See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
Fedinterest ratesSPYQQQUS dollar
Open a keyword to see other news on the same topic.
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% |
DXY
• NeutralRelevance: low
| Market | Currencies |
|---|---|
| Close on 10/27/2026 | 102.37 |
| Change that session | +0.35% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Stock Market Today: Dow Wavers Ahead Of Rate Decision, Warsh Comments; Robinhood Plunges (Live Coverage)
- Exchange-Traded Funds Higher, Equity Futures Mixed Pre-Bell Wednesday Ahead of US Fed Rate Announcement
- European shares stutter as bank earnings fail to offset pre-Fed jitters
European shares traded roughly flat as investors stayed cautious ahead of the Federal Reserve's rate decision and earnings from major U.S. technology companies. The STOXX 600 slipped 0.1%, the FTSE 100 fell 0.2% and Spain's IBEX 35 dropped 1%. Several major European banks posted third-quarter results above forecasts: BNP Paribas rose 1% on higher profit, Standard Chartered beat consensus and its shares jumped 4.4%, and UBS posted net profit of $2.69 billion, up 8% year-on-year and roughly in line with the $2.71 billion consensus. Outside finance, Dassault Systemes raised its 2026 revenue growth target to 4% to 5%. The Fed is expected to hold its rate at 3.75% to 4.00%, but interest-rate futures imply an 80% probability of a 25-basis-point hike at its December meeting, as high crude oil prices and resilient U.S. data keep inflation pressures elevated.
- 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.
- Update: US Equity Futures Rise Pre-Bell as Traders Assess Declining Oil Prices, Await Fed Rate Decision This Week
- Stock Futures Set to Trade Ahead of Fed Decision
Related markets
Latest news
- Fed Holds Rates Steady Despite Rising Inflation, Two Officials Push for Immediate Hike
The Fed kept its benchmark rate at 3.75-4% after its October 28 meeting, saying inflation remains elevated and more data is needed to return it to the 2% goal. The decision was not unanimous: Governor Lisa Cook and Cleveland Fed President Beth Hammack dissented, preferring a 0.25 percentage point increase. Inflation has been above the Fed's 2% target for more than five years, and the PCE index is forecast to exceed 3% in September even excluding food and energy. The U.S. economy remains resilient, with low unemployment, steady consumer spending and AI investment supporting growth; the Atlanta Fed's GDPNow forecasts third-quarter GDP growth of 3.4% annualized. Observers are watching the November 3 midterm elections, while futures markets lean toward a rate hike in December.
- Intel Just Fell 24% in a Month: What Will It Take to Get INTC Stock Back Above $100?
Intel stock fell 24% over the past month to $94.26 in afternoon trading, while AMD dropped 10% and NVIDIA 4% over the same period. Intel remains up 154% year to date, after trading at $123 on September 25. Intel agreed to acquire Classiq, a privately held Israeli quantum-software company, with terms undisclosed; Bloomberg put the price at about $2.3 billion, and closing is expected in the first half of 2027, pending regulatory approvals. The article says a return above $100 could start with Intel's Q3 2026 report, after Q2 2026 sales rose 25.4% year over year while Intel Foundry posted a $2.1 billion operating loss.
- What Generac (GNRC) Said on Its Q3 Earnings Call
Generac's third-quarter net sales rose 16% year over year to a record $1.29 billion, while adjusted EBITDA increased 33% to $256 million, driven by data-center demand in its commercial and industrial business and a recovery in residential generator sales. A long-term Amazon agreement includes expected deliveries of $2.4 billion across 2027 and 2028, helping drive the data-center backlog to approximately $4.5 billion. Management expects 2027 data-center revenue to well exceed $2 billion and raised its adjusted EBITDA margin outlook to 20.5%–21%. Generac is expanding large-megawatt generator capacity, targeting roughly $4 billion in annual data-center-related capacity by the second half of 2027.
- Fed holds rates steady despite concerns over inflation
The Federal Reserve kept its benchmark overnight funds rate in the 3.75%-4% range, as widely expected, after raising it by a quarter percentage point in September, and said inflation remains elevated. Governor Lisa Cook and Cleveland Fed President Beth Hammack dissented, both wanting a quarter percentage-point hike, while Logan and Kashkari, who had dissented in July, joined the majority. The administration has restarted its effort to remove Cook after the Supreme Court halted earlier attempts, with a hearing scheduled for early November. Activity was described as expanding at a strong pace, and futures pricing pointed to a strong possibility of another hike in December, while Chairman Kevin Warsh has avoided providing forward guidance. Inflation by the Fed's preferred gauge is expected to be above 3% for September excluding food and energy, while the Atlanta Fed's GDPNow tracker points to 3.4% annualized growth in the third quarter.
- American Households Own More of the Stock Market Than at Any Time Since the Dot-Com Era
U.S. households directly held $52.12 trillion of U.S. corporate stock on June 30, 2026, a 42.1% share of the $123.69 trillion market and the highest since Q4 1998. Including indirect holdings through pensions and life insurers, their equity total reached $74.03 trillion, a record 48.2% of household financial assets, according to Federal Reserve data released on September 11, 2026. Retail trading volumes have fallen about 20% since mid-summer, yet holdings kept rising through payroll deductions, and Goldman Sachs estimates households bought $840 billion of U.S. stocks in the first half of 2026. The article flags concentration risk, noting NVIDIA was SPY's largest holding at 7.58% as of March 17, 2026, while VTI also includes small and mid-size companies that the S&P 500 leaves out. The next Federal Reserve data release is due December 10, 2026.
- CoreWeave Just Fell 31% in a Month: What Will It Take to Get CRWV Stock Back Above $70?
CoreWeave (CRWV) shares are down 31% over the past month to $60.78 in afternoon trading, amid debt concerns hitting AI cloud stocks. Goldman Sachs forecasts CoreWeave's debt could approach $100 billion by 2028, or $149.5 billion including lease liabilities, with free cash flow staying negative through at least 2028. Even so, Goldman rates the stock Buy with a $106 price target, assuming GPUs last 4.5 to 6 years on average and clients prepay 20% of contracts. The bank projects revenue of $13 billion in 2026, $27.5 billion in 2027 and $47.5 billion in 2028, based on $129 billion in backlog commitments. The article says that climbing back above $70 would require proof of sustained demand, on-time data center deployments, prepayments that limit new borrowing and steady access to credit, with the Q3 2026 report as the next checkpoint.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.