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Musk Advisers Target Mid-2027 Announcement for a $3.7 Trillion SpaceX–Tesla Merger.
The deal could become the largest corporate merger ever, with AI ambitions reportedly a key driver.
Both companies have formed independent director committees to explore a combination.
No terms have been agreed yet, and shares of both companies slipped after the report.
Musk Advisers Target Mid-2027 Announcement for a $3.7 Trillion SpaceX–Tesla Merger.
The deal could become the largest corporate merger ever, with AI ambitions reportedly a key driver.
Both companies have formed independent director committees to explore a combination.
No terms have been agreed yet, and shares of both companies slipped after the report.
The deal could become the largest corporate merger ever, with AI ambitions reportedly a key driver.
Both companies have formed independent director committees to explore a combination.
No terms have been agreed yet, and shares of both companies slipped after the report.
7
Nvidia CEO Jensen Huang Says Neocloud Demand Is “Off the Charts.”
Huang calls neoclouds a “good investment,” despite mounting financing concerns.
CoreWeave shares and bonds have plunged as debt worries grow.
Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.
Nvidia CEO Jensen Huang Says Neocloud Demand Is “Off the Charts.”
Huang calls neoclouds a “good investment,” despite mounting financing concerns.
CoreWeave shares and bonds have plunged as debt worries grow.
Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.
Huang calls neoclouds a “good investment,” despite mounting financing concerns.
CoreWeave shares and bonds have plunged as debt worries grow.
Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.
53
Verified
JPMorgan Says Semiconductor Sell-Off May Signal Markets Are Nearing a Bottom.
The bank believes crowded long positions may have largely been unwound, potentially limiting further downside.
AI financing risks remain, but strong computing demand could support the industry’s growth cycle.
$NVDA $SKHY $SOXL
JPMorgan Says Semiconductor Sell-Off May Signal Markets Are Nearing a Bottom.
The bank believes crowded long positions may have largely been unwound, potentially limiting further downside.
AI financing risks remain, but strong computing demand could support the industry’s growth cycle.
$NVDA $SKHY $SOXL
The bank believes crowded long positions may have largely been unwound, potentially limiting further downside.
AI financing risks remain, but strong computing demand could support the industry’s growth cycle.
$NVDA $SKHY $SOXL
733
South Korea’s KOSPI plunges 3.52% to 5,533.77, its lowest close since April 7.
Chip stocks slide as AI investment concerns resurface after Wednesday’s 3.3% rally.
Profit-taking and Bank of Korea rate-hike concerns add to selling pressure.
$SKHY $KORU
South Korea’s KOSPI plunges 3.52% to 5,533.77, its lowest close since April 7.
Chip stocks slide as AI investment concerns resurface after Wednesday’s 3.3% rally.
Profit-taking and Bank of Korea rate-hike concerns add to selling pressure.
$SKHY $KORU
Chip stocks slide as AI investment concerns resurface after Wednesday’s 3.3% rally.
Profit-taking and Bank of Korea rate-hike concerns add to selling pressure.
$SKHY $KORU
85
China’s CSI 300 enters bear-market territory, falling 20% from its June peak.
The index has declined for 10 consecutive weeks.
Weak consumer demand, property-sector troubles and AI stock selling are weighing on Chinese equities.
$BABA
China’s CSI 300 enters bear-market territory, falling 20% from its June peak.
The index has declined for 10 consecutive weeks.
Weak consumer demand, property-sector troubles and AI stock selling are weighing on Chinese equities.
$BABA
The index has declined for 10 consecutive weeks.
Weak consumer demand, property-sector troubles and AI stock selling are weighing on Chinese equities.
$BABA
69
Tesla’s Q3 profit plunges 44% to $787 million, down from $1.4 billion a year ago.
Revenue remains flat at $28 billion, while free cash flow hits $1.53 billion.
Tesla–SpaceX merger talks reportedly target the first half of 2027, with a potential combined valuation of $3.7 trillion.
