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BofA's call that flat-to-5% large-OEM chip pricing is already priced in raises the bar for European semiconductor earnings, with STMicro, Infineon and Nordic ranked ahead of Underperform-rated Melexis.]]> Sat, 24 Oct 2026 21:27:52 +1000 https://stockwirex.com/news/european-semiconductor-earnings-bofa-ratings-october-2026/ https://stockwirex.com/news/european-semiconductor-earnings-bofa-ratings-october-2026/
Two critical flaws patched on 21 October 2026 sent Okta up 14% and Palo Alto Networks and CrowdStrike up 11% in a week, but the PHP2Shell vulnerability may deliver sentiment before it delivers revenue.]]> Sat, 24 Oct 2026 09:56:36 +1000 https://stockwirex.com/news/php2shell-vulnerability-cybersecurity-stocks-october-2026/ https://stockwirex.com/news/php2shell-vulnerability-cybersecurity-stocks-october-2026/
The USD CHF forecast now hinges on a tug of war between a 3.75-4.00 percentage point Fed-SNB rate gap and AI-driven haven demand, after the pair bounced to 0.8250 from a one-month low of 0.8191.]]> Sat, 24 Oct 2026 09:25:47 +1000 https://stockwirex.com/news/usd-chf-forecast-fed-snb-rate-gap-october-2026/ https://stockwirex.com/news/usd-chf-forecast-fed-snb-rate-gap-october-2026/
The Turkey central bank rate cut of 100 basis points to 36.0% ended five straight holds, but Brent at US$117.38 and a thinning reserve buffer already threaten the next move.]]> Sat, 24 Oct 2026 08:58:05 +1000 https://stockwirex.com/news/turkey-central-bank-rate-cut-october-2026/ https://stockwirex.com/news/turkey-central-bank-rate-cut-october-2026/
Gold slipped below $4,000 an ounce as the Nasdaq lost 2.6% and CCC credit spreads hit extremes, making this market sell-off look more like forced liquidation than routine profit-taking.]]> Sat, 24 Oct 2026 02:44:23 +1000 https://stockwirex.com/news/gold-price-fall-market-sell-off-october-2026/ https://stockwirex.com/news/gold-price-fall-market-sell-off-october-2026/
The AI stocks selloff hit a wall on Friday as the Nasdaq reversed a midday gain to close down 0.2% at 25,955.34, with Brent at $116.72 and a December Fed hike priced at roughly 70%.]]> Fri, 23 Oct 2026 21:28:53 +1000 https://stockwirex.com/news/ai-stocks-selloff-nasdaq-fed-hike-october-2026/ https://stockwirex.com/news/ai-stocks-selloff-nasdaq-fed-hike-october-2026/
Strong US PMI data should have lifted the dollar, yet this AUD/USD forecast hinges on rate expectations instead: the Aussie climbed to 0.7035 ahead of the 28 October Australian CPI release and Fed decision.]]> Fri, 23 Oct 2026 16:57:58 +1000 https://stockwirex.com/news/aud-usd-forecast-rba-fed-pmi-october-2026/ https://stockwirex.com/news/aud-usd-forecast-rba-fed-pmi-october-2026/
The AI bubble debate roared back after the Philadelphia Semiconductor Index plunged 6.72% in a single session, its worst day since June, as Meta's $825 billion of commitments turned an AI growth story into a financing scare.]]> Fri, 23 Oct 2026 08:30:47 +1000 https://stockwirex.com/news/ai-bubble-debate-meta-chip-selloff-october-2026/ https://stockwirex.com/news/ai-bubble-debate-meta-chip-selloff-october-2026/
The AI selloff dragged the Nasdaq down about 2.6% to 2.7% and sent the Philadelphia Semiconductor Index tumbling 6.7% as Meta's first negative free cash flow in over a decade exposed who pays for the AI buildout.]]> Thu, 22 Oct 2026 22:29:16 +1000 https://stockwirex.com/news/ai-selloff-meta-free-cash-flow-nasdaq-october-2026/ https://stockwirex.com/news/ai-selloff-meta-free-cash-flow-nasdaq-october-2026/
The NextDC share price collapsed about 42% to an eight-year low on a roughly $140 million guidance cut, a fall far larger than the earnings hit, so what is the market really pricing?]]> Thu, 22 Oct 2026 19:58:58 +1000 https://stockwirex.com/news/nextdc-share-price-guidance-cut-october-2026/ https://stockwirex.com/news/nextdc-share-price-guidance-cut-october-2026/
