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Saudi-led coalition: destroyed two ballistic missile launchers in Yemen’s Saada used by Houthis to attack Riyadh

【最新内容：Nick Timiraos @NickTimiraos · 2026-11-08T15:10:00.000Z】 Whether Kevin Warsh would have had a say in Trump's next Fed picks is now a moot question if a Democratic Senate won't confirm any. Past chairs leaned on lieutenants they helped choose. Warsh may have to work with the board he inherited. https://wsj.com/economy/central-banking/the-democratic-surge-will-cap-trumps-reach-at-the-fed-6b706e11?st=PgpkQL&reflink=desktopwebshare_permalink… 【引用内容：Nick Timiraos @NickTimiraos · 2026-11-04T21:38:52.000Z】 Democrats' Senate win may deliver the strongest check yet on Trump's push to reshape the Fed. Until now, checks on the longstanding institutional relationship ("Fed independence") have been piecemeal: Tillis's blockade, Powell staying on as a governor, and court rulings that kept

This investor thinks unusually. He thinks $DUOL and $HIMS could hit $1 trillion. Listen to @alc2022 on the Unusual Bets podcast. Listen here: Spotify - https://open.spotify.com/episode/7BRrEYiOkvjnDePqB7ceM0?si=fAY6rel_Qe2sO-GEGD8QXA… Apple - https://podcasts.apple.com/us/podcast/antonio-linares-why-hims-could-become-your-ai-doctor/id6827729026?i=1000799614234… Amazon - https://music.amazon.com/podcasts/39e93a9f-e4b2-4cdf-9f84-ec26f2c72258/episodes/7707ad22-afe4-4199-93cc-e7bffea3ce98/unusual-bets-antonio-linares-why-hims-could-become-your-ai-doctor?ref=dm_sh_nSoKe9v7kM44RrptAQkKiyTNp… [链接预览] Antonio Linares: Why Hims Could Become Your AI Doctor

PPI Vs CPI: Are Record Profit Margins About To Get Squeezed?

Ferrari’s Sold-Out Luce, Tesla’s Cybertruck Pivot, Uber’s Roadblocks and More: This Week in Mobility. This week’s market stories connected luxury cars, electric vehicles, robotaxis and ride-hailing into one crowded transportation narrative. Demand remains strong in some corners, while production changes and operational challenges reshape others. Ferrari reported stronger-than-expected results, Uber highlighted pressure from fuel costs and driver shortages and Tesla made room for its next autonomous-driving push. Meanwhile, Lyft said robotaxis were not hurting its business, while Tesla’s European registrations surged as fuel prices climbed amid geopolitical tensions. Ferrari’s Luce Is Sold Out Before Test Drives Ferrari N.V. posted better-than-expected third-quarter results and increased its 2026 outlook. The company’s performance benefited from stronger interest in personalized vehicles, a more profitable product mix and currency headwinds that were less severe than anticipated. Its new Luce model is already sold out for 2027, even before customers begin test drives. Read the full article here. Uber Faces a Tougher International Road Uber Technologies Inc. reported mixed third-quarter 2026 results. Uber generated $14.77 billion in quarterly revenue, a 10% increase from the same period last year. The figure also exceeded Wall Street’s $14.70 billion estimate, although the company’s international expansion is confronting driver shortages and rising fuel costs. The combination puts new emphasis on operating conditions outside Uber’s strongest markets, where supply challenges and higher expenses can complicate continued growth. Read the full article here. Tesla Is Preparing a Cybertruck Production Shift Tesla Inc. CEO Elon Musk said production of the Cybertruck at the company’s Gigafactory Texas facility will wind down around mid-2027. The move is intended to create capacity for increased Cybercab production. Musk confirmed the plan in a late-Thursday post on X, writing, "Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production." The announcement puts the Cybertruck at the center of Tesla’s planned manufacturing shift, while Cybertruck production in Texas is scheduled to taper later in the decade. Read the full article here. Lyft Says Robotaxis Are Not Undermining Its Business Lyft Inc. CEO David Risher said during the company’s third-quarter 2026 earnings call that autonomous driving and robotaxis were not negatively affecting Lyft’s ride-hailing operations. Asked whether robotaxis had influenced Lyft’s business in cities such as Austin, Risher declined to discuss any specific market in detail. He nevertheless said Lyft was "actually growing" in markets where autonomous vehicles operate. Risher’s comments came alongside details about Lyft’s activity in autonomous-vehicle markets and its partnership with Waymo. Read the full article here. Tesla Registrations Accelerate Across Europe Tesla Inc. recorded sharp registration increases across several European markets as the automaker seeks to benefit from energy shocks linked to continuing geopolitical tensions. Registrations climbed 248% in Sweden and 131% in Norway. Spain recorded a 271% increase, while Denmark posted a 34% gain as fuel prices rose following the Iran war. The gains arrived as Tesla competed with BYD and other Chinese electric-vehicle manufacturers, which were also gaining ground across Europe. Read the full article here.

