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Reuters reports: NVIDIA's customers in China will receive about 1% of the ordered RTX-series graphics chips, while the total order volume is estimated at $70 billion. In monetary terms, that is roughly $700 million in shipments against seventy billion in demand.
On the morning of November 4, futures on the American S&P 500 index turned negative: the market is pricing in the outcome of the US vote. The move began even before the main exchange session opened.
On Monday, Brent (the benchmark crude oil grade used to price oil in Europe and Asia) plunged 7.63% to $104.77 per barrel on signals of US-Iran talks. On Tuesday, quotes recovered about 1.1% after a report of a US strike on an Iranian island in the Strait of Hormuz.
Third-quarter results are due after the US session close, with the management call at 01:00 MSK. The stock headed into the report already battered: on Monday it closed at $466.84, down 7.52% and near the day's low.
Revenue for the September quarter was $114.5 billion (+12% year over year), earnings of $2.10 per share, both figures above consensus. After the close, the stock fell about 1%, to $335.
Chipmaker Marvell Technology (ticker MRVL) has agreed to buy Lumentum (ticker LITE), a manufacturer of optical components for data centers. The deal is worth $115 billion and is settled in stock rather than cash.
Intel shares closed Friday, October 30 at $65.76 versus $92.07 the day before. Over October the stock slid from $120.23 and lost 45.3% - its worst month in more than four decades.
S&P Global Ratings affirmed Meta's AA- credit rating but changed its outlook from "stable" to "negative". The reason is spending on artificial intelligence infrastructure: for the quarter, it exceeded the money the company earned from operations.
Intel shares (the largest American processor manufacturer) fell 23.56% to $70.39 in Friday's overnight trading - that's minus $21.69 from Thursday's close of $92.07. The market punished the company not for the past quarter, but for its guidance for the coming ones.
On Friday, South Korea's main KOSPI index plummeted 5.25% to 5,626.02 points (05:20 MSK). SK hynix lost 8.65%, Samsung Electronics - 6.03%. The reason is investors' doubts about the returns on artificial intelligence investments, not poor earnings reports.
The Bank of Japan (BoJ, the country's central bank) will announce its rate decision on Friday, October 30. Almost no one expects a change - the rate is expected to stay at 1.25%. All the interest lies elsewhere: what the regulator will say about December, where the market sees a hike with a probability of about 80%.
At the market open on Thursday, Alphabet (Google's parent company) shares plunged 13.18% to $279.47 - the strongest one-day drop in the company's history. About $522 billion was wiped off its market capitalization, which fell to $3.44 trillion.
Alphabet (Google's parent company) reported for Q3 on the evening of October 28 at 23:00 Moscow time and lost 10% in the evening session. It wasn't revenue that let it down, but profit and cash: free cash flow went negative for the second quarter in a row.
Qatari mediators handed Tehran a new draft agreement with the US on Sunday, October 25. Iran is studying the document and has promised an answer by the end of the week — and the market is already pricing in every headline on the subject, although there is no talk of the deal itself yet.
The South Korean KOSPI index gained 6.6% on Wednesday, October 28, following a report from memory chip maker SK Hynix: operating profit grew sevenfold, and the company announced it would return another $45 billion to shareholders.
Brent added $1.50 (1.32%) and returned to $115.59 per barrel, WTI rose $1.47 to $101.37. The trigger - a statement by Yemeni Houthis that they hit Ras Tanura, the kingdom's largest oil refinery at 550,000 barrels per day, with a ballistic missile. Riyadh has not confirmed the strike.
On October 27, Deutsche Börse Group launched round-the-clock trading in stocks from the DAX 40 index — at night and on weekends, trades take place on the 360X venue. The group calls itself the first infrastructure in Europe to offer a 24/7 regime for traditional blue-chip stocks.
Microsoft publishes first-quarter fiscal 2027 results on Wednesday, October 28, after the US market close - the same evening as the Fed decision and Alphabet's report. For Nasdaq, this is a concentrated test of whether AI infrastructure investments are paying off.
On October 23, Brent crude passed two round marks in a matter of minutes: at 16:49 Moscow time the price went above $115, and already at 16:58 Moscow time - above $116. The reason - a sharp escalation of rhetoric around Iran.
SpaceX reported third-quarter 2026 results after market close on October 20: revenue of $14.58B versus the $12.74-13.0B consensus and net income of $4.40B versus a $1.05B loss a year earlier.
On Tuesday and Wednesday after the US market close, quarterly reports from Tesla, Meta, Netflix and SpaceX are released. Nasdaq values just the first three at a combined $3.6 trillion - the reaction in their shares drags the entire tech sector along with it.
On Friday, October 16, the US stock market closed lower: Nasdaq lost 2.3%, S&P 500 - 1.2%. For the week, the Nasdaq 100 posted its steepest decline since April 2025.
On the evening of October 16 at around 21:49 Moscow time, the Brent crude oil futures were trading above $110 per barrel. The market has not seen this level since May 2026
