GOLDMAN RESTRICTS TRADERS AND BANKERS FROM USING SOME AI TOOLS
(@WalterBloomberg)
(@WalterBloomberg)
👎7👏1
MORGAN STANLEY DOWNGRADES COINBASE, SLASHES PRICE TARGET TO $120
Morgan Stanley downgraded Coinbase ($COIN ) to Underweight from Equal-weight, cutting its price target to $120 from $258, a 53% reduction.
Analyst Michael Cyprys cited weakening trading activity, a disappointing revenue outlook and uncertainty following the $6.3 billion Binance hack.
The bank lowered its 2027 revenue forecast by 28% and adjusted EBITDA estimate by 47%.
Q3 revenue of $1.22 billion missed Morgan Stanley's forecast by 6%.
(@WalterBloomberg)
Morgan Stanley downgraded Coinbase ($COIN ) to Underweight from Equal-weight, cutting its price target to $120 from $258, a 53% reduction.
Analyst Michael Cyprys cited weakening trading activity, a disappointing revenue outlook and uncertainty following the $6.3 billion Binance hack.
The bank lowered its 2027 revenue forecast by 28% and adjusted EBITDA estimate by 47%.
Q3 revenue of $1.22 billion missed Morgan Stanley's forecast by 6%.
(@WalterBloomberg)
👍1
IRAN'S FOREIGN MINISTER ARAQCHI SAYS CONSULTATIONS THROUGH MEDIATORS, QATAR AND PAKISTAN, ARE VERY INTENSE - IRNA
(@WalterBloomberg)
(@WalterBloomberg)
👍2
IRAN'S ARAQCHI: IF THE US ACCEPTS OUR CONDITIONS THE STRAIT OF HORMUZ WILL BE REOPENED AND NEGOTIATIONS WILL BE RESUMED - IRNA
(@WalterBloomberg)
(@WalterBloomberg)
👍7
IRAN WARNS US OF STRONGER MILITARY RESPONSE AS HORMUZ TALKS INTENSIFY
Iranian Foreign Minister Abbas Araghchi says negotiations through Qatar and Pakistan are intensifying, but Washington must accept Tehran's conditions to reopen the Strait of Hormuz.
Araghchi said Iran is prepared for serious diplomacy, warning that renewed US military action would trigger a stronger response than before.
He emphasized that Hormuz will remain restricted unless Iran's demands are met, while confirming continued regional security consultations.
(@WalterBloomberg)
Iranian Foreign Minister Abbas Araghchi says negotiations through Qatar and Pakistan are intensifying, but Washington must accept Tehran's conditions to reopen the Strait of Hormuz.
Araghchi said Iran is prepared for serious diplomacy, warning that renewed US military action would trigger a stronger response than before.
He emphasized that Hormuz will remain restricted unless Iran's demands are met, while confirming continued regional security consultations.
(@WalterBloomberg)
👍3
ANTHROPIC: OPERATING LOSS WAS $567 MILLION FOR THE THREE MONTHS ENDED SEPTEMBER 30, 2026
(@WalterBloomberg)
(@WalterBloomberg)
👍1
ANTHROPIC: REVENUE GREW 1,127% YEAR OVER YEAR FOR THE THREE MONTHS ENDED SEPTEMBER 30, 2026
(@WalterBloomberg)
(@WalterBloomberg)
👍1
ANTHROPIC PBC: ADJUSTED OPERATING INCOME INCREASED FOR THE THREE MONTHS ENDED SEPTEMBER 30, 2026 TO $2.5 BILLION
(@WalterBloomberg)
(@WalterBloomberg)
👍1
$ANT - ANTHROPIC REPORTS 1,127% REVENUE SURGE, $895 BILLION IN COMMITMENTS
Anthropic reported Q3 2026 revenue of $17 billion, representing 1,127% year-over-year growth, according to SEC filing headlines.
The AI company reported a $567 million operating loss, alongside $2.5 billion in adjusted operating income and a 15% adjusted operating margin.
Anthropic also disclosed approximately $895.4 billion in aggregate purchase and lease commitments as of and subsequent to September 30.
