Market veteran Ed Yardeni expects the AI investment boom to continue but warns AI-related stocks could stay volatile. He cites three factors reviving confidence: about $235 billion in prospective AI financing, including Anthropic's (ANT) expected $100 billion IPO, Meta Platforms' (META) plans to raise up to $95 billion via equity, and SpaceX's (SPCX) $40 billion GPU financing; improving AI economics; and strong semiconductor earnings. Anthropic's IPO filing showed first-half revenue rising to $16.3 billion from $1.2 billion, with operating losses narrowing to $693 million from $2.1 billion, and customers spending at least $100,000 annually climbing to 11,900 from about 950. Google Cloud revenue more than doubled to $30.7 billion, while SK Hynix's (SKHY) third-quarter operating profit rose more than sevenfold. On the FOMC's 10-2 vote to hold rates at 3.75%–4%, Yardeni Research said another 50 basis points of tightening is needed to return rates to a neutral 4.25%–4.50%, and it would not rule out a 50-basis-point hike in December.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/28/2026 | 612.49 |
| Change that session | -1.24% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.39 |
| Change that session | -1.17% |
QQQ
• NeutralInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/28/2026 | 725.59 |
| Change that session | +0.60% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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