ANTHROPIC STRIKES $3.4BN DEAL TO GENERATE GAS-FIRED POWER FOR DATA CENTRES- FT

BC IS SEEKING TO ACQUIRE A $50MN BANKRUPTCY LOAN FROM THE PIF - FT

BC PARTNERS LOOKS TO PURCHASE PUBLIC INVESTMENT FUND’S BANKRUPTCY LOAN IN ORDER TO REVIVE FAILED GOLF LEAGUE ASSETS - FT

PRIVATE EQUITY FIRM BC PARTNERS SEEKS TO TAKE CONTROL OF LIV GOLF FROM SAUDI WEALTH FUND - FT

DEM Fatale: Hartnett Says Blue Wave Marked "Peak AI" As Every Wall Street Bull Conviction Dies But One [链接预览] DEM Fatale: Hartnett Says Blue Wave Marked "Peak AI" As Every Wall Street Bull Conviction Dies But...

Consumer Tech (Oct 2-6): Big Earnings Dominate Headline, Meta, Google Face Political And Regulatory Pressure Over AI Expansion & More. A newly elected governor who campaigned on restricting data center development has already sought to preserve Meta Platforms Inc. ‘s META investment in their state, prompting Futurum Equities strategist Shay Boloor to highlight the economic realities behind political promises. New York City Mayor Zohran Mamdani accused Alphabet Inc. ‘s GOOGL GOOG Google of trying to force AI into public schools, after the company said it will restrict its AI tools and Search for students in schools . Software, Technology & Semiconductor Five9, Inc. www.benzinga.com/quote/FIVN FIVN shares fell about 21% Friday despite a third-quarter earnings beat, as the company lowered its full-year adjusted EPS outlook and issued fourth-quarter earnings guidance below analyst estimates. Palantir Technologies Inc. ‘s PLTR third-quarter revenue reached $2.31 billion, up 96% year over year and well above the company’s guidance of $2.16 billion to $2.164 billion . Adjusted EPS of 44 cents topped the 41-cent consensus estimate. Nvidia Corp. NVDA CEO Jensen Huang faces congressional scrutiny over reported ties to a suspected Chinese intelligence operative, prompting Republican lawmakers to demand answers. Advanced Micro Devices, Inc. AMD reported third-quarter revenue for the period came in at $13.38 billion, beating the analyst estimate of $13.10 billion. Earnings per share were $2.09, topping the expected $1.89. Atlassian Corporation TEAM reported quarterly adjusted earnings of $1.65 per share, which beat the analyst estimate of $1.44, per Benzinga Pro data. Quarterly revenue came in at $1.77 billion, which beat the $1.71 billion Street estimate. Applied Optoelectronics, Inc. AAOI posted third-quarter revenue of $269.88 million, beating analyst estimates of $268.11 million. The company reported adjusted earnings of 17 cents per share for the quarter, beating estimates of 14 cents per share. Cloudflare, Inc. NET reported third-quarter revenue of $782.513 million, up 39% year-over-year. The revenue total beat a Street consensus of $738.532 million. The company reported earnings of 38 cents per share for the quarter, beating a Street consensus estimate of 34 cents per share. IREN Limited IREN reported quarterly losses of 66 cents per share, which missed the Street estimate for losses of 48 cents. Quarterly sales of $228 million beat the analyst consensus estimate of $221.28 million. About 600,000 advanced H200 processors from Nvidia are reportedly awaiting shipment in Hong Kong amid Beijing’s import restrictions. Arm Holdings plc ARM reported quarterly earnings of 52 cents per share, which beat the analyst estimate of 47 cents. Quarterly revenue came in at $1.44 billion, which beat the Street estimate of $1.38 billion. QUALCOMM Incorporated QCOM reported fourth-quarter fiscal 2026 revenue of $10.322 billion, beating Wall Street’s estimate of $10.111 billion. Adjusted earnings of $2.17 per share topped analysts’ estimate of $2.16. Qualcomm said its China Android business hit bottom in the June quarter and has grown sequentially since, but the chipmaker is raising prices, still losing Apple revenue, and facing skepticism over its handset outlook. Applovin Corporation APP reported third-quarter revenue of approximately $2.19 billion, topping analyst expectations of $2.08 billion. The company also posted earnings of $4.30 per share, beating the consensus estimate of $4.07 per share. Wolfspeed, Inc. WOLF reported quarterly losses of $2.03 per share, which missed the consensus estimate for losses of $1.99. Quarterly revenue came in at $155 million, which beat the Street estimate of $150.2 million, but was down from $196.8 million in the same period last year. Coherent Corp. COHR reported quarterly earnings of $2.09 per share, which beat the consensus estimate of $1.97 by 6.09%. Revenue of $2.37 billion beat the Street estimate of $2.31 billion. Redwire RDW reported third-quarter revenue of $109.04 million, missing analyst estimates of $125.48 million. The company reported a third-quarter loss of six cents per share, beating estimates for a loss of 12 cents per share. Super Micro Computer Inc. SMCI stock rose in Wednesday’s premarket trading after the company reported strong fiscal first-quarter results and raised its full-year revenue outlook. Navitas Semiconductor Corporation NVTS reported quarterly losses of three cents per share, which beat the analyst estimate for losses of four cents. Revenue clocked in at $13.99 million, which beat the Street estimate of $13.17 million and