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Samsung Electronics reported Q3 HBM4 revenue rose more than 200% QoQ.

2026-10-29

Samsung Electronics reported Q3 HBM4 revenue rose more than 200% QoQ.

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2026-10-28

Coface North America economist Marcos Carias said in a note that even if the Democrats win the upcoming midterms, U.S. president Trump is unlikely to ease tariffs on other countries because he will retain control over trade and foreign policy and Con

Coface North America economist Marcos Carias said in a note that even if the Democrats win the upcoming midterms, U.S. president Trump is unlikely to ease tariffs on other countries because he will retain control over trade and foreign policy and Congress will have limited room to act. He warned tariffs remain a material risk to return to the policy spotlight regardless of the midterm outcome, and that pre-election caution by market participants and policymakers is likely to fade after the vote.
2026-10-28

Goldman Sachs estimates that trend-following funds (CTAs) sold nearly $3 billion in Nasdaq 100 futures over the past three trading days, marking the largest three-day sell-off since March 2025. Ironically, the massive sell-off was followed by a rebou

Goldman Sachs estimates that trend-following funds (CTAs) sold nearly $3 billion in Nasdaq 100 futures over the past three trading days, marking the largest three-day sell-off since March 2025. Ironically, the massive sell-off was followed by a rebound in US stocks, making the Nasdaq 100's performance appear as if CTAs sold at a short-term low. CTAs typically adjust their positions automatically based on market trends, reducing positions when the index falls and gradually buying back in as the trend strengthens. If this rebound continues, CTAs may increase their positions again, transforming the previous concentrated selling into subsequent buying, further amplifying market volatility.
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