{"id":7277,"date":"2026-10-21T07:00:00","date_gmt":"2026-10-21T07:00:00","guid":{"rendered":"https:\/\/lqhmarkets.com\/news-and-trade-ideas\/ai-tech-rally-inflation-fears-rba-warnings-21-oct-26\/"},"modified":"2026-10-23T23:32:27","modified_gmt":"2026-10-23T23:32:27","slug":"ai-tech-rally-inflation-fears-rba-warnings-21-oct-26","status":"publish","type":"post","link":"https:\/\/lqhmarkets.com\/news-and-trade-ideas\/ai-tech-rally-inflation-fears-rba-warnings-21-oct-26\/","title":{"rendered":"AI Optimism Lifts Asian Tech, Inflation Concerns Mount on Oil Surge and RBA Warnings"},"content":{"rendered":"
Written by Julian Sonego<\/a> | Reviewed by LQH Markets Editorial Team<\/a><\/div>\n

Market Overview<\/h2>\n

Global investor sentiment presented a mixed picture as European markets prepared to open, with Asian markets largely gaining ground on renewed confidence in AI-linked technology stocks. This optimism followed better-than-expected US earnings reports from key beneficiaries such as Super Micro Computer and SpaceX. However, persistent inflation concerns, fuelled by surging oil prices amid geopolitical developments in the Strait of Hormuz and hotter-than-expected UK inflation data for September, tempered broader gains. The Australian market demonstrated resilience, managing a slight gain despite hawkish commentary from the Reserve Bank of Australia (RBA) that heightened rate hike bets, alongside significant drops in some large-cap stocks. European equity markets were set to open higher, with Euro Stoxx 50 futures rising 0.2% and Stoxx 600 futures gaining 0.1% in premarket trading.<\/p>\n

Markets<\/h2>\n

Asian equity markets showed a varied performance on Wednesday. South Korea’s KOSPI (^KS11) posted a notable advance, rising 3.06% to 5,722.54. Japan’s Nikkei 225 (^N225) also gained, adding 0.85% to 64,621.24. In contrast, Hong Kong’s Hang Seng Index (^HSI) declined 0.70% to 23,701.43 as of approximately 2:35 pm Hong Kong time, while mainland China’s Shanghai Composite (000001.SS) fell 0.53% to 3,715.76 as of approximately 2:35 pm Shanghai time. Singapore’s Straits Times Index (^STI) gained 0.80% to 5,447.46 as of approximately 2:35 pm Singapore time.<\/p>\n

In Australia, the S&P\/ASX 200 (^AXJO) closed up 0.16% at 8,831.30 on Wednesday, largely shrugging off local rate hike concerns.<\/p>\n

Commodity markets saw Brent Crude (BZ=F) rise 1.35% to $110.26 a barrel, reacting to geopolitical tensions. Meanwhile, the US 10-Year Treasury (^TNX) yield saw a modest decline of -1.90 bp to 5.117% in the previous session.<\/p>\n

What Drove Markets<\/h2>\n

Investor sentiment was shaped by a combination of a revived AI trade, persistent inflation concerns, and specific corporate developments.<\/p>\n

AI Sector Revival<\/strong>
\nInvestor confidence in the artificial intelligence (AI) trade was revived following stronger-than-expected preliminary results from US beneficiaries. Super Micro Computer (SMCI) expected quarterly revenue of $18.5 billion to $19.5 billion, well above previous guidance and analysts’ expectations, while SpaceX (SPCX) reported 161% revenue growth in the third quarter. This spurred a significant rebound in Asian chipmakers, with South Korea’s SK hynix Inc. (000660.KS) surging 5.97% and Samsung Electronics Co., Ltd. (005930.KS) climbing 5.20%. Taiwan Semiconductor Manufacturing Company Limited (2330.TW) also rose 0.62%. This resurgence occurred despite recent concerns regarding the sustainability of the AI trade, which had led traders to focus on debt-backed AI investments and whether infrastructure demand justifies companies\u2019 spending.<\/p>\n

