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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/26/2026 | 630.56 |
| Change that session | -1.88% |
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 712.20 |
| Change that session | +1.11% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
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US tech giants' shares were battered on Friday after a week of earnings that left Wall Street questioning whether the AI spending boom is sustainable. Microsoft, Alphabet, Amazon and Meta are on track to spend more than $700 billion on capital investment this year, much of it on AI infrastructure, according to analyst estimates. Intel shares sank as much as 30 percent after a weaker-than-expected fourth-quarter revenue forecast, citing weak PC demand and manufacturing bottlenecks. Amazon shares fell after it missed third-quarter expectations, while Alphabet dropped 12 percent on Thursday, its worst day since the 2004 IPO, as search advertising weakened and one analyst called the returns on its AI investments 'not very good'. Steve Sosnick of Interactive Brokers said the tech stocks had been priced for perfection, so anything less than perfect could hurt them.
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U.S. stocks fell as a tech sell-off pulled the S&P 500 down 1.1% and the Nasdaq down 2.1%, leaving the index with a roughly 2% weekly loss that erased last week's record-setting gains. Chipmakers led the decline, with Micron, AMD, Broadcom and Intel all lower, as investors worried that AI companies may struggle to keep borrowing to fund their spending while global bond yields climb. The 10-year Treasury yield eased to 5.09%, while CME Group data put the odds of a Fed rate hike in December at 74.3%, up from 50.2% a month earlier. Brent crude rose 3.7% to $109.86 a barrel amid supply pressure from the Iran war, and U.S. gasoline averaged $4.33 a gallon, versus $3.06 a year earlier. The S&P 500 closed at 7,659.44, the Dow at 52,002.41 and the Nasdaq at 26,140.03.
- Tech stocks tumble Friday , AI shares lead the way
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Investors who held Apple over the past year gained 27.9% including dividends, with the shares starting the period at US$271 and now trading at US$345. Simply Wall St Narratives offered opposing views: a bullish case with Fair Value of US$300, built on vertically integrated AI and premium pricing, and a cautious case with Fair Value of US$241, which treated regulatory pressure on the App Store and revenue-share deals as a major risk. Apple's Q3 2026 revenue of US$109,417m and net income of US$29,789m, a 27.2% net margin, supported the optimistic case, while price hikes tied to costly memory chips and reports of softer iPhone 18 Pro orders backed the cautious one. The article frames the outcome as hinging on whether richer AI features and ecosystem pull can outweigh hardware price sensitivity.
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A survey of online savings deposit rates at 35 banks as of October 31, 2026 shows significant differences between banks and terms. The 3-month term is most commonly listed at 4.75% a year, while SCB lists 0.1% a year, the lowest in the table. For 12 months, MBV, PGBank, Sacombank, VCBNeo and VIB all list 7% a year, while VPBank leads the 18-month term at 7.4% a year. The article notes that actual rates offered by staff at some banks can reach 8–9% a year, depending on deposit amount and conditions.
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In Germany, more than 160,000 people are expected to join protests on October 31 in 34 cities, organized by the 'Gen Z regelt' movement against mandatory military service and for more education funding. German authorities warned that extremist groups, including far-left ones, could try to exploit the situation to cause disorder. In France, 70,000 police will be deployed for the nationwide protest on October 31, two weeks after riots and looting damaged many shops and public buildings. Interior Minister Laurent Nunez said current law allows police to ban face coverings when public order is threatened, as authorities worry rioters may use Halloween masks to hide their identities. BSK, the national student representative body, has distanced itself from the movement and plans its own protest on November 20.
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