GERMANY WARNS POLITICIANS THEIR IPHONES MAY BE HACKED: FT
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APPLE'S PREMIUM VALUATION LEAVES LITTLE ROOM FOR ERROR: OPPENHEIMER
Oppenheimer reiterated its Perform rating on Apple ($AAPL ) ahead of earnings, warning that its elevated valuation limits upside.
The firm forecasts Q4 revenue of $112.9 billion and EPS of $1.96, both below consensus.
Its 2027 EPS estimate of $8.91 is 7% below expectations, reflecting slowing iPhone growth, rising memory costs and Services headwinds.
Oppenheimer also expects a 150-basis-point hit to December-quarter product margins.
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Oppenheimer reiterated its Perform rating on Apple ($AAPL ) ahead of earnings, warning that its elevated valuation limits upside.
The firm forecasts Q4 revenue of $112.9 billion and EPS of $1.96, both below consensus.
Its 2027 EPS estimate of $8.91 is 7% below expectations, reflecting slowing iPhone growth, rising memory costs and Services headwinds.
Oppenheimer also expects a 150-basis-point hit to December-quarter product margins.
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TRUMP SIGNALS POSSIBLE PARDONS FOR ALLIES, INCLUDING ELON MUSK
President Trump suggested he could pardon political allies, including Elon Musk, if they face legal action.
"I would do it if I needed to," Trump said in a Pod Force One interview, referencing his January 6 pardons.
The remarks come as Democrats threaten investigations into the Trump administration if they regain control of Congress in Tuesday's midterms.
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President Trump suggested he could pardon political allies, including Elon Musk, if they face legal action.
"I would do it if I needed to," Trump said in a Pod Force One interview, referencing his January 6 pardons.
The remarks come as Democrats threaten investigations into the Trump administration if they regain control of Congress in Tuesday's midterms.
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META HOLDS CALLS FOR MULTI TRANCHE DOLLAR AND EURO BOND SALE
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IRAN THREATENS US BASES IN EUROPE IF TRUMP ORDERS NEW STRIKES
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DEMOCRATIC SWEEP AT 73%. WALL STREET BRACES FOR MIDTERMS.
Prediction markets price a 73% chance Democrats take both chambers, versus 5.8% for a Republican sweep.
Standard Chartered warns a GOP sweep could lift yields and the dollar.
Barclays expects limited market impact, while Goldman Sachs flags potential AI regulation.
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Prediction markets price a 73% chance Democrats take both chambers, versus 5.8% for a Republican sweep.
Standard Chartered warns a GOP sweep could lift yields and the dollar.
Barclays expects limited market impact, while Goldman Sachs flags potential AI regulation.
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AUTOMAKERS URGE US LAWMAKERS QUICKLY PASS PERMANENT BAN ON CHINESE VEHICLES WHEN THEY RETURN FOR POST-ELECTION SESSION
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BRENT CRUDE FUTURES FALLS OVER $8/BBL ON HOPES FOR PROGRESS ON IRAN WAR EFFORTS
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TRUMP ADMINISTRATION ASKS US SUPREME COURT TO INTERVENE IN ITS LAWSUIT SEEKING TO BLOCK CALIFORNIA FROM COUNTING CERTAIN MAIL-IN BALLOTS
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MUSK THROTTLES GROK BOT AS AI COSTS BECOME UNSUSTAINABLE
Elon Musk confirmed SpaceX intentionally restricted Grok Bot usage over Halloween weekend, citing operating costs that were “unsustainably high relative to revenue.”
Some users reported their weekly usage jumping from 50% to 100% without additional activity.
The restrictions come despite SpaceX reporting that AI accounts for 52% of company income, with its Super Intelligence division generating $431 million in profit.
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Elon Musk confirmed SpaceX intentionally restricted Grok Bot usage over Halloween weekend, citing operating costs that were “unsustainably high relative to revenue.”
Some users reported their weekly usage jumping from 50% to 100% without additional activity.
The restrictions come despite SpaceX reporting that AI accounts for 52% of company income, with its Super Intelligence division generating $431 million in profit.
