Wall Street looks past Fed pause to tech earnings and AI rebound

Earnings are back in focus after the Fed holds rates steady. AI capex, the midterms, and war with Iran are back at the forefront.

The AI boom is starting to break time-tested stock-market signals October 28, 2026
The relationship between gold and platinum used to be a reliable stock-market signal. Has artificial-intelligence spending caused it to short-circuit? Meanwhile, the Fed faces a big question of its own today.
Mark DeCambre
SK Hynix delivered on third-quarter results — but the outlook is what really mattered to Wall Street and the AI trade October 28, 2026
South Korea memory-chip giant says supply constraints will last through 2030.
Steve Goldstein
The real way to tell if Amazon’s AI spending is paying off October 28, 2026
Investors focus on Amazon’s cloud business, but the most important indicator might lie in the company’s warehouses.
Jurica Dujmovic
Four reasons to start worrying about inflation — including the end of tariff refunds October 28, 2026
Dennis DeBusschere of 22V Research says companies that previously used tariff refunds to ease cost pressures will increasingly pass on those higher costs to consumers.
Nora Redmond
Bill Ackman owns only a handful of stocks. Here is his rule for picking a winner. October 28, 2026
What’s a great company? Billionaire hedge-fund manager Bill Ackman says investors can look for some simple characteristics.
Barbara Kollmeyer
We are in our 70s. Should we pay off our 2.5% mortgage or build up our savings? October 28, 2026
“Let’s say 10 years from now, when I’m 84, we need a substantial amount of cash.”
Quentin Fottrell
TV’s Nick and Vanessa Lachey cut price of Southern California home to $7.6 million October 28, 2026
TV stars Nick and Vanessa Lachey have trimmed $500,000 off the asking price of their longtime “dream home,” as they prepare to bid farewell to California.
A leading Silicon Valley cheerleader just showed all the reasons to be worried about the AI bubble October 28, 2026
If you needed any further reasons to be worried about the bubble that has inflated the stock market, look no further.
Brett Arends
Retail traders buy the dip on chip stocks — but Robinhood gets burned by the crypto market October 27, 2026
Robinhood CFO says market volatility didn’t scare traders away from buying chip stocks “that they had really done research on.”
Bill Peters
‘She’s living the dream’: My stepmother said I can buy my childhood home for $850,000. Is she taking advantage of me? October 27, 2026
“My late father bought our house for $250,000 in the 1990s.”
Quentin Fottrell