Asian stocks rose, tracking gains on Wall Street as renewed enthusiasm for the artificial intelligence trade lifted equities ahead of earnings from tech megacaps and the Federal Reserve’s interest-rate decision. The MSCI Asia Pacific Index rose 0.6%, as benchmarks in Australia, Japan and South Korea advanced. The Kospi Index rose 2.6%, with SK Hynix Inc.’s stock climbing after the company reported operating profit that beat estimates. The chipmaker is planning a total of 100 trillion won ($75.4 billion) in shareholder returns for 2026. Earlier, a closely watched gauge of US chipmakers jumped 3.6% on Tuesday, sending Wall Street benchmarks higher. Meta Platforms Inc.’s $25 billion share sale was five times oversubscribed, while Oracle Corp. expanded its partnership with OpenAI. The optimistic tone came as Alphabet Inc. and Microsoft Corp. prepared to report earnings Wednesday, while Amazon.com Inc. announces Thursday. Elsewhere, global crude oil benchmark Brent broadly held its losses from the previous session as traders assessed efforts to de-escalate tensions in the Persian Gulf. Treasuries were little changed in New York trading, while the dollar edged up. Optimism around the AI trade has re-emerged as a string of deals and fundraising highlighted the scale of investment continuing to flow into the industry. Meta’s $98 billion capital raise, SpaceX’s $40 billion equipment-finance lease and Anthropic’s S-1 filing helped ease concerns that led to a rout in chip stocks earlier this month. In geopolitical news, the Israeli election increasingly appeared deadlocked. Meantime, Fed policymakers are expected to keep rates steady Wednesday, buying time before potentially raising them again. Chairman Kevin Warsh, who has offered little guidance on the path ahead, may avoid signaling much about December while leaving intact market expectations for a hike. Mike Wilson, chief US equity strategist at Morgan Stanley, discusses the outlook for near-term market risks and their impact on his investment strategy. He speaks on Bloomberg Television. On Tuesday, data showed US consumer confidence unexpectedly rose in October for the first time in four months, buoyed by brighter views on the labor market and business conditions. The reading topped all forecasts in a Bloomberg survey of economists. The Fed will be followed by rate decisions from the European Central Bank and Bank of Japan this week. US After Hours UCTT +10.7%, MANH +10.7%, ICLR +10.1%, PPG +7.4%, RBBN +6.4%, WNEB +6.3%, ENSG +6.2% higher on earnings; INTA -17.5%, ENPH -15.8%, CSGP -11.0%, OI -8.4%, HOOD -7.4%, NXPI -7.3%, STX -5.8% lower on earnings
Nikkei +1.08% Hang Seng +0.24% CSI +0.74% Kospi +6.63% Shanghai +0.81% Shenzen +1.82%
Eur$ 11128 CNH 6.6663 CNY6.6677 JPY 157.90 GBP 1.3305 CHF 0.8295 RUB 80.50 TRY 49.8370 WTI$ 101.17 +1.27% Gold 4,050 -0.18% BTC 80,903 +0.25% ETH 2,358 +0.61%
S&P +0.02% Nasdaq -0.23% EuroStoxx -0.23% FTSE -0.20% Dax -0.38% SMI -0.24%
Macro :
- Philippe Laffont’s Coatue $13B CTEK Fund Up 28% This Year With Anthropic As Its 13% Top Holding
- Israeli Opposition Leads Netanyahu After Inconclusive Vote
- Millennium Taps Prediction Markets Data in Hunt for Trading Edge
- Millennium Taps Prediction Markets Data in Hunt for Trading Edge
- CFTC Probes Polymarket for Violating 2022 Ban on US Users: Rtrs
