費城半導體指數跌幅收窄至0.77%，此前一度跌超3%。

Despite higher rates, consumer and corporate borrowing kept pace, lifting JPMorgan, Citigroup and Wells Fargo to a combined Q3 net interest income of $56.5bn, the fifth consecutive quarter of record NII, results published Tuesday showed. JPMorgan said it expects net interest income to increase further in 2027, a contrast with earlier industry assumptions of falling rates when record trading revenue had drawn investor focus. All three banks reported declines in nonaccrual loans and said borrowers broadly remain able to service debt. BofA will report Q3 results on Wednesday. Banks said they remain cautious amid geopolitical risks in Ukraine and the Middle East, persistent inflation and elevated oil prices.

Zero One founder and executive director Vincent Fernando said TSMC may raise full-year revenue guidance when it reports Q3 results on Thursday. September revenue nearly matched August's record, pushing Q3 above the company's prior guidance range. Fernando said that outperformance makes TSMC's earlier 2026 USD revenue growth forecast of "slightly above 40%" look conservative; if the company keeps its current wording, Q4 revenue growth would imply only one-third of the pace implied by the Q3 guidance, below the firm's current run-rate. He said an upward revision to full-year revenue growth is therefore possible.