwan Semiconductor posted revenue of $33.1B versus $31.5B estimated, a beat of about 5.1% (source: @stocktalkweekly). According to @stocktalkweekly, EPS was $2.92 versus $2.59 estimated, a beat of about 12.7% (source: @stocktalkweekly). According to @stocktalkweekly, guidance was $32.2B to $33.4B versus a $32.0B estimate, implying a midpoint of $32.8B that is roughly 2.5% above estimates, with both gross and operating margins up 2 to 3% year over year (source: @stocktalkweekly). According to @stocktalkweekly, North American customers accounted for 76% of total revenue and capex pace was consistent quarter over quarter (source: @stocktalkweekly). According to @stocktalkweekly, the update contains no direct cryptocurrency disclosures; any crypto market impact is indirect and not specified by the source (source: @stocktalkweekly).