Inflationary Headwinds and Central Bank Watch<\/strong>
\nGeopolitical developments reignited inflation concerns, with oil prices rising above $US110 a barrel after Iranian state media reported an unidentified supertanker struck a sea mine in the Strait of Hormuz. This was amplified by UK annual inflation data for September, which rose by a hotter-than-expected 3.5%, its highest level in a year, driven by the surging cost of motor fuels. The previous months had seen inflation at 3.1% in August and 2.9% in July. Domestically, Reserve Bank of Australia Deputy Governor Andrew Hauser warned at the Citi investment conference in Sydney that the central bank faced “hard choices” given inflation was “materially worse” than the RBA\u2019s own forecasts. Following Hauser\u2019s speech, traders ramped up the possibility of a fifth RBA rate rise next month to 57 per cent, up from 27 per cent previously.<\/p>\n

Company-Specific Dynamics<\/strong>
\nWhile the broader Australian market held firm, company-specific news caused significant volatility. NextDC (NXT) plunged 41.72% after slashing its earnings guidance following power delays at its M3 West Footscray data centre due to community pushback. Major mining giants BHP Group Limited (BHP.AX) and Rio Tinto Group (RIO.AX) also contributed to the ASX 200’s decline, falling 1.61% and 1.48% respectively. In contrast, National Australia Bank Limited (NAB.AX) gained 1.86% and Telstra Group Limited (TLS.AX) rose 1.89%. Woodside Energy Group Ltd (WDS.AX) trimmed its 2026 production outlook despite stronger-than-expected Q3 revenue, with its shares gaining 0.41%. In Asia, China\u2019s Contemporary Amperex Technology (CATL) saw its shares slump after reporting weaker-than-expected third-quarter earnings, reflecting cooling Chinese auto sales and intensifying competition. US electric vehicle maker Tesla, Inc. (TSLA) saw its shares rise 1.54% in the previous session after Elon Musk stated that SpaceX and Tesla have formed special committees to discuss a merger. Goldman Sachs Research\u2019s head of asset allocation, Christian Mueller-Glissmann, noted that earnings support with lighter positioning and lower valuations should help equities into year-end, despite potential near-term volatility from AI concerns, Middle East tensions, and midterm elections.<\/p>\n

