NETANYAHU: SPOKE WITH TRUMP ON MONDAY ABOUT THE IMPORTANCE OF ELIMINATING THE IRANIAN REGIME
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RUSSIA HITS ENERGY FACILITY IN KYIV, MAYOR SAYS
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TRUMP REPORTEDLY CAME VERY CLOSE TO ORDERING STRIKES ON IRAN
The Trump administration came “very close” to approving military strikes on Iran on at least one recent occasion, sources told The Jerusalem Post.
Trump has pledged no new strikes before November 3, but Iranian officials told Reuters they expect U.S. bombing to resume eventually.
(@WalterBloomberg)
The Trump administration came “very close” to approving military strikes on Iran on at least one recent occasion, sources told The Jerusalem Post.
Trump has pledged no new strikes before November 3, but Iranian officials told Reuters they expect U.S. bombing to resume eventually.
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*IRAN-US TALKS CONTINUE, REPORTS DEAL IS CLOSE ARE WRONG: PERSON
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RUBIO: OIL GOING THROUGH HORMUZ NEARLY EQUAL TO BEFORE WAR
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MUSK POURS IN $158 MILLION. PAXTON TRAILS BY 26 POINTS
Elon Musk’s massive donation is helping fund Ken Paxton’s Texas Senate campaign.
But on Kalshi, Paxton stands at just 37%, against James Talarico’s 63%.
📊 Watch the odds move in real time 👇
https://t.co/LXTvtsh9uX
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Elon Musk’s massive donation is helping fund Ken Paxton’s Texas Senate campaign.
But on Kalshi, Paxton stands at just 37%, against James Talarico’s 63%.
📊 Watch the odds move in real time 👇
https://t.co/LXTvtsh9uX
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*IRAN SECURITY CHIEF SAYS NO TALKS UNLESS US BUILDS TRUST: IRNA
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CITADEL’S KEN GRIFFIN: WE’RE ALMOST CERTAINLY IN AN AI BUBBLE
Billionaire Ken Griffin warns investors are “almost certainly” in an AI bubble, as companies struggle to turn massive AI spending into measurable productivity gains.
With Anthropic reportedly eyeing $750 billion in future computing expenditures, questions over AI investment returns are intensifying.
But Griffin remains bullish on AI’s long-term potential.
(@WalterBloomberg)
Billionaire Ken Griffin warns investors are “almost certainly” in an AI bubble, as companies struggle to turn massive AI spending into measurable productivity gains.
With Anthropic reportedly eyeing $750 billion in future computing expenditures, questions over AI investment returns are intensifying.
But Griffin remains bullish on AI’s long-term potential.
(@WalterBloomberg)
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$SPCX - CITI FLAGS SPACEX AS A 90-DAY UPSIDE CATALYST
Citi has added SpaceX to its 90-day upside catalyst watch list.
Shares surged 8.21% overnight following the company's earnings release.
Since its reported June 2026 IPO at $150, the stock is up 8.14% year-to-date.
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Citi has added SpaceX to its 90-day upside catalyst watch list.
Shares surged 8.21% overnight following the company's earnings release.
Since its reported June 2026 IPO at $150, the stock is up 8.14% year-to-date.
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IRAN SIGNALS DIPLOMACY, BUT WARNS U.S. TRUST IS GONE
Iranian Foreign Minister Abbas Araghchi says Tehran is ready for diplomacy but prepared to defend itself.
Araghchi says Iran has “no trust whatsoever” in Washington's stated desire for peace and sees little reason to expect progress without a change in the U.S. position.
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Iranian Foreign Minister Abbas Araghchi says Tehran is ready for diplomacy but prepared to defend itself.
Araghchi says Iran has “no trust whatsoever” in Washington's stated desire for peace and sees little reason to expect progress without a change in the U.S. position.
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$T - AT&T BEATS Q3 EXPECTATIONS, RAISES 2026 EARNINGS OUTLOOK
AT&T delivered a double beat:
🔸 Revenue: $32.3B vs. $31.69B expected
🔸 Adjusted EPS: $0.65 vs. $0.60 expected
🔸 Adjusted EBITDA: $12.5B
🔸 Postpaid phone additions: 379,000, broadly in line
AT&T now guides for 2026 adjusted EPS of $2.40, above the $2.34 consensus.
The key takeaway: Stronger earnings and an improved outlook reinforce AT&T's growth trajectory.
(@WalterBloomberg)
AT&T delivered a double beat:
🔸 Revenue: $32.3B vs. $31.69B expected
🔸 Adjusted EPS: $0.65 vs. $0.60 expected
🔸 Adjusted EBITDA: $12.5B
🔸 Postpaid phone additions: 379,000, broadly in line
AT&T now guides for 2026 adjusted EPS of $2.40, above the $2.34 consensus.
The key takeaway: Stronger earnings and an improved outlook reinforce AT&T's growth trajectory.
