TradingKey - In the first three quarters of 2026, major U.S. tech companies continued to ramp up investments in AI infrastructure, with data centers, servers, and related equipment becoming key areas of capital expenditure.

TradingKey - On November 4, the three major US stock indexes surged across the board following the outcome of the US midterm elections. As the Democratic Party won both houses of Congress, market concerns over political uncertainty and oil price-driven inflation eased. However, performance among AI

On November 4 (ET), hyperscale cloud providers surged across the board, driving the Nasdaq Composite Index up by more than 2% at one point. Shares of Microsoft (MSFT), Amazon (AMZN), Google (GOOGL), and Meta (META) all rebounded sharply. Markets had initially feared tighter AI regulation after the Democrats won control of both houses of Congress, but the swift clarity of the election results and a pullback in US Treasury yields provided breathing room for tech stocks that had previously suffered sell-offs.

In October 2026, a pullback in mega-cap tech stocks reshaped the global market capitalization rankings. Apple (AAPL) rose to the top spot with a market cap of $5.03 trillion, Nvidia (NVDA) slipped to second place at $4.93 trillion, and Microsoft (MSFT) surpassed Google's parent company Alphabet (GOOGL) to take third.

TradingKey - In pre-market trading on October 30 ET, futures on the three major U.S. stock indexes diverged. As of press time, Dow Jones Industrial Average futures were roughly flat, S&P 500 futures fell about 1.05%, and Nasdaq 100 futures dropped about 2.52%.

TradingKey - Amazon stock forecast: AMZN slides 7% premarket as a $42.4 billion cash outflow outweighs AWS's 39% growth, putting $226.21 support to the test.