Stocks to Watch<\/h2>\n
    \n
  • NextDC (NXT):<\/strong> Plummeted 41.72% on Wednesday after cutting its earnings guidance due to power delays at its M3 data centre.<\/li>\n
  • BHP Group Limited (BHP.AX):<\/strong> Shares fell 1.61% to 58.54, contributing to the ASX 200’s mixed performance.<\/li>\n
  • Rio Tinto Group (RIO.AX):<\/strong> Also declined, down 1.48% to 152.55, reflecting broader pressure on mining stocks.<\/li>\n
  • National Australia Bank Limited (NAB.AX):<\/strong> Rose 1.86% to 39.93, showing strength among Australia’s major banks.<\/li>\n
  • Telstra Group Limited (TLS.AX):<\/strong> Gained 1.89% to 4.85, contributing positively to the communications sector.<\/li>\n
  • Woodside Energy Group Ltd (WDS.AX):<\/strong> Advanced 0.41% to 33.96 despite trimming its 2026 production outlook.<\/li>\n
  • SK hynix Inc. (000660.KS):<\/strong> Surged 5.97% to 1,296,000.00, leading the rebound among South Korean chipmakers.<\/li>\n
  • Samsung Electronics Co., Ltd. (005930.KS):<\/strong> Rose 5.20% to 222,500.00, benefiting from renewed AI optimism.<\/li>\n
  • Taiwan Semiconductor Manufacturing Company Limited (2330.TW):<\/strong> Increased 0.62% to 2,420.00 as part of the broader tech sector recovery.<\/li>\n
  • Super Micro Computer (SMCI):<\/strong> Shares were up 1.15% in the previous session on stronger-than-expected preliminary revenue figures.<\/li>\n
  • SpaceX (SPCX):<\/strong> Declined 0.11% in the previous session, but its strong Q3 revenue growth contributed to overall positive tech sentiment.<\/li>\n
  • Tesla, Inc. (TSLA):<\/strong> Increased 1.54% in the previous session amid reports of merger discussions with SpaceX and ahead of its earnings report.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Instrument<\/th>\nCode<\/th>\nClose<\/th>\nMove<\/th>\nWoW<\/th>\nYTD<\/th>\n<\/tr>\n<\/thead>\n
    SpaceX<\/td>\nSPCX<\/td>\n147.79<\/td>\n-0.11%<\/td>\n-9.09%<\/td>\n-8.18%<\/td>\n<\/tr>\n
    KOSPI<\/td>\n^KS11<\/td>\n5,722.54<\/td>\n3.06%<\/td>\n-4.76%<\/td>\n32.78%<\/td>\n<\/tr>\n
    Nikkei<\/td>\n^N225<\/td>\n64,621.24<\/td>\n0.85%<\/td>\n-4.61%<\/td>\n24.67%<\/td>\n<\/tr>\n
    ASX 200<\/td>\n^AXJO<\/td>\n8,831.30<\/td>\n0.16%<\/td>\n1.18%<\/td>\n1.19%<\/td>\n<\/tr>\n
    Brent Crude<\/td>\nBZ=F<\/td>\n110.26<\/td>\n1.35%<\/td>\n3.96%<\/td>\n81.50%<\/td>\n<\/tr>\n
    10-Year Treasury<\/td>\n^TNX<\/td>\n5.117<\/td>\n-1.90 bp<\/td>\n-10.00 bp<\/td>\n93.00 bp<\/td>\n<\/tr>\n
    SK Hynix<\/td>\n000660.KS<\/td>\n1,296,000.00<\/td>\n5.97%<\/td>\n-19.25%<\/td>\n91.43%<\/td>\n<\/tr>\n
    Samsung<\/td>\n005930.KS<\/td>\n222,500.00<\/td>\n5.20%<\/td>\n-11.18%<\/td>\n73.15%<\/td>\n<\/tr>\n
    TSMC<\/td>\n2330.TW<\/td>\n2,420.00<\/td>\n0.62%<\/td>\n-4.72%<\/td>\n52.68%<\/td>\n<\/tr>\n
    BHP<\/td>\nBHP.AX<\/td>\n58.54<\/td>\n-1.61%<\/td>\n-6.23%<\/td>\n27.93%<\/td>\n<\/tr>\n
    Rio Tinto<\/td>\nRIO.AX<\/td>\n152.55<\/td>\n-1.48%<\/td>\n-7.52%<\/td>\n3.29%<\/td>\n<\/tr>\n
    NAB<\/td>\nNAB.AX<\/td>\n39.93<\/td>\n1.86%<\/td>\n3.63%<\/td>\n-5.83%<\/td>\n<\/tr>\n
    Telstra<\/td>\nTLS.AX<\/td>\n4.85<\/td>\n1.89%<\/td>\n4.30%<\/td>\n-0.41%<\/td>\n<\/tr>\n
    Woodside<\/td>\nWDS.AX<\/td>\n33.96<\/td>\n0.41%<\/td>\n5.53%<\/td>\n43.53%<\/td>\n<\/tr>\n
    Tesla<\/td>\nTSLA<\/td>\n373.71<\/td>\n1.54%<\/td>\n-2.35%<\/td>\n-14.69%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    What to Watch Next<\/h2>\n

