Clase de Plata Mid-Week | Wed, Oct 28, 2026
Chips Rally, Boeing Sinks, Fed Day
Get every issue in your inbox, plus a free budget sheet when you sign up.
Clase de Plata Mid-Week | Wed, Oct 28, 2026
Mon–Wed recap
Monday: Anthropic, the company behind Claude, filed to go public. Chip stocks jumped more than 3%. SPY (a fund that tracks the S&P 500) closed at 765.29, up 0.70%.
Tuesday: Chips rose for a 3rd day. Boeing fell 10.71% after it pushed its 737 build goal to early 2027. SPY closed at 769.71, up 0.57%. Shoppers also felt much better: confidence hit 91.7, way above the 81 people expected.
Wednesday so far: Oil climbed, with Brent above $115 a barrel. SPY was at 771.26, up 0.21%, at 9:36 AM PT. The Fed's decision isn't in our notes yet (TBD).
What's ahead Wed–Fri
Wed: The Fed picks rates at 11 AM PT. About 90% of traders expected no change, staying at 3.75% to 4.00%. Microsoft and Alphabet (Google) report after the close. Options priced moves of about 5.3% and 6%.
Thu: GDP (how much the economy grew), PCE prices (a big inflation number), and jobless claims (how many people filed for unemployment). Eli Lilly reports before the open. Amazon and Intel report after the close.
Fri: Wage costs and Exxon and Chevron earnings before the open. Oil is high, so did it pay the oil giants?
Scanner pick: INGR (Ingredion)
This is a long-term idea. It's our newest pick, from Oct 25 (3 days old).
Price: $95.70 (Oct 22 close), down 13.2% this year
P/E 10.4: you pay about $10.40 for each $1 of yearly profit, which is cheap
Pays a 3.5% dividend (cash paid to owners)
Why: it's an everyday-goods (staples) stock, money has been flowing into staples, and it passes 5 of 7 classic value checks
Riskier pick: OSCR (Oscar Health)
Oscar is a health insurance company built on its own tech. It now makes a profit, and the stock nearly tripled from its $10.69 low in March to $35.01 on Oct 13. It closed at $30.99 on Oct 23.
The main risk: insurance depends on government rules and plan prices, which can change fast. It fell about 7% on Oct 23 alone.
Hedge idea: keep it small, 1-2% of your money. Buy half now and half on a dip.
Big days ahead. Stick to your plan. No chasing.
This newsletter is for informational purposes only and does not constitute investment advice. Clase de Plata is not a registered investment advisor. Do your own research.
Like this? Subscribe free.
Get every issue in your inbox, plus a free budget sheet when you sign up.
Not financial advice.