ZELENSKYY: RUSSIA LAUNCHED NEARLY 1,000 DRONES AS UKRAINE SEEKS MORE AIR DEFENSE
President Zelenskyy says Russia has launched nearly 1,000 drones since yesterday, alongside multiple waves of ballistic missile strikes targeting Ukrainian infrastructure.
Following talks with NATO Secretary General Mark Rutte in Brussels, Zelenskyy called for urgent deliveries of ballistic missile interceptors and F-16 ammunition.
He also warned that Starlink restrictions are creating additional challenges for Ukraine's defense.
Source: President Zelenskyy via Telegram
(@WalterBloomberg)
President Zelenskyy says Russia has launched nearly 1,000 drones since yesterday, alongside multiple waves of ballistic missile strikes targeting Ukrainian infrastructure.
Following talks with NATO Secretary General Mark Rutte in Brussels, Zelenskyy called for urgent deliveries of ballistic missile interceptors and F-16 ammunition.
He also warned that Starlink restrictions are creating additional challenges for Ukraine's defense.
Source: President Zelenskyy via Telegram
(@WalterBloomberg)
👍4👎3
*ECB OFFICIALS GET IMPATIENT FOR LAGARDE TO CLEAR UP HER PLANS
(@WalterBloomberg)
(@WalterBloomberg)
👍5👎2
RUSSIA'S PUTIN SAYS NO SIGNIFICANT DAMAGE HAS BEEN CAUSED BY RECENT UKRAINE'S STRIKES ON RUSSIAN REFINERIES - IFAX
(@WalterBloomberg)
(@WalterBloomberg)
👍10👎2👏2
U.S. MORTGAGE RATES HOLD AT 7.4% AFTER SEVEN WEEKS OF INCREASES
The average 30-year fixed mortgage rate remained at 7.4%, ending seven consecutive weeks of increases.
Rates have climbed sharply from 6.65% in August, putting additional pressure on an already struggling housing market.
Meanwhile, mortgage applications fell 2.7%, marking their sixth straight weekly decline.
The key concern: Elevated borrowing costs and near-record home prices continue to discourage buyers.
Source: Mortgage market report; Mortgage Bankers Association
(@WalterBloomberg)
The average 30-year fixed mortgage rate remained at 7.4%, ending seven consecutive weeks of increases.
Rates have climbed sharply from 6.65% in August, putting additional pressure on an already struggling housing market.
Meanwhile, mortgage applications fell 2.7%, marking their sixth straight weekly decline.
The key concern: Elevated borrowing costs and near-record home prices continue to discourage buyers.
Source: Mortgage market report; Mortgage Bankers Association
(@WalterBloomberg)
👍3
JAPAN SENIOR MINISTRY OF FINANCE OFFICIAL SAYS G7, G20 MEETINGS DID NOT SPECIFICALLY DEBATE RECENT STOCK MARKET MOVES, WHEN ASKED ABOUT STEEP GLOBAL SELL-OFF
(@WalterBloomberg)
(@WalterBloomberg)
👍3
JAPAN MOF OFFICIAL SAYS ALWAYS MONITORING MARKET MOVES CAREFULLY, WON'T COMMENT ON EACH STOCK, FOREX, BOND MARKET MOVE
(@WalterBloomberg)
(@WalterBloomberg)
👍2
$ADBE - ADOBE AND NVIDIA EXPAND COLLABORATION TO SPEED AGENTIC CREATION
ADOBE - BRAND CONCIERGE WITH NVIDIA NEMOTRON AVAILABLE TO ENTERPRISE CUSTOMERS LATER THIS YEAR
(@WalterBloomberg)
ADOBE - BRAND CONCIERGE WITH NVIDIA NEMOTRON AVAILABLE TO ENTERPRISE CUSTOMERS LATER THIS YEAR
(@WalterBloomberg)
👍4
ANTHROPIC'S SLOWING REVENUE GROWTH DOES NOT SIGNAL WEAKER AI DEMAND
D.A. Davidson analysts Gil Luria and Turner Dischinger say Anthropic's slowing revenue growth should not be interpreted as a broader AI demand slowdown.
They point to growing competition from OpenAI and open-weight AI models, as businesses diversify their AI spending.
The key takeaway: Overall AI investment remains on a strong upward trajectory, supporting continued demand for computing power and data center construction.
Source: D.A. Davidson
(@WalterBloomberg)
D.A. Davidson analysts Gil Luria and Turner Dischinger say Anthropic's slowing revenue growth should not be interpreted as a broader AI demand slowdown.
They point to growing competition from OpenAI and open-weight AI models, as businesses diversify their AI spending.
The key takeaway: Overall AI investment remains on a strong upward trajectory, supporting continued demand for computing power and data center construction.
