NewsSignals AI analysis·CNBC TV18·Oct 29, 2026

Asian stocks edge higher despite Alphabet slump reviving AI spending concerns; US Fed holds rates

Grade Bbearish AI signal$NDX$SPX$GOOGL$MSFT$ORCL$N225$KOSPI$DXY$WTI$BRENT

Asian stocks edged higher, with the MSCI Asia Pacific index gaining 0.3%, despite Alphabet plunging 10% in extended trading and reviving concerns over corporate AI spending. The Nasdaq 100 futures fell 0.9% and S&P 500 futures slipped 0.4% as Alphabet's sales missed expectations, while the Federal Reserve held rates at 3.75%–4% in a 10-2 vote. Further weakness in major technology stocks could pressure broader equities, while upcoming economic data and AI earnings could shape expectations for the Fed's next policy move.

Bullish strength: 40/100

MSCI Asia Pacific index gained 0.3%, with Japan and South Korea leading.
Microsoft rose 2.8% after solid cloud sales.
Oracle jumped 11% after outlining its long-term free-cash-flow outlook.
The Federal Reserve held its benchmark rate at 3.75%–4%.

Bearish strength: 60/100

Alphabet plunged 10% in extended trading after sales fell short of expectations.
Nasdaq 100 futures dropped 0.9% and S&P 500 futures fell 0.4%.
Concerns over substantial corporate AI spending resurfaced.

This is automated NewsSignals analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.

Read the original source ↗

← Browse more news analysis

Trade on MEXC

More recent source-attributed AI analysis in stocks.

Global stocks hold gains after Fed decision, oil prices rise

Global stocks and major US indexes advanced after the Federal Reserve held interest rates steady at 3.75%-4.00%, while oil prices climbed on renewed Middle East supply disruption concerns. The S&P 500 gained 0.28% and the Nasdaq Composite rose 0.27%, while Brent crude increased 1% to $115.32 per barrel and US crude jumped 3% to $102.78. Rising energy prices and persistent inflation could increase expectations for further monetary tightening, potentially pressuring equities while sustaining upward pressure on crude oil.

Investors Await Interest-Rate Decision, Warsh Comments — WSJ

US stocks paused ahead of the Federal Reserve's interest-rate decision, with the Nasdaq near flat after a nearly 2% rally over the previous two days as investors awaited Chair Kevin Warsh's comments. Treasury yields climbed above 5%, while rising oil prices added to inflation concerns and investors prepared for Alphabet and Microsoft earnings after the market close. A hawkish Fed outlook or renewed concerns about AI spending could pressure technology stocks, while dovish signals and strong earnings may support further gains.

Tech Stocks Open Higher Ahead of Fed Rate Decision — WSJ

U.S. tech stocks opened higher ahead of the Federal Reserve's rate decision, with chipmakers leading a rally fueled by strong SK Hynix earnings and tight memory-product capacity. The Nasdaq has gained nearly 2% since Anthropic filed its IPO paperwork, while Alphabet and Microsoft earnings are expected after the market close and Treasury yields have moved above 5% again. Strong technology earnings could extend the rally, but elevated yields, inflation concerns and the Fed's policy signals may intensify volatility.

Information overload

Markets face a critical 24-hour stretch as the Federal Reserve's expected hawkish hold, a possible Bank of Canada rate hike, major AI earnings and Britain's annual budget converge amid rising inflation and geopolitical risks. Brent crude remains above $115 per barrel as renewed US strikes on Iran are reportedly under consideration, while AI stocks rally and SK Hynix plans to return $75 billion to shareholders. Conflicting central-bank signals, persistent energy inflation and escalating Iran tensions could intensify volatility across currencies, equities and global markets.