INVESTORS FOCUS ON CASH FLOW IN AI SPENDING AS MICROSOFT RISES AND ALPHABET FALLS AFTER HOURS

Investors are focusing on cash flow and returns from AI investment as major technology companies expand their computing infrastructure. Microsoft shares rose more than 3% after reporting $18.6 billion in free cash flow and 48% Azure revenue growth, while Alphabet fell nearly 10% after weaker-than-expected Google Search growth and plans for higher capital expenditure. Oracle also gained nearly 11% after outlining plans to limit external financing and improve cash flow.

29 ต.ค. 25691 min read

Daily Market Update October 29, 2026

INVESTORS FOCUS ON CASH FLOW IN AI SPENDING AS MICROSOFT RISES AND ALPHABET FALLS AFTER HOURS

Reuters reported that investors are demanding more evidence that AI-related growth can finance the next round of spending, drawing a sharper distinction between companies making money from AI and those struggling to contain its costs. According to Reuters, Microsoft shares rose more than 3% in after-hours trading, while Alphabet fell nearly 10%.

Microsoft generated $18.6 billion in free cash flow in its fiscal first quarter, nearly $10 billion above Wall Street expectations, despite spending $45.2 billion on computing infrastructure. Revenue at its Azure cloud business increased 48%, exceeding expectations, while the company forecast faster-than-expected cloud growth for the current quarter.

Alphabet’s Google Search revenue grew 12% in the September quarter, below expectations for 14.7% growth. Chief Financial Officer Anat Ashkenazi said capital expenditure would increase significantly in 2027.

Google Cloud revenue more than doubled to $30.71 billion, while cash burn reached $9.07 billion, after the company posted its first quarter of negative cash flow in the June period. Alphabet’s capital expenditure could reach $205 billion this year, according to the report.

Oracle shares ended regular trading nearly 11% higher on Wednesday after the company outlined plans to limit external financing and said it expected to generate positive cash flow in the second half of fiscal 2028.

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เพิ่มเติมจาก Daily Market Update

Daily Market Update13 พ.ย. 2569

GOLD GAINS 1.0%; WEEK-TO-DATE LOSS AT 3.5%

Spot gold rose 1% to $3,915.31 per ounce but remained down 3.5% for the week. Silver, palladium and platinum also gained, while markets weighed Fed rate hike expectations ahead of US PPI data.

Daily Market Update12 พ.ย. 2569

USD/JPY AT 159.83: 0.17 YEN BELOW 160

USD/JPY rose 0.04% to 159.83, just 0.17 yen below the 160 level, while the US Dollar Index reached 103.02. Markets are watching Fed rate expectations, BoJ policy signals and the possibility of Japanese currency intervention.

Daily Market Update11 พ.ย. 2569

US OCTOBER CPI RISES 0.4% VS 0.3% EXPECTED; DECEMBER 25-BASIS-POINT HIKE ODDS AT 91%

US consumer prices increased by 0.4% month-on-month in October, exceeding economists’ expectations of 0.3%. Core CPI, which excludes food and energy, rose by 0.3%. The shelter index also increased by 0.3%, accounting for more than 30% of the monthly rise in the all-items index. The US Bureau of Labor Statistics will not publish an annual inflation comparison for October 2026 because it did not collect CPI data in October 2025 during the government shutdown. Federal Reserve Governor Christopher Waller indicated support for a December rate increase and said policymakers could consider a larger 50-basis-point move if inflationary pressures worsened. Dallas Fed President Lorie Logan said at least two more quarter-point increases were needed to bring inflation under control. According to CME FedWatch data cited by Investing.com, the probability of a 25-basis-point rate hike in December rose to 91%, up from 84% on Monday, while the probability of a 50-basis-point increase reached 10%. Markets are now looking ahead to the US October Producer Price Index (PPI), scheduled for release on Friday, November 13, at 8:30 a.m. Eastern Time (13:30 GMT).

