Good morning.
The Fast Five → AI wave lifts all boats, consumer confidence recovers in October, JetBlue stock surges 20%, gold recovers above $4,000, and banks eye $21B of bonds for Broadcom chip-financing deal…
📌 ALL-IN ALERT: The potential upside on this $15 stock is truly insane →
(from InvestorPlace Media)
Calendar: Full Calendar »
Today:
Fed Interest Rate Decision, 2:00P
FOMC Statement, 2:00P
FOMC Press Conference, 2:30P
Tomorrow:
Advance GDP, 8:30A
Core PCE Price Index, 8:30A
Unemployment Claims, 8:30A
Your 5-minute briefing for Wednesday, October 28:
BEFORE THE OPEN
As of market close 10/27/2026.
Pre-Market:
Market Wrap:
Futures: Dow +19 (+0.04%), S&P flat, Nasdaq flat
Tue: Major averages rose; Nasdaq +1.2%
Chip stocks rallied on Broadcom's $63B financing deal
AMD jumped 5.5%, while Broadcom gained 4%nt
Lower oil prices helped lift stocks
Markets see a 92% chance of a Fed rate hold
Focus shifts to Fed decision, Alphabet, and Microsoft
EARNINGS
Here’s what we’re watching this week:
Today: Chipotle $CMG ( ▼ 1.51% ), Ford Motor $F ( ▲ 1.12% ), Microsoft $MSFT ( ▼ 0.24% )
Alphabet $GOOGL ( ▲ 1.19% ) - $3.00 EPS (+4.5% YoY) on $127.9B revenue (+24.9% YoY)
THU: *Eli Lilly $LLY ( ▲ 0.22% ), Intel $INTC ( ▲ 3.61% ), Roblox $RBLX ( ▲ 0.18% ), Starbucks $SBUX ( ▲ 0.34% ), Strategy $MSTR ( ▲ 1.13% )
*Caterpillar $CAT ( ▲ 3.06% ) - $7.03 EPS (+42% YoY), on $20.7B revenue (+17.6% YoY)
Amazon.com $AMZN ( ▲ 1.61% ) - $1.96 EPS (+0.05% YoY) on $202.2B revenue (+12.2% YoY)
FRI: *Chevron $CVX ( ▼ 1.63% ), *Exxon $XOM ( ▼ 2.51% )
Tesla and SpaceX Merging? Think Bigger —
Rumors of a SpaceX-Tesla merger are heating up, but former VC insider Luke Lango says the mainstream media is missing the bigger picture.
"If these two companies converge," Lango says, "it could create $126 trillion in wealth."
That's more than AI, robotics, clean energy, and driverless cars combined.
- A sponsored message from InvestorPlace Media -
HEADLINES
Investors continue to ride the wave of AI optimism that has emerged from last week's gloom, with another tech-led rally lifting US stocks on Tuesday.
Banks are planning to sell as much as about $21B of high-grade bonds as soon as early next year as part of a $63B funding package that Broadcom Inc. has pulled together to help finance chips for AI developer Anthropic PBC.
Wall Street ends higher on revived AI momentum (more)
Big Tech earnings a test of the AI boom amid market turmoil (more)
Bond investors thinking less about the Fed and more about AI, deficits (more)
High inflation to persist globally into next year, Reuters poll shows (more)
Washington bets $5 billion on Constellation’s nuclear plans (more)
FTC flexes its muscles on $5 billion uniform deal (more)
China’s stock market loses $2.4T as investors doubt AI boom will pay off (more)
US consumer confidence recovers in October (more)
US core capital goods rise in September; shipments accelerate (more)
US single-family home prices rise further in August (more)
Oil falls almost $2 as Middle East talks help ease supply worries (more)
Gold recovers above $4,000 as oil prices ease (more)
Anthropic IPO filing calms nerves with signs of healthy growth (more)
Meta’s nearly $100B stock sale a turning point—how Big Tech pays for AI (more)
SoFi stock jumps as consumer lending boom kicks into higher gear (more)
JetBlue stock surges 20% as company outlook calms investors (more)
Robinhood stock falls on earnings miss despite record trading volumes (more)
Coca-Cola lifts profit forecast on international soda demand (more)
Anduril, Qualcomm launch BlueChip, a new kind of US-made laptop (more)
GM moves to Nasdaq as first legacy automaker on the exchange (more)
Polymarket has investigated ‘dozens’ of midterm election bets (more)
DEALFLOW
M+A | Investments
HealthSpan Partners to acquire Surgery Partners in $5.7B all-cash deal
Ares Capital to acquire MidCap Financial Investment Corporation in $2.6B deal
La Caisse to buy BCE owers stake for $1.7 billion
Guidewire to acquire Insurtech Hyperexponential for $1.7 billion in cash
Ferring signs $1.4B deal to buy Gameto fertility startup
SITA to acquire Flightscape, CAE’s airline operations software business
Caju AI receives strategic investment from Arthur Ventures
VC
Hex Technologies, a collaborative data science and analytics platform, raised $100M in funding
General Compute, a heterogeneous inference cloud provider, raised $100M in Series A funding
Hyphenate, an autonomous finance platform for the office of the CFO, raised $45M in Series A funding
Infisical, a security infrastructure platform for developers, machines, and AI agents, raised $40M in Series B funding
Avante, an enterprise AI platform for benefits teams, raised $30M in Series A funding
Hyperbolic, an AI infrastructure platform provider, raised $30M in strategic funding
ClarityCare, a healthcare admin and workflow automation platform, raised $16.3M in Series A funding
Luxor Technology, a full-stack compute company, raised $16M in primary and secondary funding
Simplismart, an AI inference infrastructure company, raised $14M in Series B funding
Wisable, an M&A advisory firm serving small business owners, raised $5M in Seed funding
Nagare Labs, a deep-tech semiconductor company, emerged from stealth with $5M in funding
Mostest, an AI-powered event booking platform, raised $4M in Seed financing
CopperPilot, an AI design agent for electronics hardware, raised $390K in Pre-Seed funding
CRYPTO
BULLISH BITES
📈 Forget Nvidia, Tesla, AMD – This is bigger. *
🤯 The biggest surprises in Anthropic's IPO.
💵 How much is enough to retire? Many Americans have no clue.
🌊 A rising wealth tide lifts all yachts.
🍻 Why some people are paying to make friends.
DAILY SHARES
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