$TSLA $SPCX
Tesla’s Q3 profit plunges 44% to $787 million, down from $1.4 billion a year ago.
Revenue remains flat at $28 billion, while free cash flow hits $1.53 billion.
Tesla–SpaceX merger talks reportedly target the first half of 2027, with a potential combined valuation of $3.7 trillion.
$TSLA $SPCX
Revenue remains flat at $28 billion, while free cash flow hits $1.53 billion.
Tesla–SpaceX merger talks reportedly target the first half of 2027, with a potential combined valuation of $3.7 trillion.
$TSLA $SPCX
223
JPMorgan more than doubles its SpaceX price target from $240 to $500, implying a $6.8 trillion valuation.
The bank projects SpaceX revenue could reach $254 billion next year.
AI computing capacity is expected to jump from 1.7 GW to 10 GW by end-2027.
$SPCX $TSLA
JPMorgan more than doubles its SpaceX price target from $240 to $500, implying a $6.8 trillion valuation.
The bank projects SpaceX revenue could reach $254 billion next year.
AI computing capacity is expected to jump from 1.7 GW to 10 GW by end-2027.
$SPCX $TSLA
The bank projects SpaceX revenue could reach $254 billion next year.
AI computing capacity is expected to jump from 1.7 GW to 10 GW by end-2027.
$SPCX $TSLA
6
Bitmine stakes 159,728 ETH worth approximately $390 million.
Its total staked Ethereum now exceeds 5.227 million ETH, valued at around $12.8 billion.
Meanwhile, 1.33 million ETH are waiting to enter staking, with a queue exceeding 23 days.
$ETH $BMNR
Bitmine stakes 159,728 ETH worth approximately $390 million.
Its total staked Ethereum now exceeds 5.227 million ETH, valued at around $12.8 billion.
Meanwhile, 1.33 million ETH are waiting to enter staking, with a queue exceeding 23 days.
$ETH $BMNR
Its total staked Ethereum now exceeds 5.227 million ETH, valued at around $12.8 billion.
Meanwhile, 1.33 million ETH are waiting to enter staking, with a queue exceeding 23 days.
$ETH $BMNR
33
SK Hynix completes a record 40 trillion won ($29 billion) share buyback ahead of schedule.
The company repurchased 24.07 million shares, representing 3.3% of its issued shares.
All repurchased shares will be cancelled, reducing the total share count.
$SKHY $KORU
SK Hynix completes a record 40 trillion won ($29 billion) share buyback ahead of schedule.
The company repurchased 24.07 million shares, representing 3.3% of its issued shares.
All repurchased shares will be cancelled, reducing the total share count.
$SKHY $KORU
The company repurchased 24.07 million shares, representing 3.3% of its issued shares.
All repurchased shares will be cancelled, reducing the total share count.
$SKHY $KORU
222
SpaceX jumps 9%, AMD surges 13%+ and Supermicro rallies 16% on strong results and AI optimism.
Tesla rises 2% as Musk announces formal merger discussions with SpaceX.
Netflix falls 6.1% after cutting its profit forecast and advertising revenue outlook.
#EarningsSeason
SpaceX jumps 9%, AMD surges 13%+ and Supermicro rallies 16% on strong results and AI optimism.
Tesla rises 2% as Musk announces formal merger discussions with SpaceX.
Netflix falls 6.1% after cutting its profit forecast and advertising revenue outlook.
#EarningsSeason
Tesla rises 2% as Musk announces formal merger discussions with SpaceX.
Netflix falls 6.1% after cutting its profit forecast and advertising revenue outlook.
#EarningsSeason
34
US Treasury Secretary Scott Bessent says France’s bond sell-off is unlikely to spread to other markets.
French 10-year bond yields remain near their highest levels since 2002.
Moody’s is set to review France’s credit rating on Friday amid political and fiscal uncertainty.
$SPY $QQQ $TLT.ETF
US Treasury Secretary Scott Bessent says France’s bond sell-off is unlikely to spread to other markets.
