Tracking trending topics

  • The Federal Reserve held its October policy meeting—keeping interest rates unchanged. Hamak and Cook expressed a desire for a 25 basis point rate hike. The statement noted a strong economy and emphasized the need to gather more information before taking further action. This news is positive for the US dollar.
  • AI investment returns are under pressure, with Google's quarterly revenue and profit both falling short of expectations. This news is negative for Google.
  • Goldman Sachs: DRAM prices may continue to rise until the first half of 2028, with HBM market revenue expected to increase by over 230% next year. This news is positive for SK Hynix and Micron.

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