AI Rally, Fed Decision Day, and Microsoft's Earnings Test

3:095 chapters12 sources

0:003:09

About this episode

Anthropic IPO filing fuels AI stock surge, Fed holds rates as December hike looms, Microsoft beats on cloud but flags margin caution

Global stock markets rise as investors continue to bet on AI | Al Jazeera

www.aljazeera.com

Tech Rally Meets Fed Rate Risk and AI Earnings Test in October 2026 | itech Guides

www.itechguides.com

US Stock Market Live Updates: AI rally lifts Nasdaq ahead of Fed decision | The Economic Times

economictimes.indiatimes.com

Fed Meeting October 28, 2026: Rate Decision, Timing and What to Watch | TechYorker

techyorker.com

Treasuries Rally as Global Stock Selloff Drives Demand for Safe-Haven Bonds - Bloomberg

www.bloomberg.com

Why Rapidly Rising Bond Yields Are Bad News for Stocks and the Economy - IG UK

www.ig.com

More swings for bond yields rattle financial markets worldwide | PBS News

www.pbs.org

Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors | Morningstar

www.morningstar.com

Microsoft Q3 2026 earnings beat on cloud and AI growth

finance.yahoo.com

FY26 Q3 - Press Releases - Investor Relations - Microsoft

www.microsoft.com

Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results

finance.yahoo.com

Microsoft Q1 Preview: AI, Cloud Key As Company Eyes 15th Straight Double Beat - Microsoft (NASDAQ:MSFT) - Benzinga