JUST IN: 🇺🇸 CBOE TO LAUNCH EXTENDED OPTIONS TRADING HOURS FOR 24 MAJOR US STOCKS AND 5 ETFS STARTING MONDAY. ...
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DAN IVES CALLS AI STOCK SELLOFF A CLEAR BUYING OPPORTUNITY
DAN IVES SAYS THE SHARP DECLINES IN COREWEAVE ($CRWV ), IREN ($IREN ) AND NEBIUS ($NBIS ) REPRESENT BUYING OPPORTUNITIES RATHER THAN WARNING SIGNS.
DESPITE RISING BORROWING COSTS, IVES ARGUES AI COMPUTING DEMAND REMAINS STRONG, WITH CHIP DEMAND REPORTEDLY EXCEEDING AVAILABLE SUPPLY BY 13 TO 1.
HE EXPECTS 800–1,000 DATA CENTERS TO BE BUILT IN THE COMING YEARS.
HIS KEY MESSAGE: HIGHER INTEREST RATES MAKE AI INFRASTRUCTURE MORE EXPENSIVE TO FINANCE, BUT DO NOT NECESSARILY WEAKEN DEMAND. ...
DAN IVES SAYS THE SHARP DECLINES IN COREWEAVE ($CRWV ), IREN ($IREN ) AND NEBIUS ($NBIS ) REPRESENT BUYING OPPORTUNITIES RATHER THAN WARNING SIGNS.
DESPITE RISING BORROWING COSTS, IVES ARGUES AI COMPUTING DEMAND REMAINS STRONG, WITH CHIP DEMAND REPORTEDLY EXCEEDING AVAILABLE SUPPLY BY 13 TO 1.
HE EXPECTS 800–1,000 DATA CENTERS TO BE BUILT IN THE COMING YEARS.
HIS KEY MESSAGE: HIGHER INTEREST RATES MAKE AI INFRASTRUCTURE MORE EXPENSIVE TO FINANCE, BUT DO NOT NECESSARILY WEAKEN DEMAND. ...
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JUST IN: ELON MUSK SAYS "MAYBE" THEY SHOULD LAUNCH A COMPETITOR TO AMAZON $AMZN. ...
PLASMA AND STRIPE PARTNER TO CO-DEVELOP MULTI-CURRENCY STABLECOIN CARDS FOR BORDERLESS SPENDING ...
LAGARDE COULD LEAVE ECB EARLY TO LEAD WORLD ECONOMIC FORUM
THE WORLD ECONOMIC FORUM COULD APPOINT ECB PRESIDENT CHRISTINE LAGARDE AS ITS NEXT CHAIR AS EARLY AS NOVEMBER 2.
IF APPOINTED, LAGARDE COULD LEAVE THE ECB BEFORE HER TERM EXPIRES IN OCTOBER 2027, TRIGGERING A MAJOR LEADERSHIP RESHUFFLE.
KLAAS KNOT AND PABLO HERNÁNDEZ DE COS ARE REPORTEDLY AMONG THE LEADING CANDIDATES TO REPLACE HER.
NO FINAL DECISION HAS BEEN MADE.
SOURCE: REUTERS ...
THE WORLD ECONOMIC FORUM COULD APPOINT ECB PRESIDENT CHRISTINE LAGARDE AS ITS NEXT CHAIR AS EARLY AS NOVEMBER 2.
IF APPOINTED, LAGARDE COULD LEAVE THE ECB BEFORE HER TERM EXPIRES IN OCTOBER 2027, TRIGGERING A MAJOR LEADERSHIP RESHUFFLE.
KLAAS KNOT AND PABLO HERNÁNDEZ DE COS ARE REPORTEDLY AMONG THE LEADING CANDIDATES TO REPLACE HER.
NO FINAL DECISION HAS BEEN MADE.
SOURCE: REUTERS ...
SAUDI-LED COALITION: YEMEN'S HOUTHIS ATTEMPTED TO ATTACK DOZENS OF AIRPORTS, OIL FACILITIES AND PORTS IN SAUDI ARABIA. ...
