NewsSignals AI analysis·PANews·Oct 25, 2026

Next Week Macro Outlook: U.S. Q3 GDP, September PCE and Cloud Giants' Earnings

Grade Abearish AI signal$NAS100$SPX500$XAU

A concentrated set of macro releases and megacap earnings is scheduled for the coming week, with rate expectations and AI-related technology valuations in focus. The Federal Reserve will publish its interest-rate decision at 02:00 Beijing time on Thursday, followed by Fed Chair Warsh's monetary-policy press conference at 02:30. Later that day, U.S. data due at 20:30 Beijing time include the advance reading of annualized Q3 real GDP growth, September core PCE inflation, September PCE inflation, weekly initial jobless claims through October 24, and September personal spending. Microsoft and Alphabet are set to report after the U.S. market closes next Wednesday, followed by Amazon after the close on Thursday. Their results will be watched against concerns over whether AI spending supports elevated cloud and technology valuations. Other scheduled reports include Verizon on Monday; Boeing and Coca-Cola before the U.S. open Tuesday, with Visa after the close; Intel after Thursday's close; SK Hynix on Wednesday; and Samsung Electronics on Thursday. Euro-area October industrial sentiment and final consumer confidence readings are due Thursday at 18:00 Beijing time, while the October Chicago PMI is scheduled for Friday at 21:45 Beijing time.

Bullish strength: 38/100

Cloud giants' earnings may validate AI demand and earnings resilience
A dense slate of chip giant earnings may provide performance catalysts

Bearish strength: 62/100

AI capex surges, raising concerns over valuations and returns
Tech sell-off spreads as safe-haven flows move into U.S. Treasuries and the yen

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

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