Apple and Amazon Results Lift Global Stocks as Nikkei and Kospi Set Records, Ibovespa Nears 150,000

Overview

• Amazon shares jumped about 11% after an earnings beat powered by AWS, while Apple guided 10% to 12% revenue growth for its fiscal first quarter, bolstering risk appetite.
• Wall Street opened higher with the Nasdaq leading gains as investors reassessed tech-driven growth prospects.
• Tokyo’s Nikkei and Seoul’s Kospi set fresh records on semiconductor and AI momentum following Nvidia’s announced collaboration with South Korea on AI infrastructure.
• Brazil’s unemployment rate held at 5.6% in the quarter to September, and the Ibovespa logged another intraday record as it edged toward the 150,000-point mark.
• China’s official manufacturing PMI fell to 49 in October, signaling contraction even as Beijing confirmed an extended U.S.–China trade truce with modest tariff reductions.