Dow Jones Futures Fall, Techs Rise As SK Hynix Crushes Views; Fed, Microsoft, Google On Deck

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• Tech stocks soar as SK hynix adds to rising AI confidenceYahoo Finance·28/10, 02:41▲ NVDA▲ QQQ▲ GOOGL▲ MSFTtech stocksSK Hynixartificial intelligence
• SK Hynix stock : Up big in H1 , down 58 % from peak in H2 is the AI boom losing steam ?

  SK Hynix shares fell another 11% on Thursday, erasing much of their 2026 gains and leaving the stock 58% below its summer peak. Investors pulled back from chip stocks over rising Chinese competition, tight NAND supply and doubts about AI spending, with Samsung Electronics down 9% and South Korea's Kospi in bear-market territory, about 21% below its September peak. Hotter-than-expected US inflation data raised fears that the Federal Reserve could delay rate cuts or hike again, which could constrain AI data-centre investment. The sell-off accelerated after China's CXMT reportedly advanced a new memory-cell design aimed at a server-memory product by the end of 2026. Warnings are mounting: Paul Tudor Jones flagged a difficult 2027 for US stocks, while Ray Dalio called AI a potential classic bubble.

  livemint.com·15/10, 15:30▼ NVDASK HynixsemiconductorsSouth Korea
• Dow Futures Rise, Nasdaq Subdued Premarket Ahead Of Inflation Data: ASML, MU, SKHY, TSLA, BAC, LQDA, GME, IREN Stocks In Focus

  Dow and S&P 500 futures edged higher before Wednesday's open while Nasdaq futures were flat, as investors awaited September CPI inflation data and the Fed's Beige Book. ASML shares rose over 1% after the chipmaker raised its full-year sales guidance again, though a Q3 sales miss could weigh on chip stocks such as MU, SNDK and WDC. SK Hynix reportedly delayed some HBM4 back-end equipment orders until next year, while SK Group Chairman Chey Tae-won agreed to sell a 1.34% stake in the holding company to a fund affiliated with Dell founder Michael Dell for $406 million. Liquidia (LQDA) soared 45% after a global settlement with United Therapeutics, and GameStop (GME) rose nearly 2% after CEO Ryan Cohen bought 844,000 shares in open-market transactions.

  Yahoo Finance·14/10, 08:51▲ SPY• QQQDow Jonessemiconductorsinflation
• SK Hynix Shares Spike in Seoul as Q3 Profit Jumps More Than 7-Fold: Memory Giant Plans $75 Billion in Shareholder Returns

  SK hynix (NASDAQ:SKHY) reported a record third-quarter operating profit of KRW 83.33 trillion ($62.55 billion), up 632% year-on-year and above the KRW 76.7 trillion LSEG SmartEstimate, while revenue rose 328% to KRW 104.62 trillion ($78.52 billion). The company credited higher memory prices and AI server demand, and said it has signed long-term agreements with 14 major customers, typically running five years, covering more than 50% of its production capacity for 2027 and 2028. It plans to return about KRW 100 trillion ($75 billion) to shareholders this year, including at least KRW 30 trillion in dividends and at least KRW 60 trillion in buybacks. Shares in Seoul rose 6.64% to KRW 1,430,000, while Nasdaq-listed ADRs closed 1.92% higher at $145.36 and gained 2.78% to $149.40 in extended trading.

  Yahoo Finance·28/10, 01:36▲ NVDASK Hynixsemiconductorsearnings
• SK Hynix third-quarter profit sharply beats estimates on AI memory boost

  SK Hynix's third-quarter results sharply beat estimates, with revenue of 104.62 trillion won ($78.86 billion) and operating profit of 83.33 trillion won, compared with LSEG SmartEstimates expectations of 98.34 trillion won and 76.72 trillion won. From a year earlier, revenue rose 327.9% and operating profit climbed 632.1%; from the previous quarter, revenue increased 31.9% and operating profit surged 37.6%. As a key supplier of high-bandwidth memory chips to Nvidia, the company is one of the biggest beneficiaries of the global AI infrastructure buildout. In August, it announced plans to repurchase and cancel 40 trillion won worth of its shares and raised its shareholder return target to more than 50% of cumulative free cash flow for 2025 to 2027. Last week, its U.S. subsidiary Solidigm halted its review of pre-IPO fundraising and IPO options, citing market volatility and share price trends.

  CNBC·27/10, 23:34▲ NVDASK Hynixearningssemiconductors
• Dear SK hynix Stock Fans, Mark Your Calendars for October 28Yahoo Finance·27/10, 19:35SK HynixsemiconductorsSouth Korea

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  CafeF·28/10, 08:19▲ VNINDEXVNINDEXMSCIforeign investors
• Why Alphabet's Own AI Chips May Be Its Quietest Advantage

  Alphabet has spent years designing its own AI chips, TPUs, and this year began selling TPU systems to customers who run them in their own data centers. In the second quarter it recognized revenue from TPU system sales for the first time, though management said this remains a small part, with most revenue expected in 2027; a Citizens analyst estimated about $3 billion of TPU-related infrastructure revenue this year and $25 billion next year. The backdrop includes Google Search revenue up 17% and Google Cloud revenue up 82% in the second quarter to more than $24 billion, while the cloud backlog reached $514 billion. Risks include credit backstops Alphabet has provided for third-party data centers and power infrastructure, and developers' continued commitment to Nvidia's ecosystem. According to the article, the TPU business gives Alphabet more control over costs and a potential second revenue stream.

