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Why Did Oracle (NYSE:ORCL) Surge 10.6% on a USD 30 Billion Target?

Oracle (NYSE:ORCL) used its investor day on October 28, 2026 to set out multi-year targets that changed the free cash flow story. Management expects USD 30 billion of free cash flow in fiscal 2029, against Street expectations of a negative number. It also targets …

Vinay Lochav | 29 October 2026

Why Did SK hynix's US Shares Jump 13.3% on a 79.7% Margin?

SK hynix reported quarterly revenue of 104.62 trillion won and operating profit of 83.33 trillion won on October 28, 2026. Dividing profit by revenue gives a 79.7% operating margin, simple arithmetic on two reported numbers. The company's US-listed shares, referred to as an ADR …

Vinay Lochav | 29 October 2026

Why Did the Kospi Drop 2.2% as Samsung Fell 5.4% After Record Sales?

The Kospi closed down 2.2% at 5,880.25 on October 29, 2026, with Samsung Electronics down 5.4%. A conflicting recap shows 2.44%, so the decline is stated as about 2.2%. Samsung had reported a record-revenue quarter, yet the shares fell. Other Asian markets were mixed: …

Vinay Lochav | 29 October 2026

Why Did the Chip Index Rise 1.75% With Micron Up Nearly 6%?

On October 28, 2026 the Philadelphia Semiconductor Index rose 1.75%, as the S&P 500 gained 0.28% and the equal-weight S&P 500 slipped 0.04%. That pattern shows a narrow, chip-led advance. Micron rose nearly 6% and Broadcom more than 2%, and 22 of the index's …

Vinay Lochav | 29 October 2026

Why Did Vertiv (NYSE:VRT) Surge 16.5% on 61% Sales Growth?

Vertiv (NYSE:VRT) reported third-quarter results on October 28, 2026 showing sales up 61%, orders excluding acquisitions more than doubling, and full-year sales guidance raised by USD 650 million. The shares closed up about 16.5% at roughly USD 244, though reports quote +16.48%, +16.9% and …

Vinay Lochav | 29 October 2026

Why Did Amphenol (NYSE:APH) Rise 3.1% While GE Vernova Slipped?

On October 28, 2026 the suppliers of AI data center and grid equipment split. Amphenol (NYSE:APH) reported record orders with sales up 37% and rose 3.1% intraday. Ultra Clean gained 8.1% and Flex 11.4%, with Flex guiding growth of 75% to 85% for its …

Vinay Lochav | 29 October 2026

Why Is GE Vernova (NYSE:GEV) Paying USD 9.0 Billion for Trench?

GE Vernova (NYSE:GEV) announced a deal to acquire Trench Group for USD 9.0 billion on October 28, 2026, according to a recap of the company release. The same announcement was accompanied by USD 29.3 billion of quarterly orders. The USD 9.0 billion price comes …

Vinay Lochav | 29 October 2026

Why Did the 10-Year Yield Top 5% for TLT (NASDAQ:TLT) Holders?

The 10-year Treasury yield closed above 5% on October 28, 2026, but published readings differ slightly: 5.024%, 5.044% and 5.02%. All agree on the level, so this article uses a range of about 5.02% to 5.04%. On Thursday the yield eased to about 4.99%, …

Vinay Lochav | 29 October 2026

Why Is WTI Oil Near USD 100 for USO (NYSEARCA:USO) Holders?

West Texas Intermediate crude settled at USD 102.78 on October 28, 2026, up 2.88%, in one reading, while Thursday quotes were near USD 101.43 to USD 101.64. Brent settled at USD 115.32, up 1.26%, in the same reading, while Thursday quotes were near USD …

Vinay Lochav | 29 October 2026

Why Is Gold Stuck Near USD 4,050 for GLD (NYSEARCA:GLD)?

December gold futures fell 0.53% to USD 4,051.60 on October 28, 2026, according to one reading. Another reading shows USD 4,068.14, up 0.10%, a Thursday quote of USD 4,055.15 and a sidebar figure of USD 4,031.10. These differ by about USD 37 between the …

Vinay Lochav | 29 October 2026
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