    Economic Releases<\/h3>\n
      \n
    • 2026-10-21 04:30 ET GB \u2014 House Price Index YoY<\/li>\n
    • 2026-10-21 07:00 ET US \u2014 MBA Mortgage Applications (Oct\/16)<\/li>\n
    • 2026-10-21 10:30 ET US \u2014 EIA Crude Oil Stocks Change (Oct\/16)<\/li>\n
    • 2026-10-22 19:30 ET JP \u2014 Core Inflation Rate YoY (Sep)<\/li>\n
    • 2026-10-23 04:00 ET TW \u2014 Industrial Production YoY (Sep)<\/li>\n
    • 2026-10-27 09:00 ET US \u2014 House Price Index (Aug)<\/li>\n
    • 2026-10-27 16:30 ET US \u2014 API Crude Oil Stock Change (Oct\/23)<\/li>\n
    • 2026-10-28 07:00 ET US \u2014 MBA Mortgage Applications (Oct\/23)<\/li>\n
    • 2026-10-28 10:30 ET US \u2014 EIA Crude Oil Stocks Change (Oct\/23)<\/li>\n
    • 2026-10-28 14:00 ET US \u2014 Fed Interest Rate Decision<\/li>\n
    • 2026-10-29 07:00 ET GB \u2014 BoE Interest Rate Decision<\/li>\n
    • 2026-10-29 08:30 ET US \u2014 Core PCE Price Index MoM (Sep)<\/li>\n
    • 2026-10-29 19:30 ET JP \u2014 Tokyo Core CPI YoY (Oct)<\/li>\n
    • 2026-10-29 19:50 ET JP \u2014 Industrial Production (Sep)<\/li>\n
    • 2026-10-29 19:50 ET JP \u2014 Industrial Production MoM (Nov)<\/li>\n
    • 2026-10-29 23:00 ET JP \u2014 BoJ Interest Rate Decision<\/li>\n
    • 2026-10-30 01:00 ET JP \u2014 Housing Starts YoY (Sep)<\/li>\n<\/ul>\n