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US DATA CENTER CONSTRUCTION SURGES AT RECORD PACE DESPITE SPENDING SLUMP
US construction spending fell 1.9% in September, but underlying momentum remains strong, supported by AI infrastructure investment.
Data center construction surged at a record 211% quarterly annualized pace, with monthly growth of 8–10% over the past four months.
Private nonresidential construction rose 1.1%, its fourth consecutive monthly gain, while residential spending dropped 5.5%.
Data centers now account for 4.3% of total construction spending, up from 2% in early 2025.
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US construction spending fell 1.9% in September, but underlying momentum remains strong, supported by AI infrastructure investment.
Data center construction surged at a record 211% quarterly annualized pace, with monthly growth of 8–10% over the past four months.
Private nonresidential construction rose 1.1%, its fourth consecutive monthly gain, while residential spending dropped 5.5%.
Data centers now account for 4.3% of total construction spending, up from 2% in early 2025.
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POWER OUTAGE HITS DOWNTOWN WASHINGTON AHEAD OF ELECTION DAY
More than 1,100 customers lost power in Washington, D.C., just blocks from the White House, on the eve of the US midterm elections.
Utility provider Pepco reports 1,176 affected customers, with a substation failure identified as the probable cause.
Outages are concentrated in Foggy Bottom, home to the State Department.
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More than 1,100 customers lost power in Washington, D.C., just blocks from the White House, on the eve of the US midterm elections.
Utility provider Pepco reports 1,176 affected customers, with a substation failure identified as the probable cause.
Outages are concentrated in Foggy Bottom, home to the State Department.
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ISRAEL TO SUPPORT US DECISION ON IRAN: UN ENVOY DANON TO AL ARABIYA
ISRAEL, US NOT DISCUSSING NUCLEAR STRIKE ON IRAN: DANON TO AL ARABIYA
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ISRAEL, US NOT DISCUSSING NUCLEAR STRIKE ON IRAN: DANON TO AL ARABIYA
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US–IRAN BREAKTHROUGH REPORTED, BUT CAUTION WARRANTED
Al-Jadeed reports a breakthrough in US–Iran negotiations, claiming Qatari mediation successfully resolved procedural obstacles.
However, the report remains unconfirmed by major international news agencies, and previous claims of diplomatic breakthroughs have proven inaccurate.
No official agreement or substantive details have been announced.
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Al-Jadeed reports a breakthrough in US–Iran negotiations, claiming Qatari mediation successfully resolved procedural obstacles.
However, the report remains unconfirmed by major international news agencies, and previous claims of diplomatic breakthroughs have proven inaccurate.
No official agreement or substantive details have been announced.
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*ANTHROPIC TO LAUNCH UK RETAIL IPO ALONGSIDE US OFFERING
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U.S. TREASURY YIELDS FALL TO LOWEST LEVELS SINCE SEPT 10; YIELD ON 10-YEAR TREASURY NOTE LAST DOWN 5.76 BASIS POINTS AT 4.871%
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NORTH KOREA SAYS CLAIMS THAT IT WAS BEHIND BINANCE HEIST IS "FABRICATION"
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*APPLE 4Q EPS $2.10, EST. $2.00
*APPLE 4Q REV. $114.48B, EST. $113.47B
*APPLE 4Q WEARABLES, HOME & ACCESSORIES $8.30B, EST. $9B
*APPLE 4Q IPHONE REVENUE $57.58B, EST. $56.49B
*APPLE 4Q GREATER CHINA REV. $17.54B, EST. $18.75B
*APPLE 4Q TOTAL OPER EXPENSES $19.19B, EST. $19.19B
*APPLE 4Q SERVICES REV $31.57B, EST. $31.58B
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*APPLE 4Q REV. $114.48B, EST. $113.47B
*APPLE 4Q WEARABLES, HOME & ACCESSORIES $8.30B, EST. $9B
*APPLE 4Q IPHONE REVENUE $57.58B, EST. $56.49B
*APPLE 4Q GREATER CHINA REV. $17.54B, EST. $18.75B
*APPLE 4Q TOTAL OPER EXPENSES $19.19B, EST. $19.19B
*APPLE 4Q SERVICES REV $31.57B, EST. $31.58B
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