US 10 year Treasury yields held at 5.06% as expectations for an imminent Fed rate hike eased, while gold rose to $4,175 an ounce. Brent crude prices fell to $107 a barrel amid volatility stemming from upcoming US midterm elections and political unrest in France that weakened the euro. Financial markets remain unstable as investors balance the growth potential of the AI trade against persistent inflation and macroeconomic pressure on government bonds.
Tuesday, October 20, 2026
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12% of S&P 500 Weight Reports Earnings to Justify AI Spend
Earnings2 days ago
More than 70 firms, including Meta, Tesla and Netflix, release their latest financial results this week as the market weighs the productivity of artificial intelligence investments. These companies represent 12% of the S&P 500 total weight, and their reports will determine if heavy infrastructure spending is generating sufficient returns. Investors are scrutinizing margins after Meta's second-quarter capital expenditure reached $31B while free cash flow was $784M. Nasdaq 100 futures rose 1.3% and S&P 500 futures gained 0.7% following a selloff in chip stocks.
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