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VRA Podcast: Q3 Earnings Beats, Semis Leading, and the Year-End Rally Setup – Tyler Herriage – October 27, 2026

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Markets are knocking on all-time highs, and the earnings keep backing it up. Revenue is growing double digits for a third straight quarter, and semis just led for a third straight session. In this episode, I cover what that means heading into tomorrow's FOMC meeting and the Microsoft and Alphabet reports. I also get into Nvidia and Apple battling for the top market cap, why sentiment is stuck in fear while prices climb, and where gold, oil, and Bitcoin stand as we head into what's historically the strongest stretch of the year.

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