SK hynix's Q3 earnings report is crucial, with a miss potentially causing a broad selloff in the semiconductor sector and breaking important support levels. Meanwhile, US tech giants like Alphabet and Microsoft face scrutiny over heavy AI-related capital spending, which could lead to further tech sector weakness if free cash flow turns negative. The Federal Reserve is expected to keep interest rates steady, but any hawkish signals after the midterm elections could pressure banks, flatten yield curves, and impact gold prices. These three factors will largely shape market sentiment for the rest of the year, with SK hynix's results posing the most immediate risk to equity markets.
Alphabet's market cap stands at $3.86 trillion with a dividend yield of 0.28%, while Microsoft holds a market cap of $3.95 trillion and a dividend yield of 0.74% on Pluang as of Oct 28, 2026 03:23 WIB. Alphabet's shares gained 1.30% in the last day, contrasting with Microsoft's slight decline of 0.04%. These figures highlight the significant scale and investor interest in these tech giants during a period of sector uncertainty.
Oracle announced plans to obtain FedRAMP Class D certification for its AI Database services on AWS, Azure, and Google Cloud. This certification will allow US government and public sector organizations to run regulated Oracle workloads securely on the...
Oracle's stock rose 5% after announcing that Google's Tensor Processing Units (TPUs) will be available on Oracle Cloud Infrastructure starting next year, marking the first time Google chips are offered on a hyperscale cloud outside Google. Additional...
Alphabet has doubled its capital spending and paused stock buybacks, yet its AI integration in YouTube and Search continues to drive strong revenue growth. YouTube's multimodal content and AI-powered Search features contributed to a 24.2% revenue inc...
Oracle Cloud Infrastructure (OCI) will be the first hyperscale cloud platform outside Google to offer Google's Tensor Processing Units (TPUs) starting in 2027. This partnership allows OCI customers to access Google's specialized AI hardware, designed...
Microsoft is positioned as a top AI stock with a 24/7 Wall St. price target of $639.73, implying a 22.77% upside from its current price. Azure cloud services are growing rapidly at 43%, with strong demand and a $678 billion commercial backlog, while ...