was up from $10.11 million in the same period last year. Zebra Technologies ZBRA reported adjusted earnings of $4.95 per share, beating the analyst estimate of $4.90. Revenue rose 22.3% year over year to $1.614 billion, topping Wall Street’s estimate of $1.563 billion. Meta Platforms, Inc. META is seeking at least $15 billion through a U.S. dollar bond offering, part of a broader fundraising effort expected to reach at least $20 billion. The company is also preparing its first euro-denominated bond sale. Marvell Technology Inc. MRVL has just struck one of the largest chip deals on record: buying Lumentum Holdings Inc. LITE in an all-stock transaction valued at $115 billion. CrowdStrike Holdings, Inc. CRWD broadened its AI security push Tuesday with two planned acquisitions, a new AI Kill Switch, and expanded partnerships across Anthropic, Amazon Web Services, Lovable, and EY. Media, Retail & Telecom Google , Meta Platforms Inc. META and ByteDance ‘s TikTok are asking a federal court to block California’s latest effort to limit addictive social media features available to children. AT&T Inc. T and T-Mobile US Inc. TMUS could cut off Boost Mobile’s access to their wireless networks if Elon Musk’s Space Exploration Technologies Corp. SPCX acquires the prepaid carrier, potentially complicating the billionaire’s plans to challenge America’s largest telecommunications companies. Doximity, Inc. DOCS , which operates an online networking service for medical professionals, reported second-quarter revenue of $174.54 million, beating analyst estimates of $170.82 million, according to Benzinga Pro. Revenue was up 4% on a year-over-year basis. Snap Inc. SNAP reported quarterly earnings of three cents per share, which beat the consensus estimate of zero cents. Quarterly revenue of $1.72 billion missed the Street’s consensus estimate of $1.73 billion. Reddit, Inc. RDDT shares are trading lower premarket on Friday after the company reported third-quarter results that topped expectations. At the same time, weaker-than-expected guidance and declining search traffic weighed on sentiment. Arista Networks Inc. https://www.benzinga.com/quote/ANET ANET shares jumped in premarket trading Wednesday after the networking company topped third-quarter expectations and issued an above-consensus fourth-quarter outlook. India’s Mukesh Ambani -led Jio Platforms has reportedly approached multiple companies, including Comcast Corp. CMCSA and Charter Communications Inc. CHTR , to explore licensing its wireless broadband technology in return for possible equity stakes. Automobile, Robotics & Space Tesla Inc. TSLA is winding down Cybertruck production after U.S. sales plunged 48% last year, as CEO Elon Musk makes room for his next big bet: the Cybercab robotaxi. Lyft Inc. LYFT CEO David Risher , during the company’s Q3 2026 earnings call, said that autonomous driving and Robotaxis were not impacting the ride-hailing company’s business in a negative way. Serve Robotics Inc. SERV reported quarterly losses of 50 cents per share, which beat the Street estimate for losses of 67 cents. Quarterly revenue of $2.84 million blew past the analyst consensus estimate of $1.65 million. SpaceX CEO Elon Musk has clashed with a NASA safety adviser over how many rocket launches Starship will need to reach the Moon, as the agency presses ahead with plans to land astronauts in 2028. Uber Technologies Inc. UBER revealed that artificial intelligence agents generated just 504 orders and rides during Halloween week, compared with approximately 320 million trips across its platforms, highlighting how little autonomous AI has penetrated everyday consumer services. Grab Holdings Limited GRAB shares are trading higher in premarket trading on Tuesday after the company reported its first-ever quarter of profitability across all three core segments in the third quarter of 2026. AI, Finance & Bitcoin Anthropic says its biology research team has produced the first three-dimensional map of a vault-like particle originating from a bacterial virus, potentially giving scientists a new way to investigate one of biology’s long-standing mysteries. Astera Labs, Inc. ALAB reported third-quarter revenue of $584.90 million, beating analyst estimates of $550.80 million. Total revenue was up 154% on a year-over-year basis, with growth led by Scorpio, which recently ramped to high-volume production. Anthropic unveiled a personal finance feature in beta for its Claude chatbot, giving paid U.S. subscribers a read-only view of selected financial accounts. OpenAI rolled out GPT-6 Cyber, an AI model designed to identify and exploit cybersecurity vulnerabilities, to a limited group of vetted customers, rating its cybersecurity capabilities as “Critical” under its Preparedness Framework. OpenAI pledged to cover the electricity and infrastructure costs of its AI data centers as it expands computing capacity across the U.S., promising to prevent local households from bearing the financial burden of powering its projects. Fidelity National Information Services, Inc. FIS shares are tanking on Wednesday after the company cut its 2026 guidance and announced a CFO transition, despite reporting broadly in-line third-quarter results.

