Daily report
Wednesday 28 October 2026
1 stories
Published 07:04 CET
A Fed day: the session turns on the 19:00 CET decision and Warsh's press conference, with oil bid after a Houthi strike on Saudi Arabia's largest refinery and Microsoft and Alphabet reporting after the close.
Market snapshot
Calendar
- 28 OctGE Vernova Inc. earningsEPS $4.03 · EPS $1.64 a year ago
- 28 OctBanco Santander, S.A. earningsEPS $0.26 · EPS $0.23 a year ago
- 28 OctAmphenol Corporation earningsEPS $0.73 · EPS $0.47 a year ago
- 28 OctUBS AG earningsEPS $0.91 · EPS $0.76 a year ago
- 28 OctAutomatic Data Processing, Inc. earningsEPS $2.78 · EPS $2.49 a year ago
- 28 OctPhillips 66 earningsEPS $11.97 · EPS $2.52 a year ago
- 28 OctGSK plc earningsEPS $1.40 · EPS $1.48 a year ago
- 28 OctFederal Funds Rate4.00% · 4.00%
- 28 OctFOMC Statement
- 28 OctFOMC Press Conference
- 28 OctMicrosoft Corporation earningsEPS $4.71 · EPS $4.13 a year ago
- 28 OctAlphabet Inc. earningsEPS $2.94 · EPS $2.87 a year ago
- 28 OctKLA Corporation earningsEPS $1.18 · EPS $0.88 a year ago
- 28 OctServiceNow, Inc. earningsEPS $0.56 · EPS $0.59 a year ago
- 28 OctT-Mobile US, Inc. earningsEPS $2.86 · EPS $2.59 a year ago
- 28 OctBanco Bilbao Vizcaya Argentaria S.A. earningsEPS $0.62 · EPS $0.49 a year ago
- 28 OctFortinet, Inc. earningsEPS $0.77 · EPS $0.65 a year ago
- 29 OctUS GDP and core PCE
- 29 OctECB decision, press conference at 14:45
- 29 OctAmazon, Intel, Coinbase and Strategy report
- 30 OctBank of Japan decision
Today’s stories
Open a story for context and sourcesequitiesOpenAI plans to buy Google chips before Alphabet reportsMicrosoft and Alphabet report after today's US close, after The Information reported that OpenAI plans to buy Google's AI chips
What happened
OpenAI plans to buy Google's AI chips to cut its dependence on Nvidia, per The Information via Reuters, hours before Alphabet and Microsoft report; KLA, ServiceNow, T-Mobile, BBVA and Fortinet also report after the close. The Nasdaq 100 perp is 29790 (+1.99% over 24 h) and the Nvidia perp 218.81.
What it means today
Microsoft and Alphabet report after the 21:00 CET US close, two hours after the Fed; GE Vernova, Amphenol and UBS land before the 14:30 CET open. Two hyperscalers set the AI-spending read for the Nvidia perp, the Nasdaq 100 perp and the tokenized big-tech stocks on the account, and the perps price the numbers overnight, before the next US open.
Running story: AI earnings week · since 26 Oct