Tech's investment in AI and geopolitical advantages drive up stocks and digital currencies

Meta’s third-quarter financial results, along with major moves by leading tech companies and international political events, have influenced global markets, resulting in gains for both stocks and cryptocurrencies. The social media giant posted

of $51.2 billion, beating Wall Street forecasts, though its adjusted earnings per share missed expectations due to tax-related provisions. Despite this shortfall, analysts on Wall Street remain positive, highlighting Meta’s substantial spending on artificial intelligence and cloud technology as important factors for future expansion, . The company’s shares, which have climbed 27% in 2025, are considered a key part of the “Magnificent Seven” group of large-cap stocks, now making up 34% of the S&P 500’s market capitalization.

At the same time, news that Intel is attempting to hire

veteran Wei-Jen Lo has led to speculation about possible changes in the semiconductor sector. Although some industry experts doubt Lo will return due to TSMC’s non-compete agreements and his age, the mere possibility has helped shares double over the past three months, supported by U.S. government backing and collaborations with and SoftBank. This reflects a wider movement among tech companies to attract top talent and resources to strengthen their AI offerings—a field expected to generate substantial revenue even as traditional cloud computing growth slows, according to .

Nokia’s latest alliance with NVIDIA further highlights the surge in AI-focused markets. The Finnish company secured a $1 billion investment from NVIDIA, which acquired a 2.9% stake and agreed to work together on AI networking technologies. Following the announcement, Nokia’s stock jumped over 20%, reflecting strong investor interest in companies shifting toward AI and data center infrastructure. These partnerships are part of a larger trend, with major players like

and Microsoft competing to lead in AI-powered computing.

International political events have also influenced market outlook.

gained 1.6% to reach $111,390 after the Trump administration announced a crucial meeting with China’s President Xi Jinping on October 30, raising hopes for easing trade disputes, . The meeting, part of Trump’s visit to Asia, has already resulted in massive U.S. investment pledges, including a $36.2 billion Boeing agreement with South Korea and expanded cooperation with Japan in AI and energy. Both retail and institutional investors are closely monitoring these discussions, as reduced trade tensions could help stabilize crypto markets that had previously been shaken by Trump’s tariff threats, .

The combination of corporate results, strategic alliances, and diplomatic negotiations highlights the deep connections within today’s global markets. As technology companies continue to invest heavily in AI and infrastructure, and as world leaders manage complex trade relationships, the performance of the Magnificent Seven is likely to remain a key indicator of broader economic and tech trends.