- Hedge Funds Gear Up for Japan’s $60 Billion Topix Revamp Trade
Keep an eye on :
Keep an eye on :
- ACAST SS : Acast 3Q Net Sales Beat Estimates
- ADYEN NA : Adyen 3Q Net Revenue Beats Estimates
- AIR FP : Boeing Cuts Delivery Target as Path to Higher Output Sputters
- AIR FP : Boeing Cuts Delivery Target as Path to Higher Output Sputters
- AKER NO : Aker Solutions 3Q Revenue Misses Estimates
- ALMB DC : Alm Brand 3Q Pretax Profit Beats Estimates
- ATE FP : Alten FY Organic Revenue Forecast Misses Estimates
- AMZN US : Amazon Leo Wins FCC Approval to Acquire Globalstar for $11.5b
- ANT US IPO : Anthropic Said to Pick JPMorgan to Lead IPO’s US Retail Offering
- AAPL US : Apple Bets MacBook Pro Buyers Will Pay More for Touch Screens
- ARCAD NA : Arcadis 3Q Oper Ebitda EU148M Vs. EU132M Y/y
- ASM NA : ASM Intl 3Q Revenue Beats Estimates
- AML LN : Aston Martin 3Q Revenue Meets Estimates
- AIA GA : Athens Intnl Airport 9M Net Income EU173.5M Vs. EU185.8M Y/y
- ATZAF US : Aritzia Targets Up to $10.5 Billion in Revenues in Bold Five-Year Agenda - WWD
- BAS GY : BASF Boosts FY Adjusted Ebitda Forecast (1)
- BAVA DC : Bavarian Gets Order for WHO’s Global Mpox Vaccine Stockpile
- BARN SW : Barry Callebaut Taps Artisanal Trend With Fermented Chocolate
- BNOR NO : BlueNord 3Q Revenue Beats Estimates
- BNP FP : BNP Paribas 3Q Net Income Beats Estimates, BNP Paribas Brushes Off France Concerns With 50% Equities Surge, BNP’s CIB Chairman Says European Clients Becoming More Active
- BRG NO : Borregaard 3Q Ebitda Beats Estimates
- IAG LN : Itochu to Buy Minority Stake in IAG Engine Tech
- CTSH US : Cognizant Mulls Backing India AI Startup Sarvam at $4b Value: ET
- CRBN NA : Corbion 9M Organic Revenue +3.9%
- CSGP US : CoStar to Buy Vexcel for ~$730m Cash, CoStar Boosts FY Adjusted Ebitda Forecast, Beats Estimates
- BN FP : Danone’s 3Q Sales Growth Seen Driven by Higher Pricing: Preview
- BN FP : Danone’s 3Q Sales Growth Seen Driven by Higher Pricing: Preview
- DSY FP : Dassault Systemes Boosts FY Non-IFRS Operating Margin Forecast, Dassault Systemes Raises Outlook as Software Demand Grows
- DEEZR FP : Deezer Sees FY Adjusted Ebitda Above EU10M, Est. EU16.2M
- DHER GY : Delivery Hero 3Q Gross Merchandise Value Beats Estimates
- DBK GY : Deutsche Bank Says SREP Requirements Lower for 2027
- DKSH SW : DKSH Acquires Antibiotic Brand Rocephin From Roche
- DWS GY : DWS 3Q Cost to Income Ratio Misses Estimates
- EPROB SS : Electrolux Professional 3Q Ebit Beats Estimates
- ELE SM : Endesa Sees FY Ordinary Net Above EU2.4B, Saw EU2.3B to EU2.4B
- EQT US : EQT Corp 3Q Adjusted EPS Beats Estimates
- FSECURE FH : F-Secure 3Q Revenue Above Estimates
- FER SM : Ferrovial NV 9M Ebitda EU1.21B, Ferrovial Results Beat on Construction Performance
- FORTUM FH : Fortum 3Q Adjusted Operating Profit Misses Estimates
- GLA1V FH : Glaston 3Q Revenue Misses Estimates
- GOOGL US : OpenAI Plans to Buy Google’s AI Chips, No Terms: Information
- GSK LN : GSK 3Q Revenue Meets Estimates
- HEIA NA : Heineken 3Q Organic Total Volume Beats Estimates, Heineken Volumes Beat Estimates in Early Boost for New CEO
- IDIA SW : Idorsia's Lucerastat Starts Phase 3 Fabry Kidney Study
- IG DC : InstallatorGruppen Keeps FY Outlook; Seeing High Activity
