Market Highlights
Market highlights
2026-10-22
Wall Street’s wagers on artificial intelligence regained traction, with stocks rising in late hours
as solid results bolstered confidence in the trade that has powered the bull market.
An exchange-traded fund tracking the S&P 500 rose after the close of regular trading. Tesla
Inc.’s profit beat estimates, assuaging worries about increased investments into new areas
such as AI. Meta Platforms Inc. boosted its capital spending outlook and announced plans to
create a new class of nonvoting stock, part of efforts to escalate its bet on the technology.
Stocks fell as megacap earnings failed to reassure investors about the rebound in the artificial
intelligence trade, Chinese equities neared a bear market and escalating Middle East tensions
drove oil prices higher. Treasuries and the yen gained on haven demand.
2026-10-22
Wall Street’s wagers on artificial intelligence regained traction, with stocks rising in late hours
as solid results bolstered confidence in the trade that has powered the bull market.
An exchange-traded fund tracking the S&P 500 rose after the close of regular trading. Tesla
Inc.’s profit beat estimates, assuaging worries about increased investments into new areas
such as AI. Meta Platforms Inc. boosted its capital spending outlook and announced plans to
create a new class of nonvoting stock, part of efforts to escalate its bet on the technology.
Stocks fell as megacap earnings failed to reassure investors about the rebound in the artificial
intelligence trade, Chinese equities neared a bear market and escalating Middle East tensions
drove oil prices higher. Treasuries and the yen gained on haven demand.
2026-10-21
Stocks rose in late hours as SpaceX reported solid earnings fueled by a big jump in its artificial-intelligence business.
An exchange-traded fund tracking the S&P 500 gained after the close of regular trading. Elon Musk’s satellite, rocket and AI conglomerate posted $4.4 billion in net income for the quarter ended in September, topping the average projection of $1.88 billion. Super Micro Computer Inc.’s preliminary results beat estimates. Netflix Inc. sank on a disappointing forecast
Stocks rose with futures as strong results from technology companies eased concerns over the AI trade after last week’s bruising selloff. Crude oil climbed.
2026-10-20
A rebound in chipmakers buoyed the stock market as dip buyers emerged on bets the artificial-intelligence investment boom will continue to support solid earnings.
Following a rout in one of the most-crowded bets, a gauge of chip giants climbed 1.6%. The Nasdaq 100 added 1.2%. Nscale Ltd. was said to be in talks to sell computing power to Anthropic PBC in a deal that could be worth about $45 billion. This week’s earnings from Meta Platforms Inc. will provide a fresh test for confidence in the AI trade. Tesla Inc. is also due to report.
A rebound in the artificial intelligence trade sputtered after the dismal debut of a South Korean data center firm revived concerns about whether the technology’s spending boom can last.
2026-10-19
Another burst of selling in technology shares drove the Nasdaq 100 to its worst week since
the April 2025 tariff turmoil as investors questioned the outlook for the artificial-intelligence
trade.
Chipmakers fell for an eighth straight day, the longest slide since 2008, on worries over
whether the AI infrastructure buildout has outrun the ability of firmsto get a return on their
investments. CoreWeave Inc., a cloud-computing services provider whose bonds recently hit
levels that typically signal distress, sank 12%. The S&P 500 lost 1.1%. Oil climbed, weighing on
Treasuries.
A rebound in US stock futures offered investors some respite from a chip-led rout, marking a
positive start to a week in which major beneficiaries of the artificial-intelligence trade will be
tested by earnings.
2026-10-16
Wall Street staged a comeback after losses driven by concerns about the sustainability of the
artificial-intelligence trade that has powered the bull market in stocks.
The S&P 500 halted a three-day drop. A selloff in chipmakers eased as Nvidia Corp.’s chief
Jensen Huang defended the financialhealth of AI computing supplier CoreWeave Inc., a major
customer in which the company is also an investor. That was after a measure of credit risk at
the data-center operator hit an all-time high, triggering fresh jitters about the AI sector.
Stocks extended gains as traders pared bets on an interest-rate hike after Federal Reserve
Chair Kevin Warsh refrained from signaling greater urgency to tighten policy despite this
week’s hotter-than-expected inflation data. The dollar edged lower.
2026-10-15
Stocks fell the most since July as a selloff in chipmakers extended a decline that was fueled by
wagers the Federal Reserve will keep lifting interest rates to fightinflation.
The broad upswing in consumer prices reinforced bets on rate hikes even if the Fed pauses in
October. The S&P 500 snapped its longest streak without a 1% drop in over six years. The
Russell 2000 entered a correction. A gauge of chip giants sank 4.3%. CoreWeave Inc.’s bonds
hit levels that usually signal distress. Its chief said the market is acting “irrationally.”
US stocks rose modestly on a busy day for earnings in banking and artificial intelligence as
traders stayed cautious ahead of the latest US inflation reading.
2026-10-14
Stocks bounced from session lows as speculation the Federal Reserve won’t be forced to raise
rates aggressively offset lingering worries about elevated oil prices and the outlook for artificial intelligence.
While the S&P 500 closed little changed, most of its firms rose after Fed Bank of New York President John Williams said he still sees one more hike as appropriate this year, but currently doesn’t believe it will be necessary to lift rates again in 2027. Bond yields fell. A selloff in chipmakers waned, also helping sentiment. Microsoft Corp. rose to a record.
US stocks rose modestly on a busy day for earnings in banking and artificial intelligence as
traders stayed cautious ahead of the latest US inflation reading.
2026-10-13
A selloff in chipmakers left stocks wavering ahead of the earnings season, with traders also
gearing up for this week’s inflation data that will be key in shaping the Federal Reserve
outlook.
The group of chip giants posted its longest retreat since July, weighing on the S&P 500
despite gains in most of its firms.While trading volume in US equities was the lowest in 2026,
the stock benchmark remained near a record as bets on solid corporate results defied
elevated oil prices and bond yields. Treasury futures fluctuated,with the cash market closed
for Columbus Day
Global stock losses deepened as renewed concerns about the artificial intelligence trade
pushed investors out of one of the market’s hottest corners this year. Treasuries rallied on
haven demand.
2026-10-12
Wall Street traders betting on a solid earnings season sent stocks to a striking distance of
their all-time highs, defying concerns about still-elevated energy costs and bond yields.
Most companies in the S&P 500 rose, though a gauge of chipmakers fell again. Brent crude
settled near $105 a barrel as the prospect of a wave of Russian diesel hitting global markets
competed with mounting supply risks. Treasury cash trading will be closed Monday for
Columbus Day. The dollar notched its longest weekly advance since early 2025.
US stock futures rose modestly as traders weighed the prospect of solid results in a busy
week for corporate earnings against the risk of escalating tensions in the Middle East.
2026-10-09
A selloff in chipmakers weighed on stocks as speculation around OpenAI’s revenue revived
worries that the artificial - intelligence spending spree is becoming harder to justify .
Tech shares led losses in the S&P 500 on reports that annualized revenue at the ChatGPT
maker will be lower than some estimates for the firm . The Nasdaq 100 fell 1.4%. A gauge of chip
giants sank 3.4%. Oil jumped, but settled below session highs as President Donald Trump said
the US won’t attack Iran before the midterm elections . Treasuries rose on a solid sale of 30 -
year bonds .
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