  Yahoo Finance·28/10, 08:10▲ GOOGL▼ NVDAGOOGLartificial intelligencesemiconductors
• Shares of a company whose executive was recently prosecuted see heavy buying: what's going on?

  TV2 (PECC2) shares rose to the daily ceiling of 27,850 VND per share, up nearly 7%, in the October 28 afternoon session, with almost 1 million shares traded, about 5 times the previous session and the highest in five months. On May 21, 2026, the company disclosed that the Investigation Police Agency under the Ministry of Public Security had prosecuted former Chairman Nguyễn Chơn Hùng and chief accountant Bùi Thị Ngọc Lý for embezzlement of assets, in a case involving National Power Transmission Corporation, PC1 Group and related companies; nearly a month later, Phạm Liên Hải was appointed Chairman for the 2026-2031 term. In Q3 2026, net revenue rose more than 103% to over 517 billion VND, and after-tax profit exceeded 61 billion VND, more than 4.5 times the year-earlier level. For the first nine months, revenue reached about 1,199 billion VND, up nearly 56%, and after-tax profit of over 163.3 billion VND already exceeded the 2026 full-year profit target of 100 billion VND, while revenue was about 50% of the 2,503 billion VND target. The article does not give a specific cause for the share price rise.

  CafeF·28/10, 08:10earningselectricityVietnam
• Putin: The EU Is Undermining Its Own Economy

  Russian President Vladimir Putin said the EU is damaging its own economy by rejecting Russian energy supplies and cancelling long-term contracts, speaking at the 8th Gas Exporting Countries Forum summit in Moscow on October 27. He also accused Europe of hypocrisy, noting its modern economy was built on coal and hydrocarbons while it now restricts developing countries from using them. The article says European gas prices hit their highest level since December 2022 on October 26, briefly topping 97 euros (108 USD) per megawatt-hour, amid supply disruptions linked to the Iran war and colder weather forecasts. Germany, Europe's largest industrial economy, suffered two consecutive years of recession in 2023 and 2024, and its industry is losing about 15,000 jobs a month, according to a July 2026 warning from the Federation of German Industry. Rising living costs and stagnant wages have also sparked protests in France, Belgium, Italy and other countries.

  CafeF·28/10, 08:09▼ EUR/USDnatural gasEuropeRussia
• Netflix and ServiceNow Have Fallen More Than 30% From Their Records. Both Are Stocks to Buy and Hold Through 2030.

  The author notes that Netflix and ServiceNow shares have fallen more than 30% from their records while their businesses kept improving, and considers both worth holding through 2030. Netflix trades near $64, about 52% below its June 2025 record of $133.91, yet its operating income over the past four quarters reached about $15.6 billion, roughly 80% above the $8.6 billion of the four quarters through Q2 2024, and management guides to a 2026 operating margin of 31.5%. The main risk for Netflix is viewer engagement, as it cut its 2026 ad revenue forecast to around $2.7 billion from about $3 billion. ServiceNow shares, near $158, have risen about 14% since Oct. 13 ahead of its third-quarter report, with guidance for subscription revenue of $3,975 million to $3,980 million, up 20.5%, and cRPO growth of 19.5%. Reaching its 2030 target of over $30 billion in subscription revenue requires growth of around 17% a year from 2027 through 2030, and the author would watch whether cRPO growth falls far short of that 19.5% guidance.

  Yahoo Finance·28/10, 08:08NetflixServiceNowvaluation
• Stock market today: Dow futures fall, S&P 500 and Nasdaq futures climb ahead of Fed decision, Big Tech earnings

  US stock futures were mixed ahead of a critical day with a Fed decision and earnings from Microsoft and Alphabet. Dow futures fell 0.3%, S&P 500 futures traded just above the flat line, and Nasdaq-100 futures rose 0.3%. Tech sentiment improved this week as the S&P 500 and Nasdaq posted back-to-back gains, and semiconductor stocks rallied on Tuesday after Broadcom's CEO negotiated a consortium of banks to announce a $63 billion financing structure for AI compute capacity. The Fed is expected to hold rates steady at 2 p.m. ET despite elevated inflation readings, and investors will watch Chairman Kevin Warsh's press conference for any hawkish signals. Microsoft reports after offering buyouts to up to 60,000 employees; other companies reporting include Ford, GE Vernova, T-Mobile US, eBay, Chipotle and ServiceNow.

  Yahoo Finance·28/10, 08:06▲ QQQ▲ SPYFedinterest ratesKevin Warsh