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Danske Bank strategists said equities rose on Wednesday, with the S&P 500 and STOXX 600 higher and AI-related names posting a third straight session of gains. After-hours results from Alphabet and Microsoft showed divergence between AI-related revenu

2026-10-29

Danske Bank strategists said equities rose on Wednesday, with the S&P 500 and STOXX 600 higher and AI-related names posting a third straight session of gains. After-hours results from Alphabet and Microsoft showed divergence between AI-related revenue and capex. Danske flagged that capex guidance remained steady, which could constrain further upside in data-center and semiconductor chains driven by upward earnings revisions. Overall market reaction to the big cloud reports was marginally negative: KOSPI fell 0.7% and Nasdaq futures were down 0.9%—moves that, given recent extreme volatility in AI names, are relatively modest.

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2026-10-29

Federal Reserve Chairman Warsh: Capital spending as a percentage of GDP is at a historically high level.

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2026-10-29

Samsung Electronics said it sharply increased HBM4 chip shipments in Q3.

Samsung Electronics said it sharply increased HBM4 chip shipments in Q3.
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