Market Signals

Trump says 'massive' oil, gas and mineral exploration to begin in Greenland - Reuters

S&P 500 earnings are surging, but AI capex is draining cash flow and threatening buyback support. Buybacks have been a quiet floor under this market,

CISA director touts private partnerships after agency killed many

Iran increases threat to Strait of Hormuz shipping, and other Middle East developments - AP News

SK hynix looks beyond HBM to tackle AI memory bottlenecks

Asia shares edge up as chip selloff eases; US CPI awaited - Reuters

US clamps down on N. Korean IT worker schemes affecting over 70 American firms

Going Into Earnings, Is SAP Stock a Buy, a Sell, or Fairly Valued? - Morningstar

Russian missile attack on Kyiv kills two, Zelenskiy says no warning received - Reuters

DOJ arrests two, seizes 187 devices in North Korean laptop farm crackdown in Texas - Reuters

World stocks dip on AI spending concerns; Brent settles lower - Reuters

Meta Stock Approaches Record High: AI Monetization Expectations Support Valuation, Q3 Earnings and Capex Serve as Key Test - TradingKey

Iran Escalates Attacks on Ships, Threatening Oil Export Recovery - Bloomberg.com

J&J Leans Toward Ortho Spinoff as Medtech Sales Disappoint - Bloomberg.com

France seizes another 'shadow fleet' tanker; Russia decries 'piracy' - Reuters

Saudi leads jump in OPEC+ oil output in September, despite Iran war disruption - Reuters

J&J beats earnings estimates, eyes mid-2027 hip and knee unit spinoff - Reuters

Anthropic discloses fake tip to police among new rogue AI incidents - Reuters

Ursula Von der Leyen wants AI to cut how often EU businesses report the same data - The Next Web

AudioCodes Ltd. (AUDC) Discusses Key Trends Shaping AI and Edge Computing, Including Agentic Identity and Digital Workers Transcript

J&J beats earnings estimates, eyes hip-knee unit spinoff by mid-2027 - CNBC

European gas hits Iran wartime high - Financial Times

EU Paid Russia $209 Billion for Energy Since 2022 - Novinite.com

German opposition demands Trump-style diesel deal with Russia - RT International

UnitedHealth Group raises profit forecast on third-quarter earnings beat - Reuters

UnitedHealth raises full-year profit forecast after earnings beat in third quarter - Quartz

UnitedHealth Group Raises 2026 Profit Outlook After Third-Quarter Earnings Beat - Yahoo Finance

Form 4 Guggenheim Defined Portfolios For: 12 October By Investing.com - Investing.com UK

Goldman Sachs:China Is Building the Other AI Market - The Dark Side Of The Boom

UnitedHealth Group raises profit forecast on third-quarter earnings beat - WTAQ

UnitedHealth Group raises profit forecast on third-quarter earnings beat - Yahoo Finance

Anthropic Has Bigger Problems Than Claude's Feelings - Bloomberg.com

Trump’s Russian diesel gambit is cynical and won’t work - Financial Times

BP Debt Shrinks With Boost From Oil and Gas Trading, Refining - Bloomberg.com

IMF cuts Latin America, Caribbean growth forecasts on energy shock, little AI boost - WTAQ

Tencent Kicks Off $5 Billion Bond Sale to Finance AI Spending - Bloomberg.com

NTT Data in final talks to build Anthropic's first data centre in Japan, Nikkei reports - Reuters

EU Budget Draft Keeps Business Tax, Tweaks Carbon Levies - Law360

Oil falls as Russia diesel supply prospects counter Gulf supply risks - Reuters

Shell calls Australia's gas reserve plan a 'sledgehammer' that risks market failure - Reuters

Gold is easing as the dollar firms, and all the tape cares about now is US inflation data. The CPI print is the whole trade for bullion: hot number, m

Britain, Brexit and the cat-flap option - Financial Times

NATO Drafts Plan to Defeat a Russian Attack With Drones and AI - Bloomberg.com

Russia says its diesel exports may exceed volumes announced by Trump - Reuters

RATE HIKE CUSHIONS BANKS - OrissaPOST

Americas have glut of heavy oil due to freight squeeze; Asia, Europe scramble for barrels - Reuters

Zacks Investment Ideas feature highlights: Meta Platform, NVIDIA, Palantir, Cisco, SanDisk and Qualcomm - The Globe and Mail

Poland says two Turks detained in Germany over Starlink fire it blames on Russia - Reuters

Trump defends Russia diesel deal as lawmakers from both parties complain - Reuters

UK PM Burnham says Iran's IRGC likely behind RAF Fairford incident - Reuters