Chaos In Riyadh: Aramco Skyscraper Hit By Missile Strike [链接预览] zerohedge.com Chaos In Riyadh: Aramco Skyscraper Hit By Missile Strike Troubling escalation.

Look at this. He is betting that $HIMS will be the world's AI doctor, and $DUOL the world's AI teacher. He thinks both could hit $1 trillion. Listen to @alc2022 on the Unusual Bets podcast. Listen here below.

Drones Built To Look Like Birds Evaded Detection At Air Force Tech Exercise

Apple, Palantir, AMD and Nvidia Put AI and Earnings in the Spotlight and More: This Week In Tech. Tech earnings dominated the week, with several major companies exceeding Wall Street expectations and offering investors fresh details on growth priorities. Apple delivered a strong quarterly report, while Palantir and AMD also posted earnings beats. Qualcomm pointed toward data center expansion and Nvidia moved to address a critical chip-production bottleneck. Here’s a conversational look at five of the biggest technology stories from the week. Apple Clears Expectations Apple Inc. reported fiscal fourth-quarter revenue of $114.48 billion, topping analyst estimates of $113.39 billion. The iPhone maker also posted earnings of $2.10 per share, above the expected $1.98, while its active installed base reached an all-time high. Read the full article here. Palantir Delivers Another Double Beat Palantir Technologies Inc. reported third-quarter revenue of $2.31 billion, exceeding estimates of $2.18 billion. The AI software company’s adjusted earnings came in at 44 cents per share, ahead of the 41-cent consensus estimate, and the company raised its guidance. Read the full article here. AMD’s Data Center Business Stands Out Advanced Micro Devices Inc. reported third-quarter revenue of $13.38 billion, surpassing analyst expectations of $13.09 billion. Adjusted earnings reached $2.09 per share versus estimates of $1.95, while the chipmaker said growth is expected to accelerate during the fourth quarter. Read the full article here. Qualcomm Looks Toward Data Centers Qualcomm Inc. reported fourth-quarter financial results Wednesday after the market close. The company highlighted a double beat in its quarterly report and looked ahead to the anticipated ramp-up of its data center business, adding another chipmaker to the week’s technology earnings conversation. Read the full article here. Nvidia Funds Advanced Packaging Nvidia Corp. is reportedly financing billions of dollars in factories and equipment to help overcome a shortage limiting AI chip production. Reuters reported that the money is going to Taiwan’s Siliconware Precision Industries, a subsidiary of ASE Technology Holding Co. , citing an industry executive. Read the full article here.

【最新内容：Evan @StockMKTNewz · 2026-11-08T13:53:24.000Z】 The S&P 500 vs the NASDAQ 100 over the last 5 years If you had invested $10K into both of these indexes 5 years ago and held to today, you would currently have $17,509 - NASDAQ 100 $QQQ $17,177 - S&P 500 $VOO The NASDAQ is still outperforming the S&P 500 over the last 5 years but its a MUCH closer race than it was a couple of weeks ago 【引用内容：WOLF Trading @WOLF_TradingX · 2026-11-08T13:51:31.000Z】 THE S&P 500 IS NOW OUTPERFORMING THE NASDAQ 100 OVER THE LAST YEAR If you had invested $10K into both indexes at the start of the year you would currently have $10,978 of $SPY $10,576 of $QQQ

This Week in TSLA: Elon Musk Loses Big in Midterms, Cybertruck Ends Production and More. The past week was an eventful one for Tesla Inc. TSLA and CEO Elon Musk as shifting political tides cast doubt over the billionaire’s AI goals, while Tesla also looks set to wind down the Cybertruck’s production next year. Let’s take a look at the major headlines this week. Cybertruck Production Will Wind Down Musk, in a post on X , late Thursday, confirmed that Tesla will wind down Cybertruck production at its Gigafactory Texas facility around the middle of 2027. Musk said the move will create room for higher Cybercab production. Read the full article here. Ross Gerber revisits Tesla’s Earlier Era Investor Ross Gerber said he misses Tesla’s early-2020s period, as the Musk-led automaker continues moving beyond its traditional vehicle business, recalling a time when he was bullish on Tesla. His remarks arrive as Tesla increasingly emphasizes robotics, autonomous driving and other Musk-led ventures, rather than focusing solely on electric vehicles. Read the full article here. Gary Black Warns Tesla Bulls About a SpaceX Deal Investor Gary Black , co-founder of b, renewed his criticism of a potential all-stock merger involving Space Exploration Technologies Corp. SPCX and Tesla, warning of possible dilution for Tesla shareholders and questioning investor enthusiasm for a transaction between Musk-led companies. He also referenced the proposed combination of Marvell Technology Inc. MRVL and Lumentum Holdings Inc. LITE . Read the full article here. Republican Leaders Warn of Political Retaliation Sen. Ted Cruz (R-TX) and Gov. Ron DeSantis (R-FL) raised concerns about possible Democratic Party action against Musk’s businesses. The warnings followed sweeping Democratic victories in the midterm elections. Cruz and DeSantis said Democrats could target Musk’s companies after Musk spent $474 million attempting to influence the elections. Read the full article here. Tesla Takedown Turns Toward Congress Grassroots protest group Tesla Takedown celebrated Democratic election gains against Musk’s political efforts and called for further accountability. The group urged Congress to require Musk to testify about his work with the Department of Government Efficiency (DOGE) and said that the political campaign against Musk is continuing despite the election result. Read the full article here.

