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• 

  Oct 26, 2026

  negative

  Fed Faces 90% Hold Odds at 3.75%–4% Wednesday — Brent Near $110 and Thursday's PCE Keep December Hike in Play

  The Federal Reserve is 90% likely to hold its benchmark rate at 3.75%–4% on Wednesday, but traders still see a December hike as firmly possible and expect at least two quarter-point increases by mid-2027. Brent crude eased 1.89% to $109.59 on Monday after President Donald Trump said there would be no immediate strike on Iran, offering relief from last week's surge. Thursday's September PCE inflation reading and third-quarter GDP, expected at 3.2% growth, could decide whether a hawkish pause hardens into a December tightening.

  TLT

  TLTTLT ETFFed rate decisionFederal ReservePCE inflationBrent crudehawkish pauseTreasury yields

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• 

  Oct 26, 2026

  positive

  Verizon Q3 2026 Adjusted EPS Hits $1.31, Up 8.3% — 406,000 Phone Adds and $2B AWS Deal Lift Full-Year Guidance

  Verizon reported third-quarter 2026 adjusted EPS of $1.31, up 8.3% year over year, as 406,000 postpaid phone net additions marked its strongest third quarter in five years. Revenue rose 1.5% to $34.3 billion, while adjusted EBITDA climbed 8.0% to a record $13.8 billion. The carrier raised full-year guidance for the third straight quarter, lifting its adjusted EPS outlook to $5.04–$5.06, and signed a $2 billion-plus AI infrastructure agreement with Amazon Web Services, reinforcing a turnaround thesis after a sharp autumn selloff.

  VZAMZN

  VZVerizon stockearningsQ3 2026 earningspostpaid phone net addsraised guidanceAI infrastructuretelecom stocks

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• 

  Oct 26, 2026

  neutral

  Microsoft, Alphabet and Amazon Report Q3 2026 Earnings This Week After Meta's 9.4% Slide — AI Capex Returns Under the Microscope

  Microsoft, Alphabet and Amazon report third-quarter 2026 results this week with investors demanding proof that heavy AI spending is converting into revenue. Meta fell 9.4% last week after its own report, and Tesla's results also fed capex worries, leaving the S&P 500 and Nasdaq with a second straight weekly loss. Futures edged higher Monday, but strategist Ed Yardeni lowered his year-end S&P 500 target to 7,900 and flagged narrow breadth, with only 37.8% of index members outperforming.

  MSFTGOOGLAMZNMETATSLA

  MSFTMicrosoft stockAlphabet stockAmazon stockMeta stockearningsAI capexMagnificent Seven

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