Walter Bloomberg
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S&P 500, NASDAQ EXTEND GAINS; LAST UP 0.7% AND 1.4%, RESPECTIVELY
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SAUDI ARABIA TO POSTPONE IN-PERSON β€˜DAVOS IN THE DESERT’ EVENT AFTER HOUTHI ATTACKS - FT
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$TSLA - TESLA–SPACEX MERGER ODDS SURGE TO 67%

Tesla’s latest SEC filing fuels merger speculation, revealing SpaceX board ties and change-of-control provisions.

Kalshi now prices a 67% chance of a merger before February 2027, up from roughly 30% earlier this month.

πŸ“Š Watch the odds move in real time πŸ‘‡
https://t.co/mxvBRFCP7T
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*LE PEN WOULD WIN 1ST ROUND OF FRENCH ELECTION: CLUSTER 17 POLL
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FRENCH 10-YEAR BOND YIELDS RISE FURTHER, UP 16 BPS AT 4.94%
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FRENCH 10-YEAR BOND YIELDS SET FOR LARGEST ONE-DAY RISE SINCE MARCH 2025
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RUBIO TERMS ENDING RUSSIA-UKRAINE CONFLICT AS U.S. PRIORITY - XINHUA

U.S. SECRETARY OF STATE MARCO RUBIO SAID ENDING RUSSIA-UKRAINE CONFLICT REMAINS A TOP PRIORITY FOR U.S. PRESIDENT - XINHUA
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*IRAN SAYS IT HAS 'NO CHOICE' BUT TO ASSERT CONTROL OVER HORMUZ

*IRNA CITES IRAN FIRST VICE PRESIDENT AREF ON HORMUZ STRAIT
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DEEPSEEK AND HUAWEI ARE COLLABORATING ON NEW AI CHIP DESIGNS TO CHALLENGE NVIDIA - THE IN FORMATION
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JPMORGAN FORECASTS 7% ANNUAL RETURNS FOR 60/40 PORTFOLIOS

J.P. Morgan Asset Management projects a 7.0% annual return for a traditional 60/40 stock-bond portfolio over the next 10–15 years.

Key annualized forecasts:
πŸ”Έ U.S. stocks: 7.5%
πŸ”Έ Global bonds: 5.3%
πŸ”Έ Private equity: 9.8%
πŸ”Έ Gold: 5.5%

Adding diversified alternatives could lift portfolio returns to 7.5% annually.
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FRENCH AUTHORITIES ISSUE CURFEW FOR PLACE DE LA REPUBLIQUE, LES HALLES IN PARIS FROM 2000 GMT - BFM TV
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HEDGE FUNDS DUMP TECH STOCKS AT FASTEST PACE IN A DECADE

Goldman Sachs reports that hedge funds cut technology exposure at the fastest pace since at least 2016 during the five sessions ending October 15.

The Nasdaq 100 plunged 5.5% last week, while semiconductor stocks suffered the largest dollar selling.

Despite the selloff, tech still represents 23.5% of hedge fund portfolios, near historically elevated levels.
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BRENT REVERSES COURSE, WTI EXTENDS GAINS AFTER HOUTHIS CLAIM ATTACKS ON SAUDI INFRASTRUCTURE; BRENT LAST UP 0.15%, WTI UP 1.5%
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$SPCX MUSK'S SPACEX SHARES GIFT TO BE DISTRIBUTED VIA TRUMP ACCOUNTS
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TRUMP ON ZELENSKYY'S COMMENTS: TIME FOR SOMEONE ELSE TO NEGOTIATE ON BEHALF OF UKRAINE
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Trump: France protests not about school, this is about immigration
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*TRUMP: WE'VE GIVEN A LOT TO UKRAINE, THEY GIVE NOTHING TO
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Trump: If Europe does not close its borders, then Europe is finished
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GOLDMAN SACHS UPGRADES COREWEAVE ($CRWV ) TO BUY, SEES 73% UPSIDE

Monday, October 19, 2026, at 7:43 AM ET β€” Goldman Sachs analyst Gabriela Borges upgraded CoreWeave from Neutral to Buy, setting a $106 price target, down from $139.

The stock has plunged 43% since August 11 and 24% over the past five trading sessions, amid concerns over credit-market volatility, financing costs and AI demand.

Borges argues investors are overestimating CoreWeave's future cost of capital while underestimating potential improvements in investment returns, creating an attractive buying opportunity after the selloff.
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TRUMP APPROVAL FALLS TO RECORD LOW OF 31% - POLL
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