SAUDI-LED COALITION SAYS IT DESTROYED MORE THAN 120 ARMS DEPOTS IN YEMEN'S MOUNTAINS AND MANY LAUNCHERS ...
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SAUDI-LED COALITION: THERE WERE 20 HOUTHI ATTACKS ON RIYADH AIRPORT IN OCTOBER THAT RESULTED IN 17 FATALITIES. ...
HOT INFLATION DATA POINT TO ANOTHER FED RATE HIKE IN DECEMBER
NORTHLIGHT ASSET MANAGEMENT'S CHRIS ZACCARELLI EXPECTS THE FED TO RAISE INTEREST RATES BY 25 BASIS POINTS IN DECEMBER, FOLLOWING ANOTHER HOTTER-THAN-EXPECTED INFLATION REPORT.
HE BELIEVES THE FED WILL HOLD RATES AT ITS OCTOBER MEETING, PARTLY BECAUSE OF ITS PROXIMITY TO THE U.S. MIDTERM ELECTIONS.
DESPITE RISING RATES, ZACCARELLI EXPECTS STOCKS TO REMAIN RESILIENT, ALTHOUGH ELECTION-RELATED UNCERTAINTY COULD TRIGGER SHORT-TERM VOLATILITY.
SOURCE: NORTHLIGHT ASSET MANAGEMENT ...
NORTHLIGHT ASSET MANAGEMENT'S CHRIS ZACCARELLI EXPECTS THE FED TO RAISE INTEREST RATES BY 25 BASIS POINTS IN DECEMBER, FOLLOWING ANOTHER HOTTER-THAN-EXPECTED INFLATION REPORT.
HE BELIEVES THE FED WILL HOLD RATES AT ITS OCTOBER MEETING, PARTLY BECAUSE OF ITS PROXIMITY TO THE U.S. MIDTERM ELECTIONS.
DESPITE RISING RATES, ZACCARELLI EXPECTS STOCKS TO REMAIN RESILIENT, ALTHOUGH ELECTION-RELATED UNCERTAINTY COULD TRIGGER SHORT-TERM VOLATILITY.
SOURCE: NORTHLIGHT ASSET MANAGEMENT ...
CHINESE STATE TRADER BUYS ANOTHER 10-13 US SOYBEAN CARGOES WEDNESDAY NIGHT FOR DECEMBER-MARCH SHIPMENT - TRADERS. ...
$TSLA - TESLA TO UNVEIL NEW ROADSTER — FLIGHT CAPABILITY REMAINS UNCONFIRMED
TESLA IS PREPARING TO UNVEIL ITS LONG-AWAITED NEXT-GENERATION ROADSTER TODAY AT A SPACEX TESTING FACILITY IN TEXAS.
ELON MUSK HAS HINTED THAT THE VEHICLE COULD FEATURE FLIGHT CAPABILITIES USING ROCKET-INSPIRED TECHNOLOGY, BUT TESLA HAS NOT CONFIRMED THAT THE ROADSTER CAN FLY OR THAT A FLIGHT DEMONSTRATION WILL TAKE PLACE.
THE UNVEILING COMES AFTER TWO CONSECUTIVE YEARS OF DECLINING VEHICLE SALES, AS TESLA LOOKS TO REVIVE EXCITEMENT AROUND ITS AUTOMOTIVE BUSINESS.
SOURCE: BLOOMBERG ...
TESLA IS PREPARING TO UNVEIL ITS LONG-AWAITED NEXT-GENERATION ROADSTER TODAY AT A SPACEX TESTING FACILITY IN TEXAS.
ELON MUSK HAS HINTED THAT THE VEHICLE COULD FEATURE FLIGHT CAPABILITIES USING ROCKET-INSPIRED TECHNOLOGY, BUT TESLA HAS NOT CONFIRMED THAT THE ROADSTER CAN FLY OR THAT A FLIGHT DEMONSTRATION WILL TAKE PLACE.
THE UNVEILING COMES AFTER TWO CONSECUTIVE YEARS OF DECLINING VEHICLE SALES, AS TESLA LOOKS TO REVIVE EXCITEMENT AROUND ITS AUTOMOTIVE BUSINESS.
SOURCE: BLOOMBERG ...