Megacap tech earnings from Amazon, Apple and Alphabet pushed the Nasdaq to its longest winning streak in eight years; Nasdaq 100 closed at 25,858. Read full analysis.
Tech Earnings Spark Nasdaq’s Longest Winning Run in Eight Years
A renewed tech earnings cycle powered U.S. markets in October as megacap names led a broad rally that pushed the Nasdaq 100 into its longest monthly winning run in eight years. Strong third-quarter reports — notably from Amazon and Apple — helped soothe investor concerns about an overheated tech market and refocused gains on concrete revenue trends rather than speculation.
Apple also contributed to market confidence by projecting a jump in holiday-season device sales after its latest iPhone release, a signal many traders interpreted as evidence that consumer demand still underpins big tech profit engines. Apple’s guidance helped stabilize sentiment across hardware and software suppliers and fed search interest in phrases like “Apple holiday sales forecast 2025” and “iPhone impact on tech stocks.”
The market data reflected that optimism: the Nasdaq 100 closed at 25,858.13 and recorded a monthly gain above 4% in October, while the S&P 500 notched a six-month streak of gains, its longest run since 2021. These figures prompted elevated web traffic for queries such as “Nasdaq 100 close today Oct 2025” and “S&P 500 longest monthly streak 2025”, which are valuable short-tail keywords for timely market posts.
Beyond the headline names, several other Nasdaq constituents posted eye-catching moves: semiconductor and AI-linked chipmakers, memory makers, and select software plays logged double-digit monthly gains, illustrating the market’s preference for earnings-driven leadership. Investors and retail readers are increasingly searching long-tail phrases like “best tech stocks to buy after earnings 2025” and “stocks benefiting from AI capex 2025”, which this story naturally targets.
