The policy rate was held at 3.75-4.00%. Governor Cook and Cleveland Fed President Hammack dissented, calling for a 25bp hike. The statement upgraded its description of growth from "solid" to "strong." Chair Warsh said inflation remains high and that politics played no role in the decision. The market sees the policy rate reaching about 4.7% by September 2027. The hold itself was expected, and the S&P 500 gained only 0.3% that day. The signal was not the hold but the two dissents pointing toward a hike.

It kept the deposit rate at 2.5% and cited higher energy prices as an upside risk to inflation. President Lagarde confirmed she will step down in February. The market expects a December hike, as with the Fed. The STOXX 600 rose about 0.8-0.95%.

It held the benchmark rate at 3.00% on Oct. 22. The pause is read as a breather to assess the effect of 0.25 percentage point hikes in July and August. The next meeting is on Nov. 26. We could not confirm whether there were dissenting opinions.

It kept the federal funds rate target at 3.75-4.00%. Governor Cook and President Hammack called for a 25bp hike, and futures price about an 85% chance of a hike on Dec. 9. The statement upgraded its description of growth to "strong."

Third-quarter revenue was $127.6 billion (+25%) but missed expectations, and free cash flow was -$9.07 billion (versus an expected +$2.7 billion). About $500 billion in market cap evaporated.

The S&P 500 closed near 7,720 (-0.30%) and the Nasdaq near 26,184 (-1.38%). ServiceNow fell 25%, Fortinet 21% and Intel 17%, while ADT rose 34% on news of a $7.6 billion acquisition. Index figures differ slightly by outlet.

FQ1 revenue was $92.28 billion (+19%, versus $90.69 billion expected) and adjusted EPS was $4.89 (versus $4.73 expected). Capital spending of $45.2 billion came in below the $50.67 billion expected. The stock rose about 4% after hours, but the regular session ranged between flat and -1.5%.

AWS revenue was $46 billion (+39%), its fastest in five years. Total revenue of $201.9 billion (+12%) and EPS of $1.89 (versus $1.97 expected) fell short, and trailing 12-month free cash flow is -$42.4 billion.

Revenue was $64.6 billion (+26%), but capital spending of $34.9 billion exceeded operating cash flow, leaving free cash flow at -$2.12 billion. The stock fell about 7%, and 2026 capex guidance is $135-145 billion.

Core PCE was 3.1% and GDP beat expectations. Expectations of a December hike persisted. The Nasdaq -1.8% in the headline is an intraday figure; the close was -1.38%.

It named higher energy prices as an upside risk to inflation. The STOXX 600 rose about 0.8-0.95%. The direction of the euro differs by outlet (about 1.113 dollars, -0.2%, versus 1.1179 dollars, +0.45%), so it could not be determined.

A letter from Vice President JD Vance to Iran raised hopes of resuming talks, but Houthi attacks and infrastructure threats limited the decline. News reports put Brent in the $114s (-0.7-1.5%), while market data show $111.50 (-3.31%).

The KOSPI closed at 5,937.66 (-1.24%). It rose as high as the 6,100s intraday before sliding to 5,817.92 (-3.24%). Institutions led the decline with net selling of about 577.6 billion won.

Third-quarter operating profit exceeded 107 trillion won, a record. The company disclosed a third-quarter cash dividend of about 30 trillion won, but it had no plan for additional share buybacks and cancellations, and the plan for deploying the remaining funds (55-75 trillion won) was pushed back to late January 2027.

On the 28th it announced a 60 trillion won return plan including a 30 trillion won cash dividend, and on the 29th it resumed a 20 trillion won share buyback on a three-month schedule. After a gain of more than 10% the previous day, the stock rose 2.62% (1,526,000 won), and SK Square gained 3.47%.

It was the biggest decliner among top market cap stocks, with EcoPro down 4.43% and EcoPro BM down 5.64%. The article cited concerns over a stake sale by LG Chem as the cause, but this was not independently confirmed.

Daewoo E&C fell 18.57% and Doosan Enerbility 7.65%, while the construction sector dropped 5.75% and machinery and equipment 5.28%. The article cited reports that a contract for the Czech Dukovany nuclear plant fell through, but we found no support in other articles.

Exports rose 105.4% year over year, a record for the same period. Semiconductors rose 222.5% and account for 44.7% of exports. The trade surplus is $14.5 billion.

The KOSDAQ closed at 753.23 (-18.05 points). Foreigners were net sellers of 163.0 billion won and institutions 79.0 billion won, while individuals were net buyers of 253.0 billion won. On the KOSPI, institutions were the largest sellers at 444.7-577.6 billion won, while foreign investor flows diverge depending on the tally, from +65.5 billion won (regular session) to -307.7 billion won (including Nextrade).

Mentions of $GOOG rose from 242 to 536 (from 4th to 1st), and $GOOGL from 116 to 292 (from 7th to 2nd), more than doubling. This coincides with Alphabet's 12-13% plunge and free cash flow of -$9.07 billion the same day. We infer that discussion piled in after the plunge, but could not confirm the cause from the original posts.

$AMZN rose from 19 to 159 mentions (20th to 5th), $NOW from 44 to 107 (53rd to 7th), and $MSFT from 128 to 172. This matches the earnings calendar (Microsoft 10/28, Alphabet and ServiceNow 10/29, Amazon after the close on 10/29), so we infer the discussion centered on reactions to earnings.

$MU, which ranked 2nd the previous day, fell from 158 to 61 mentions (11th). The direction matches SMH -1.06%, but the drop in mentions is large relative to the price decline, so we infer that market attention shifted to large caps with earnings events. $INTC (13 to 93 mentions) and $SNDK (14th to 10th) rose.

The surge in GOOG and GOOGL mentions matches Alphabet's 12-13% drop and XLC -1.87%. NOW (107 mentions, stock down about 25%) and INTC (93, down about 17%) also look like cases where steep declines drew discussion.

Index ETF mentions (SPY 129, QQQ 86) were similar to the previous day even though the Nasdaq fell 1.38%. Community attention focused on individual large-cap earnings rather than the index decline. MU mentions fell sharply (158 to 61) while SMH declined a modest 1.06%, so the loss of interest was bigger than the price drop.