US Midday, Thu Oct 22, 2026: Russia fires missiles and drones at Ukraine hours after agreeing to peace talks, Tesla beats Q3 and the stock still slips, and a soft 20Y auction keeps the bond market on

Russia hitting Ukraine with missiles and drones right after signing off on peace talks tells you the talks are theater for now. Add ESET finding Russia-linked hackers using a decentralized network in a Ukraine cyberattack, and the escalation is running on two tracks at once. $TSLA beat Q3, capex came in better than expected at roughly $8B, and the stock still slipped. That reaction is the tell: good numbers are no longer enough when the bar is priced for perfect. $PLTR keeps stacking US government and commercial deals into Q3, per Citi. $TEAM is growing seats and getting pricing through ahead of Q1, per Oppenheimer. Software is quietly holding up better than the tape suggests. $NVDA Jensen pushed back on 2029 memory glut fears amid the selloff, and LG Innotek is collaborating with Nvidia to chase physical AI. JCET posted steady Q3 revenue and better profitability on advanced packaging. Good signal: the supply chain is still building, not retrenching. Mortgage rates fell for the first t

Russia hitting Ukraine with missiles and drones right after signing off on peace talks tells you the talks are theater for now. Add ESET finding Russia-linked hackers using a decentralized network in