Yemen's Houthis: Aramco targeted in Abqaiq

Yemen's Houthis: struck Khalid International Airport, Aramco oil storage tanks and financial center in Riyadh

Could One Big Cold Snap Torch Hedge Funds' Record US NatGas Shorts

Earnings Volatility Watch: CoreWeave Reports Into an AI Rally Test, and Options Expect a 21% Move. It was a brutal week for chipmakers and for the AI rally. On Thursday, the Nasdaq 100 plunged 6.36%, its worst day since March 2020. The iShares Semiconductor ETF SOXX fell about twice as much, 12.15%, also its worst day since 2020. Nvidia Corp. NVDA lost more than $400 billion in market value in a single session, and the largest stocks in the Nasdaq 100 together shed more than $2 trillion. Chip stocks rebounded Friday, but the week ahead puts some of the most-watched AI stocks to the earnings test. The biggest mega-cap stock reporting results is Cisco Systems Inc. CSCO . It reports Nov. 12 after the close, with options traders pricing an 8.70% move. Yet even wider moves are expected elsewhere. These are the 10 largest expected movers of the week, among U.S. stocks with at least $10 billion in market cap, according to Benzinga Pro data. An implied move is the percentage swing in either direction that options traders expect right after earnings. Which Stocks Could Swing The Most This Week? 10. Vylor: 10.02% Implied Move Analysts expect Vylor Inc V VYLR , the Corteva spin-off added to the S&P 500 on Oct. 1, to post earnings of 96 cents per share on revenue of $3.04 billion when it reports Nov. 11 after the close. The company announced a $3 billion buyback plan on Oct. 22. Eight firms have initiated coverage since the start of October, including UBS at Buy with an $89 target, Goldman Sachs at Buy with $87 and BNP Paribas at Neutral with $75. The stock has gained 7.48% so far this year. 9. Tetra Tech: 10.38% Implied Move Two price-target cuts on Oct. 15 frame the setup for Tetra Tech, Inc. TTEK , the consulting and engineering firm. RBC Capital lowered its target to $44 and KeyBanc to $41, though both kept positive ratings. The company reports fiscal fourth-quarter results Nov. 11 after the close, with consensus at 47 cents per share on revenue of $1.15 billion. Year to date, the stock is up 18.71%. 8. Somnigroup: 11.08% Implied Move Monday morning opens the week with Somnigroup International Inc. SGI , the mattress maker behind Tempur-Pedic and Sealy and owner of Mattress Firm, reporting before the open on Nov. 9. Consensus calls for earnings of $1.05 per share on revenue of $2.43 billion. No analyst rating or price target change has been recorded on Benzinga in the last 45 days, so the numbers will meet the market with little fresh positioning. The shares have lost 25.63% this year. 7. NRG Energy: 11.33% Implied Move Four firms cut price targets in the final days of October on NRG Energy, Inc. NRG : Barclays to $163, Wells Fargo to $182, CIBC to $159 and Scotiabank to $149, all keeping positive ratings. HSBC had initiated at Buy with a $179 target on Oct. 22. The power producer reports Nov. 9 before the open. Analysts model earnings of $3.33 per share on revenue of $9.24 billion. After a rebound of roughly 8.5% on Friday, the stock is still down 45.91% year to date. 6. Skydance: 11.35% Implied Move Nearly 24% vanished from the stock on Oct. 14, according to Benzinga, and the pressure on Skydance Corporation SKYD has not fully lifted since. Reuters reported Nov. 3 that eight executives will leave after the Paramount and Warner Bros. Discovery merger. The company reports Nov. 9 after the close, with Wall Street expecting a loss of 5 cents per share on revenue of $15.95 billion. Analysts are split. Citigroup reinstated coverage at Buy with a $10 target, JPMorgan upgraded to Neutral with a $9 target and Bernstein kept Underperform with a $6 target. The shares are down 38.83% this year. 5. Venture Global: 12.04% Implied Move The Gulf shapes the setup for Venture Global, Inc. VG , the LNG exporter. QatarEnergy’s CEO said Oct. 29 that two LNG trains damaged in Iranian attacks will take about three years to repair, and that Qatar is talking to U.S. suppliers including Venture Global about long-term purchases. Earnings arrive Nov. 10 before the open, with the Street at 50 cents per share on revenue of $4.69 billion. Wells Fargo upgraded the stock to Overweight with a $21 target on Oct. 20, while Bernstein holds Market Perform with a $14 target. Shares have surged 66.69% in 2026. 