Tuesday, October 06, 2026: AI capital cycle dominates—$NVDA bottleneck talk, Lambda’s $4B raise, DeepSeek possibly doubling to $15B—while Japan’s 30-year yield hits a record and Gaza ceasefire pressur

UN chief calls for Gaza ceasefire ahead of the Oct 7 anniversary as Alito says SCOTUS can’t stem emergency appeals and is “not pleased” with Trump’s rhetoric—one headline away from a risk-premium spike. $NVDA keeps cooking despite plenty of worries; the real bull case is the capital bottleneck becoming a $6T catalyst. Lambda wants $4B ahead of IPO and DeepSeek may double its round to $15B. Capital begets capital until it doesn’t. Wall Street says Elon Musk’s Terafab talks with $TSM could spell bad news for $INTC; Mistral unveils a model it says rivals the best open systems from China. Watch the foundry narrative—$INTC keeps missing AI-adjacent megadeals. Tuesday’s biggest analyst calls include $NVDA, $AMD, $PG, $META. $AMD is the cleanest read on AI accelerators outside $NVDA; $PG is defensive proof; $META’s spend still needs revenue proof. $ADNT’s onshoring and conquest wins drive a robust backlog, while $TU’s dividend cut doesn’t tell the whole story. Good signal on industrial re-sho

UN chief calls for Gaza ceasefire ahead of the Oct 7 anniversary as Alito says SCOTUS can’t stem emergency appeals and is “not pleased” with Trump’s rhetoric—one headline away from a risk-premium spik