21h ago
JPMorgan Missed Profit estimates in Q3 Net Income at $15.3 Bn
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1d ago
S&P 500 On Track for Fourth Year of DoubleDigit Returns
10-11
AI and Power Lead Week’s Biggest Funding Rounds
10-10
Humana shares jump more than 12% after 2027 Medicare Star Ratings lift four-star-plus coverage outlook
Humana said its Medicare Advantage members will be enrolled in plans rated four stars or higher in 2027, with coverage expected to rise to 60%–70%. About 42% of its members are already in 4.5-star plans. The company expects to receive about $4.8 billion in quality bonus payments in 2028 as a result. Comparable coverage rates at rivals UnitedHealth and CVS Health are expected to decline.
10-9
Samsung and TSMC post record quarterly results as AI chip demand surges
Samsung and TSMC posted record third-quarter results, supported by strong demand for AI chips. Samsung said operating profit jumped nearly 800% year on year to $80.2 billion and forecast third-quarter revenue of about $150 billion, both record highs that surpass Nvidia’s latest quarterly operating income record. TSMC reported quarterly earnings of about $47 billion, up 39% year on year, and said revenue for the first nine months of 2026 rose 41.1% to $122 billion.
10-8
AMD CEO Lisa Su says demand signals are strong across product portfolio
AMD CEO Lisa Su said she is seeing strong demand signals across the company’s product portfolio, with data center demand still very strong. Citi analyst Atif Malik raised his AMD price target to $800 from $575, citing expectations for stronger CPU demand after Meta’s launch of its Muse AI agent. Malik also said he expects the CPU total addressable market to expand from $29 billion in 2025 to $300 billion in 2030.
10-8
Global investors net bought $942 billion of U.S. equities in the 12 months through July
In the 12 months through July, global investors made $942 billion in net purchases of U.S. equities. Net buying in Q2 alone reached $426 billion, up 62% year over year. U.S. foreign direct investment inflows totaled nearly $240 billion in the first half of 2026, more than doubling from a year earlier. Full-year 2026 inflows are projected to hit a record $480 billion, according to Merrill.
10-7
Oracle, Alphabet, Meta, Amazon and SpaceX long-dated 2026 bonds pay over 6% as Treasury yields climb
Long-term 2026 bonds issued by five major AI spenders—Oracle, Alphabet, Meta, Amazon and SpaceX—carry coupons above 6%, ranging from 6.25% to 6.85%. Over the same period, the 10-year U.S. Treasury yield rose 49 basis points in a month to 5.28%. The five companies’ uncommenced data-center lease commitments climbed to about $1.12 trillion from roughly $662 billion in late 2025. Oracle’s debt and leases equal 71.6% of its capital, compared with 15.9% at Alphabet, underscoring wide differences in balance-sheet leverage.
10-7
Nvidia hits record high as Foxconn posts $95.4 billion Q3 sales
Nvidia shares hit a record high on Tuesday, lifting the chipmaker’s market capitalization to $5.83 trillion and putting it on track toward $6 trillion. The rally followed Foxconn’s report of $95.4 billion in sales for the quarter ending in September, beating estimates and fueling expectations of strong AI-server demand. Nvidia traded at a forward price-to-earnings ratio of 17.1 times as of Monday’s close, while analysts’ consensus price target stood at $334.45, according to FactSet.
