Daily Market Report – October 27, 2026

Markets

The S&P 500 (SPX) is trading 0.67 percent higher at 7,728 points. The Nasdaq 100 (NDX) gains 1.40 percent to 29,682 points thanks to the recovery of AI stocks. In Frankfurt, the DAX (DAX) rose by 0.85 percent to 25,626 points, while the Nikkei 225 (NI225) increased by 1.73 percent to 63,268 points. WTI crude oil (CL1!) decreased by 1.69 percent to $100.04 per barrel. Gold (GOLD) increased by 0.87 percent to $4,073.40 per ounce.

Company

Boeing (BA) fell by 9.70 percent to 170.04 dollars after the aircraft manufacturer indicated that a significant increase in the production of the 737 Max would only be expected by the end of 2027. Airbus (AIR) came under scrutiny following the accusation from an American trade representative that a loan from the European Investment Bank jeopardizes the transatlantic agreement on aircraft subsidies.

Advanced Micro Devices (AMD) rose by 5.25 percent to $559.16 after a deepened AI partnership with Meta was announced. Nvidia (NVDA) is participating in the same agreement along with AMD with a total of $4 billion invested in Meta. At the same time, Meta Platforms (META) plans to raise equity of $95 billion to finance its AI infrastructure. Oracle (ORCL) is expanding its cloud offerings with computers from Cerebras, thereby broadening its hardware base for AI applications. Alphabet (GOOGL) introduced a new version of its AI world model for generating virtual environments. Qualcomm (QCOM) is working with Anduril on laptops that are to be developed and assembled in the United States.

SK Hynix (000660) gained 5.18 percent. Reports about discussions of the subsidiary Solidigm with the US Department of Commerce regarding a new chip plant in the United States supported interest in the memory chip manufacturer. Apple (AAPL) unveiled a new iMac and an entry-level MacBook Pro with M6 processor.

HSBC (HSBA) lost 5.98 percent as profit and revenue in the third quarter fell short of expectations. Novartis (NOVN) recorded an impairment of 1.9 billion dollars on a drug for rare diseases following the acquisition of Avidity, but raised its profit outlook. Volkswagen (VOW3) came into focus after its sports car subsidiary Porsche ruled out production in the United States.

Macroeconomics

According to the Fed, the two-day meeting of the Open Market Committee began on October 27. Following the interest rate hike in September, the market expects an unchanged key interest rate. According to the ECB, banks in the euro area tightened their lending standards for businesses and real estate buyers. This made the financing conditions more restrictive.

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*Created on 10/27/2026 / 11:20 AM (ET)*