Engineering The Trade - October 27, 2025 - Markets Rally on US-China Trade Deal Hopes, Tech Stocks Make Moves
Update: 2025-10-27
Description
Markets surged Monday on optimism about a potential US-China trade framework agreement, with negotiators set to meet Thursday. The positive trade outlook pressured gold, silver, and rare earth stocks as tensions appeared to ease.
Qualcomm (QCOM) shares jumped approximately 20% following news of upcoming AI data center chips, potentially challenging NVIDIA's dominance in the space. AMD (AMD) also saw gains after announcing a $1 billion Department of Energy partnership to build supercomputers.
This week represents a critical earnings period with Microsoft (MSFT), Apple (AAPL), Meta (META), Alphabet (GOOGL), and Amazon (AMZN) reporting - companies representing about 25% of the S&P 500's market cap. The FOMC meeting Wednesday adds to what many consider the market's "Super Bowl week."
Qualcomm (QCOM) shares jumped approximately 20% following news of upcoming AI data center chips, potentially challenging NVIDIA's dominance in the space. AMD (AMD) also saw gains after announcing a $1 billion Department of Energy partnership to build supercomputers.
This week represents a critical earnings period with Microsoft (MSFT), Apple (AAPL), Meta (META), Alphabet (GOOGL), and Amazon (AMZN) reporting - companies representing about 25% of the S&P 500's market cap. The FOMC meeting Wednesday adds to what many consider the market's "Super Bowl week."
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