CITADEL’S KEN GRIFFIN: WE’RE ALMOST CERTAINLY IN AN AI BUBBLE
Billionaire Ken Griffin warns investors are “almost certainly” in an AI bubble, as companies struggle to turn massive AI spending into measurable productivity gains.
With Anthropic reportedly eyeing $750 billion in future computing expenditures, questions over AI investment returns are intensifying.
But Griffin remains bullish on AI’s long-term potential.
(@WalterBloomberg)
Billionaire Ken Griffin warns investors are “almost certainly” in an AI bubble, as companies struggle to turn massive AI spending into measurable productivity gains.
With Anthropic reportedly eyeing $750 billion in future computing expenditures, questions over AI investment returns are intensifying.
But Griffin remains bullish on AI’s long-term potential.
(@WalterBloomberg)
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$SPCX - CITI FLAGS SPACEX AS A 90-DAY UPSIDE CATALYST
Citi has added SpaceX to its 90-day upside catalyst watch list.
Shares surged 8.21% overnight following the company's earnings release.
Since its reported June 2026 IPO at $150, the stock is up 8.14% year-to-date.
(@WalterBloomberg)
Citi has added SpaceX to its 90-day upside catalyst watch list.
Shares surged 8.21% overnight following the company's earnings release.
Since its reported June 2026 IPO at $150, the stock is up 8.14% year-to-date.
(@WalterBloomberg)
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IRAN SIGNALS DIPLOMACY, BUT WARNS U.S. TRUST IS GONE
Iranian Foreign Minister Abbas Araghchi says Tehran is ready for diplomacy but prepared to defend itself.
Araghchi says Iran has “no trust whatsoever” in Washington's stated desire for peace and sees little reason to expect progress without a change in the U.S. position.
(@WalterBloomberg)
Iranian Foreign Minister Abbas Araghchi says Tehran is ready for diplomacy but prepared to defend itself.
Araghchi says Iran has “no trust whatsoever” in Washington's stated desire for peace and sees little reason to expect progress without a change in the U.S. position.
(@WalterBloomberg)
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$T - AT&T BEATS Q3 EXPECTATIONS, RAISES 2026 EARNINGS OUTLOOK
AT&T delivered a double beat:
🔸 Revenue: $32.3B vs. $31.69B expected
🔸 Adjusted EPS: $0.65 vs. $0.60 expected
🔸 Adjusted EBITDA: $12.5B
🔸 Postpaid phone additions: 379,000, broadly in line
AT&T now guides for 2026 adjusted EPS of $2.40, above the $2.34 consensus.
The key takeaway: Stronger earnings and an improved outlook reinforce AT&T's growth trajectory.
(@WalterBloomberg)
AT&T delivered a double beat:
🔸 Revenue: $32.3B vs. $31.69B expected
🔸 Adjusted EPS: $0.65 vs. $0.60 expected
🔸 Adjusted EBITDA: $12.5B
🔸 Postpaid phone additions: 379,000, broadly in line
AT&T now guides for 2026 adjusted EPS of $2.40, above the $2.34 consensus.
The key takeaway: Stronger earnings and an improved outlook reinforce AT&T's growth trajectory.
(@WalterBloomberg)
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$SPCX - WALL STREET RAISES SPACEX TARGETS AFTER EARNINGS
Analysts are turning more bullish on SpaceX, with several banks lifting their price targets:
🔸 Morgan Stanley: $300 — Overweight
🔸 Wells Fargo: $274, up from $214
🔸 Citi: $240, up from $200
🔸 UBS: $230, up from $210
🔸 Mizuho: $205, up from $200
(@WalterBloomberg)
Analysts are turning more bullish on SpaceX, with several banks lifting their price targets:
🔸 Morgan Stanley: $300 — Overweight
🔸 Wells Fargo: $274, up from $214
🔸 Citi: $240, up from $200
🔸 UBS: $230, up from $210
🔸 Mizuho: $205, up from $200
(@WalterBloomberg)
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🇫🇷 FRANCE'S BORROWING COSTS HIT 24-YEAR HIGH AS DEBT FEARS MOUNT
France's 10-year government bond yield briefly topped 5% for the first time since 2002.
