AI enthusiasm lifts global shares before the Fed and megacap earnings
Chip demand revived risk appetite while an unexpected New Zealand rate hold reminded investors that policy expectations can change quickly. The Federal Reserve decision and Microsoft and Alphabet results remain ahead.
By Wall Street Post Editorial Desk · Updated October 28, 2026 · Morning edition
Wall Street at daybreak. Original editorial image created for WallStreetPost.com.
Markets
AI momentum, a New Zealand policy surprise and Tuesday’s verified Wall Street close
Global Markets
AI enthusiasm lifts shares before the Fed and megacap results
Chip demand supports sentiment while policy and earnings decisions remain ahead.
Currencies & Rates
New Zealand holds rates in a surprise decision
The narrow vote challenges confidence in market-implied policy paths.
Wall Street Close
Technology shares led Tuesday’s verified advance
The prior close reflected renewed AI optimism before Wednesday’s major events.
Economy
The Fed’s pending decision, Australian inflation and Britain’s constrained budget
Federal Reserve
Fed expected to pause while preserving policy flexibility
The rate decision is due later Wednesday and is not treated as complete.
Australia
Inflation accelerates before the RBA’s next meeting
Fuel costs and above-target core inflation keep another increase under discussion.
United Kingdom
Britain prepares a cautious budget under bond-market pressure
Targeted support and investment plans face limited fiscal room.
Companies
UBS wealth inflows, Equinor’s energy windfall and Dassault’s improved outlook
Banking
UBS profit rises as the bank accelerates its buyback
Wealth inflows help while Swiss capital rules remain an important uncertainty.
Energy
Equinor raises its production outlook after profit doubles
High output and wartime energy prices strengthened the quarter.
Software
Dassault Systèmes raises its 2026 targets
Faster quarterly growth supports the company’s first upgrade in two years.
Technology
OpenAI’s reported chip plan, megacap earnings and SK Hynix’s AI-memory surge
AI Chips
OpenAI reportedly plans to purchase Google processors
No financial terms were disclosed and neither company confirmed a completed deal.
Megacap Earnings
Microsoft and Alphabet face an AI return-on-capital test
Cloud demand must increasingly justify unprecedented infrastructure spending.
Semiconductors
SK Hynix profit surges with AI memory demand
The chipmaker’s reported results revived enthusiasm across Asian markets.
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