Weekend 11.01 & 11.02
White House Unveils Details Of U.S.-China Deal, Including Resolution To Nexperia Auto Chip Crisis – Zerohedge
5 big analyst AI moves: ’Buy Microsoft on pullback’, Meta cut on huge AI spending – investing
Germany’s Debt Cannon Fails: Special Fund Fuels Bureaucracy, Not Growth – Zerohedge
What would the Fed do if there are no new jobs or inflation reports by December? – investing
Resilient stocks rally faces earnings wave after AI, Fed wobbles – Reuters
OPEC+ pauses oil output hikes beyond December amid glut fears – investing
Nvidia’s dizzying week of dealmaking – yahoofinance
Fed unlikely to cut rates next year as economy set to ride Trump fiscal boost – investing
THINK Ahead: Play your inflation cards right! – ing
Friday 10.31
Business Live – guardian
Fed Hawks Press Case for No Rate Cuts, This Week and in December – Reuters
AMZN props up NDX as Fed talk toes a hawkish tone – Newsquawk US Market Wrap
Resilient Stocks Rally Faces Earnings Wave After AI, Fed Wobbles – Reuters
Wall Street gains on Amazon boost but rate caution tempers enthusiasm – Reuters
Nasdaq and S&P 500 close higher, thanks to Amazon, to cap off a strong week – cnbc
Banks tap Fed Standing Repo Facility in record numbers amid month-end pressures – Reuters
Stocks making the biggest moves midday: Amazon, Twilio, Reddit, Cloudflare, First Solar and more – cnbc
Data Storage Firms Western Digital, Seagate Soar on AI-Driven Demand Spike – Reuters
“Chilling Opportunity” Theme Heats Up: Goldman Forecasts Liquid Cooling To Dominate Data Centers – Zerohedge
AI Turned Google Cloud From Also-Ran Into Alphabet’s Growth Driver – Reuters
Fed’s T-Bill Pivot Expected to Ease Supply, but Rate Futures Flag Tight Funding – Reuters
The Great AI Buildout Shows No Sign of Slowing – Reuters
Tech’s $380 billion splurge: This quarter’s winners and losers of the AI spending boom – cnbc
US Equity Fund Inflows Eased Before Fed Decision and Big Tech Earnings – Reuters
European Shares End Week Lower After Corporate Results, Inflation Data – Reuters
Investors Piled Into Equity Funds Ahead of Fed Rate Cut, US-China Trade Deal – Reuters
Nvidia CEO Jensen Huang says AI is in a ‘virtuous cycle.’ Here’s what he means – cnbc
Chicago PMI Beats But Remains In ‘Contraction’ For Second Straught Year – Zerohedge
Futures Rebound Lifted By Strong Amazon, Apple Earnings – Zerohedge
Colgate-Palmolive Cuts Annual Sales Forecast as Consumers Balk at Price Hikes – Reuters
Chevron Tops Q3 Earnings Estimates With Record Production After Hess Deal – Reuters
Exxon earnings fall on lower oil prices as OPEC+ raises production – cnbc
Euro Zone Inflation Eases a Touch in October but Core Steady – Reuters
Samsung building facility with 50,000 Nvidia GPUs to automate chip manufacturing – cnbc
European markets expected to open lower as investors react to earnings and ECB decision – cnbc
Japan stocks hit record highs as Asia markets mostly gain after Trump-Xi truce – cnbc
Japan’s Nikkei Climbs to Record High on Tech Rally, Posts Best Month in 3 Decades – Reuters
China manufacturing slump deepens to 6-month low in October, as PMI misses estimates – cnbc
Chinese Companies Are Betting That The Trump-Xi Truce Will Not Last – Zerohedge
Thursday 10.30
Business Live – guardian
The biggest takeaways from the Trump-Xi meeting — what the truce covers and what is still unclear – cnbc
Goldman Sachs CEO Solomon Warns of a US ‘Reckoning’ on Government Debt – Reuters
Stocks making the biggest moves after hours: Apple, Amazon, Coinbase, Netflix and more – cnbc
Coinbase shares rise on third-quarter earnings beat – cnbc
Apple CEO Forecasts Holiday Quarter IPhone Sales That Top Wall Street Estimates – Reuters
