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Google and Unity Software have announced a partnership to build Unity Spark, an AI-powered game creation platform that combines Google's AI research, its large consumer ecosystem and Unity's engine technology, supporting everything from text-prompt projects to high-end 3D experiences. The article argues the deal ties Unity's creation pipeline to Google's distribution and community features, which could affect user acquisition costs and the mix between casual creators and professional studios. It notes Unity remains unprofitable with high R&D spending, with key near-term drivers including Unity 6, AI features and the subscription Create business, while heavy AI spend and uneven adoption are the main risks. The analyst model projects revenue of US$3.6 billion and earnings of US$991.4 million by 2029, based on 20.7% annual revenue growth, up from a loss of US$587.5 million today.
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- Is Nvidia a Top Quantum Computing Stock?
The article argues Nvidia can benefit from quantum computing without building quantum hardware, because quantum machines will need hybrid support from classical accelerated computing such as its GPUs. Nvidia has launched NVQLink, a high-speed connector linking quantum computers to GPU servers, CUDA-Q, which adds quantum functions to its CUDA platform, and Ising, an AI model for quantum error correction. Its position would remain even if quantum commercialization is delayed, since Nvidia expects global annual data center capex of $3 trillion to $4 trillion by 2030, and believes the big five AI hyperscalers will spend nearly $800 billion in 2026 and $1.3 trillion in 2027.
- Advantech Advances Autonomous Industrial AI with AI Factory Brain and Physical AI at NVIDIA GTC Berlin 2026
Advantech will showcase its industrial AI solutions at NVIDIA GTC Berlin 2026 from October 20 to 22 at Booth #7018, focusing on AI Factory Brain and Physical AI. AI Factory Brain coordinates multiple AI agents toward shared production goals and is already deployed across 20 production lines in Advantech's own factories. Senior Director Frank Huang said Q3 output per employee rose 13.2% over Q2, including an 8.91% gain delivered by five AI agents in operation. On the physical side, the company is presenting robotics and edge platforms powered by NVIDIA Jetson Thor and IGX Thor, including a safety demo that detects people entering defined zones, plus a Sim-to-Real architecture linking simulation and real-world deployment.
- Tech Stocks Power S & P 500 and NASDAQ Higher
On Monday, global equities were mixed: US technology stocks rallied strongly, European markets declined, and Asia-Pacific performance was uneven. The S&P 500 rose 0.41% to 7,690.73, the Nasdaq Composite jumped 1.11% to 26,430.89, and the Dow Jones slipped 0.07% to 51,966.03. In Europe, the FTSE 100 fell 1.08% to 10,764.69 and the DAX dropped 1.18% to 25,319.77. In Asia, the Hang Seng gained 0.52%, the S&P/ASX 200 rose 0.44% to 8,845.70, while the Nikkei 225 fell 0.62% to 64,916.70.
- Nvidia (NVDA) Exceeds Market Returns: Some Facts to Consider
Nvidia (NVDA) closed at $217.09 in the latest session, up 1.38%, outpacing the S&P 500's 0.41% gain. Over the past month the stock fell 3.66%, while the Computer and Technology sector lost 0.92% and the S&P 500 gained 1.46%. The company is expected to report quarterly EPS of $2.49, up 91.54% from a year earlier, and revenue of $108.99 billion, up 91.19%. For the full year, the Zacks Consensus Estimates project EPS of $9.3 and revenue of $407.5 billion, up 94.97% and 88.71% respectively. Nvidia currently holds a Zacks Rank #1 (Strong Buy), with a Forward P/E of 23.03 versus the industry average of 32.6, and a PEG ratio of 1.65.
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- Bank Profits Surge
The 9-month 2026 results show many banks continued to grow profits, with some posting record quarterly earnings. VPBank's pre-tax profit reached nearly VND 30,000 billion, up nearly 47%, equal to its full-year 2025 result and about 72.4% of its 2026 plan; Q3 pre-tax profit topped VND 11,000 billion. Techcombank posted VND 28,900 billion (up 23.7%), while LPBank reported VND 10,421 billion (up nearly 9%). SSI forecasts pre-tax profit of its monitored banks to rise 19.5% in 2026 before slowing to 15.4% in 2027, pressured by narrowing net interest margins and rising credit risk provisions. It also expects system-wide credit growth of 16-17% in 2027 and 17.9% for the monitored banks.
