Market Signals

Mind the gap: Is high yield paid for the jump? - https://bondvigilantes.com/

JPMorgan's Zhu Feng: AI Capex Expansion Only Halfway Through; Exports Remain a Key Pillar of China's Economic Growth - BigGo Finance

From fuel cells to AI hubs: Hyundai unveils hydrogen value chain at WHE 2026

The Changing Shape of the U.S. AI Capex Boom - The Overshoot

Shinhan Bank wins government award for FDI support

AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge - Reuters

U.S. Stocks Mixed as AI Names Provide Support; Investors Wait on Midterms and Middle East - BigGo Finance

Trump says the US will end military aid to Israel by year-end, per the Financial Times. That is a real geopolitical regime shift, not a headline to fa

Treasury yields are falling as investors crowd into bonds for safety while election-related stock selling runs the tape. That is a risk-off bid, not a

Assurant (AIZ) Beats Q3 Earnings and Revenue Estimates - Yahoo Finance

Victims of Florida plane crash include a 20-year-old copilot and tech entrepreneur and his family - AP News

Uber President, Longtime Executive Hazelbaker Departs for OpenAI - Bloomberg.com

OpenAI employees warned about operational security lapses for years, sources say - Reuters

Cboe Joins Capital Markets Alliance Challenge to CFTC Approval of Single-Stock Perpetual Derivatives

CLH Q3 deep dive: emergency response and refined products drive margin expansion, CEO transition ahead

Implied Volatility Surging for Howmet Aerospace Stock Options

US, Russia and China discuss meeting between Trump, Putin and Xi - Financial Times

Fed Chair Kevin Warsh Just Drove a Dagger Through Wall Street's AI-Driven Rally With 6 Blunt Words - The Motley Fool

US Job Openings Jump to Four-Month High, Layoffs Decline - Bloomberg.com

Bayer Shares Jump After Pharma Recovery Prompts Outlook Raise - WSJ

US job openings jump in September; layoffs lowest in 1-1/2 years - Reuters

Stocks wobble, oil prices fall as Trump says Israel aid will stop - Reuters

Russia bombs aid center and shelter in southern Ukraine, killing 26, officials say - AP News

China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture - digitimes

Firm Tied to Some OpenAI, Anthropic AI Hacks Blames ‘Error’ - Bloomberg.com

Hyperliquid (HYPE) Rallies as CFTC Approves First-Ever US Stock Perpetuals

Britain on notice: AI-powered ransomware attacks to arrive by 2028

Dow Jones Slide Shows What Rate Hike Bets Mean for Stocks - FOREX.com

Daily: Tech sell-off highlights rising scrutiny of AI spending - UBS

Statement on Monetary Policy – November 2026 1. Financial Conditions - www.rba.gov.au

North Korea Is Laundering Binance Hack Loot at One New Wallet Every 25 Seconds

Stocks, Bonds Rise as Oil Tumbles on US-Iran Hopes: Markets Wrap - Bloomberg

Iran-US deal still out of reach despite diplomatic push, Iranian official says - Reuters

Bayer hikes 2026 profit outlook as pharma unit beats expectations - The Mighty 790 KFGO

US to hold first talks with Russia and Ukraine since February - Financial Times

Anthropic's compute tab could top $1T as Q3 revenue nears $17B

European supermarket freezers overheat in fresh cyber attack - Financial Times

NEWS: EU downgrades financial crime risk of art and antiques trade - AML Intelligence

China Soybean Oil Stocks Hit Record as Crushing Outpaces Demand - Bloomberg.com

Bayer Raises Profit Outlook Helped by Strong Demand for Drugs - Bloomberg.com

Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings - Bloomberg.com

US carries out 'defensive' strikes on Iran's Qeshm Island, officials say - Reuters

China’s soaring chemical exports threaten new trade war front - Financial Times

US to mediate trilateral talks with Ukraine, Russia in Abu Dhabi next week, US envoy says - Reuters

N. Korea slams Japan's missile reinforcement, joint drills with US

S&P 500 and Nasdaq are dropping as capex concerns in tech outweigh hopes for US-Iran diplomacy. When the market starts questioning the spending rather

Iran’s top diplomat hopes US shows ‘rationality,’ and other Mideast news - AP News

Anthropic’s $451B of Unstarted Leases Is 1,018x Q3 Capex - FourWeekMBA

Nvidia Stock And 2 US Growth Stocks Facing A Treasury Yield Reset

Prediction market traders now see nearly 75% chance of Democrats winning the Senate