Market Signals

Ukraine probes clashes at military recruitment dorm - Reuters

AI Inference Startup Fal Raises Capital at $16 Billion Valuation - Bloomberg.com

More drops for AI and tech stocks overshadow gains for most of Wall Street - AP News

US, Venezuela in Talks on Fresh Aluminum Cargo in Trade Revival - Bloomberg.com

Trump's Justice Dept identifies where US election monitors will be in the 50 states - Reuters

These three materials stocks combine strong CapEx growth with attractive valuations - TradingView

AI Spending Boom Echoes Past Infrastructure Bubbles History - Wealth Management

Big majority of US voters disapprove of Trump’s handling of inflation: FT poll - Financial Times

Amazon Vs. Alphabet: The $420B AI Capex Squeeze Leaves Both At Hold (NASDAQ:AMZN) - Seeking Alpha

Greenland lawmakers set to ratify Trump security deal - Reuters

Palantir Falls 6% Despite Earnings Beat and Raised Outlook; Datadog Drops 3%, Snowflake Slides 2% - 24/7 Wall St.

Oil Jump Sends 30-Year Yields to Two-Decade High - EnergyNow.com

AMD Needs a Huge Outlook to Avoid Intel’s Fate as AI Fears Rise - Bloomberg

Wall Street CEOs, Big Money Managers Divided Over AI Risks - Bloomberg

Middle East Oil Markets Flash Signs of Abundance as Flows Rise - Bloomberg

Czech public media launch strike, accusing government of political meddling - Reuters

Google AI chatbot's use of press items may infringe copyright rules, EU court adviser says - Reuters

UK warns AI ransomware attack on infrastructure ‘highly likely’ by 2028

Benjamin Netanyahu presses Donald Trump for renewed strikes against Iran - Financial Times

Apple beats earnings forecasts but chip costs cloud outlook - Euronews.com

Meta and Alphabet Face Serious Market Pressure Over Capex in Q4 - 24/7 Wall St.

Nasdaq, S&P 500 fall behind ahead of U.S. midterms, key earnings results - Seeking Alpha

Apple Bought $54.9B of Securities in FY26, 6x Its Capex - FourWeekMBA

Pershing Square says Big Tech’s $740 billion capex is offensive, not defensive - investingLive

ECB Warns of AI Stock Valuations, Bond Stress, Shadow Bank Losses - Global Banking & Finance Review

Global markets were already fragile. Big AI bets could break them - Reuters

Japan, South Korea agree to cooperate over remains from undersea mine

Kim Yo-jong's rare denial of $6.3b crypto heist raises questions over US-N. Korea dialogue

AI Return Doubts Weigh on Nasdaq, Index Falls Over 1%; Memory and Optical Communications Stocks Slump - BigGo Finance

Nasdaq falls 1% as AI spending concerns weigh on tech stocks - TradingView

Nasdaq, S&P 500 fall behind ahead of U.S. midterms, key earnings results - TradingView

BOK sees consumer inflation remaining near 3% in Nov.

Arm Earnings Preview: Can AI CPU Momentum Outrun Slowing Royalties? - Moomoo

Methane Regulation: NGOs appeal to the Commission - Table.Briefings

Hanwha brings Korean defense, manufacturing ETFs to Abu Dhabi

Korea selects 43 regions for education reform drive amid population decline

Seoul to turn overlooked neighborhood spots into nighttime attractions

Palantir forecasts strong quarterly revenue on AI demand - Reuters

Gold Holds Biggest Jump in Two Months on Iran Peace-Deal Hopes - Bloomberg.com

Palantir Profit Soars as U.S. Commercial Revenue Overtakes Government Business - WSJ

State Street CEO Says It’s ‘Hard to See’ AI as a Bubble Yet - Bloomberg.com

Seoul races to contain data leak exposing Lee, his aides and bodyguards

Foreigners' card spending in Seoul jumps nearly 58% to W8.84tr

AI Infrastructure Capital Cycle: Credit Discipline - Cash-Flow Constraints and the Economics of Artificial Intelligence Through 2030 - https://debugli

Man caught roaming naked at Korea Univ. arrested

N. Korean leader's sister blasts FBI's crypto theft probe as 'political provocation'

Trump approval near career low ahead of elections, Reuters/Ipsos poll finds - Reuters

Binance begins second withdrawal phase following record hack

Seoul opened sharply lower, KOSPI down 3.36%, as AI infrastructure spending concerns hit chip stocks ahead of the US midterms. Samsung fell 4.59% and

Markets Question How Long The AI Capex Boom Can Last - Finimize