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Oxford Economics says the US remains strong but growth is uneven economy. Q3 GDP rose 3.4%, above analysts’ expectations, reflecting continued AI-driven investment. The firm says private fixed investment is rising sharply as AI infrastructure is buil

2026-10-29

Oxford Economics says the US remains strong but growth is uneven economy. Q3 GDP rose 3.4%, above analysts’ expectations, reflecting continued AI-driven investment. The firm says private fixed investment is rising sharply as AI infrastructure is built and expects growth to remain unusually dependent on corporate investment over the next few quarters. It adds AI-related wealth effects also supported part of Q3 consumption. Oxford warns this investment dependence is a risk: post-investment booms tend to produce longer, deeper recessions.

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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.
2026-10-29

According to data from market research firm Bespoke, if Alphabet (GOOG.O) shares fall more than 9.77% at the open tomorrow following today's earnings report, it will mark the company's worst single-day performance since its IPO. Notably, two of the t

According to data from market research firm Bespoke, if Alphabet (GOOG.O) shares fall more than 9.77% at the open tomorrow following today's earnings report, it will mark the company's worst single-day performance since its IPO. Notably, two of the three largest post-earnings day declines in the company's history occurred on October earnings release dates, in 2022 and 2023 respectively.
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