Violent protests, widening fiscal concerns and political gridlock are fueling a selloff in French debt.
PGIM warns of a “perfect storm” as investors question France's ability to rein in deficits.
The key risk: Rising borrowing costs could deepen France's fiscal crisis and revive eurozone debt concerns.
(@WalterBloomberg)
France's 10-year government bond yield briefly topped 5% for the first time since 2002.
Violent protests, widening fiscal concerns and political gridlock are fueling a selloff in French debt.
PGIM warns of a “perfect storm” as investors question France's ability to rein in deficits.
The key risk: Rising borrowing costs could deepen France's fiscal crisis and revive eurozone debt concerns.
(@WalterBloomberg)
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UKRAINE'S ZELENSKIY: STARLINK/STARSHIELD IS STILL LIMITED BUT RUBIO SAID HE WILL WORK ON IT -FOX NEWS INTERVIEW
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JPMORGAN: SPACEX–TESLA MEGA-MERGER GAINS MOMENTUM
JPMorgan sees strong strategic logic for a potential SpaceX ($SPCX ) and Tesla ($TSLA ) merger after Elon Musk disclosed that both companies formed special committees to explore a combination.
The bank points to shared AI infrastructure, engineering talent and chip development, alongside SpaceX's reported $2 trillion valuation.
JPMorgan sees a potential SpaceX-led all-stock deal, with a 30–35% premium to Tesla.
The key takeaway: A merger could consolidate Musk's AI ecosystem under one corporate roof, but no deal has been announced.
(@WalterBloomberg)
JPMorgan sees strong strategic logic for a potential SpaceX ($SPCX ) and Tesla ($TSLA ) merger after Elon Musk disclosed that both companies formed special committees to explore a combination.
The bank points to shared AI infrastructure, engineering talent and chip development, alongside SpaceX's reported $2 trillion valuation.
JPMorgan sees a potential SpaceX-led all-stock deal, with a 30–35% premium to Tesla.
The key takeaway: A merger could consolidate Musk's AI ecosystem under one corporate roof, but no deal has been announced.
(@WalterBloomberg)
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$SPCX - JPMORGAN DOUBLES SPACEX PRICE TARGET TO $500
JPMorgan raised its SpaceX price target from $240 to $500, maintaining an Overweight rating.
The bank now forecasts $254 billion in 2027 revenue and 10 GW of computing capacity by year-end, more than doubling its 2027–2028 estimates.
JPMorgan also sees strategic merit in a potential SpaceX–Tesla merger, though no deal is guaranteed.
(@WalterBloomberg)
JPMorgan raised its SpaceX price target from $240 to $500, maintaining an Overweight rating.
The bank now forecasts $254 billion in 2027 revenue and 10 GW of computing capacity by year-end, more than doubling its 2027–2028 estimates.
JPMorgan also sees strategic merit in a potential SpaceX–Tesla merger, though no deal is guaranteed.
(@WalterBloomberg)
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YARDENI: THE AI BUBBLE IS REAL, BUT NOT READY TO BURST
Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal.
Bubble Conditions stand at 83/100, while Crash Triggers remain at just 34/100.
Historically, similar conditions preceded an S&P 500 bear market only 9% of the time within two years, with a median inflation-adjusted gain of 18.3%.
The key takeaway: AI valuations look stretched, but the forces needed to burst the bubble haven't fully materialized.
(@WalterBloomberg)
Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal.
Bubble Conditions stand at 83/100, while Crash Triggers remain at just 34/100.
Historically, similar conditions preceded an S&P 500 bear market only 9% of the time within two years, with a median inflation-adjusted gain of 18.3%.
The key takeaway: AI valuations look stretched, but the forces needed to burst the bubble haven't fully materialized.