Daily Market Update10 พ.ย. 2569

KOSPI +4.0% VS HANG SENG +0.4%: ASIAN STOCKS ADVANCE AFTER WALL STREET RALLY

Asian equity markets advanced on Tuesday following a rally on Wall Street, with South Korea and Taiwan leading regional gains. The KOSPI climbed 4.0% to 5,219.37, while Taiwan’s Taiex gained 3.4%. Japanese stocks also rose, with the Nikkei 225 advancing 2.6% to 60,279.37, while SoftBank Group jumped 15% ahead of its earnings announcement. Hong Kong’s Hang Seng Index and the Shanghai Composite each gained 0.4%, while Australia’s S&P/ASX 200 rose 1.1%. On Monday, the S&P 500 gained 2.3%, the Dow Jones Industrial Average advanced 2.2% and the Nasdaq Composite rose 2.7%, marking a second consecutive daily gain for the S&P 500. Investors are now focusing on the US October Consumer Price Index (CPI), scheduled for release at 8:30 a.m. Eastern Time on Tuesday, November 10. All regional market figures reflect AP-reported intraday data as of approximately 03:44 UTC and are not closing prices.

Daily Market Update9 พ.ย. 2569

US OCTOBER CPI DUE TUESDAY: ECONOMISTS EXPECT SLOWER MONTHLY PRICE GROWTH

The US October Consumer Price Index (CPI) report is due Tuesday, with economists expecting slower monthly price growth. The Bloomberg survey median forecasts headline CPI to rise 0.3%, half September's 0.6% increase, while core CPI is expected to advance 0.2%, its smallest monthly gain in three months. No year-on-year comparison is available because the Bureau of Labor Statistics did not publish an October 2025 CPI report. Separately, Bloomberg Economics projects headline CPI growth of 0.25% and core CPI growth of 0.24%, compared with 0.65% and 0.33% in September. Used vehicles, consumer electronics and owners' equivalent rent are among the components expected to record slower price increases. The October report will be the final inflation release before the Federal Reserve's December policy meeting, as investors assess the outlook for interest rates.

Daily Market Update6 พ.ย. 2569

US OCTOBER NONFARM PAYROLLS: ECONOMISTS EXPECT 59,000 NEW JOBS

The US October nonfarm payrolls report is due at 8:30 a.m. Eastern Time, with economists expecting 59,000 new jobs, nearly double September's 29,000. The unemployment rate is forecast to remain at 4.2%. September's payroll growth fell short of the 93,000 market forecast, while July and August figures were revised down by a combined 60,000 jobs. ADP reported 86,000 private-sector jobs added in October, exceeding its 75,000 forecast. However, estimates for the official report range from 50,000 at Barclays to 95,000 at RSM. Deutsche Bank expects 55,000 jobs, Wells Fargo forecasts 65,000, and MUFG Research projects 90,000. For unemployment, most forecasts point to 4.2%, while Barclays expects a slight decline to 4.1%.

Daily Market Update5 พ.ย. 2569

BANK OF ENGLAND RATE DECISION TODAY: ECONOMISTS EXPECT A HIKE TO 4.0%

The Bank of England is scheduled to announce its latest interest rate decision at 12:00 GMT on Thursday, November 5, with economists surveyed by Reuters expecting a 25-basis-point increase from 3.75% to 4.0%. The anticipated 7–2 vote would mark the first rate hike since August 2023. UK consumer inflation reached 3.5% year-on-year in September, exceeding the BoE’s 3.0% forecast and remaining above its 2% target. Meanwhile, businesses expect wage settlements of around 3.5% next year, with limited signs of second-round wage pressures so far. Financial markets have priced in at least three further quarter-point increases in 2027, while PIMCO economist Peder Beck-Friis expects one additional hike in February, followed by an extended period of unchanged rates.

Daily Market Update4 พ.ย. 2569

NEW ZEALAND UNEMPLOYMENT RISES TO 5.7%, HIGHEST SINCE 2015

New Zealand’s unemployment rate increased to 5.7% in Q3, its highest level since 2015, exceeding both the 5.5% market consensus and the Reserve Bank of New Zealand’s forecast. Employment fell 0.1% quarter-on-quarter, with around 5,000 fewer people employed, while the employment rate declined to 66.4%. Full-time employment dropped by 17,000, partly offset by a 15,000 increase in part-time jobs, and actual hours worked fell 1.6%. Meanwhile, annual wage growth in the Labour Cost Index excluding overtime slowed to 2.0%, while the underutilisation rate reached 13.8%. The RBNZ kept its Official Cash Rate unchanged at 2.75% last week.

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