Companies are starting to report financial gains from AI investments as the technology moves from hype toward measurable returns. The Stanford HAI 2026 AI Index says corporate AI investment reached $581.7 billion in 2025, up 130% year on year. Santander said AI initiatives generated 194 million euros ($216 million) in business value in the first nine months of 2026, while Novartis reported core operating income of $6.04 billion, up 10% at constant currency, without quantifying AI's share. Standard Chartered reported 14% operating income growth, and Carlsberg said AI benefits are not yet at scale, with revenue up 4.9%. Meta said its AI investments delivered substantial incremental ad revenue as total revenue rose 26%, and Google Cloud revenue more than doubled to nearly $31 billion.
Summary written by Upside AI from the original article. Read the source for full details.
Keywords
artificial intelligenceAI investmentearningsQQQSPY
Open a keyword to see other news on the same topic.
Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/30/2026 | 690.49 |
| Change that session | -3.47% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/30/2026 | 755.71 |
| Change that session | -1.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Exchange-Traded Funds, Equity Futures Higher Pre-Bell Wednesday as AI Stocks Rebound Amid Corporate Earnings
The SPDR S&P 500 ETF Trust (SPY), a broad market ETF, was up 0.2% in pre-market trading. The rest of the article is cut off, so further details on other funds and stocks are not available.
- Most US stocks rise following strong profit reports from Equifax , Hasbro and other big companies
Most U.S. stocks rose Tuesday after strong profit reports from Equifax, Hasbro and other companies, while Brent crude eased to $108.79 a barrel. The S&P 500 gained 0.3% to 7,712.57, and the Dow rose 529 points (1%), while the Nasdaq slipped less than 0.1% amid swings in AI stocks. Equifax jumped 11.3% and Hasbro 11.2%, while Braze soared 51.7% after Salesforce agreed to buy it for $47.50 cash per share. General Motors fell 6.8% despite a bigger-than-expected profit, as its forecast midpoint for full-year 2026 profit fell short of analyst expectations. CoreWeave swung sharply after last week's roughly 25% drop, and South Korea's Kospi fell 3.7% as AI firm Elice lost 32% on its first day of trading in Seoul.
- US stocks rise after companies deliver strong profits and oil prices retreat
US stocks rose Tuesday, with the S&P 500 up 0.3% and the Dow up 479 points (0.9%), helped by strong quarterly results from Equifax (+11.3%), Hasbro (+10.6%) and 3M (+5.1%). Brent fell 0.7% to $108.79 after nearing its highest level since the Iran war began, lifting airlines such as American Airlines (+4.2%) and United Airlines (+2.4%). Braze soared 51.3% to $45.46 after Salesforce agreed to buy it for $47.50 per share in cash. General Motors fell 7.2% despite a bigger-than-expected profit, as the midpoint of its 2026 profit forecast fell short of expectations, though it announced a buyback of up to $20 billion. AI stocks remained volatile, with CoreWeave swinging between gains and losses and South Korean AI company Elice dropping 32% on its Seoul debut, which pushed the Kospi down 3.7%, while European indexes pared their losses, with the CAC 40 down 0.4% and the FTSE 100 down 0.3%.
- S&P 500 Profits Set to Surge More Than 30% in Q3 With AI Giants Dominating Growth
Analysts expect S&P 500 earnings to rise about 31% year-on-year in the third quarter, with nearly two-thirds of that growth coming from technology and AI-focused firms such as Alphabet, Amazon and Meta Platforms. Energy companies are projected to post roughly 115% earnings growth on higher oil prices linked to the U.S.-Israeli war with Iran, while consumer staples and real estate are expected to lag. The earnings season kicks off with major banks including JPMorgan Chase and Goldman Sachs. Investors are increasingly worried about the broader market if the AI-driven profit boom slows. The second quarter's 54% surge was inflated by AI-related investment gains at Alphabet and Amazon; excluding those, growth was about 35%.
- S&P 500 Posts Slight Weekly Drop Amid AI Spending Worries
The S&P 500 slipped 0.5% this week, led by a decline in communication services. The drop came amid investor worries about AI spending.
- Exchange-Traded Funds, Equity Futures Lower Pre-Bell Friday Amid AI Spending Concerns
Related markets
Latest news
- Aviation businesses sharply cut workforce
By the end of Q3, Vietnam Airports Corporation (ACV) had 7,113 employees, down 3,698 (34%) from the start of the year, with Q3 net revenue of 6,066 billion VND (down 6%) and after-tax profit of 2,083 billion VND (down 35%). Vietnam Airlines had 22,580 staff as of 30 September, down 1,106 (about 4.6%) from 31 December 2025, while its Q3 revenue reached 39,168 billion VND (up 29%) with consolidated after-tax profit of nearly 320 billion VND. The airline said fuel price swings caused by geopolitical tensions in the Middle East had an adverse effect in Q2 and Q3, and parent-company fuel costs rose nearly 4,360 billion VND (61%). In contrast, Saigon Ground Services (SGN) posted Q3 net revenue of 433 billion VND (up 23%) and net profit of 78 billion VND (up 105%), with 1,592 employees, up 129 from the same period in 2025.