(@WalterBloomberg)
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$CRWV - CrowdStrike, NVIDIA Expand AI Agent Security From Software to Silicon
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$EBAY - EBAY TO CUT ABOUT 9% OF WORKFORCE TO SIMPLIFY OPERATIONS, PRIORITIZE GROWTH AREAS, CEO MEMO SEEN BY REUTERS SHOWS
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MEETING BETWEEN RUSSIA'S PUTIN, US WITKOFF ENDS - TASS
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OPENAI AND GOOGLE STRIKE MAJOR AI DISTRIBUTION DEAL
OpenAI will bring its frontier AI models, including GPT-6 Astra, and Codex to Google Cloud in the coming weeks.
Enterprise customers will be able to purchase them through Google Cloud Marketplace, using existing cloud spending commitments.
The agreement follows OpenAI's expansion to AWS after its exclusive Microsoft distribution arrangement ended.
(@WalterBloomberg)
OpenAI will bring its frontier AI models, including GPT-6 Astra, and Codex to Google Cloud in the coming weeks.
Enterprise customers will be able to purchase them through Google Cloud Marketplace, using existing cloud spending commitments.
The agreement follows OpenAI's expansion to AWS after its exclusive Microsoft distribution arrangement ended.
(@WalterBloomberg)
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RUSSIAN SU-30 FIGHTER JET CRASHES IN KALININGRAD REGION - IFX
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MORE OIL IS LEAVING THE PERSIAN GULF THAN BEFORE THE WAR
Middle East oil exports exceeded prewar levels in the week through October 18, according to Kpler.
A U.S.-protected shipping system is keeping tankers moving despite continued attacks in the Strait of Hormuz.
Yet oil prices remain elevated as shipping costs surge, inventories tighten and traders fear renewed escalation.
(@WalterBloomberg)
Middle East oil exports exceeded prewar levels in the week through October 18, according to Kpler.
A U.S.-protected shipping system is keeping tankers moving despite continued attacks in the Strait of Hormuz.
Yet oil prices remain elevated as shipping costs surge, inventories tighten and traders fear renewed escalation.
(@WalterBloomberg)
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PUTIN SIGNALS WILLINGNESS TO RESUME UKRAINE PEACE TALKS
The Kremlin says Putin is ready in principle to restart U.S.–Russia–Ukraine talks in mid-November, focusing on postwar security guarantees.
Following talks with U.S. envoy Steve Witkoff, Moscow also highlighted:
🔸 Progress on Russia–U.S. economic projects
🔸 Discussions on implementing a diesel agreement
🔸 Putin's willingness to help broker an Iran diplomatic settlement
(@WalterBloomberg)
The Kremlin says Putin is ready in principle to restart U.S.–Russia–Ukraine talks in mid-November, focusing on postwar security guarantees.
Following talks with U.S. envoy Steve Witkoff, Moscow also highlighted:
🔸 Progress on Russia–U.S. economic projects
🔸 Discussions on implementing a diesel agreement
🔸 Putin's willingness to help broker an Iran diplomatic settlement
(@WalterBloomberg)
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*PARIS POLICE RENEW PARTIAL CURFEW WEDNESDAY EVENING: AFP
(@WalterBloomberg)
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CRITICAL PHP FLAWS PUT MILLIONS OF WEBSITES ON ALERT
PHP developers are preparing emergency patches for two critical vulnerabilities, each rated 9.2/10 in severity.
The flaws could allow attackers to execute malicious code remotely without authentication, threatening servers running PHP-powered websites.
Cloudflare ($NET) reports early attacks and is deploying temporary protections.
The key warning: EU cybersecurity officials urge immediate patching and advise taking vulnerable sites offline if fixes cannot be applied.
(@WalterBloomberg)
PHP developers are preparing emergency patches for two critical vulnerabilities, each rated 9.2/10 in severity.
The flaws could allow attackers to execute malicious code remotely without authentication, threatening servers running PHP-powered websites.
Cloudflare ($NET) reports early attacks and is deploying temporary protections.
The key warning: EU cybersecurity officials urge immediate patching and advise taking vulnerable sites offline if fixes cannot be applied.
(@WalterBloomberg)