2026年10月23日周五

Wall St Week Ahead Earnings flood, Fed meeting will test rickety AI market rally - Reuters

Wall St Week Ahead Earnings flood, Fed meeting will test rickety AI market rally  Reuters

Fearing Mass A.I. Layoffs, Some in Congress Eye Ways to Aid Workers

A bill to bolster the nation’s unemployment insurance program reflects the concern — and the risks — in Washington.

Korea and Taiwan Built Economies on AI. One Failed IPO Shows Their Fragility. - Barron's

Korea and Taiwan Built Economies on AI. One Failed IPO Shows Their Fragility.  Barron's

This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%.

A company beating earnings expectations by 36% and revenue expectations by 15% would usually see a postresults bump. But not for Bloom Energy, the fuel-cell maker that has flourished due to data-center demand.

Apple is set to take back the market-cap crown from Nvidia. Upcoming earnings may push it over the top

Apple stock is trading near record highs and closing in on Nvidia's market cap. Portfolio manager Jeff Kilburg explains what's driving the rally and why he thinks the momentum could continue.

If Fed holds rates, expect 10-year to creep higher: Janus Henderson's Contopoulos - CNBC

If Fed holds rates, expect 10-year to creep higher: Janus Henderson's Contopoulos  CNBC

SpaceX-Tesla Merger? | Zuckerberg's Deal | The Rundown - Bloomberg.com

SpaceX-Tesla Merger? | Zuckerberg's Deal | The Rundown  Bloomberg.com

Oil prices hit five-month high and Dow falls over 600 points over fears of Iran strikes, AI spending

Brent crude oil futures jumped 2.7% to $116.26 a barrel – their highest level since early May and on track for a weekly rise of more than 10%.

Tesla’s Mysterious Profit Beat Is Solved. A Tariff Refund Boosted Margins. - Barron's

Tesla’s Mysterious Profit Beat Is Solved. A Tariff Refund Boosted Margins.  Barron's

SpaceX $40 Billion Off-Balance Sheet Debt Snarled by AI Turmoil - Bloomberg.com

SpaceX $40 Billion Off-Balance Sheet Debt Snarled by AI Turmoil  Bloomberg.com

Sam Altman’s OpenAI eyes $30B fundraising round ahead of looming IPO: report

The ChatGPT maker is raising up to $30 billion at a $1.25 trillion valuation, CNBC reported, citing people with knowledge of the situation.

Explainer: Why is Meta creating a new class of non-voting shares amid its AI growth? - Reuters

Explainer: Why is Meta creating a new class of non-voting shares amid its AI growth?  Reuters

Oil hits $117 for first time since April on fears of flare-up in Iran hostilities

Rise in energy prices pushes US inflation expectations higher

JPMorgan’s Yoder: The market is doing a lot of the work for the Fed - CNBC

JPMorgan’s Yoder: The market is doing a lot of the work for the Fed  CNBC