(@WalterBloomberg)
Anthropic reported Q3 2026 revenue of $17 billion, representing 1,127% year-over-year growth, according to SEC filing headlines.
The AI company reported a $567 million operating loss, alongside $2.5 billion in adjusted operating income and a 15% adjusted operating margin.
Anthropic also disclosed approximately $895.4 billion in aggregate purchase and lease commitments as of and subsequent to September 30.
(@WalterBloomberg)
👍1
ORACLE SHARES FALL 4.9% AFTER CO ANNOUNCES PLANS TO RAISE $20 BLN THROUGH BOND AND STOCK SALES
(@WalterBloomberg)
(@WalterBloomberg)
👍1
US MANUFACTURING BEATS EXPECTATIONS AS PRICE PRESSURES EASE
The ISM Manufacturing PMI rose to 55.5 in October, beating the 54.5 consensus and September's 54.5 reading.
New Orders: 55.5 vs. 55.3 previously.
Employment: 52.4 vs. 52.0 expected, down from 52.7.
Prices Paid: 75.2 vs. 77.5 expected, down from 77.9.
(@WalterBloomberg)
The ISM Manufacturing PMI rose to 55.5 in October, beating the 54.5 consensus and September's 54.5 reading.
New Orders: 55.5 vs. 55.3 previously.
Employment: 52.4 vs. 52.0 expected, down from 52.7.
Prices Paid: 75.2 vs. 77.5 expected, down from 77.9.
(@WalterBloomberg)
👍1
US CONSTRUCTION SPENDING PLUNGES 1.9%, SHARPLY MISSING EXPECTATIONS
US construction spending fell 1.9% in September, significantly worse than the 0.3% increase expected by economists.
Total spending declined to an annualized $2.186 trillion.
Private construction spending dropped 2.4%, while public construction slipped 0.1%.
August's growth was revised sharply higher to 2.0% from 0.9%.
(@WalterBloomberg)
US construction spending fell 1.9% in September, significantly worse than the 0.3% increase expected by economists.
Total spending declined to an annualized $2.186 trillion.
Private construction spending dropped 2.4%, while public construction slipped 0.1%.
August's growth was revised sharply higher to 2.0% from 0.9%.
(@WalterBloomberg)
👍1
SK HYNIX JUMPS 2.4% AFTER OPENAI CEO'S SOUTH KOREA VISIT
SK hynix shares rose 2.4% after OpenAI CEO Sam Altman reportedly met SK Group executives to discuss HBM supply and Stargate AI infrastructure.
SK hynix says customers are requesting more than twice its available HBM supply.
Nomura remains bullish, while Rosenblatt reiterated its Buy rating, dismissing recent competitive concerns.
Reports also suggest a potential $12 billion special dividend linked to Kioxia investment gains.
(@WalterBloomberg)
SK hynix shares rose 2.4% after OpenAI CEO Sam Altman reportedly met SK Group executives to discuss HBM supply and Stargate AI infrastructure.
SK hynix says customers are requesting more than twice its available HBM supply.
Nomura remains bullish, while Rosenblatt reiterated its Buy rating, dismissing recent competitive concerns.
Reports also suggest a potential $12 billion special dividend linked to Kioxia investment gains.
(@WalterBloomberg)
👍1
BANK OF FRANCE'S MOULIN: THE SITUATION IN FRANCE IS A CAUSE FOR CONCERN
(@WalterBloomberg)
(@WalterBloomberg)
👍2
BANK OF FRANCE'S MOULIN: FRANCE WILL PROBABLY GET A BUDGET, MARKETS ARE PROBABLY OVER-REACTING
(@WalterBloomberg)
(@WalterBloomberg)
👍1
*MOULIN: MARKETS PERHAPS OVERREACTING TO FRENCH SITUATION
(@WalterBloomberg)
(@WalterBloomberg)
👍1
MOULIN: GLOBAL RATE INCREASES IMPACT ALL COUNTRIES
(@WalterBloomberg)
(@WalterBloomberg)
👍1