Why gold fell more than 2% to a ten-week low near $4,034 even as the 10-year Treasury yield dropped 15 basis points comes down to a 5% yield, a haven rush into bonds, surging oil and a Fed still priced for a December hike.]]> Thu, 22 Oct 2026 19:28:39 +1000 https://stockwirex.com/news/gold-price-drop-ten-week-low-october-2026/ https://stockwirex.com/news/gold-price-drop-ten-week-low-october-2026/
Meta Class C stock will land as a 1-for-1 non-voting dividend on Nasdaq in January 2027, sending shares down as much as 6% on fears of future issuance as AI capex heads toward $135-145 billion.]]> Thu, 22 Oct 2026 16:00:32 +1000 https://stockwirex.com/news/meta-class-c-stock-dividend-october-2026/ https://stockwirex.com/news/meta-class-c-stock-dividend-october-2026/
The odds of an RBA rate hike in November roughly doubled to about 50%-55% after Deputy Governor Andrew Hauser called the inflation outlook "materially worse" than August forecasts, just six days before the 28 October CPI.]]> Thu, 22 Oct 2026 09:23:20 +1000 https://stockwirex.com/news/rba-rate-hike-odds-hauser-inflation-october-2026/ https://stockwirex.com/news/rba-rate-hike-odds-hauser-inflation-october-2026/
Tesla fell on an earnings beat after slashing its 2026 capex target to about $20 billion, and that cost-of-AI question is now testing the Wall Street AI rally as US futures slipped on Thursday.]]> Thu, 22 Oct 2026 08:59:00 +1000 https://stockwirex.com/news/wall-street-ai-rally-tesla-capex-cut-october-2026/ https://stockwirex.com/news/wall-street-ai-rally-tesla-capex-cut-october-2026/
The ASX market wrap for Thursday shows the S&P/ASX 200 sliding 0.43% to 8,793.20 even as eight of eleven sectors rose, because energy, materials and consumer discretionary fell hard while Nick Scali plunged 15.3% and NextDC bounced 7.5%.]]> Thu, 22 Oct 2026 08:13:38 +1000 https://stockwirex.com/news/asx-200-market-wrap-nick-scali-fortescue-october-2026/ https://stockwirex.com/news/asx-200-market-wrap-nick-scali-fortescue-october-2026/
The US dollar index has slipped 1.1% from its 18-month high of 102.86 yet still holds near 101.70, and the FOMC, PCE and GDP releases on 28-29 October could decide which way it breaks.]]> Thu, 22 Oct 2026 03:27:09 +1000 https://stockwirex.com/news/us-dollar-index-forecast-fomc-pce-gdp-october-2026/ https://stockwirex.com/news/us-dollar-index-forecast-fomc-pce-gdp-october-2026/
An AI stocks rally lifted the Nasdaq 1.05% to 26,703 and the Philadelphia Semiconductor index 2% after SpaceX posted $7.56B in AI revenue, but data-centre and Communication Services stocks fell in a lopsided session.]]> Wed, 21 Oct 2026 21:58:48 +1000 https://stockwirex.com/news/ai-stocks-rally-nasdaq-spacex-earnings-october-2026/ https://stockwirex.com/news/ai-stocks-rally-nasdaq-spacex-earnings-october-2026/
Meta Q3 2026 earnings showed $64.601B in revenue, up 26%, but a $9.89B legal charge cut operating income 37% and left investors weighing what is one-off noise and what is lasting AI cost pressure.]]> Wed, 21 Oct 2026 21:28:36 +1000 https://stockwirex.com/news/meta-q3-2026-earnings-legal-charge-october-2026/ https://stockwirex.com/news/meta-q3-2026-earnings-legal-charge-october-2026/
Standard Chartered expects one final 25bp hike to 12.50% on 30 October, but prediction markets give a pause 68.5% odds, making the Colombia central bank rate decision a genuine test of inflation-first resolve against a record trade gap.]]> Wed, 21 Oct 2026 19:59:03 +1000 https://stockwirex.com/news/colombia-central-bank-rate-decision-october-2026/ https://stockwirex.com/news/colombia-central-bank-rate-decision-october-2026/
The Mexican peso forecast from Citi's latest economist survey calls for 18.20 per dollar by end-2026, yet spot already sits near 18.64 after a 6.32% September slide as the carry trade fades.]]> Wed, 21 Oct 2026 18:59:25 +1000 https://stockwirex.com/news/mexican-peso-forecast-citi-survey-carry-trade-october-2026/ https://stockwirex.com/news/mexican-peso-forecast-citi-survey-carry-trade-october-2026/