$SPCX - SPACEX SIGNS $40 BILLION GPU FINANCING DEAL WITH APOLLO

SpaceX has entered into a binding commitment for a master finance lease with Apollo Global Management ($APO ), according to an SEC filing.

Apollo will purchase GPU pods and related equipment and lease them to SpaceX, with aggregate scheduled principal payments expected to total $40 billion.

The agreement is expected to close before year-end 2026.

The key takeaway: SpaceX is securing large-scale GPU infrastructure through lease financing, highlighting the enormous capital requirements of AI expansion.
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US NATURAL GAS FUTURES EXTEND LOSSES, PRICES DOWN 5% TO LOWEST SINCE APRIL 2026 ON HIGHER OUTPUT AND FORECASTS FOR LESS DEMAND
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*BRAZIL'S B3 CHANGES TRADING RANGE LIMIT FOR FX TO 12%
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U.S. ECONOMIC GROWTH REBOUNDS IN SEPTEMBER

The Chicago Fed National Activity Index rose to +0.07 from -0.08, signaling growth slightly above its historical trend.

Production strengthened, while employment remained flat and consumer spending and housing weakened.

The key takeaway: U.S. growth remains resilient despite mixed economic signals.
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DAN IVES SEES 80%–90% ODDS OF SPACEX–TESLA MERGER

Dan Ives reiterated Outperform on SpaceX ($SPCX ) with a $225 price target, following its $40B GPU financing deal.

He sees an 80%–90% chance of a Tesla ($TSLA ) merger by 2027, potentially valuing Tesla above $500 per share.

The key takeaway: A merger could combine Tesla's robotics and autonomy with SpaceX's AI infrastructure and computing power.

Source: Yorkville — Dan Ives
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DEMOCRATS LAY GROUNDWORK TO PROBE TRUMP'S DIESEL DEAL: AXIOS
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🇧🇷 BRAZIL'S BENCHMARK STOCK INDEX BOVESPA FUTURES EXTEND LOSSES AFTER LULA WINS, LAST DOWN NEARLY 20%
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$MSTR - STRATEGY PAUSES BITCOIN PURCHASES, REPURCHASES $205M IN PREFERRED STOCK

Strategy reported no Bitcoin purchases or sales during October 19–25.

The company continues to hold 848,517 BTC, acquired for $64.02B at an average price of $75,446 per Bitcoin.

Instead, Strategy repurchased $204.9M of STRC preferred stock, while maintaining a $4.83B cash reserve.
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🇫🇷 FRENCH 10-YEAR YIELDS DROP AS MUCH AS 10.56 BPS ON THE DAY TO 4.9158%
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ANTHROPIC FILES FOR IPO
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NTHROPIC: WE HAVE APPLIED TO LIST OUR CLASS A COMMON STOCK ON NASDAQ GLOBAL SELECT MARKET UNDER THE SYMBOL $ANT
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ANTHROPIC: WE HAVE APPLIED TO LIST OUR CLASS A COMMON STOCK ON NASDAQ GLOBAL SELECT MARKET UNDER THE SYMBOL $ANT
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ANTHROPIC FILES FOR NASDAQ IPO, REVEALS $80.7 BILLION LOSS

Anthropic has filed for a Nasdaq IPO under the proposed ticker $ANT, with Goldman Sachs and Morgan Stanley leading the offering.

First-half 2026 revenue surged to $16.3B from $1.2B a year earlier, but the company reported a staggering $80.7B net loss.
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$ANT - ANTHROPIC IPO FILING SHOWS 1ST-HALF REVENUE $16.29 BILLION, NET LOSS $80.7 MILLION
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$ANT - ANTHROPIC - DO NOT EXPECT TO PAY ANY DIVIDENDS IN THE FORESEEABLE FUTURE
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$ANT - ANTHROPIC: CONCERNS RAISED THAT ADVANCED AI SYSTEMS COULD POSE CATASTROPHIC OR EXISTENTIAL RISKS TO HUMANITY WITHOUT APPROPRIATE OVERSIGHT
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$ANT - ANTHROPIC: REVENUE GROWTH MAY NOT BE SUSTAINABLE

ANTHROPIC: RATE OF GROWTH MAY DECREASE
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$ANT - ANTHROPIC IPO COULD TARGET $2 TRILLION VALUATION

Anthropic has publicly filed for its IPO, with trading potentially beginning before Thanksgiving.

Market speculation points to a massive $100B offering at a $2T valuation, although the company has not disclosed its fundraising target.

That would surpass SpaceX's record $86B IPO, making Anthropic's listing a historic test of investor appetite for AI.
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*ANTHROPIC TO SPEND UP TO $120.5B ON SPACEXAI NVIDIA COMPUTE
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ISRAEL DENIES PLANS TO ESCALATE IRAN CONFLICT BEFORE ELECTIONS

Netanyahu's office rejected reports of a potential military escalation against Iran ahead of Israel's elections.

Defense Minister Israel Katz denied any intention to initiate an attack but warned Israel would respond to further Iranian strikes.

Meanwhile, Qatar, Saudi Arabia, Pakistan and Turkey are pursuing diplomatic efforts to prevent renewed fighting.
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