Market Signals

US Futures Slip as Risk-Off Sentiment Dominates With Oil Rising - Bloomberg.com

Trump and Vance announce $25M whistleblower program to encourage public to report alleged fraud - AP News

Dow at 52,177.69, a one-month high, with the bid coming from rotation into blue chips. Money moving up in quality rather than out the risk curve reads

Oil jumps on escalating Middle East conflict - Reuters

Huawei Gets $2.3 Billion Offshore Loan as Chip Spending Soars - Bloomberg.com

DeepSeek has raised $15B ahead of a potential IPO. Private capital is still piling into Chinese AI at size, and that keeps competitive pressure on US

PG&E (PCG) Misses Q3 Earnings and Revenue Estimates - Yahoo Finance

CME Q3 deep dive: diversified volume growth and product innovation underpin results

Saudi Aramco seeks to partner with countries to expand its oil stockpile, CEO says - Reuters

Zelenskyy’s Feud With Trump Endangers His Plan to Defend Ukraine - Bloomberg.com

Meta’s revenue surges to $64.6 billion, but settlements and AI spending turn screws on profit - Fortune

Meta Raises Capex Guidance as Its AI Bet Pays Off - Bloomberg.com

Meta raises AI bet, ups 2026 capex, adds nonvoting shares - Briefs Finance

Korea rises as strategic hub for German firms: KGCCI chief

Alibaba shares just posted their steepest drop in two months on new China curbs. Same playbook as before: policy risk reprices the whole China tech co

Oil Rises as Deadly Saudi Attack Fans Middle East Supply Fears - Bloomberg.com

SC stays probe in financial irregularities case against ex-Kerala CM Pinarayi Vijayan

Why is the RBI pulling liquidity out of banks and injecting it back again?

Meta Earnings Preview: AI Ambitions Face a Reality Check as Capex Doubles - Investing.com

RBI's takeover-financing rule change has Indian banks financing about a dozen M&A deals above ₹10,000 crore since July 1, with lenders now covering up

RBI flags widening inflation risks, puts rate cuts on ice

Police seek arrest warrant for man over Seoul arson attacks that injured 19

RBI puts rate cuts on ice

Macron hits out at ‘stupid’ Trump remarks about riots in France - Financial Times

Trump's MAGA Inc unleashes $277 million last-ditch effort to save Republicans in key US races - Reuters

Wall Street ticks higher after SpaceX helps lift AI stocks - WRAL

Nasdaq, S&P 500 Futures Climb After SpaceX’s Blowout Quarter: SMCI, NFLX, GE Stocks In Focus - Yahoo Finance

Meta is lifting its 2026 capex floor to $135B and planning a new non-voting share class. The capex number is what matters for the tape: AI infrastruct

FACT FOCUS: Trump and Republicans blame France's immigrants for riots without evidence - AP News

Supreme Court won't allow Trump administration restrictions on transgender inmates - Reuters

Lower capital requirements are no shortcut to European competitiveness - CEPR

Big Tech Earnings Are Coming. I’m Watching Capex, Not Just Profits. - Moomoo

Nextdc Shares Plunge 44% After Public Backlash Hits Data Center - Bloomberg.com

SpaceX Plans $35-40B Q4 Capex — Matches Tesla's Last 4 Years Combined - BASENOR

MMM Q3 Deep Dive: Data Center Momentum and Productivity Drive Upgraded Outlook - StockStory

DayOne Said to Weigh Options for US IPO After Data Center Rout - Bloomberg.com

Trump says companies should pay 'dividend' to communities to make data centers popular - Reuters

The Grand (AI) Illusion, Orchestrated Chaos, and The AI Capex Reckoning: A 100x Dotcom Echo? - The Big Read - Substack

Korean Data Center Firm Elice Jumps by Limit After Debut Slump - Bloomberg.com

UK inflation jumps to highest in nearly a year at 3.5% - Reuters

Irish ex-EU commissioner seeks Trump’s help to restore grain corridor - Financial Times

SpaceX and Tesla boards explore potential merger - Financial Times

Trump, in North Carolina, says Republicans will defy midterm odds - Reuters

Indian bonds sell off on oil shock ahead of RBI policy minutes

A possible SpaceX-Tesla merger? Here's what people are saying - Reuters

CATL's slower profit growth is fanning fears for China's battery rivals. Deceleration at the scale leader means the smaller names with less cost cushi

FTC chief acknowledges role of conglomerates in economic growth

Seoul shares open sharply higher ahead of Meta earnings amid AI woes

Lee Moon Won Bio secures patent for hair-loss care platform

‘Words alone won’t restore trust’: Lee calls for bold police reform