Fed Holds, Oil Spikes On Iran Risk

A hawkish Fed hold collided with mounting Iran strike risk and a wave of mega-cap earnings and AI model launches.

Daily market report for Oct 28, 2026, with the industry groups and stocks behind each story.

• Regional Bank
• Homebuilders
• Crude Oil
• Aerospace & Defense
• Hyperscalers
• AI Infrastructure
• Magnificent 7
• Cloud Software
• Cloud Infrastructure
• Enterprise Software
• Aviation
• Canadian Banks
• Canada Companies
• Gold
• Gold Mining
• Artificial Intelligence
• Cybersecurity
• Consumer Discretionary
• Retail
• Israel Companies
• Israel
• S&P 500
• Consumer Staples
• AI Software
• Venture Capital
• Refining
• TLT – 20+ Year Treasury Bond (iShares)
• KRE – Regional Banking (S&P, SPDR)
• XOM – Exxon Mobil Corp
• CVX – Chevron Corp
• FRO – Frontline Ltd
• GOOGL – Alphabet Inc Class A
• AMZN – Amazon.com Inc
• MSFT – Microsoft Corporation
• IBM – International Business Machines
• ORCL – Oracle Corporation
• CRM – Salesforce.com Inc
• BA – The Boeing Company
• RTX – RTX Corporation
• TD – Toronto Dominion Bank
• EWC – MSCI Canada (iShares)
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• NVDA – NVIDIA Corporation
• XLY – Consumer Discretionary Sector (SPDR)
• LOW – Lowe's Companies Inc
• EIS – MSCI Israel (iShares)
• LMT – Lockheed Martin Corporation
• RSP – S&P 500 Equal Weight (Invesco)
• SPY – S&P 500 (SPDR)
• PATH – Uipath Inc
• SNOW – Snowflake Inc.
• COP – ConocoPhillips
• VLO – Valero Energy Corporation