Markets
AI Optimism Lifts Stocks Again, But a Fed Decision and Big Tech Earnings Will Test the Rally This Week
AI optimism is driving a tech-led stock rally, but this momentum faces immediate tests from an upcoming Federal Reserve policy decision and key Big Tech earnings reports. Deeper concerns about policy uncertainty also loom, potentially impacting long-term asset valuations and capital allocation.
Alex Petrenko·October 28, 2026
