Monday 11.03
Business Live – guardian
All Hell Breaks Loose In Repo Markets… And Why A Historic Meltup Could Follow – Zerohedge
“Most Expensive Stock I’ve Ever Seen”: Palantir Smashes Estimates But Stock Fades After Hours Surge As Valuation Questions Swirl – Zerohedge
Palantir tops estimates, boosts fourth-quarter guidance on AI adoption – cnbc
Stocks mixed as big tech keeps NDX bid – Newsquawk US Market Wrap
S&P 500, Nasdaq End Higher on Amazon-OpenAI Deal; Fed Path Forward Grows Murky – Reuters
Nasdaq closes higher to start November, boosted by Amazon and other AI leaders – cnbc
Ether falls 7% following a multimillion dollar hack of a decentralized finance protocol – cnbc
Stocks making the biggest moves midday: Amazon, Adeia, Kenvue, Iren & more – cnbc
“We’re Seeing Demand Explode”: UAE, US Sign AI And Energy Pact As Microsoft To Invest $7.9B On Infrastructure – Zerohedge
European shares edge up as investors assess earnings; auto stocks advance – Reuters
US Manufacturing Surveys Mixed In October; Prices Down, Production Up – Zerohedge
US manufacturing mired in weakness as tariff gloom spreads – Reuters
US Economy at Risk of Wobble as Lower-Income Consumers Get Squeezed – Reuters
Morgan Stanley flags two near-term risks facing U.S. stock markets – investing
Stocks making the biggest moves premarket: Iren, Kenvue, Cipher Mining, New Gold and more – cnbc
Investor Outlook: Kimberly-Clark’s US$40B Kenvue deal marks new era of transformation – bbg
UBS discusses market implications as China changes gold tax incentives – investing
Amazon & OpenAI Strike $38 Billion Compute Deal As Microsoft Exclusive Ends – Zerohedge
U.S. earnings beat at record pace, says Goldman Sachs’ Kostin – investing
OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time – cnbc
Stocks Extend Rally Into 7th Month As AI Bubble Rally Just Won’t Stop – Zerohedge
Nvidia stock climbs 2% as U.S. approves chip sale to the UAE under Microsoft deal – cnbc
Evercore advises buying U.S. stocks as bull market shows no exhaustion – investing
The Eye Of The (Stock Market Sh*t) Storm – Zerohedge
Euro Zone Manufacturing Stagnates in October Amid Weak Demand, PMI Shows – Reuters
German Manufacturing Sector Remains Sluggish in October, PMI Shows – Reuters
Key Events This Week: ISM, ADP, PMI, More Earnings, More Fed Speakers, And Longest Gov’t Shutdown In History – Zerohedge
Auto giants rally as China says it will consider exemptions for Nexperia chip exports – cnbc
European markets start the new trading month higher; Auto stocks rise 2% – cnbc
Asia-Pacific markets climb as China PMI data misses expectations; Kospi hits new record – cnbc
China’s factory activity slows down in October, missing expectations, private survey shows – cnbc