OCT 27: Russia-Ukraine local ceasefire starts as Kyiv strikes continue; Microsoft $MSFT 1Q AI capex is the next market datapoint; Nvidia $NVDA to invest $3B in Meta $META equity offering.

Saudi Arabia offered Houthis $1B in an Iran-brokered ceasefire deal, Israeli media says, while the Saudi coalition destroyed 3 Houthi missiles and 4 drones. Separately, an EU loan to Airbus $AIR threatens the US trade truce, a Trump trade official warns. Hilton $HLT beat Q3 estimates; American Tower $AMT raised its 2026 data center revenue growth outlook to 16% and targets 200 to 300 bps of tower margin expansion. Good signal for travel and data-center demand. Millrose guides Q4 AFFO to $0.82-$0.84 and launches a $250M buyback while reviewing its build-to-rent pilot. The buyback is the signal; the pilot review is the risk. Microsoft $MSFT 1Q is the next AI datapoint: revenue expected higher with AI growth cited as the driver, and capex in focus. If capex jumps again, the market will ask who pays for it. Anthropic warns TSMC $TSM disruptions could hit AI chip supply and threaten business. Not sure people appreciate how concentrated the AI supply chain still is. US consumer confidence ro

Saudi Arabia offered Houthis $1B in an Iran-brokered ceasefire deal, Israeli media says, while the Saudi coalition destroyed 3 Houthi missiles and 4 drones. Separately, an EU loan to Airbus $AIR threa