TheBitCast

Weekly Market Recap - Friday, 23-Oct

Podcast: FactSet Evening Market Recap · Factset

Opublikowano: 2026-10-23

US equities were mixed this week following last week's mostly lower performance. AI trade remained the biggest market story, with an early-week rebound giving way to a sharp Thursday selloff as funding and capex concerns remained the key overhang. Q3 earnings were broadly supportive of the macro backdrop despite continued pockets of cost pressure.