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Analysis, guides and news about finance and investing.
Economic Fundamentals Drive Tech Valuations More Than US Midterms
Google, Microsoft and Amazon will release their quarterly results in the week of October 26, 2026, nine days before the US midterm elections. An analysis spanning 31 election cycles shows: economic fundamentals drive market returns more strongly than election results.
Fed Meeting, GDP Data and 542 Quarterly Results in One Week: Possible Scenarios for Coca-Cola, Ford and Merck
In the week of 26 to 30 October 2026, the Federal Reserve decides on its monetary policy, while important economic data and quarterly results from 542 companies are released. According to the CME FedWatch Tool, the probability of a rate increase is only 10 percent.
AI Agents Undermine Business Models of Amazon, Uber, and DoorDash – Analysts View Blocks as Justified
External AI agents could in future mediate directly between consumers and providers, thereby undermining the business model of Amazon, Uber and DoorDash. Several large companies have already erected technical and legal barriers to protect themselves against this threat.
Central Banks and Analysts Warn of Overvaluation in Leading AI Companies
The BIS found that earnings growth of leading AI companies is significantly above historical values. The ten largest stocks in the S&P 500 represent 35 percent of the index – more than during the dot-com bubble. The IMF warned that a bursting of the AI bubble could shake global financial markets.
Around 3,000 French stores looted during riots – stolen goods listed on Vinted within hours
Around 3,000 French stores were looted in October 2026, and within hours stolen goods appeared on Vinted. The platform removed the listings and intensified monitoring, while the government coordinated action with online marketplaces.
Corning Positions Itself as Key Supplier for AI Infrastructure with Fiber Optics for Data Centers
While investors focus on chip makers, Corning is positioning itself as a key supplier for AI data centers. The company announced three new manufacturing plants and agreed a partnership with Meta worth up to six billion dollars for fiber optic cables.
Market Corrections 2026: Historical Patterns Show Opportunities and Limits of Buying the Dip
Market corrections are part of stock market life. In 2026, it again becomes clear that historical data provides guidance – but success requires discipline, clear criteria, and the ability to ignore most buy signals.
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