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Related tickers and likely impact
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/22/2026 | 704.47 |
| Change that session | -2.86% |
NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/22/2026 | 212.21 |
| Change that session | -4.40% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/22/2026 | 763.96 |
| Change that session | -1.18% |
PVD
▲ Likely positivePetroVietNam
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Oil & Gas |
| Industry | Oil Equipment & Services |
| Market cap | 17,534 bn VND |
| P/E | 15.8 |
| P/B | 1.01 |
| Close on 10/23/2026 | 18.70 |
| Change that session | -1.06% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Wall Street struggled last week as concerns about financing the AI boom overshadowed strong earnings. Meta reported negative free cash flow for the first time since its 2012 IPO, and CoreWeave fell 10% Thursday as investors scrutinized its borrowing costs, before the Dow dropped more than 1% Friday as oil surged on fears of renewed U.S. strikes against Iran. For the week, the Dow gained 0.4%, the S&P 500 fell 0.5% and the Nasdaq slipped 0.7%. The portfolio bought 10 shares of GE Vernova and upgraded it to a buy-equivalent 1 rating, while reducing broader AI exposure by exiting Broadcom at an average gain of roughly 128% and trimming CrowdStrike, which had a gain of about 187%. Defensive stocks like Kimberly-Clark (up 4.3%) and Home Depot (up 3.3%) benefited, while Meta, down more than 9% for the week, kept a hold-equivalent 2 rating and $800 price target.
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Wall Street fell as AI stocks slid and oil hit its highest level since May on worries about the war with Iran, with the S&P 500 down 1.3%, the Nasdaq composite down 2.4% and the Dow down 0.1%. Australian futures pointed to a 19-point (0.2%) loss at the open after the ASX lost 0.4% on Thursday. Concerns about the cost of borrowing to build data centres and buy AI chips weighed on the sector: Lam Research fell 11.1% despite profit and revenue beating expectations, after a 52.4% gain so far this year, while Meta lost 7.4% despite stronger-than-expected revenue, and Nvidia fell 4.3% and CoreWeave 9.6%. Brent crude rose 2.9% to $111.99 a barrel, while the 10-year Treasury yield fell to 4.98% from 5.13% as investors sought safer assets.
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- World shares are mixed after Wall Street AI - related losses , while oil prices jump
World stocks were mixed after AI-related sell-offs on Wall Street, while oil prices jumped as efforts to bring the U.S. and Iran back to the negotiating table stalled. S&P 500 futures fell 0.3%, Dow Jones futures slid 0.6% and Nasdaq futures dipped 0.1%. Brent crude rose 1.6% to $114.92 a barrel and U.S. crude gained 1.8% to $101.22, while the U.S. national average for regular gasoline reached $4.29 a gallon. Meta fell 7% and Nvidia 4.4% on Thursday on worries about rising AI investment costs, while Tesla fell 3.1% despite a stronger-than-expected profit, as its revenue was weaker than forecast. In Europe, Germany's DAX fell 0.8%, France's CAC 40 dropped 0.7% and the UK's FTSE 100 declined 0.5%, while most Asian markets rose.
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World shares were mixed on Friday as oil hovered near its highest level since May on worries about the war with Iran, with Brent crude up 0.8% to $114.02 a barrel. In Europe, Germany's DAX fell 0.4% and France's CAC 40 dropped 0.6% to 7,765.74, while in Asia Hong Kong's Hang Seng rose 0.7% and the Shanghai Composite gained 0.9%. On Thursday the S&P 500 fell 1.2% for its worst day since July as tech stocks slumped, even though most U.S. stocks rose; Meta lost 7%, Nvidia fell 4.4% and CoreWeave dropped 10.1% amid concerns over the cost of borrowing to fund AI. The 10-year Treasury yield fell to 4.97% from 5.13% as investors bought government bonds for safety. The article also says worries about government debt and strained budgets are weighing on almost every developed economy.
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Wall Street opened lower on Thursday as doubts over returns on heavy AI spending, disappointing Tesla and Meta results, and surging oil prices hit sentiment. The Dow fell 67.7 points (0.13%) to 52,788.41, the S&P 500 dropped 62.6 points (0.81%) to 7,694.62, and the Nasdaq Composite lost 394.5 points (1.48%), with the Nasdaq 100 losing about 500 points in the first 13 minutes. Meta fell 6.51% to $652.10, Tesla 1.91% to $379.10 and Nvidia 1.76% to $218.07. Oil prices hit their highest since May, with Brent above $111 a barrel, after the New York Times reported that the US and Israel had drawn up plans for renewed strikes on Iran following the November 3 midterm elections. Spot gold fell 1.46% to $4,071.56 an ounce, while the FTSE 100 edged up 0.01% to 10,754.13.
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