Apple beats on Q4 expectations, stock rises on strong outlook despite poor China sales – yahoofinance
Amazon stock soars 10% as earnings beat estimates, company posts strong cloud growth – cnbc
Netflix announces a 10-for-1 stock split – cnbc
Wall Street Indexes Fall as Meta, Microsoft Drag, Along With Fed Rate Concerns – Reuters
Stocks close lower, with Nasdaq down 1.6% as Big Tech leaders Meta and Microsoft decline after earnings – cnbc
Stocks making the biggest moves midday: Cigna, FormFactor, Meta Platforms, Microsoft, Carvana & more – cnbc
European Shares Fall as Rate Uncertainty, Earnings Sour Sentiment – Reuters
Stocks making the biggest moves premarket: Alphabet, Microsoft, Meta Platforms, Eli Lilly, Merck & more – cnbc
Rare earth stocks rally as China delays export controls after Trump-Xi meeting – cnbc
Mastercard Beats Profit Estimates as CEO Touts AI and Stablecoins Focus – Reuters
Eli Lilly blows past estimates, hikes guidance as Zepbound and Mounjaro sales soar – cnbc
Estee Lauder Beats Quarterly Estimates on Robust Growth in Fragrance Business – Reuters
Merck tops estimates on Keytruda strength and narrows profit outlook, as it lowers estimated tariff hit – cnbc
Schneider Electric Beats Organic Growth Forecast as AI Boom Fuels Data Centre Demand – Reuters
European Central Bank holds rates steady as economy shows resilience – cnbc
Euro zone economy ekes out 0.2% growth after a helping hand from France – cnbc
Euro Zone Growth Beats Forecasts as France Outperforms – Reuters
Germany’s Economy Stagnates in Third Quarter as Exports Fall – Reuters
Jeep maker Stellantis falls 6% after issuing warning on one-off costs – cnbc
Volkswagen skids into the red on 5-billion-euro U.S. tariff hit, Porsche woes – cnbc
Oil giant Shell launches another $3.5 billion share buyback as profit beats expectations – cnbc
Lufthansa Hits Third-Quarter Forecasts Despite Weaker North Atlantic Market – Reuters
Xi-Trump meeting sparks optimism in China amid hope for lower tariffs and a ‘honeymoon’ in ties – cnbc
Trump, Xi Agree to Pause Dueling Port Fees That Disrupted Trade – Reuters
Trump lowers tariffs on China and announces end to ‘rare earths roadblock’ after Xi meeting – bbc
European markets open in negative territory ahead of earnings, growth data and ECB decision – cnbc
South Korean markets smash records as investors bet on AI and corporate governance reforms – cnbc
Samsung’s third-quarter profit more than doubles, beating estimates on strong demand from AI chips – cnbc
Wednesday 10.29
Business Live – guardian
Nvidia Hits $5 Trillion Valuation as AI Boom Powers Meteoric Rise – Reuters
Stocks making the biggest moves after hours: Alphabet, Meta, Starbucks, Microsoft and more – cnbc
Meta Tumbles, Microsoft Slides, Alphabet Soars After Mag 7 Earnings Deluge – Zerohedge
Microsoft takes $3.1 billion hit from OpenAI investment – CNBC
Microsoft’s Cloud Surge Lifts Revenue Above Expectations – Reuters
Microsoft reports earnings beat as Azure revenue climbs 40% – cnbc
Meta’s Profit Hit by About $16 Billion One-Time Tax Charge, Shares Fall – Reuters
Meta shares drop 9% despite earnings beat as company takes one-time tax charge – cnbc
Alphabet Beats Quarterly Revenue Estimates on Strong Ad, Cloud Demand – Reuters
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34% – cnbc
Dollar and yields rally as Powell pushes back against December rate cut – Newsquawk US Market Wrap
Wall Street waffles around its records after the Fed cuts rates but won’t guarantee more – BBG
Dow Ends Down, S&P 500 Near Flat as Powell Says December Rate Cut Far From Assured – Reuters
Dow closes lower, giving up gain after Powell signals Fed may not cut again this year – cnbc
