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Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/21/2026 | 725.21 |
| Change that session | +1.06% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/21/2026 | 773.13 |
| Change that session | +0.53% |
VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/21/2026 | 1,738.67 |
| Change that session | +2.76% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
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- Asian shares retreat after strong profits lead a rally on Wall Street
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Global equities closed mixed on Monday, as a strong tech-driven rally on Wall Street contrasted with broad declines in Europe and uneven moves in Asia-Pacific. The S&P 500 rose 31.29 points, or 0.41%, to 7,690.73, and the Nasdaq Composite surged 290.85 points, or 1.11%, to 26,430.89, while the Dow Jones Industrial Average slipped 36.38 points, or 0.07%, to 51,966.03. In Europe, the FTSE 100 fell 1.08% to 10,764.69, the DAX dropped 1.18% to 25,319.77, and the CAC 40 lost 1.11% to 7,868.05. In Asia, the Hang Seng gained 0.52% to 24,186.83, and the Kospi jumped 1.76% to 5,768.01.
- Tech Stocks Power S & P 500 and NASDAQ Higher
Global equities moved in different directions on Monday, as a strong technology-led rally on Wall Street contrasted with broad declines across Europe and mixed performance in Asia-Pacific. The S&P 500 rose 31.29 points (0.41%) to 7,690.73, while the NASDAQ Composite jumped 290.85 points (1.11%) to 26,430.89. By contrast, the Dow Jones Industrial Average slipped 36.38 points (0.07%) to 51,966.03. In Europe, the FTSE 100 fell 1.08%, the DAX dropped 1.18% and the CAC 40 lost 1.11%. In Asia, the Hang Seng gained 0.52% and the S&P/ASX 200 rose 0.44%, while the Nikkei 225 fell 0.62% and the IDX Composite plunged 3.64%.
- Asian shares are mixed , with Kospi up 3 % after US stocks rally on strong earnings
- Asian shares are mixed , with Kospi up 3 % after US stocks rally on strong earnings
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Optical networking stocks that drove the AI data-center rally fell sharply as a broader tech selloff deepened ahead of earnings. Coherent (COHR) traded at $209.82, down 12%, Applied Optoelectronics (AAOI) fell 10% to $69.30, and Lumentum (LITE) dropped 9% to $770.53. The Roundhill Photonics & Optics ETF (LYTE) lost 10%, while the Invesco QQQ Trust (QQQ) fell only 2%, suggesting group-wide caution. The article notes these shares still sit higher for the year, and Lumentum's CEO said its data center optical components are sold out for years. Quarterly reports from the three companies arriving in coming weeks will show whether capacity can keep pace with demand.
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Verizon reports third-quarter results on October 26, days after SpaceX announced a roughly $8 billion deal for nationwide 800 MHz spectrum, which the author says makes the report more important. Last quarter, Verizon beat with adjusted EPS of $1.30 against a $1.27 consensus, while revenue fell 0.7% to $34.25 billion as equipment revenue dropped nearly 20% on a deliberate pullback on subsidies. The core business improved, with 184,000 postpaid phone net adds, churn at 0.92%, and a record 40.1% adjusted EBITDA margin, and full-year adjusted EPS guidance was raised to $4.99 to $5.04. The author will watch whether service revenue growth nears 3% in Q3 and about 4% in Q4, and whether consumer postpaid phone churn of 84 basis points holds as SpaceX's service is expected to start in early 2028 after the deal closes in the first half of 2027.
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- Could a Tesla-SpaceX merger really be the next big move for Elon Musk?
Two speakers discuss a possible Tesla-SpaceX merger and the outlook for Tesla stock. Speaker A argues that SpaceX, which he calls a vertically integrated AI company, would make a powerful combination, and says he will keep focusing on Tesla's Megapack business, which is sold out in utility-grade battery storage, as well as Optimus. He says he bought in at about $100 a share three years ago and sees volatility as a friend given his long-term perspective. Speaker B views Tesla's recent results as mixed to negative, with profit down over 40%, flat revenue, and better free cash flow mainly because capital spending was cut. He says Tesla is behind Waymo in autonomous driving (800 versus 8,000) and behind China in humanoid robots, and suggests a merger could be interesting and might benefit Tesla shareholders.
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Vingroup (VIC) shares rose more than 11% over two consecutive sessions, adding over 40 points to the VN-Index, while the Vingroup group (VIC, VHM, VPL, VRE) contributed 54 points, or 80% of the index's gain over those two sessions. On October 22 alone, foreign investors net bought VND 240 billion of VIC, the largest on the exchange, and VND 160 billion of VHM. This inflow follows FTSE Russell's upgrade of Vietnam to secondary emerging market status from September 21, with emerging-market ETFs potentially investing over USD 2 billion through September 2027, nearly USD 1 billion of which could go to VIC and VHM. The article also cites private-sector growth prospects, the government's goal of double-digit GDP growth for 2026–2030, and State Bank of Vietnam measures to lower lending and deposit rates as supportive factors for large conglomerates like Vingroup.
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