US Stocks Weekly on October.17-22 | Nasdaq Plunges 2.6% in One Day, Goldman Says AI Capex Is About Half of S&P 500 Earnings Growth
Weekly Market Recap
What Institutions Say: Three Words From Goldman
- Concentration: the S&P 500 sits about 2% below its record high, yet the median stock is about 15% below its own high; Goldman's breadth measure is near its tightest since the dot-com era.
- Slowdown: Goldman still expects the rally to continue, but sees less room for large upward earnings revisions, so the pace should moderate.
- Capex: Goldman estimates AI capital spending accounts for about half of S&P 500 earnings growth and expects that contribution to shrink as spending growth slows. Strategist Ben Snider kept his year-end S&P 500 target at 8,000.
This Week's Five Stocks in Numbers
Ticker | Week | YTD | 52-week position | Volume multiple |
NVDA NVIDIA | -0.9% | +13.8% | 61% | 1.0x |
AMD AMD | -3.9% | +137.2% | 68% | 1.2x |
INTC Intel | -4.9% | +131.7% | 48% | 1.2x |
LRCX Lam Research | -12.3% | +33.6% | 31% | 2.2x |
META Meta Platforms | -8.5% | -1.7% | 50% | 2.1x |
Stock Focus
Weekly Discussion
Key Dates Next Week (US trading days; earnings times are estimates)
Date | Event |
10/26 Mon | Verizon (VZ) earnings before the open |
10/27 Tue | US consumer confidence; Coca-Cola (KO) before the open, Visa (V) after the close |
10/28 Wed | Fed rate decision; Microsoft (MSFT), Alphabet (GOOGL) after the close |
10/29 Thu | US Q3 GDP (advance) and core PCE; Amazon (AMZN), Intel (INTC) after the close |
10/30 Fri | Exxon Mobil (XOM), Chevron (CVX) before the open |
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