- ISP IM : Intesa Sanpaolo Gets ECB Approval for Its Monte Paschi Bid
- JYSK DC : Jyske 3Q Pretax Profit Beats Estimates
- KNEBV FH : Kone 3Q Orders Meets Estimates
- KPN NA : KPN 3Q Adjusted Ebitda After Leases Meets Estimates
- LUOTEA FH : Lassila & Tikanoja 3Q Sales Above Estimates
- LOGN SW : Logitech Falls as Q3 Sales Guide is Hit by Supply Disruption
- MAP SM : Mapfre 9M Net Income EU924.3M Vs. EU829.0M Y/y
- MELE BB : Melexis 3Q Ebit Misses Estimates
- MBG GY : Mercedes 3Q Sales Meet Estimates
- MONC IM : Moncler’s Evolution Into a Global Luxury Powerhouse - WWD
- NANO FP : {NANO FP Equity IOIA <GO>}
- NAS NO : Norwegian Air 3Q Pretax Profit Beats Estimates
- NXPI US : NXP Semi Sees 4Q Adjusted EPS $4.14 to $4.58, Est. $4.36
- OMV AV : OMV Says Incident at Schwechat Refinery During Repair of Tank
- ONON US : On Holding Falls as Mbappé Backlash Spurs China Brand Risk
- ON US : Onsemi in Talks to Buy Ferric for About $1b: Information
- ONTEX BB : Ontex 3Q Adjusted Ebitda Misses Estimates
- PIHLIS FH : Pihlajalinna 3Q Revenue Misses Estimates
- RAPP US : Rapport Therapeutics Offers $200m Shrs, $150m Convertible Notes
- RED SM : Redeia 3Q Net Income EU129.9M Vs. EU120.4M Y/y
- RCO FP : Remy Cointreau 2Q Organic Revenue Beats Estimates
- RIEN SW : Rieter Sees FY Sales Low End of CHF1.3B to CHF1.5B
- RIO LN : Rio Tinto Proposes 56% Pay Hike for CEO Trott, Reuters Reports
- ROP SW : Roche’s VENTANA BAP1 Test Launches Globally for Mesothelioma
- ROP SW : DKSH Acquires Antibiotic Brand Rocephin From Roche
- SDZ SW : Sandoz Group 9M Net Sales $8.70B, Upgrades Margin Guidance
- SANOMA FH : Sanoma 3Q Revenue Misses Estimates
- SBRY US : Sainsbury CEO Roberts Sells 560k Shares in Company at ~£3.50/Shr
- SGO FP : Saint-Gobain 3Q Sales Meet Estimates, Saint-Gobain Estimates May Drop on 4Q Outlook
- SPM IM : Saipem Wins New Offshore Drilling Contracts Worth About $121m
- SAN SM : Santander 3Q Net Income Meets Estimates
- STX US : Seagate Falls as Results Don’t Extend 2026 Rally: Street Wrap
- 000660 KS : SK Hynix Unveils $45 Billion Shareholder Returns from AI Profits
- SSABA SS : SSAB 3Q Sales Meet Estimates
- STAN LN : Standard Chartered Raises Outlook After Quarterly Profit Beats
- STLA US : Stellantis Affirms Outlook in Fight to Cut Costs, Boost Quality
- STMN SW : Straumann 3Q Revenue Meets Estimates
- STRO NO : StrongPoint 3Q Revenue Beats Estimates
- SY1 GY : Symrise 3Q Organic Sales Beat Estimates
- TEL NO : Telenor 3Q Adjusted Ebitda Beats Estimates, Accelerates Buyback
- TEMN SW : Temenos Boosts FY Non-IFRS Ebit Forecast, Temenos ADRs Finish Higher on Ebit Beat, Guide Lift
- TPG US : TPG in Talks to Buy Ark Data Centres for $5b Valuation: FT
- 8TRA GY : Traton 9M Adjusted Operating Margin 6.9% Vs. 6.3% Y/y
- VRLA FP : Verallia 3Q Adjusted Ebitda Misses Estimates
- UBSG SW : UBS 3Q Net Income Misses Estimates, UBS Profit Meets Estimates as Americas, Asia Boost Inflows
- ULVR LN : Unilever 3Q Underlying Sales Beat Estimates
- VSVS LN : Vesuvius Extends RHI Magnesita’s PUSU Deadline to Nov. 24
- V US : Visa 4Q Net Revenue Meets Estimates, *VISA SHARES DOWN 1.7% POSTMARKET AFTER RESULTS
- WAWI NO : Wallenius Wilhelmsen Orders Up to 12 New PCTCs
- WLN FP : Worldline Maintains FY Adjusted Ebitda Forecast
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