4. Applied Materials: 14.37% Implied Move Fiscal fourth-quarter results from Applied Materials, Inc. AMAT land Nov. 12 after the close, with analysts looking for earnings of $4.05 per share on revenue of $10.30 billion. The chip equipment maker said Oct. 26 it is raising its stake in BE Semiconductor Industries to about 20%. Morgan Stanley lowered its target to $538 on Nov. 3 and kept Equal-Weight, while Evercore ISI and RBC Capital both kept Outperform ratings in mid-October. The stock is up 23.83% year to date. 3. Rocket Lab: 16.38% Implied Move A delay sits at the center of the story for Rocket Lab Corporation RKLB . The space company said Oct. 14 that the first launch of its Neutron rocket is now expected in 2027, and Citizens, KeyBanc and TD Cowen cut price targets in the following days, to $90, $100 and $90. Barclays had initiated at Overweight with an $85 target on Oct. 9. The company reports Nov. 9 after the close, with Wall Street modeling a loss of 7 cents per share on revenue of $255.71 million. Even after a rebound of about 9.5% on Friday, the shares remain 28.69% lower this year. 2. Cerebras: 20.36% Implied Move The stock fell 11.85% the session after Cerebras Systems, Inc. CBRS reported in August, even though its loss of 4.5 cents per share was narrower than the 19 cents expected, according to Benzinga data. Since then, the AI chipmaker hit an all-time low on Nov. 2 and drew a short report from Culper Research on Oct. 28. An Oracle Cloud partnership announced Oct. 27 lifted the shares only briefly, and UBS lowered its target to $250 while keeping Buy. The company, which went public in May, reports its third-quarter results Nov. 12 after the close. Analysts expect a loss of 14 cents per share on revenue of $214.70 million. It closed its first day of trading at $311.07 on May 14 and now trades near $85, down about 73%. 1. CoreWeave: 20.89% Implied Move Options traders see the biggest swing of the week in CoreWeave, Inc. CRWV , which reports its third-quarter results Nov. 10 after the close. Analysts expect a loss of $1.16 per share on revenue of $3.55 billion. The setup is a mirror image of August. After the last report, on Aug. 11, the stock jumped 19.28% the next day, closing at $107.73. It now trades near $43.50, roughly 60% below that close, and set an all-time low on Nov. 2. The debate has moved from demand to financing, and the credit market is where it shows first. According to S&P Global Market Intelligence data, CoreWeave’s credit default swaps jumped to 23 points upfront on Thursday from 20. In mid-April the contract stood at 2 points. Gavan Nolan , executive director and co-head of fixed income pricing research at S&P Global Market Intelligence, told Benzinga that CoreWeave’s contract is one of the more liquid single name high-yield CDS in North America. "It was under pressure before the midterms. So I don’t think the midterms were the reason, because it was already happening," Nolan said. "The neocloud sector is clearly at the moment the pressure point," he said. Hyperscalers, by contrast, fund much of their spending with operating cash flow and remain strong credits, according to Nolan. Wall Street is still divided on the stock. Citigroup lowered its target to $128 and kept Buy on Nov. 4, UBS has a $105 Buy, Morgan Stanley has a $70 Equal-Weight and HSBC has a $39 Reduce. Shares are down 41.16% year to date.

【最新内容：Evan @StockMKTNewz · 2026-11-08T13:22:09.000Z】 It has now been 4 years since the collapse of FTX On this day in 2022 Binance agreed to save FTX Binance walked away from the deal after seeing FTX’s finances … 3 days later FTX filed for bankruptcy 【引用内容：WOLF @WOLF_Financial · 2026-11-08T13:02:46.000Z】 ON THIS DAY IN 2022, BINANCE AGREED TO RESCUE FTX. THREE DAYS LATER, FTX WAS BANKRUPT FTX had been valued at $32 billion earlier that year, with backing from big-name investors like Sequoia and SoftBank. Then customers rushed to pull their money out, and FTX couldn't pay them.

Iraqi Prime Minister: We will not allow war profiteers to disrupt the launch of the reconstruction process in Iraq.

Iraqi Prime Minister: Weapons outside the framework of the state will be confronted with the full force of the law.

