*KREMLIN SAYS PUTIN-TRUMP CALL WILL BE SOON: IFX
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IRAN'S IRGC NAVY SAYS TARGETED LPG TANKER TRYING TO 'ILLEGALLY' PASS THROUGH STRAIT OF HORMUZ, AND IT SUFFERED A MASSIVE FIRE -STATE MEDIA
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IRGC SAYS FROM NOW ON, ANY VESSELS COMMITTING VIOLATIONS OUTSIDE STRAIT OF HORMUZ WILL ALSO BE 'PUNISHED' - STATEMENT
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S&P 500 BULL MARKET GAINS 117% AS AI RALLY RAISES CONCENTRATION RISKS

The S&P 500 has surged 117% since October 2022, adding nearly $40 trillion in market value, largely driven by AI-related stocks.

However, the equal-weight S&P 500 has underperformed by a record 52 percentage points, highlighting the rally's narrow leadership.

With Nvidia up over 1,900% and Treasury yields recently hitting 5.34%, investors are increasingly focused on whether earnings growth can sustain the bull market.
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$NVDA - UBS REAFFIRMS NVIDIA BUY RATING WITH $300 PRICE TARGET

UBS reiterated its Buy rating on Nvidia, maintaining a $300 price target following strong Taiwanese export data.

Taiwan's computing equipment exports surged 25.9% month-over-month to $29.8 billion in September, significantly exceeding normal seasonal trends.

UBS says the figures signal continued strong AI infrastructure demand, supporting Nvidia's data center growth outlook.

Add UBS analyst Timothy ArcuriClarify the export-data category
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EU AND CHINA REACH RARE EARTHS DEAL AS TRADE PRESSURE MOUNTS

EU Trade Commissioner Maroš Šefčovič says Brussels and Beijing have reached an agreement on rare earths and magnets.

A separate understanding on hybrid vehicles could halve Chinese shipments to Europe.

However, Šefčovič warned that the EU will use its trade tools if negotiations fail to reduce the trade imbalance, calling the agreements only a first step.
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$SPCX - SPACEX SHARES UP 3.3% AFTER CO STRIKES DEAL TO ACQUIRE NATIONWIDE LOW-BAND SPECTRUM PORTFOLIO
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SPOT SILVER RISES NEARLY 3% TO $61.10/OZ
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U.S. CONSUMER SENTIMENT FALLS AS INFLATION EXPECTATIONS RISE

University of Michigan consumer sentiment fell to 46.3 in October, missing expectations of 47.8 and declining from 48.1 in September.

The current conditions index plunged to 44.7, well below forecasts of 51.0.

Meanwhile, 1-year inflation expectations rose to 4.7%, while 5-year expectations climbed to 3.5%, signaling persistent inflation concerns among consumers.
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TRUMP: BIG ANNOUNCEMENT COMING UP ON DIESEL
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TRUMP ON IRAN: GOING TO BE OVER SOON ONE WAY OR THE OTHER
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*TRUMP: GASOLINE PRICE WILL BE DOWN SOON
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*TRUMP REITERATES IRAN CAN'T HAVE NUCLEAR WEAPON
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*TRUMP ON IRAN: IT'S A VERY SMALL PRICE TO PAY
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PORT OF LOS ANGELES HITS RECORD CONTAINER VOLUME IN SEPTEMBER

The busiest U.S. container port handled a record 1.04 million TEUs in September, with imports reaching an all-time high of 546,696 TEUs.

Port Executive Director Gene Seroka says the near-term outlook remains strong, supported by robust retail orders.
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*CHEVRON: EVACUATED MOST PERSONNEL IN GULF DUE TO ISAIAS

*CHEVRON: SAFELY CONTINUING PRODUCTION AT 4 PLATFORMS

*CHEVRON: SHUT-IN PRODUCTION AT REMAINING 5 FACILITIES
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U.S. GULF SHUTS DOWN 72% OF OIL PRODUCTION

The U.S. Gulf of Mexico has shut in 71.5% of daily oil production and 58.8% of natural gas output, according to the Marine Minerals Administration.

Personnel have been evacuated from 129 offshore production platforms, representing nearly 35% of manned facilities.

The widespread shutdowns highlight major disruptions to U.S. energy supply amid severe weather conditions.
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JD VANCE ON PLANNED EXECUTION: I DON'T KNOW IF LIVESTREAM WILL HAPPEN

VANCE: IF LIVESTREAMED, I WILL NOT BE WATCHING IT
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TRUMP TO ISSUE DIRECTIVE TO US OFFICIALS THAT SEEKS TO CONTROL COST OF DIESEL -THREE INDUSTRY SOURCES SAY
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TRUMP DIRECTIVE ON DIESEL WILL PUSH US DEPARTMENT HEADS TO FIND WAYS TO BYPASS LOCAL, STATE REGULATIONS BLOCKING ENERGY PRODUCTION, THREE SOURCES SAY
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