Memory Stocks Lost Their Mojo and Strong Earnings Aren’t Helping

Published on October 27, 2026

This growth is being fueled by massive spending on AI, which isn’t seen slowing anytime soon. Last week, Meta Platforms Inc. boosted its capital expenditure plans for the year. Wall Street anticipates that Microsoft Corp., Amazon.com Inc. and Alphabet Inc. will affirm or raise their AI spending plans when they report earnings this week.

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Healthcare Stocks Become Anti-AI Bet as Investors Turn Defensive

October 27, 2026
With investor confidence in the artificial intelligence trade under pressure, traders are turning to healthcare stocks for refuge.

Higher Airfares Are Here to Stay. That’s Not a Bad Thing

October 27, 2026
No one wants to pay more to fly, but travel-hungry US passengers are giving airlines little reason to halt price increases. Air travel demand is holding up and encouraging carriers to raise fares faster and further to make up for soaring jet fuel costs. Once up, prices will likely stay there even after the energy crunch subsides.