Six of seven tracked AI-company shares with corroborated completed October 30 closes fell from October 23; CoreWeave rose. QQQ fell 1.97%. The same eight Meta, Alphabet and Amazon bond last-trade prices split four up and four down. Those bond observations are individual FINRA trades per $100 face, not common closing marks or weekly investment returns. Oracle remains in the stock group, but its exact weekly return is held because providers disagree by one cent on its October 30 close.
The equity side: completed closes
| Company | Oct. 23 close | Oct. 30 close | Price change |
|---|---|---|---|
| Alphabet (GOOGL) | $320.21 | $279.84 | −12.61% |
| Meta (META) | $642.62 | $614.99 | −4.30% |
| IREN (IREN) | $24.91 | $23.95 | −3.83% |
| Amazon (AMZN) | $248.00 | $240.35 | −3.08% |
| Nebius (NBIS) | $158.74 | $154.14 | −2.90% |
| Microsoft (MSFT) | $524.51 | $521.91 | −0.50% |
| CoreWeave (CRWV) | $54.24 | $54.87 | +1.17% |
| Oracle (ORCL) | $126.16 | Held | Held |
| Nasdaq-100 ETF (QQQ) | $704.40 | $690.49 | −1.97% |
The displayed IREN and CoreWeave October 23 closes are rounded to two decimals; returns use the stored raw $24.905 and $54.235 baselines before final rounding. These are share-price changes, excluding dividends. Yahoo completed regular-session bars and Nasdaq dated quotes agree to cents for the seven displayed company closes and QQQ. Nasdaq's historical series has since confirmed Oracle's October 23 $126.16 baseline, but Yahoo and a NYSE-labelled quote show $130.67 for October 30 while Nasdaq's dated close shows $130.68. We do not select a precise Oracle weekly return from that unresolved difference.
The same eight bonds: dated trades, mixed prices
All eight matched CUSIPs displayed October 30 as their latest FINRA trade date at the source freeze. The prices below are the last reported trade price per $100 face on the date shown. They are not end-of-day evaluated prices; differences omit coupon payments, accrued interest and transaction costs.
| Issuer | CUSIP | Oct. 23 | Oct. 30 | Difference / $100 |
|---|---|---|---|---|
| Meta | 30303M8X3 | 82.91 | 83.83 | +0.92 |
| Meta | 30303MAJ1 | 90.30 | 90.88 | +0.58 |
| Meta | 30303M8Y1 | 79.94 | 78.40 | −1.54 |
| Meta | 30303MAL6 | 86.39 | 89.34 | +2.95 |
| Alphabet | 02079KBP1 | 88.71 | 88.07 | −0.64 |
| Alphabet | 02079KCU9 | 97.68 | 97.85 | +0.17 |
| Amazon | 023135DH6 | 89.08 | 88.67 | −0.41 |
| Amazon | 023135EG7 | 93.29 | 92.31 | −0.98 |
The bond basket does not cover every company in the equity group. Even within Meta, three trade prices rose while one fell; different coupons, maturities and trade sizes matter. A stock percentage and a bond price-point change are different measures. Neither the split nor a single trade identifies a credit spread, a cause for the equity move or an executable portfolio return. This continues the October 23 edition without changing its archived observations.
Financing and cash questions from new issuer reports
Alphabet's September-quarter release says it issued senior unsecured notes for $28.7 billion of net proceeds in the third quarter, for general corporate purposes. Those new notes are not the two older Alphabet CUSIPs tracked above; do not treat their last reported trade prices as a price for the new issuance.
Amazon's September-quarter release says it continues to expect about $220 billion of 2026 cash capital expenditures and reports a $42.4 billion trailing-12-month free-cash-flow outflow under its definition. That is a spending and cash-conversion question for Amazon's business. It does not show that either monitored Amazon bond changed because of the report.
Rates end a day earlier
The Federal Reserve's October 30 H.15 release shows the latest 10-year Treasury observation for October 29 at 4.98%, versus 5.00% on October 23, a two-basis-point decline. October 30 is the release date, not the latest observation date. These Treasury yields are not matched in maturity or execution to the eight corporate trades, so we do not calculate a corporate credit spread from them or assign one cause to the bond-price changes.
What to watch next
The completed equity week was mostly negative, while the selected bond trades gave no single direction. Watch the same CUSIPs on future dated trades, reconcile Oracle's exact close, and test whether reported AI infrastructure spending turns into durable cash generation. Every figure has its own security, date and definition.
Previous edition · AI Debt series · Daily Levels
Market research only, not a recommendation to buy or sell.