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US stocks mixed amid Fed rate hold and AI tech weakness; REITs rally on strong earnings.

Market News
01 Nov 2026, 15:00 WIB
Seeking Alpha
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Neutral
US stocks mixed amid Fed rate hold and AI tech weakness; REITs rally on strong earnings.

US equity markets showed mixed results in a volatile week as the Federal Reserve held interest rates steady after September's hike, with some officials favoring another increase. Concerns about the sustainability of the AI investment boom grew due to renewed weakness in AI and mega-cap tech stocks. Meanwhile, REITs gained for the fourth consecutive week, supported by strong earnings and improved fundamentals, with many raising full-year guidance. Key sectors like Data Centers, Hotels, and Office performed well, although mortgage REITs faced dividend cuts and Farmland Partners lowered guidance. The Fed's cautious tone and retreating Treasury yields suggest a watchful market ahead.

AI Cracks and REITs provide context with Pluang's Real Estate sector data as of Nov 01, 2026 20:11 WIB. Among 47 priced US Real Estate stocks, 24 rose and 22 fell today. Notable movers include CUBE at USD 42.73 (+4.10%, 100% Sell), AIV at USD 1.58 (-3.66%, 100% Buy), and WY at USD 20.39 (+3.27%, typical hold time 1 day).

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