TRUMP ON IRAN: WE MAY DO ANOTHER OPERATION AGAINST IRAN
(@WalterBloomberg)
(@WalterBloomberg)
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*TRUMP: I DOUBT IRAN WILL SAY 'LET'S GET DOWN TO BUSINESS'
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(@WalterBloomberg)
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MUSK SAYS UKRAINE VIOLATED STARLINK TERMS
Elon Musk claims Ukraine used Starlink for offensive drone strikes, violating its terms of service. SpaceX reportedly closed the loophole last week.
Musk says Starshield remains under U.S. government control and warns Ukraine’s front line would collapse without Starlink.
(@WalterBloomberg)
Elon Musk claims Ukraine used Starlink for offensive drone strikes, violating its terms of service. SpaceX reportedly closed the loophole last week.
Musk says Starshield remains under U.S. government control and warns Ukraine’s front line would collapse without Starlink.
(@WalterBloomberg)
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TRUMP ON STARLINK IN UKRAINE: I HAVE SPOKEN TO ELON MUSK
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(@WalterBloomberg)
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Trump: Once we've got a deal with Russia and Ukraine we will be able to do business with both
(@WalterBloomberg)
(@WalterBloomberg)
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Trump: I may have to finish the job with Iran, or we make a deal. Either way we win
(@WalterBloomberg)
(@WalterBloomberg)
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APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH
Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America.
Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493.
Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030.
The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive.
(@WalterBloomberg)
Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America.
Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493.
Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030.
The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive.
(@WalterBloomberg)
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QATAR MEDIATES IN IRAN AS U.S. SEEKS TO EASE TENSIONS
Qatari mediators are in Tehran as part of a diplomatic effort coordinated with the United States to de-escalate regional tensions, Reuters reports.
The initiative comes amid heightened concerns over renewed U.S.–Iran hostilities.
(@WalterBloomberg)
Qatari mediators are in Tehran as part of a diplomatic effort coordinated with the United States to de-escalate regional tensions, Reuters reports.
The initiative comes amid heightened concerns over renewed U.S.–Iran hostilities.
(@WalterBloomberg)
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ELON MUSK: SPACEX CLOSED $40B OF DEBT FOR GPUS
(@WalterBloomberg)
(@WalterBloomberg)
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$SPCX - SPACEX SECURES $40 BILLION IN DEBT TO BUY AI CHIPS
Elon Musk confirms SpaceX has closed $40 billion in debt financing to purchase GPUs, with deliveries expected in Q1 and Q2 2027.
The company reported:
Q3 revenue: $14.58B, up 161% year-over-year
Capital expenditures: $19.6B, nearly tripling
Terafab: First test chip targeted for May–June 2027
The key takeaway: SpaceX is aggressively expanding its AI infrastructure, backed by strong revenue growth and access to credit markets
(@WalterBloomberg)
Elon Musk confirms SpaceX has closed $40 billion in debt financing to purchase GPUs, with deliveries expected in Q1 and Q2 2027.
The company reported:
Q3 revenue: $14.58B, up 161% year-over-year
Capital expenditures: $19.6B, nearly tripling
Terafab: First test chip targeted for May–June 2027
The key takeaway: SpaceX is aggressively expanding its AI infrastructure, backed by strong revenue growth and access to credit markets
(@WalterBloomberg)
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FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY
(@WalterBloomberg)
(@WalterBloomberg)
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ING WARNS EURO COULD FALL FURTHER ON FRENCH DEBT CONCERNS
ING says the euro remains vulnerable despite Moody's maintaining France's Aa3 credit rating.
With little progress expected on France's budget and energy prices elevated, pressure on the currency could persist.
🔸 EUR/USD: $1.1206
🔸 Resistance: $1.1250–$1.1270
🔸 Key support: $1.1180
The key takeaway: ING sees limited upside for the euro and warns of a potential break below $1.1180.
