This week’s Q3 earnings had Halloween energy: shadows, anticipation, and a few jump scares. 👻 All big tech is spending aggressively to build new AI infrastructure and the products and capabilities that run on top of it. But the market didn’t treat them equally, because this is no longer about promising the future. It’s about proving the payoff.

Here’s how it broke down:

Stock: ↓ ~11% — Meta’s worst day since 2022. Despite the market reaction, Meta beat expectations with revenue of $51.24B, growing 26% YoY.

Stock: ↑ ~13% — best reaction of the group. The company beat across the board with overall revenue up 13% YoY and AWS revenue up 20% YoY.

Stock: ↑ ~4% on earnings. Alphabet delivered its first $100B+ quarter, reporting $102.35B in revenue and $56.56B in Google search revenue, which grew 15% YoY.

While Nvidia sat out earnings week — mid-November is their turn — it still ended up in the spotlight after becoming the first company to cross a $5 trillion valuation. As we all know, everyone’s talking about spending billions on AI; Nvidia is the one sending the invoice.

The AI market is clearly maturing, and this week was a stress test for Big Tech’s AI storytelling. The takeaway: real results are in, vibes are out, and investors don’t want spooky forecasts, they want actual candy in the bag.

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JPMorgan is letting employees use its in-house large language model to help draft year-end performance reviews, allowing managers to significantly reduce the time it takes to write vague and unhelpful key wins and opportunities. The tool is meant to serve as a starting point to speed up the often tedious review-writing process, though employees are still responsible for the final content and it won’t be used for salary decisions.

Elon Musk just dropped Grokipedia, his AI-powered spin on Wikipedia, built by xAI and designed to “purge propaganda.” The site already boasts 800K AI-written entries (and a very on-brand crash on launch day), with some pages conveniently echoing Musk’s own views. Wikipedia’s crew isn’t sweating it, though—they say AI can’t match human fact-checking. Naturally, teachers around the country are united in their desire to ban both.

Amazon just flipped 1,200 acres of Indiana cornfields into Project Rainier, one of the world’s largest AI data centers — and it’s already online. The $11B site is training Anthropic’s Claude models on Amazon’s own Trainium chips, making it a major challenger to Nvidia’s GPU dominance. Tech giants are all racing to build supercomputer campuses, but Amazon’s logistics muscle lets it move faster than most. Not everyone’s thrilled, though — locals are worried about vanishing farmland and power demand that could drive up utility bills.

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Google just launched two tools aimed at making AI creation way easier — one for building apps, one for making branded content. Both are designed so you don’t need deep coding or design skills to get something polished.

Yes, it’s hard to keep up — every week there’s a new “vibe coding” this or “AI shortcut” that. But tools like these are already sneaking into businesses big and small. They’re more evolutionary than revolutionary, and show Google continues to level up its AI game.