Syria condemns the Houthi group's targeting of civilian sites and facilities in Saudi Arabia.

Egypt’s Ministry of Health: 64 people injured in a train collision in Al-Ayyat, south of Cairo.

Kuwait condemns the continued attacks by the Houthi group on areas in Saudi Arabia, most recently the firing of two ballistic missiles toward the city of Riyadh.

Egyptian National Railways: We are working to restore normal train operations in the area of the train collision south of Cairo as quickly as possible.

Egyptian National Railways Authority: The collision between two trains south of Cairo injured a number of passengers.

Egyptian National Railways: Two trains collide between Kafr Ammar and Al-Raqqa stations south of Cairo

Bahrain strongly condemns the continued attacks by the Houthi group on civilian and vital facilities in Saudi Arabia.

The Economic Crunch Fueling Youth Protests From France To Much Of Europe

Analysts Question AAPL's Valuation, Apple's Margin Pressure and More: This Week in Appleverse. This week’s market conversation moved across technology, semiconductors, industrial materials and investment ideas, with major companies facing different questions about growth, pricing and competition. Here are five stories that shaped it. Amazon, Apple Take a Spot On CNBC’s Final Trades Rob Sechan of NewEdge Capital Group picked Amazon.com Inc. AMZN on CNBC’s "Halftime Report Final Trades," shortly after its quarterly results missed expectations. Amazon reported third-quarter revenue of $201.94 billion against a $202.31 billion consensus, and EPS of $1.89 versus $1.97 expected, according to Benzinga Pro. Apple Inc. AAPL also made the list of final trades, keeping the iPhone maker in focus after its earnings. Read the full article here . Qualcomm Sees China Android Recovery, But Apple Pressure Remains Qualcomm Inc. QCOM said its China Android business hit a low in the June quarter and has grown sequentially since, while it raises prices and keeps losing Apple-related revenue. CEO Cristiano Amon said the outlook "assumes global handset units will remain flat to down in calendar ‘27." Read the full article here . See Also: Ross Gerber Says Tesla’s ‘Good Old Days’ Ended When Elon Musk Started Selling Shares to Buy Twitter Crown New Materials Enters 3M’s Competitive Orbit A Chinese maker of industrial adhesive tapes has turned its founders into billionaires, supplying products used in electronics, EVs and semiconductors. That puts Crown New Materials in the same conversation as 3M Company MMM and Japan’s Nitto Denko , as 3M shares test new highs. Read the full article here . Analysts Question Apple’s Valuation After Earnings Apple shares fell Tuesday even after fiscal fourth-quarter revenue and earnings beat estimates. Analysts cited "extreme overvaluation" and expectations of slower revenue growth. Read the full article here . Apple’s Margin Pressure Could Become Micron’s Pricing Opportunity Memory stocks had a rough month, with SanDisk Corp. SNDK down more than one-third and Micron Technology Inc. MU down about one-fifth. On Tuesday, their largest customer, Apple, gave the shares a reason to rebound. Read the full article here .

Jordan condemns the Houthi group’s attacks on Saudi Arabia and its attempt to target a building belonging to Aramco.

Around 125 people have been injured so far in a train derailment in Egypt’s Al-Ayyat area.

Train services between Giza and Upper Egypt have been suspended following a train derailment in Al-Ayyat, Egypt.

Sudanese army spokesperson: We shot down an enemy FH-95 drone in West Kordofan state.

Gaza’s Health Ministry director: We warn of the spread of infectious diseases after tens of thousands of tents were flooded, amid a severe shortage of resources.

Lights Out Math: AI Data Centers And EVs Push Europe Toward A Power Shortfall From 2027

More than 15 ambulances have been dispatched to respond to the train derailment in Egypt’s Al-Ayyat area.

Four train carriages overturned in the El Ayat area of Egypt. The result of the accident.

Around 50 people have been injured so far in a train derailment in Egypt’s Al-Ayyat area.

Reports of deaths and injuries in a train derailment in the Al-Ayyat area of Egypt.

China state TV said it expects to invest $940 Billion in energy in 2026. China State TV says that is the most of any country in the world - Bloomberg

@JackPosobiec: 【最新内容：Jack Posobiec @JackPosobiec · 2026-11-08T12:02:18.000Z】 [转推] zerohedge reposted Absolutely sick and disgusting 【引用内容：FreeThinkerFitness @FreeThinkerFit · 2026-11-08T06:45:36.000Z】 “Ever since that guy Charlie Kirk got murdered, and I shouldn’t say this publicly but…. I feel better.” - Dave Chappelle

Sudanese army detains Ahmed Haroun, Islamist leader and former ruling party chairman: party officials

The British State Now Behaves Like An Imperial Regime Ruling Over Competing Peoples