(@WalterBloomberg)
ING says the euro remains vulnerable despite Moody's maintaining France's Aa3 credit rating.
With little progress expected on France's budget and energy prices elevated, pressure on the currency could persist.
🔸 EUR/USD: $1.1206
🔸 Resistance: $1.1250–$1.1270
🔸 Key support: $1.1180
The key takeaway: ING sees limited upside for the euro and warns of a potential break below $1.1180.
(@WalterBloomberg)
MAJOR OIL SPILL SPREADS OFF UAE COAST AMID IRAN WAR
Satellite images show an expanding oil spill off the UAE coast, threatening beaches and marine ecosystems.
Authorities have closed coastal areas in Umm Al Quwain, Sharjah and Ras Al Khaimah as containment efforts continue.
Experts link the spill to a tanker reportedly struck by a projectile last month, though the cause remains unconfirmed.
(@WalterBloomberg)
Satellite images show an expanding oil spill off the UAE coast, threatening beaches and marine ecosystems.
Authorities have closed coastal areas in Umm Al Quwain, Sharjah and Ras Al Khaimah as containment efforts continue.
Experts link the spill to a tanker reportedly struck by a projectile last month, though the cause remains unconfirmed.
(@WalterBloomberg)
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HSBC CUTS GLOBAL EQUITIES TO NEUTRAL FROM MAX OVERWEIGHT
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(@WalterBloomberg)
OCTOBER HOLD PRICED IN. WALL STREET EYES DECEMBER HIKE.
Goldman Sachs expects the Fed to hold rates this week before raising them 25 basis points in December.
Kalshi traders price a 93% chance of an October hold, versus just 6% for a hike.
The debate has shifted from October to December.
(@WalterBloomberg)
Goldman Sachs expects the Fed to hold rates this week before raising them 25 basis points in December.
Kalshi traders price a 93% chance of an October hold, versus just 6% for a hike.
The debate has shifted from October to December.
(@WalterBloomberg)
RED SEA SHIPPING RECOVERS, BUT COSTS REMAIN HIGH
Bank of America reports Red Sea shipping traffic has recovered to 65% of normal levels, up from 50% in September.
However, oil tanker rates remain elevated at up to $650,000 per day, while dry bulk rates are up 31% year-over-year.
The key takeaway: Shipping is recovering, but high freight costs continue to threaten global inflation.
Source: Bank of America Research
(@WalterBloomberg)
Bank of America reports Red Sea shipping traffic has recovered to 65% of normal levels, up from 50% in September.
However, oil tanker rates remain elevated at up to $650,000 per day, while dry bulk rates are up 31% year-over-year.
The key takeaway: Shipping is recovering, but high freight costs continue to threaten global inflation.
Source: Bank of America Research
(@WalterBloomberg)
HSBC: WE ALSO CUT OUR OVERWEIGHT IN GOLD, AND INCREASE OIL TO OUTRIGHT OVERWEIGHT
(@WalterBloomberg)
(@WalterBloomberg)
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ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION
Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers.
He warns that 200+ neocloud companies could face widespread failures and consolidation.
Meanwhile, Musk says SpaceX has secured $40 billion in debt financing.
Key related tickers: $CRWV, $NBIS, $IREN, $APLD, $CIFR.
The key takeaway: Financing constraints could accelerate consolidation across the AI infrastructure sector.
(@WalterBloomberg)
Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers.
He warns that 200+ neocloud companies could face widespread failures and consolidation.
Meanwhile, Musk says SpaceX has secured $40 billion in debt financing.
Key related tickers: $CRWV, $NBIS, $IREN, $APLD, $CIFR.
The key takeaway: Financing constraints could accelerate consolidation across the AI infrastructure sector.
(@WalterBloomberg)
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$SPCX - SPACEX SHARES UP 1.2% PREMARKET; MUSK SAYS CO CLOSED $40 BLN IN DEBT FINANCING FOR GPUS
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(@WalterBloomberg)