See the full story in the original article.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/19/2026 | 718.36 |
| Change that session | +1.21% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/19/2026 | 766.48 |
| Change that session | +0.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Tech Stocks Power S & P 500 and NASDAQ Higher
Global markets diverged on Monday: a technology-led rally lifted Wall Street, while Europe declined broadly and Asia-Pacific markets were mixed. The NASDAQ Composite jumped 290.85 points (1.11 percent) to 26,430.89, and the S&P 500 rose 31.29 points (0.41 percent) to 7,690.73. The Dow Jones Industrial Average slipped 36.38 points (0.07 percent) to 51,966.03. In Europe, the FTSE 100 fell 1.08 percent and the DAX dropped 1.18 percent, while in Asia the HANG SENG gained 0.52 percent, the Nikkei 225 fell 0.62 percent and the KOSPI jumped 1.76 percent.
- Trading Day : AI storm abates
- AI stocks lead a rebound on Wall Street as European markets drop following protests - Boston News, Weather, Sports
U.S. stocks were mixed on Monday, with AI stocks rebounding as the S&P 500 rose 0.4% and the Nasdaq gained 1.1%, while most non-AI stocks fell and the Dow finished down 36 points, or 0.1%. European indexes slid more than 1% after violent protests in France that could push the government to increase spending and add pressure on bond markets. The 10-year Treasury yield rose to 5.14% from 5.09%, after topping 5.30% earlier this month, and Brent crude settled at $109.55, down 0.3%. Nvidia added 1.4%, SpaceX rose 1.3% to $147.96, and Cleveland-Cliffs jumped 16.3% on a bigger-than-expected quarterly profit, while CoreWeave swung sharply and closed down 0.4%.
- AI stocks lead a rebound on Wall Street as European markets drop following protests – KTBB News, Weather, Talk
- Tech Stocks Power S&P 500 and NASDAQ Higher
Global equities closed mixed on Monday, as a strong tech-driven rally on Wall Street contrasted with broad declines in Europe and uneven moves in Asia-Pacific. The S&P 500 rose 31.29 points, or 0.41%, to 7,690.73, and the Nasdaq Composite surged 290.85 points, or 1.11%, to 26,430.89, while the Dow Jones Industrial Average slipped 36.38 points, or 0.07%, to 51,966.03. In Europe, the FTSE 100 fell 1.08% to 10,764.69, the DAX dropped 1.18% to 25,319.77, and the CAC 40 lost 1.11% to 7,868.05. In Asia, the Hang Seng gained 0.52% to 24,186.83, and the Kospi jumped 1.76% to 5,768.01.
- Wall Street AI rally faces pressure ahead of Meta, Tesla and major chipmaker earnings reports
Wall Street's AI rally faces a test as investors await earnings from Meta, Tesla, chipmakers Lam Research and Texas Instruments, and SpaceX. Recent declines in AI, chip and hardware stocks such as Dell Technologies have raised doubts about whether the rally can continue. LSEG IBES data show S&P 500 earnings are expected to rise more than 30% in the third quarter, but investors want proof that heavy AI spending will pay off. Goldman Sachs expects five hyperscalers to lift combined capital spending to around $1.2 trillion next year. The S&P 500 posted its biggest weekly fall since June but remained only about 2% below its record high.
Related markets
Latest news
- JPMorgan Chase is Delving Further Into National Security With $5 Billion Push
JPMorgan Chase has invested more than $5 billion in companies supporting U.S. national security and industrial capacity, roughly half its planned decade-long budget in the program's first year. Co-President Doug Petno told CNBC the pace could lead the bank to expand its original $10 billion commitment. Two known recipients are Hadrian, where JPMorgan helped lead a $1.4 billion round, and Castelion, where it joined a round of about $1 billion; those figures are total round sizes, not JPMorgan's own contributions. The bank also says it has financed and facilitated more than $230 billion for industries covered by the initiative, a figure separate from its direct investments.