My Week With Apple's Beach-Friendly iPad Mini and Amazon's Upscale Alexa Tablet - Personal Technology — WSJ. By Nicole Nguyen Phones are getting bigger, laptops are becoming lighter, and most people have both. Stuck in the middle, tablets seem to be facing an existential crisis. So why are Apple and Amazon releasing their best tablets in years? The cheapest options once started around $60 and scaled to $999 and up for pro tiers. Now, even the lower end commands hundreds of dollars. These companies are betting that, because people tend to hold on to tablets for a half decade or longer, they'll pay for quality. So here's a look at the top new options, and why you might want one. The 'Fun Size' iPad The iPad Mini is a weird outlier in Apple's lineup. It isn't the cheapest, yet it has the smallest screen, about the size of a paperback book. That portability makes the Mini my favorite model, but it isn't for everyone. Apple's freshly upgraded Mini has a faster chip, a vibrant OLED display, a pricey antiglare matte screen option, and resistance to water and dust — protection no other iPad model has yet. You can drag it to the bath, the pool or a sandy beach without dread. I responded to a Slack message in the shower — strictly for testing — and the tablet survived. I lounged under the blazing afternoon sun with full brightness, and made the screen super dim in an otherwise pitch-black room. The display, which can be brighter and dimmer than older models, puts my older Mini to shame. It is noticeably thinner, while having a display that's slightly larger — 8.5 inches diagonal vs. the older one's 8.3 inches. The nano-texture antiglare upgrade is a delight for reading outdoors, though that screen can look dull from some angles. It costs $100 extra, but Apple also requires you to get a storage bump to 256 gigabytes, so the true premium is $200 over the base price. That base price? A whopping $699. An $899 iPad Mini! We knew that prices were going up because of soaring memory costs. Even with all its charm, the Mini is the poster child for this. For that price, Apple should have included its 120Hz ProMotion refresh rate, now standard across iPhones and Pro iPads, for smoother scrolling and reduced lag. iPads can last a long time — with water and dust-resistance, perhaps even longer! A ProMotion Mini would be more future-proof. Overall, the new Mini is a worthy upgrade. Here's how it compares to the rest of the aging lineup. Keep in mind, the Pros and basic iPad are due for a refresh. iPad (11-inch): $449 and up iPad Mini (8.5-inch): $699 and up iPad Air (11- and 13-inch): $749 and up iPad Pro (11- and 13-inch): $1,199 and up Amazon's budget-ish tablet If you like being inside Apple's walled garden, an iPad is your best pick. But if all you do on your tablet is read books, watch videos and browse the web, Amazon's alternatives have never looked better. You might even consider them for work. Remember Amazon's Fire tablets? They are no more. The new line are called Alexa Tablets and they ditch plastic for more premium aluminum. From the back, they look a lot like iPads. The entry-level Alexa Tablet 8, which is about the same size as the iPad Mini, starts at $230. It's fine as a cheap tablet for kids, but the performance is noticeably pokey and text looks pixelated. The $500 Alexa Tablet 12 Pro is much, much better. Especially with the $50 nanomatte upgrade — yes, Amazon has that antiglare option too — the screen is surprisingly nice. The technology is LCD, so it doesn't have as much contrast as the iPad's OLED, but it looks smooth, with a nice 120Hz refresh rate. Because the tablet syncs with your Amazon account, Kindle books and Prime Video are all ready to go. Crucially, Amazon swapped its proprietary OS for full Android, so you can access the Google Play Store, Google apps and Gemini. I paired a keyboard and mouse to the tablet and wrote a fair amount of this column on it. Google Docs, Slack and Chrome side-by-side looked and worked great. (Amazon made a $150 keyboard case and $90 stylus but I didn't get to try them.) Software remains the real divide. iPads have a windowed-apps view, which makes it feel like a Mac, and there's AirDrop for moving files around. If you abhor Apple, Samsung's recently launched Galaxy Tab S12+ is better for Android-PC productivity, but it's more than twice the price at $1,199 and up. Tablets are best for reading and watching stuff on the couch. I like the Mini because I can hold it and tote it around with little effort. However, many prefer tablets with bigger, more immersive screens. You don't need a tablet. But if your phone feels cramped, and a laptop is too formal, tablets are a happy third option. At the end of my day, retreating to a sofa with a big slab of glass just makes sense. Write to Nicole Nguyen at nicole.nguyen@wsj.com

French Foreign Minister: Europeans will participate in the upcoming talks on Ukraine

【最新内容：Evan @StockMKTNewz · 2026-11-08T11:40:53.000Z】 Anthropic $ANT just signed a new $3.4 Billion deal to make gas fired power made specifically for data centers 【引用内容：IPO Newsroom @IPONewsroom_ · 2026-11-08T11:05:42.000Z】 Anthropic has struck a $3.4 billion deal to generate gas-fired power for its data centers, according to the Financial Times. The AI lab is skipping the usual suppliers to get hold of hard-to-find equipment as power demand climbs, the FT said. The deal comes as Anthropic presses