The Chart That Oracle Equity Bulls Don’t Want You To See – Zerohedge
Powell says AI is different from dotcom bubble and is major source of economic growth – cnbc
Powell Says Eventually Fed Will Expand Balance Sheet Again – Reuters
Fed to End Balance Sheet Reduction on December 1 – Reuters
Fed Cuts 25bps, Ends QT As Expected; Two FOMC Officials Dissent – Zerohedge
Fed cuts rates for the second time this year, will end balance sheet run-off in December – cnbc
Stocks making the biggest moves midday: Caterpillar, Stride, Nvidia, Garmin, Boeing & more – cnbc
European Shares Pause at Highs After Earnings; US Fed Rate Decision in Focus – Reuters
US Pending Home Sales Rise Most In Almost A Year As Mortgage Rates Slide – Zerohedge
Stocks making the biggest moves premarket: Nvidia, Caterpillar, Generac, Caesars Entertainment & more – cnbc
Futures Push To New Record, Nvidia Above $5 Trillion Ahead Of Fed Rate Cut And Mag 7 Earnings – Zerohedge
Tesla is the leader in physical AI but valuation is stretched, says BofA – investing
Nvidia’s day of deals, the Fed decision, Boeing earnings and more – cnbc
Boeing Hit With $4.9BN Charge After Another 777X Delay Pushes Plane Debut To 2027 – Zerohedge
Boeing stems cash burn for first time since 2023 but takes $4.9 billion charge on 777X delays – cnbc
CVS beats estimates, hikes guidance as insurance business improves – cnbc
Caterpillar Beats Estimates as AI Boom Drives Energy Equipment Demand; Shares Surge – Reuters
Nvidia CEO Jensen Huang starts a key trip to South Korea — here’s what he might be up to – cnbc
The Fed’s balance sheet takes center stage as liquidity concerns rise – cnbc
GSK Cancer, HIV Drug Sales Lift 2025 Outlook in Boost for Shares – Reuters
Adidas Sees $140 Million Hit on Operating Profit From US Tariffs – Reuters
UBS posts 74% jump in third-quarter profit, beating expectations – cnbc
Trump Says Nvidia’s Blackwell AI Chips Will Be On Agenda In Talks With China’s Xi – Zerohedge
European stocks set to open lower as traders await Fed rate decision – cnbc
SK Hynix, a critical Nvidia supplier, has already sold out chips for 2026 as AI demand booms – cnbc
Tuesday 10.28
Business Live – guardian
Market Liquidity Concerns Cloud End of Fed’s Balance Sheet Drawdown – Reuters
UBS sees 6% upside for S&P 500 by June 2026 – si
Trump says he could speak to China’s Xi about Nvidia’s ‘super duper’ chips – cnbc
Stocks making the biggest moves after hours: Visa, Seagate, Caesars Entertainment, Mondelez and more – cnbc
Seagate Forecasts Second-Quarter Results Above Estimates on AI Strength – Reuters
NVDA supports stock rally as Fed & Mag-7 earnings await – Newsquawk US Market Wrap
PayPal and UPS help lead US stocks to more records – bbg
Wall Street Indexes Post Records as Nvidia Jumps, Megacap Earnings Ahead – Reuters
Stocks close at record highs for second day as AI trade heats up ahead of Fed rate decision – cnbc
Eli Lilly, Nvidia partner to build supercomputer, AI factory for drug discovery and development – cnbc
Nvidia takes $1 billion stake in Nokia, sending the 5G equipment maker’s shares up 22% – cnbc
Jensen Huang says Nvidia’s AI chips are now being manufactured in Arizona – cnbc
Stocks making the biggest moves midday: PayPal, Nokia, VF Corp., UPS, Wayfair & more – cnbc
Investor Outlook: PayPal rallies as it joins OpenAI in push toward AI-driven commerce – bbg
European Shares Pause After Record Rally; Earnings, US-China Trade in Focus – Reuters
Microsoft stock rises 4% after OpenAI deal with stake valued at $135 billion – investing
OpenAI completes restructure, solidifying Microsoft as a major shareholder – cnbc
Wells Fargo calls for an ‘everything rally’ into year-end – investing
