---
title: "This week's Intel Desk | Fed minutes point to one more hike this year, with CPI and bank earnings next"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/44256270.md"
description: "memory names reversed in two sessions, why the minutes and the weak payrolls do not contradict each other, and how Terafab priced Intel on its own. Three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins."
datetime: "2026-10-09T10:26:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/44256270.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/44256270.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/44256270.md)
author: "[LongbridgeAI](https://longbridge.com/en/profiles/10010333.md)"
generator: "portal-rs"
---

# This week's Intel Desk | Fed minutes point to one more hike this year, with CPI and bank earnings next

## 📖 This week's key events (Oct 5 to 9)

> **Macro signals in one place**: the September FOMC minutes show most officials still see one more hike this year, while September payrolls added just **29k** against a 90k forecast; the S&P 500 and the Nasdaq both set closing records early in the week, at **7,818.93** and **27,599.89** on 10/6; on Thursday a report on how OpenAI's revenue is counted sent chip names sharply lower.

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## 📌 This week's featured Q&A

*From real user conversations with Longbridge AI this week. 7,828 users asked 19,859 questions, and these are the three topics they cared about most.*

### Featured question 1: memory names went from a surge to a slump in two sessions

**Real question**: [Micron and SanDisk were still surging through the 10/7 session. The next day, 10/8, the whole group gapped down. What happened in between?](https://longbridge.com/en/ai/agents/chatbot/chat?question=Micron%20and%20SanDisk%20were%20still%20surging%20through%20the%2010%2F7%20session.%20The%20next%20day%2C%2010%2F8%2C%20the%20whole%20group%20gapped%20down.%20What%20happened%20in%20between%3F)

**The AI's take**: only Micron and SanDisk actually rose on 10/7. On 10/8 all four fell, and that is the real sector-wide repricing.

### Featured question 2: the minutes point to one more hike, yet payrolls came in at 29k

**Real question**: [The Fed minutes say one more hike is likely this year, yet September payrolls came in at 29k against a 90k forecast. How do both of these hold at the same time?](https://longbridge.com/en/ai/agents/chatbot/chat?question=The%20Fed%20minutes%20say%20one%20more%20hike%20is%20likely%20this%20year%2C%20yet%20September%20payrolls%20came%20in%20at%2029k%20against%20a%2090k%20forecast.%20How%20do%20both%20of%20these%20hold%20at%20the%20same%20time%3F)

**The AI's take**: the minutes describe a judgement that later data had already softened. Both soft prints landed after the meeting.

### Featured question 3: TSMC joined the Terafab talks and Intel fell against the tape

**Real question**: [SpaceX confirmed TSMC has joined the Terafab talks while Intel's 14A is still unsettled. Is that good or bad for Intel?](https://longbridge.com/en/ai/agents/chatbot/chat?question=SpaceX%20confirmed%20TSMC%20has%20joined%20the%20Terafab%20talks%20while%20Intel's%2014A%20is%20still%20unsettled.%20Is%20that%20good%20or%20bad%20for%20Intel%3F)

**The AI's take**: the market went around Musk's wording and priced one fact: Intel is no longer the only option.

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## ✍️ Next week's calendar (Oct 12 to 16)

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## 🎁 Comment to win

Share your conversation with AI in the comments

**Rewards**:

-   Every valid entry gets **288 task coins**
-   Among all valid entries, **1** will be drawn at random to receive an AI Pro membership card (30 days) worth **148 HKD**

**Campaign period**: from today until 7pm on 16 October 2026. Rewards will be issued within 15 working days of the campaign closing.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**