French 10-year bond yields remain near their highest levels since 2002.
Moody’s is set to review France’s credit rating on Friday amid political and fiscal uncertainty.
$SPY $QQQ $TLT.ETF
French 10-year bond yields remain near their highest levels since 2002.
Moody’s is set to review France’s credit rating on Friday amid political and fiscal uncertainty.
$SPY $QQQ $TLT.ETF
TLTETF+2.00%
3
Amazon Secures Nvidia GB300 Racks Ahead of Power Availability Amid $220 Billion Spending Plan
Amazon Web Services (AWS) has introduced an “Early Rack Receipt” process to take ownership of Nvidia GB300 server racks before some data-centre sites have power, according to Business Insider.
Internal emails reportedly show AWS expected around $5 billion in GB300 racks upfront, followed by approximately $3 billion in monthly purchases.
Completed racks are being held in intermediary warehouses as power shortages delay their deployment.
The spending forms part of Amazon’s $220 billion capital investment plan, while the company’s free cash flow has turned negative.
An AWS executive reportedly expects negative free cash flow to persist for years as the company expands its AI infrastructure.
Amazon Secures Nvidia GB300 Racks Ahead of Power Availability Amid $220 Billion Spending Plan
Amazon Web Services (AWS) has introduced an “Early Rack Receipt” process to take ownership of Nvidia GB300 server racks before some data-centre sites have power, according to Business Insider.
Internal emails reportedly show AWS expected around $5 billion in GB300 racks upfront, followed by approximately $3 billion in monthly purchases.
Completed racks are being held in intermediary warehouses as power shortages delay their deployment.
The spending forms part of Amazon’s $220 billion capital investment plan, while the company’s free cash flow has turned negative.
An AWS executive reportedly expects negative free cash flow to persist for years as the company expands its AI infrastructure.
Amazon Web Services (AWS) has introduced an “Early Rack Receipt” process to take ownership of Nvidia GB300 server racks before some data-centre sites have power, according to Business Insider.
Internal emails reportedly show AWS expected around $5 billion in GB300 racks upfront, followed by approximately $3 billion in monthly purchases.
Completed racks are being held in intermediary warehouses as power shortages delay their deployment.
The spending forms part of Amazon’s $220 billion capital investment plan, while the company’s free cash flow has turned negative.
An AWS executive reportedly expects negative free cash flow to persist for years as the company expands its AI infrastructure.
33
Google and Amazon Open-Source AI Tools to Challenge Nvidia’s Software Dominance
Google released TorchTPU as open source on October 20, allowing PyTorch applications to run on its TPU chips without major code rewrites.
Amazon launched the public beta of TorchNeuron, enabling PyTorch code to run on its Trainium AI chips with a one-line change.
Both tools aim to make developers less dependent on Nvidia’s GPU ecosystem for AI workloads.
Nvidia’s software platform remains a competitive advantage, as many AI development tools and workflows are built around its GPUs.
The launches highlight growing competition among cloud giants to expand adoption of their in-house AI chips.
Google and Amazon Open-Source AI Tools to Challenge Nvidia’s Software Dominance
Google released TorchTPU as open source on October 20, allowing PyTorch applications to run on its TPU chips without major code rewrites.
Amazon launched the public beta of TorchNeuron, enabling PyTorch code to run on its Trainium AI chips with a one-line change.
Both tools aim to make developers less dependent on Nvidia’s GPU ecosystem for AI workloads.
Nvidia’s software platform remains a competitive advantage, as many AI development tools and workflows are built around its GPUs.
The launches highlight growing competition among cloud giants to expand adoption of their in-house AI chips.
Google released TorchTPU as open source on October 20, allowing PyTorch applications to run on its TPU chips without major code rewrites.
Amazon launched the public beta of TorchNeuron, enabling PyTorch code to run on its Trainium AI chips with a one-line change.
Both tools aim to make developers less dependent on Nvidia’s GPU ecosystem for AI workloads.