- Eric Schmidt’s 1% Anthropic stake sets up massive windfall ahead of IPO -Bloomberg
Former Google CEO Eric Schmidt holds about 1% of Anthropic after investing tens of millions of dollars in its Series A round, and is poised to reap one of the largest individual windfalls from the AI startup's upcoming IPO. According to PitchBook data cited by Bloomberg, Anthropic was valued at $461 million when Schmidt invested in 2021, while prospective public valuations of $1.8 trillion to $2 trillion would be more than 4,300 times that Series A baseline. At the upper end of that range, his stake could lift his net worth by roughly one-third to nearly $80 billion. Anthropic is expected to begin formal marketing for its IPO as early as the week of Nov. 9, and aims to match or surpass SpaceX's record $1.77 trillion IPO completed in June.
- Bank of America Has Cut Its Share Count by Nearly a Third in 10 Years. $10,000 Invested Then Is Worth About $40,000 Now.
Bank of America, with $3.4 trillion in total assets, is the second-largest U.S. financial services institution; it bought back $6 billion of stock in the third quarter and $19.2 billion so far in 2026. Its outstanding share count has fallen 32% over 10 years, contributing to a 122% rise in diluted EPS. A total return of 304% through Oct. 16 would have turned $10,000 into about $40,400, below the $42,800 that the overall stock market's 328% total return would have produced. The article notes the shares trade 19% below their peak, at a P/E of 12.5 versus a 10-year average of 13.1.
- Coeur Mining (CDE) Stock Looks Undervalued Despite Recent Market Pressure
Coeur Mining has posted a very large gain over three years, but its share price has pulled back sharply in recent months while gold and silver prices have been relatively steady. The article attributes the pressure to rising treasury yields and a planned merger that may reshape production and cost profiles. It states the shares, around US$15.33, trade on a P/E of 18.5x, close to the metals and mining industry average of 18.6x and the peer group's 19.9x, and that the Fair Ratio points to the current multiple as undervalued. The piece also outlines scenarios for the company's growth, margins and earnings that readers can compare with the current price.
- Billionaire David Tepper’s Appaloosa Management Has 31% of its portfolio Invested in These 2 Artificial Intelligence (AI) Stocks
David Tepper's Appaloosa Management has about 31% of its public equity portfolio in Micron Technology and Amazon. Micron's fiscal Q4 2026 revenue soared 379% to $54.2 billion, with a non-GAAP gross margin of 87%, but Appaloosa cut its stake by about 41% in Q2, leaving it at 15.06% of the portfolio. Some projections suggest the memory chip shortage could last at least through 2028, while Micron trades at just 7x forward earnings versus an average of 19.7x for information technology stocks. Amazon is Appaloosa's largest holding at almost 16% of the portfolio, and the fund increased its stake by about 15.7% in Q2. Amazon's Q2 revenue rose 20% to $200.6 billion, with AWS net sales of $42.2 billion (up 37%), and capex guidance was raised to $220 billion from $200 billion.
- GPIX Out-Yielded JEPI and Returned 17.37% to Its 9.33%. JEPI Is Still 9.5 Times Bigger
The Goldman Sachs S&P 500 Premium Income ETF (GPIX) returned about 17% with distributions reinvested from October 16, 2025 to October 16, 2026, nearly double the roughly 9% of the JPMorgan Equity Premium Income ETF (JEPI), even though their yields were close (8.3% vs 8%). The gap comes from structure: GPIX owns the S&P 500 at full index weight and writes calls on only part of its holdings, so it captures much of the rally, and it holds 6.5% in Apple versus 1.5% in JEPI. JEPI holds a lower-volatility basket of large caps and earns option income through equity-linked notes issued by several banks, which caps its upside and adds counterparty risk. JEPI is still much larger, with $45 billion in net assets versus GPIX's $4.7 billion as of its June 30, 2026 filing. Option premiums and monthly payouts for both funds vary with volatility, so neither yield is guaranteed.
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.