      Corporate Earnings<\/h3>\n
        \n
      • 2026-10-21 US \u2014 CSX Corporation (CSX) (After market close)<\/li>\n
      • 2026-10-21 US \u2014 International Business Machines Corporation (IBM) (After market close)<\/li>\n
      • 2026-10-21 US \u2014 Lam Research Corporation (LRCX) (After market close)<\/li>\n
      • 2026-10-21 US \u2014 Meta Platforms, Inc. (META) (After market close)<\/li>\n
      • 2026-10-21 US \u2014 Tesla Inc (TSLA) (After market close)<\/li>\n
      • 2026-10-21 US \u2014 Texas Instruments Inc (TXN) (After market close)<\/li>\n
      • 2026-10-22 US \u2014 Comcast Corp (CMCSA) (Before market open)<\/li>\n
      • 2026-10-22 US \u2014 Honeywell Technologies Inc (HON) (Before market open)<\/li>\n
      • 2026-10-22 US \u2014 Roper Technologies, Inc. (ROP) (Before market open)<\/li>\n
      • 2026-10-22 US \u2014 The Procter & Gamble Company (PG) (Before market open)<\/li>\n
      • 2026-10-22 US \u2014 Western Digital Corp (WDC) (After market close)<\/li>\n
      • 2026-10-23 US \u2014 American Express Company (AXP) (Before market open)<\/li>\n
      • 2026-10-26 US \u2014 Cadence Design Systems, Inc. (CDNS) (After market close)<\/li>\n
      • 2026-10-27 US \u2014 Baker Hughes Company (BKR) (After market close)<\/li>\n
      • 2026-10-27 US \u2014 Boeing Co (BA) (Before market open)<\/li>\n
      • 2026-10-27 US \u2014 Coca-Cola Co (KO) (Before market open)<\/li>\n
      • 2026-10-27 US \u2014 Ferrovial (FER) (Time not confirmed)<\/li>\n
      • 2026-10-27 US \u2014 NXP Semiconductors NV (NXPI) (After market close)<\/li>\n
      • 2026-10-27 US \u2014 Paccar Inc (PCAR) (Before market open)<\/li>\n
      • 2026-10-27 US \u2014 PayPal Holdings, Inc. (PYPL) (Before market open)<\/li>\n
      • 2026-10-27 US \u2014 Seagate Technology Holdings PLC (STX) (After market close)<\/li>\n
      • 2026-10-27 US \u2014 Sherwin-Williams Co (SHW) (Before market open)<\/li>\n
      • 2026-10-27 US \u2014 Teradyne, Inc. (TER) (After market close)<\/li>\n
      • 2026-10-27 US \u2014 Visa Inc. (V) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 Alphabet (GOOGL, GOOG) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 American Electric Power Company Inc (AEP) (Before market open)<\/li>\n
      • 2026-10-28 US \u2014 Automatic Data Processing Inc (ADP) (Before market open)<\/li>\n
      • 2026-10-28 US \u2014 Fortinet, Inc. (FTNT) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 GE HealthCare Technologies Inc. (GEHC) (Before market open)<\/li>\n
      • 2026-10-28 US \u2014 Honeywell Aerospace Inc. (HONA) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 KLA Corporation (KLAC) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 Microsoft Corporation (MSFT) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 Old Dominion Freight Line, Inc. (ODFL) (Before market open)<\/li>\n
      • 2026-10-28 US \u2014 O\u2019Reilly Automotive, Inc. (ORLY) (After market close)<\/li>\n
      • 2026-10-28 US \u2014 T-Mobile US Inc (TMUS) (Before market open)<\/li>\n
      • 2026-10-29 US \u2014 Alnylam Pharmaceuticals, Inc. (ALNY) (Before market open)<\/li>\n
      • 2026-10-29 US \u2014 Amazon.com Inc (AMZN) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Caterpillar Inc (CAT) (Before market open)<\/li>\n
      • 2026-10-29 US \u2014 Dexcom Inc (DXCM) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Gilead Sciences, Inc. (GILD) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Intel Corp (INTC) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Linde PLC (LIN) (Before market open)<\/li>\n
      • 2026-10-29 US \u2014 Merck & Co Inc (MRK) (Before market open)<\/li>\n
      • 2026-10-29 US \u2014 Mondelez International Inc (MDLZ) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Monolithic Power Systems Inc (MPWR) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 SanDisk Corporation (SNDK) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Starbucks Corp (SBUX) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Strategy (MSTR) (After market close)<\/li>\n
      • 2026-10-29 US \u2014 Xcel Energy Inc (XEL) (Before market open)<\/li>\n
      • 2026-10-30 US \u2014 Chevron Corporation (CVX) (Before market open)<\/li>\n
      • 2026-10-30 US \u2014 Exelon Corp (EXC) (Before market open)<\/li>\n
      • 2026-10-30 US \u2014 Regeneron Pharmaceuticals, Inc. (REGN) (Before market open)<\/li>\n<\/ul>\n

        Market Holidays<\/h3>\n
          \n
        • 2026-10-26 TW \u2014 TWSE (Taiwan): Closed \u2014 Taiwan Restoration Day<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

          Asian markets gain on renewed AI tech optimism following strong US earnings, but inflation fears persist due to rising oil prices and hawkish RBA comments. European markets set for higher open.<\/p>\n","protected":false},"author":3,"featured_media":7166,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"wrap_published_at_et":"","wrap_author_name":"","wrap_author_url":"","wrap_author_linkedin":"","wrap_reviewer_name":"","wrap_reviewer_url":"","footnotes":""},"categories":[38],"tags":[40],"class_list":["post-7277","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-wraps","tag-asia-close"],"acf":[],"yoast_head":"\nAI Optimism Lifts Asian Tech; Inflation Fears Mount<\/title>\n<meta name=\"description\" content=\"Asian markets gained on renewed AI tech optimism after strong US earnings, but oil-driven inflation fears and hawkish RBA comments persisted.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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