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Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/27/2026 | 721.23 |
| Change that session | +1.27% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/27/2026 | 769.72 |
| Change that session | +0.57% |
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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U.S. stocks fell Friday as a broad tech selloff pushed the S&P 500 down 1.1% to 7,659.44 and the Nasdaq down 2.1% to 26,140.03, capping the market's worst week since late June. Chip stocks led the declines, with Micron down 5.6%, AMD down 6%, Broadcom down 4.5% and Intel down 5.8%, as investors worry AI spending may slow when tech companies rely heavily on debt and bond yields are at multi-year highs. The 10-year Treasury yield eased to 5.09% after topping 5.30% earlier this month, its highest level since 2002, while traders now see a 74.3% chance of a Fed rate hike at the December meeting, up from 50.2% a month ago. Brent crude rose 3.7% to $109.86 per barrel amid supply pressure from the Iran war, and U.S. gasoline averaged $4.33 a gallon, versus $3.06 a year earlier.
- Stock market today: S&P 500, Nasdaq futures slip as semiconductor sell-off continues
US stock futures were mixed on Thursday as concerns over AI financing and a global semiconductor sell-off deepened. S&P 500 futures fell 1% and Nasdaq-100 futures dropped more than 1%, extending Wednesday's losses after a hot inflation reading raised fears of Fed tightening, while South Korea's KOSPI plunged 7% overnight. Taiwan Semiconductor Manufacturing (TSM) was set to open lower despite a record profit, and CoreWeave (CRWV) shares fell on worries about its debt-heavy balance sheet and rising borrowing costs. Apple crossed the $5 trillion mark again, and Brent crude fell to $104 a barrel. Separately, BlackRock CEO Larry Fink said the firm aims to be at the center of a new AI compute financing market, likening it to the mortgage-backed securities market of the 1980s.
- Here's What to Expect From the Busiest Week of Q4
Stocks rose Monday as the AI trade rebounded, with the Nasdaq up 0.82% and the S&P 500 up 0.70%. Anthropic filed publicly for a U.S. IPO under the ticker 'ANT', reporting $16.3 billion in revenue for the six months to June versus $4.6 billion for all of 2025, and a net loss of $80.7 billion through June, largely from accounting charges. Meta plans to raise about $95 billion in equity for AI infrastructure, while Elon Musk warned that debt markets have effectively cut off funding for AI data center operators without independent revenue. The week ahead includes the FOMC meeting, where a hold is widely expected and traders price roughly a 90% chance the Fed stays put, plus Q3 GDP and core PCE late in the week. Microsoft and Alphabet report Wednesday after the close; per Zacks, Microsoft's consensus calls for revenue of $90.58 billion (up 16.6%) and EPS of $4.71, while Alphabet's is $2.94 per share.
- Dow Jones, Nasdaq, S&P 500 weekly preview: Markets brace for pivotal earnings week
The Dow fell 652.82 points, or 1.23%, to 52,215.16 on Friday as Thursday's tech selloff spread, while the S&P 500 slipped 0.52% to 7,623.68 and the Nasdaq Composite fell 0.21% to 25,955.34. US oil climbed above $100 a barrel on fears of renewed US-Iran conflict. The 10-year Treasury yield rose to around 4.999% after dipping below 5% Thursday for the first time in a month. For the week, the S&P 500 fell 0.5%, the Nasdaq lost 0.7%, and the Dow rose 0.4%. Investors await earnings from major AI players and the Fed meeting, with markets seeing roughly an 80% chance of a hike at the December meeting; RBC keeps its 12-month S&P 500 target of 8,150 while watching for a 5-10% pullback.
- U.S. Stock Futures Point Higher as AI Developments and Earnings Support Market Recovery: Dow Jones, S&P, Nasdaq, Wall Street
U.S. stock futures pointed higher on Tuesday as investors weighed AI developments, including Anthropic's public IPO filing and an expanded Nvidia (NASDAQ:NVDA) and Meta (NASDAQ:META) partnership in which Nvidia will invest $3 billion in Meta, which is seeking up to $95 billion in equity financing. In premarket trading, JetBlue (NASDAQ:JBLU) rose 13.9% despite a larger-than-expected third-quarter loss, Corning (NYSE:GLW) advanced after beating estimates, and Whirlpool (NYSE:WHR) fell 7.2% after weak results and a cut to its full-year revenue guidance. On Monday, the Nasdaq Composite rose 0.8% to 26,169.38, the S&P 500 gained 0.7% to 7,676.77 and the Dow Jones Industrial Average added 0.3% to 52,361.58, recovering from losses in the prior two sessions. Crude oil futures fell 1.5% after reports that Saudi Arabia's defense minister visited Tehran for talks on easing Middle East tensions. Investors are also awaiting the Federal Reserve's Wednesday decision, with rates widely expected to stay unchanged.
- Stock Market Today, Oct. 26: AI Optimism Lifts Nasdaq as Tech Stocks Rebound
The S&P 500 gained 0.70% to 7,677, the Nasdaq Composite rose 0.82% to 26,169, and the Dow Jones Industrial Average edged up 0.28% to 52,362 as AI optimism returned and oil prices fell. Gold rose 0.46% to $4,026.30 and the 10-Year Treasury yield rose 0.04% to 5%, with investors favoring Real Estate and Technology while Communication Services faced selling pressure. Anthropic filed its S-1 to list on the Nasdaq under the ticker "ANT," and its strong revenue growth figures eased fears that the AI boom was losing steam, helping revive tech stocks. Tesla rose over 5% after Barclays upgraded the stock to Overweight and raised its price target from $370 to $450, while Meta fell about 2% after disclosing plans to raise up to $95 billion for AI infrastructure. Investors are now looking ahead to Microsoft's earnings and the Federal Reserve's rate decision this week.
