OCT 30 2026: Russia and Ukraine agree a local truce to let Ukrainians evacuate Oleshky, Qatari officials are in Iran trying to revive a US ceasefire deal, and Anthropic's blockbuster IPO prospectus la

Geopolitics: the Oleshky truce is a narrow evacuation window, not a peace deal. Qatar trying to revive a US-Iran ceasefire keeps the geopolitical risk premium alive. Watch this: any collapse in either track hits oil and risk appetite fast. Earnings: $CVX Q3 revenue and earnings topped estimates, $LNG Cheniere showed growth and resiliency, and Jefferies calls the $RIVN correction a favorable entry point after Q3. Energy is still printing cash while autos need a narrative reset. Corporate: $MEOH expects $525-$550/tonne realized price in Oct-Nov and launches up to 5% buyback, while Titan guides Q4 revenue to $410M-$430M and adjusted EBITDA to breakeven to $7M as its ITM sale targets a January close. Good signal: buybacks and asset sales are doing the talking. Tech/AI: $NVDA is in talks to offer credit support for Nscale, a Chinese exec close to the $NVDA CEO is suspected of giving China information, and $GOOGL Gemini is adding hundreds of free textbooks. The issue is AI demand is real, bu

Geopolitics: the Oleshky truce is a narrow evacuation window, not a peace deal. Qatar trying to revive a US-Iran ceasefire keeps the geopolitical risk premium alive. Watch this: any collapse in either