AWS’s data-recovery failure was today’s clearest risk; Microsoft raised its dividend and Meta opened another AI revenue channel.
Rates pressured growth stocks: Nasdaq -0.78% as 10-year Treasury yields touched 5.041% ahead of Wednesday’s Fed decision.
Company news worth knowing#
- AMZN — $248.42, -2.02% | AWS cannot restore data stored exclusively in Bahrain or UAE’s mec1-az2 following war damage | Hold (Low) — watch customer retention and recovery costs.
- MSFT — $497.12, -1.64% | Quarterly dividend rises 8% to $0.98; ex/record November 19, payable December 10 | Hold (Medium) — improved cash return, not a growth upgrade.
- META — $670.24, +0.70% | Meta One launches with 15M subscriptions and trials; individual bundles start at $7.99/month | Hold (Medium) — paid conversion, not trial totals, will determine monetization.
- NET — $327.23, -0.95% | New controls separate search access from AI training, with Apple, Google and Microsoft designated Accountable | Hold (Medium) — strengthens AI access controls; revenue impact unquantified.
Quiet: RDDT -1.69%.