Source: D.A. Davidson
(@WalterBloomberg)
👍5👎3
APPLE AND META TEAM UP TO MAKE MUSE AI MODEL RUN ON MAC COMPUTERS - CNBC
(@WalterBloomberg)
(@WalterBloomberg)
👍5
EU READY TO FAST-TRACK SATELLITE RIVAL TO SPACEX
(@WalterBloomberg)
(@WalterBloomberg)
👍11👎8
$CRWV - COREWEAVE SHARES REVERSE DECLINES, LAST UP 2.7%
(@WalterBloomberg)
(@WalterBloomberg)
👎6👍5
WHITE HOUSE PREPARES PLANS TO USE WEAPON DUBBED "MOTHER OF ALL BOMBS" ON IRAN, SOURCES SAY - CBS NEWS
(@WalterBloomberg)
(@WalterBloomberg)
👍19👎17
ANTHROPIC’S IPO VALUATION EXPECTATIONS DROP FROM $2 TRILLION TO $1.5 TRILLION
Some investors are considering a $1.5 trillion valuation for Anthropic’s upcoming IPO, down 25% from earlier expectations of $2 trillion.
Anthropic reported $16.8 billion in Q3 revenue, up 45% quarter-over-quarter, but growth slowed sharply after revenue more than doubled in Q2.
The company also reported adjusted profitability for the quarter.
The key concern: Slowing revenue growth and rising AI infrastructure costs could weigh on one of the most anticipated IPOs.
Source: Reuters Exclusive
(@WalterBloomberg)
Some investors are considering a $1.5 trillion valuation for Anthropic’s upcoming IPO, down 25% from earlier expectations of $2 trillion.
Anthropic reported $16.8 billion in Q3 revenue, up 45% quarter-over-quarter, but growth slowed sharply after revenue more than doubled in Q2.
The company also reported adjusted profitability for the quarter.
The key concern: Slowing revenue growth and rising AI infrastructure costs could weigh on one of the most anticipated IPOs.
Source: Reuters Exclusive
(@WalterBloomberg)
👍7
FED'S HAMMACK: FINANCIAL CONDITIONS DO NOT APPEAR RESTRICTIVE RIGHT NOW
(@WalterBloomberg)
(@WalterBloomberg)
👍5
FLAVIO BOLSONARO SEEN WITH 51% OF VALID VOTES VS LULA'S 49% IN BRAZIL PRESIDENTIAL RUNOFF - DATAFOLHA POLL
(@WalterBloomberg)
(@WalterBloomberg)
👍9👏3👎1
FED’S HAMMACK WARNS MORE AGGRESSIVE ACTION MAY BE NEEDED TO FIGHT INFLATION
Cleveland Fed President Beth Hammack warned that deteriorating inflation expectations could force the Federal Reserve to take more aggressive monetary policy action.
Speaking at a Goldman Sachs event in New York, Hammack said persistent price pressures could become harder to control if consumers and businesses begin expecting inflation to remain elevated.
The key takeaway: A sustained rise in inflation expectations could require a stronger Fed response, increasing the risk of tighter monetary policy.
(@WalterBloomberg)
Cleveland Fed President Beth Hammack warned that deteriorating inflation expectations could force the Federal Reserve to take more aggressive monetary policy action.
Speaking at a Goldman Sachs event in New York, Hammack said persistent price pressures could become harder to control if consumers and businesses begin expecting inflation to remain elevated.
The key takeaway: A sustained rise in inflation expectations could require a stronger Fed response, increasing the risk of tighter monetary policy.
(@WalterBloomberg)
👍9👎2👏2
IRANIAN FUEL SHIPMENTS BREACH U.S. NAVAL BLOCKADE
Iran has reportedly exported 4.1 million barrels of LPG aboard at least eight tankers since July, despite the U.S. naval blockade.
A separate shipment of Iranian jet fuel reached Myanmar, while some LPG cargoes were likely headed to China.
Meanwhile, Iranian crude exports fell to zero in September, according to Kpler.
(@WalterBloomberg)
Iran has reportedly exported 4.1 million barrels of LPG aboard at least eight tankers since July, despite the U.S. naval blockade.
A separate shipment of Iranian jet fuel reached Myanmar, while some LPG cargoes were likely headed to China.
Meanwhile, Iranian crude exports fell to zero in September, according to Kpler.
(@WalterBloomberg)
👏6
$NVDA - GERMAN GOVERNMENT SOURCES: SET TO ANNOUNCE AGREEMENT WITH NVIDIA NEXT WEEK, FOCUSING ON INDUSTRIAL AI
(@WalterBloomberg)
(@WalterBloomberg)
👍7