Market Close: Fed Holds, Oracle Soars on $225B Bet, and F5 Crashes | The Trade Thesis Ep. 9
From The Trade Thesis · 00:24:31
Show by Thetradethesis
Market Close — Wednesday, October 28, 2026. The Fed held rates at 3.75%–4.00% with dissents and no clear December signal: S&P 500 +0.2%, Nasdaq +0.1%, Dow +122 points (+0.2%). The 10-year yield rose to 5.024% and WTI crude climbed 2.8% to $102.72.Top riser: Vertiv (VRT) +13.9% — Q3 sales +61% to $4.31B, adjusted EPS $2.21, orders up over 100%, full-year guidance raised. Top faller: F5 (FFIV) -20.6% — a quarterly beat undone by slowing fiscal 2027 guidance and a downgrade. Hottest stock: Oracle (ORCL) +~12% after its Investor Day set a fiscal 2030 revenue target above $225 billion and capped additional capital raises at $20 billion through fiscal 2030.Ahead Thursday: Core PCE inflation and Q3 GDP, plus the market's verdict on Microsoft and Alphabet earnings and Amazon's report.Follow The Trade Thesis everywhere:• YouTube: @TheTradeThesis365• Instagram: @thetradethesis365• X: @TradeThesis365• LinkedIn: linkedin.com/company/thetradethesis• Rumble: TheTradeThesis• Podcast: "The Trade Thesis" on Spotify & Apple PodcastsEducational content, not financial advice.
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