- World's Largest Gold Fund Dumps Over 10 Tonnes of Gold as Prices Slide
SPDR Gold Trust, the world's largest gold fund, continued net selling of nearly 12 tonnes of gold in the 22/10 session, bringing total sales over 2 sessions to nearly 15 tonnes and cutting its holdings to about 1,046 tonnes. Spot gold fell more than 2.8% to around USD 4,025 per ounce at the close of 22/10, and briefly dipped below USD 4,000 per ounce in the morning session of 23/10. Tensions in the Middle East pushed crude oil prices higher, raising concerns about inflation and further Fed tightening, and gold has still not attracted sustained safe-haven demand even as US Treasury yields fell. US September CPI rose 0.6% month on month and 3.7% year on year, while PPI rose 1.3% and 6.3%. Markets price about an 84% chance the Fed holds rates steady at its 27-28/10 meeting and a 16% chance of a 25 basis-point increase; September PCE data due on 29/10 is the next key factor to watch.
- Gold Prices Continue to Fall
On the morning of 23/10, domestic gold prices kept falling, with SJC bar prices varying by seller and the premium over world gold widening. Công ty TNHH Vàng bạc đá quý Sài Gòn listed SJC bars at VND 139-142 million per tael (buy-sell), down VND 300,000; Phú Quý was at VND 138-141.8 million, down VND 500,000; and Mi Hồng at VND 140-141.5 million, down VND 800,000. Gold rings also fell by varying amounts, with DOJI at VND 138-142 million and Phú Quý at VND 138-141 million per tael. World gold dropped USD 129 to around USD 3,992 per ounce, equal to about VND 125.3 million per tael, leaving SJC bars about VND 16.7 million per tael above the world price. The State Bank's central rate was set at 25,627 VND/USD, down 5 dong, while Vietcombank quoted 25,660-26,040 VND/USD (buy-sell).
- Company Linked to Billionaire Pham Nhat Vuong Announces Major Good News
VEFAC (ticker VEF), a Vingroup subsidiary, posted Q3 net revenue of nearly VND 77 billion, up 67% year on year, but a gross loss of about VND 27 billion as cost of sales from its exhibition business exceeded revenue. Q3 profit rose mainly thanks to a gross gain of about VND 65 billion from transferring some schools in a project to a partner, while financial income reached over VND 388 billion, mostly from loan and investment income. For the first nine months of 2026, after-tax profit was nearly VND 865 billion, down about 94% from VND 15,418 billion in the same period of 2025, as the prior year included large gains from transferring part of the Vinhomes Global Gate project. As of 30/9/2026, total assets stood at over VND 31,905 billion, up 36% from the start of the year, while total liabilities exceeded VND 24,364 billion, with short-term customer advances rising from VND 411 billion to over VND 8,373 billion.
- Lotte and Phat Dat Officially Break Ground on VND 60,000 Billion Mega Project in Thu Thiem 'Golden Land'
A joint venture between Lotte Group (South Korea) and Phát Đạt (HoSE: PDR) officially broke ground on 23/10 on Lotte Eco Smart City Thu Thiem in the Thu Thiem New Urban Area, HCMC, with total investment of about VND 60,000 billion. The project covers nearly 7.5 ha and will combine Grade A offices, retail, services, accommodation and housing, adjoining the central plaza and central lake of Thu Thiem. Phát Đạt holds 35% of Lotte Properties HCMC, the project developer, and will develop the housing blocks along with two towers (2-1 and 2-3) with about 219,722 m2 of floor area, while Lotte handles block 2-5. Lotte Properties HCMC paid VND 17,569 billion in land-use fees on 31/7/2026, and Phát Đạt completed its VND 7,666 billion payment to take its 35% stake. MB is funding all of Phát Đạt's capital contribution, while VietinBank and BIDV also support the project.
- International Business : Global stocks nosedive as Meta dents AI optimism
Global stocks retreated as tech earnings failed to ease concerns about the AI outlook, with MSCI's All-World index set for its largest daily fall in two weeks, down 0.4 per cent. Meta beat third-quarter revenue expectations, but its plan to issue non-voting stock revived worries about its mounting capital commitments, and a New Mexico judge ordered it to pay a $25 billion penalty in a data privacy case. Brent crude rose nearly 3% to $112 a barrel, near a five-month high, after more Houthi attacks in Saudi Arabia raised supply risks. Investors moved into government bonds, pushing the US 10-year yield down to 5.05%, below France's for the first time in 13 years, while French yields have climbed above 5% amid concerns over social unrest and debt. The France-Germany 10-year spread reached 177.7 basis points, its widest since 2011, while gold fell 1.8% to $4,070 an ounce.
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