(@WalterBloomberg)
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$SPCX - WALL STREET RAISES SPACEX TARGETS AFTER EARNINGS
Analysts are turning more bullish on SpaceX, with several banks lifting their price targets:
🔸 Morgan Stanley: $300 — Overweight
🔸 Wells Fargo: $274, up from $214
🔸 Citi: $240, up from $200
🔸 UBS: $230, up from $210
🔸 Mizuho: $205, up from $200
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Analysts are turning more bullish on SpaceX, with several banks lifting their price targets:
🔸 Morgan Stanley: $300 — Overweight
🔸 Wells Fargo: $274, up from $214
🔸 Citi: $240, up from $200
🔸 UBS: $230, up from $210
🔸 Mizuho: $205, up from $200
(@WalterBloomberg)
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🇫🇷 FRANCE'S BORROWING COSTS HIT 24-YEAR HIGH AS DEBT FEARS MOUNT
France's 10-year government bond yield briefly topped 5% for the first time since 2002.
Violent protests, widening fiscal concerns and political gridlock are fueling a selloff in French debt.
PGIM warns of a “perfect storm” as investors question France's ability to rein in deficits.
The key risk: Rising borrowing costs could deepen France's fiscal crisis and revive eurozone debt concerns.
(@WalterBloomberg)
France's 10-year government bond yield briefly topped 5% for the first time since 2002.
Violent protests, widening fiscal concerns and political gridlock are fueling a selloff in French debt.
PGIM warns of a “perfect storm” as investors question France's ability to rein in deficits.
The key risk: Rising borrowing costs could deepen France's fiscal crisis and revive eurozone debt concerns.
(@WalterBloomberg)
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UKRAINE'S ZELENSKIY: STARLINK/STARSHIELD IS STILL LIMITED BUT RUBIO SAID HE WILL WORK ON IT -FOX NEWS INTERVIEW
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JPMORGAN: SPACEX–TESLA MEGA-MERGER GAINS MOMENTUM
JPMorgan sees strong strategic logic for a potential SpaceX ($SPCX ) and Tesla ($TSLA ) merger after Elon Musk disclosed that both companies formed special committees to explore a combination.
The bank points to shared AI infrastructure, engineering talent and chip development, alongside SpaceX's reported $2 trillion valuation.
JPMorgan sees a potential SpaceX-led all-stock deal, with a 30–35% premium to Tesla.
The key takeaway: A merger could consolidate Musk's AI ecosystem under one corporate roof, but no deal has been announced.
(@WalterBloomberg)
JPMorgan sees strong strategic logic for a potential SpaceX ($SPCX ) and Tesla ($TSLA ) merger after Elon Musk disclosed that both companies formed special committees to explore a combination.
The bank points to shared AI infrastructure, engineering talent and chip development, alongside SpaceX's reported $2 trillion valuation.
JPMorgan sees a potential SpaceX-led all-stock deal, with a 30–35% premium to Tesla.
The key takeaway: A merger could consolidate Musk's AI ecosystem under one corporate roof, but no deal has been announced.
(@WalterBloomberg)
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$SPCX - JPMORGAN DOUBLES SPACEX PRICE TARGET TO $500
JPMorgan raised its SpaceX price target from $240 to $500, maintaining an Overweight rating.
The bank now forecasts $254 billion in 2027 revenue and 10 GW of computing capacity by year-end, more than doubling its 2027–2028 estimates.
JPMorgan also sees strategic merit in a potential SpaceX–Tesla merger, though no deal is guaranteed.
(@WalterBloomberg)
JPMorgan raised its SpaceX price target from $240 to $500, maintaining an Overweight rating.
The bank now forecasts $254 billion in 2027 revenue and 10 GW of computing capacity by year-end, more than doubling its 2027–2028 estimates.
JPMorgan also sees strategic merit in a potential SpaceX–Tesla merger, though no deal is guaranteed.
(@WalterBloomberg)
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YARDENI: THE AI BUBBLE IS REAL, BUT NOT READY TO BURST
Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal.
Bubble Conditions stand at 83/100, while Crash Triggers remain at just 34/100.
Historically, similar conditions preceded an S&P 500 bear market only 9% of the time within two years, with a median inflation-adjusted gain of 18.3%.
The key takeaway: AI valuations look stretched, but the forces needed to burst the bubble haven't fully materialized.
(@WalterBloomberg)
Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal.
Bubble Conditions stand at 83/100, while Crash Triggers remain at just 34/100.
Historically, similar conditions preceded an S&P 500 bear market only 9% of the time within two years, with a median inflation-adjusted gain of 18.3%.
The key takeaway: AI valuations look stretched, but the forces needed to burst the bubble haven't fully materialized.
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$CRWV - CrowdStrike, NVIDIA Expand AI Agent Security From Software to Silicon
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$EBAY - EBAY TO CUT ABOUT 9% OF WORKFORCE TO SIMPLIFY OPERATIONS, PRIORITIZE GROWTH AREAS, CEO MEMO SEEN BY REUTERS SHOWS
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