- Savings interest rates on November 1 at Agribank, Vietcombank, BIDV, VietinBank, MB, VPBank, Techcombank, Sacombank, HDBank,...
According to the online savings rate table listed on 31 October 2026, rates vary widely across banks and terms. VPBank offers the highest rate in the table at 7.4% per year for 18 months, while many banks list 7% per year for terms from 6 to 12 months. The 12-month leaders, MBV, PGBank, Sacombank, VCBNeo and VIB, all list 7% per year. Most 3-month rates cluster around 4.75% per year, while SCB lists the lowest at 0.1% per year. The article notes that rates quoted by bank staff in direct contact can reach 8–9% per year under certain conditions and do not apply to all customers, and it advises depositors to confirm the actual rate, term, minimum deposit and conditions before deciding.
- Why the 27% Crash in ServiceNow's Stock Looks Like a Golden Opportunity
ServiceNow (NOW) shares fell 27% after its third-quarter report, as renewed fears that AI could disrupt its business weighed on the stock, which is now down 31% year to date. Revenue grew 20.5% to $4.11 billion and adjusted EPS rose 5% to $1, while subscription revenue climbed 21% to $3.99 billion, though the earnings beat was smaller than usual. AI annual contract value rose 65% and the year-end target was raised to $1.7 billion from $1.5 billion, while RPO grew 22.5% to $29.7 billion and the company expanded its partnership with OpenAI. For the fourth quarter, ServiceNow forecast subscription revenue growth of 22.5% to 23%, and it raised full-year subscription revenue guidance to $15.78–$15.79 billion. The author views the drop as an overreaction, noting the stock trades at about 6 times forward sales based on 2027 estimates and a forward P/E just above 22, and sees the AI disruption risk as low for a SaaS company still growing subscription revenue 20% or more.
- 'The US and NATO won't allow that': So what security guarantees does Russia get?
Retired colonel Mikhail Khodarenok, a military observer for Gazeta.Ru, argues that the US and NATO will not provide Russia with any security guarantees. Security guarantees for Russia and Ukraine are expected to be discussed in Abu Dhabi in November, and President Zelensky has acknowledged Russia could receive guarantees within a peace deal while stressing that Ukraine's needs must be met first. Khodarenok questions the vague concept of Ukrainian guarantees, such as a strong army or EU and NATO membership, and calls Ukraine's hope for an Article 5-style mechanism an illusion. He outlines possible guarantees for Russia, including Ukrainian neutrality, no foreign troops or bases, no foreign intelligence equipment on its territory and a smaller Ukrainian armed force. He says the US will never sign such a treaty or give Russia legally binding guarantees, so the discussion may never move beyond “entertainment” talk.
- FBI blames North Korea for record $6.3B Binance hack
The FBI attributes the theft of about $6.3 billion in digital assets from Binance on Thursday to North Korea, which it calls “TraderTraitor.” The stolen assets have mostly been converted into Ether (ETH) and are expected to be further converted through DeFi and instant swap services. The FBI urged private-sector entities, including THORNode and RPC node operators, instant exchanges, DeFi services and blockchain analytics firms, to block transactions with addresses used to launder the funds. According to CertiK, North Korea-linked groups accounted for about 60% of the value lost to crypto hacks in 2025, and an estimated $6.75 billion was stolen between 2016 and early 2026 across 263 incidents. CertiK's analysis concludes that North Korea has turned crypto theft into a core state revenue mechanism.
- Government Allocates 4,000 Billion Dong to Cut Special Consumption Tax on Gasoline
The government has cut the special consumption tax on all gasoline types to 0% from 1/11/2026 to 31/3/2027, under Resolution No. 45 signed by Deputy Prime Minister Nguyen Van Thang. About 4,000 billion dong is set aside for November through the end of 2026 to reduce the tax from 7% to 0%, and about 64,000 billion dong has been allocated to fuel tax and fee cuts since the start of the year. Under the Special Consumption Tax Law, the standard rates are 10% for regular gasoline, 8% for E5 and 7% for E10. The Ministry of Industry and Trade may propose shortening or extending the period, sent to the Ministry of Finance for the government to decide, to ensure energy security and market stability. In the 31/10 price period, E5RON92 gasoline was capped at no more than 24,223 dong per litre, down 1,804 dong per litre.
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.