Equities, indices, earnings moves
The current estimate stands at 29.6%, but actual growth has beaten forecasts in 37 of the past 40 quarters. If the pattern holds, final growth could reach anywhere from 35.6% to 43.3%.
The 10-year yield touched 5.342% after the Fed's latest rate rise, drawing billions into bond funds. Wealth advisers are divided over whether retirees should switch — dividend stocks have historically held up better in downturns.
Meta's Muse and OpenAI's Dots both run on AMD's EPYC processors, and Morgan Stanley estimates Muse alone could account for 20% of AMD's 2026 chip sales. The company's data-centre business grew 107% year on year in the second quarter.
Tesla delivered 486,532 vehicles in Q3 2026, topping analyst estimates but coming in below its own result from the same quarter a year ago. Rivian also posted a strong quarter, with deliveries up 45% year on year after its R2 SUV completed its first full sales period.
The exchange, which handles nearly 90% of global stock index options volumes, has set its share price range lower than investors were told to expect. Options trading on its platform has fallen 27% from its 2024 peak, and several major sellers have cut the size of their stakes in the deal.
FTSE Russell formally upgraded Vietnam from frontier status, a move that could bring up to $8 billion in foreign investment over 12 months. The gains will arrive slowly: inclusion runs in four tranches through 2027, and analysts say much of the early buying had already happened before Monday's effective date.
The country's capital markets regulator blocked withdrawals from seven asset management firms and ordered 130 funds to close. Investors pulled as much as $1 billion from Turkish funds in a single day as the BIST 100 fell more than 5 percent.
The PHLX semiconductor index fell 5.9% on Monday after Anthropic's Dario Amodei warned that AI development was outpacing safety controls, with OpenAI's Sam Altman backing his concerns. Microsoft bucked the trend, rising 2.5% after publishing a provisional AI code of conduct.
Dario Amodei's essay warning that AI agents could take over the entire internet within a year rattled investors. Nvidia, SoftBank and Samsung were among those to record sharp declines.
The chip giant's data-centre revenue more than doubled in a year, and its new forecast for fiscal 2028 is well above what Wall Street expected. CEO Jensen Huang says the only thing holding growth back is a shortage of components, not demand.
India's markets regulator has cleared Mukesh Ambani's digital services giant to raise $3.8 billion in a listing that would surpass every public offering in the country's history. No date or price band has been set yet.
Oura Health is targeting a September listing on a US exchange. The Finnish-American company says it is on track to triple its 2024 revenue this year, reaching $1.5 billion in sales.
The social media company becomes only the second pure social media firm in the benchmark, after Meta. Its stock is still down 31% this year, weighed down by fears that AI is eating into its Google search traffic.
The server maker's guidance came in more than $12 billion above analyst consensus — and its near-term outlook beat even the most optimistic individual projection. A record order backlog from AI data centre customers explains much of the confidence.
With margin debt at an all-time $1.5 trillion, the Buffett Indicator near 218%, and the Fed expected to hold or hike, the conditions growth stocks require and the conditions that actually exist have rarely been further apart.
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