US Consumer Sentiment Slips For 3rd Straight Month In October But Tariff-Fears Fade – Zerohedge
US Consumer Confidence Slips to Six-Month Low; Worries Over Job Availability Rising – Reuters
UPS Profit Tops Forecasts as Turnaround Effort Delivers Early Results – Reuters
PayPal Flags Smaller Basket Sizes, Cautious Shoppers Amid Macro Uncertainty – Reuters
ADP Will Publish Weekly US Private Payrolls Data, Estimates Job Gains Averaged 14,250 in 4 Weeks to Oct 11 – Reuters
ADP Announces National Employment Report Preliminary Estimate Publicly Available on a Weekly Cadence – adp
PayPal Unveils Partnership With OpenAI for Payments on ChatGPT, Shares Surge – Reuters
October 2025 euro area bank lending survey – europa
German Consumer Sentiment Falls in November Amid Income Expectations Slump, Survey Finds – Reuters
Factbox-European Companies Cut Jobs in Response to Slowing Economy – Reuters
BNP hurt by rising bad loans as clients turn cautious – Reuters
HSBC’s third-quarter profit drops 14%, but beats expectations as net interest income rises – cnbc
European stocks head for broadly flat open as markets await Fed decision – cnbc
Asia markets mostly slip as investors look to Trump-Takaichi meeting in Japan – cnbc
Monday 10.27
Business Live – guardian
Buybacks Take Backseat as AI Drives Record US Capex Spending – Reuters
NextEra Energy Partners With Google to Restart Iowa Nuclear Plant – Reuters
Stocks rise on US/China optimism – Newsquawk US Market Wrap
Wall St Scales Fresh Highs on Tech Earnings, US-China Trade Optimism – Reuters
Trading Day: US-China Relief Sparks World Stock Melt Up – Reuters
S&P 500 rallies 1% to notch first close ever above 6,800 on potential China trade truce – cnbc
Amazon to announce largest layoffs in company history, source says – cnbc
Big Tech to Report Earnings Under Specter of AI Bubble – Reuters
Stocks making the biggest moves midday: Qualcomm, Fermi, Dyne Therapeutics, Organon, Snowflake and more – cnbc
The Coming AI Debt Deluge – Zerohedge
European Shares Close at Record Highs as Signs of Thaw in US-China Tensions Build – Reuters
Qualcomm Debuts AI Data-Center Chips, Stock Rockets 20% In Biggest Surge Since 2019 – Zerohedge
Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 15% – cnbc
Nvidia GTC event: Here’s what to expect from Jensen’s keynote on Tuesday – investing
Goldman Spots Four Big Takeaways From Last Week’s U.S. Auto, Industrial Tech Earnings – Zerohedge
Army To Bring Nuclear Microreactors To Its Bases By 2028 – Zerohedge
BofA sees positive long-term returns for stocks amid improving fundamentals – investing
Business “Very Slow, No Uptick In Sight”: Dallas Fed Respondents Turn Even More Apocalyptic-er – Zerohedge
Argentine Markets Soar After President Javier Milei’s Midterm Victory; Milei Thanks President Trump – Zerohedge
Stocks making the biggest moves premarket: AMD, Lululemon, GameStop, Nvidia, Five Below and more – cnbc
Futures Soar To New Record High On US-China Deal Optimism – Ζerohedge
IMF Outlook: Not Great – Zerohedge
Key Events This Extremely Busy Week: Central Banks, Earnings Galore, And Trump-Xi Summit – Zerohedge
How Saudi Arabia is diversifying away from oil — and betting big on AI – cnbc
Saudi Arabia poised to become AI data center hub, says Groq CEO – cnbc
German Business Sentiment Rises in October, Ifo Survey Finds – Reuters
Here’s why JPMorgan is “bullish” on eurozone equities – investing
Germany’s Industrial Core Is Collapsing As PwC Warns Of “Decisive Year” – Zerohedge
European markets edge higher with Fed, Trump and Xi meeting in focus – cnbc
Japan’s Nikkei 225 crosses 50,000 for the first time, ahead of Takaichi-Trump meeting – cnbc
World’s First Yen-Pegged Stablecoin Debuts in Japan – Reuters