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The United Kingdom has deployed 3 of its 4 Vanguard-class submarines to sea, and at least one of them carries nuclear-tipped ballistic missiles, according to Sky News. The unusual deployment of most of the fleet may indicate that operational readiness has been raised, though maintaining adequate readiness has been a challenge for the Royal Navy in recent years. The article suggests such moves may be a way to signal to rivals, and keeping at least one Trident-armed submarine at sea is seen as one of the most important guarantees of UK security. Last year, HMS Vanguard carried out a combat patrol of over 200 days, believed to be one of the longest in submarine force history, while HMS Victorious is currently undergoing maintenance at Devonport Naval Base.
- Revealed: the private banks with the highest profits in the first nine months of 2026
As of the morning of 28 October, 15 banks had reported their first-nine-month 2026 results. VPBank led with pre-tax profit of nearly 30,000 billion VND, up nearly 47% year on year, driven by credit growth and stronger non-interest income. Techcombank ranked second with 28,900 billion VND, up 23.7%, while ACB reported 16,600 billion VND, up more than 3%. SHB posted a preliminary 14,300 billion VND (up 17%) and LPBank 10,421 billion VND (up nearly 9%), so five banks in the group of 15 have pre-tax profit above 10,000 billion VND. At the other end, Sacombank recorded 5,893 billion VND, down 46.4% from a year earlier.
- Iran stalls for time, Trump on edge
According to Iranian officials and experts, Iran is deliberately prolonging talks with the US to weaken President Donald Trump's political position before the 3 November midterm elections. Iran wants the US to meet a proposed 7-day ceasefire first, covering an end to hostilities, easing oil export curbs, releasing frozen assets and lifting the US maritime blockade, before nuclear talks that Washington wants at the center. Iranian officials believe Trump may resume strikes, so Tehran is preparing for new attacks rather than betting on a quick deal. Meanwhile, US gasoline has stayed above 4 USD per gallon since mid-June, fueling voter discontent that is hurting Republicans, and the war has now lasted nearly 8 months, far longer than Trump's initial prediction of a few weeks.
- 17,000 troops massed at hotspot, over 100 UAVs target Voronezh: Zelensky makes special offer to Putin
According to Russian media citing TST, Ukraine has massed about 17,000 troops in an area only 25 km wide where Dnipropetrovsk, Zaporizhzhia and Donetsk meet, including airborne and marine brigades and the 3rd Regiment of the Special Operations Forces. Colonel Vladimir Antonyuk said the objectives later shifted to military-tactical targets, namely the transport junctions at Velikaya Novosyolka and Bogatyr, where Russian defenses had been reinforced beforehand. In the night of 25 to 26 October, Voronezh region was hit by over 100 UAVs; Governor Alexander Gusev said more than 70 were shot down around Voronezh city, and two people were killed and 17 injured, including a child. A Russian military expert said Kharkiv region could be a launch area and recalled Putin's order to the military to set up a buffer zone along the border. President Zelensky said Ukraine is ready to discuss a territorial exchange, but on one condition.
- RBC Says SpaceX Stock Has 50% Upside. S&P Global Just Warned About Its Hidden AI Debt. Here's Who I Think Is Right.
RBC reiterated its outperform rating and $225-per-share price target after SpaceX's Oct. 20 earnings, which showed $14.6 billion in revenue (up 161%) and $4.4 billion in earnings, versus a $1.1 billion loss in the year-earlier quarter. Starlink contributed $5.25 billion in revenue and $2.4 billion in operating income, and management guided first-quarter 2027 revenue to $33-37 billion, above the $22 billion Wall Street estimate. S&P Global, in contrast, warned that six top hyperscalers, including SpaceX, plan to spend $7 trillion on AI through 2029, including guarantees that do not appear as debt on balance sheets. SpaceX's AI capex was $19.6 billion last quarter and is estimated at $35-40 billion this quarter, while the company is finalizing a $40 billion off-balance-sheet debt structure. The article concludes that the outcome of this AI bet remains uncertain.
- Savings rates fall to near 0% at one bank
Ngan hang TMCP Sai Gon (SCB) cut its online savings rates for new individual customers to 0.1-0.7% per year from October 26, 2026, well below the system's general level. Deposits of 31, 39 and 45 days and 1 to 5 months earn 0.1% per year, 6 to 11 months 0.5%, 12, 13, 15 and 18 months 0.6%, and 24 and 36 months 0.7%, the highest in the table. For 100 million VND deposited for 12 months at 0.6% per year, interest at maturity is 600,000 VND; for 24 months at 0.7%, estimated interest is 1.4 million VND, assuming the rate holds and no early withdrawal. The move follows an October 21 directive from the State Bank of Vietnam requiring banks to cut average deposit rates by at least 0.5 percentage points per year for new deposits of six months or longer in late 2026. SCB has been under special control since 2022 and has shrunk from nearly 240 transaction points to about 8 across 6 localities.
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