Nvidia’s software platform remains a competitive advantage, as many AI development tools and workflows are built around its GPUs.
The launches highlight growing competition among cloud giants to expand adoption of their in-house AI chips.
35
South Korea’s Exports Surge 105.4% as AI Boom Fuels Chip Shipments
South Korea’s exports rose 105.4% year-on-year in the first 20 days of October to $61.6 billion.
After adjusting for working-day differences, exports increased 65.9%, down from 89.8% growth in the same period in September.
Semiconductor shipments remained the key driver amid strong global demand for AI-related technology.
Imports climbed 42.8% year-on-year, while South Korea recorded a trade surplus of $14.5 billion.
Japan’s Exports Rise 16.7% in September, Below Expectations
Japan’s exports increased 16.7% year-on-year in September, missing economists’ expectations of 21.3% and marking the 13th consecutive month of growth.
Imports rose 18.9%, below the forecast of 20.4%, amid higher energy costs.
Japan recorded a trade deficit of ¥536 billion, narrowing from ¥1.1 trillion in August.
Exports to the US surged 22.9% year-on-year, while shipments to the European Union rose 10.5%.
Crude oil imports jumped 51% year-on-year as elevated international oil prices increased import costs.
South Korea’s Exports Surge 105.4% as AI Boom Fuels Chip Shipments
South Korea’s exports rose 105.4% year-on-year in the first 20 days of October to $61.6 billion.
After adjusting for working-day differences, exports increased 65.9%, down from 89.8% growth in the same period in September.
Semiconductor shipments remained the key driver amid strong global demand for AI-related technology.
Imports climbed 42.8% year-on-year, while South Korea recorded a trade surplus of $14.5 billion.
Japan’s Exports Rise 16.7% in September, Below Expectations
Japan’s exports increased 16.7% year-on-year in September, missing economists’ expectations of 21.3% and marking the 13th consecutive month of growth.
Imports rose 18.9%, below the forecast of 20.4%, amid higher energy costs.
Japan recorded a trade deficit of ¥536 billion, narrowing from ¥1.1 trillion in August.
Exports to the US surged 22.9% year-on-year, while shipments to the European Union rose 10.5%.
Crude oil imports jumped 51% year-on-year as elevated international oil prices increased import costs.
South Korea’s exports rose 105.4% year-on-year in the first 20 days of October to $61.6 billion.
After adjusting for working-day differences, exports increased 65.9%, down from 89.8% growth in the same period in September.
Semiconductor shipments remained the key driver amid strong global demand for AI-related technology.
Imports climbed 42.8% year-on-year, while South Korea recorded a trade surplus of $14.5 billion.
Japan’s Exports Rise 16.7% in September, Below Expectations
Japan’s exports increased 16.7% year-on-year in September, missing economists’ expectations of 21.3% and marking the 13th consecutive month of growth.
Imports rose 18.9%, below the forecast of 20.4%, amid higher energy costs.
Japan recorded a trade deficit of ¥536 billion, narrowing from ¥1.1 trillion in August.
Exports to the US surged 22.9% year-on-year, while shipments to the European Union rose 10.5%.
Crude oil imports jumped 51% year-on-year as elevated international oil prices increased import costs.
381
SpaceX, Tesla and AI Stocks Rally; AMD Jumps Over 15%
SpaceX shares surged nearly 8% and Tesla gained around 2% in overnight trading after Elon Musk announced a special committee to discuss a potential merger.
AMD shares jumped over 15% after preliminary Q1 FY2027 revenue rose 27%, exceeding expectations.
Lumentum shares climbed more than 5%, while Intel and SK Hynix advanced over 3%.
Marvell Technology and SanDisk gained nearly 3% each.
Micron Technology shares rose more than 2%, extending gains across AI and semiconductor stocks.
SpaceX, Tesla and AI Stocks Rally; AMD Jumps Over 15%
SpaceX shares surged nearly 8% and Tesla gained around 2% in overnight trading after Elon Musk announced a special committee to discuss a potential merger.
AMD shares jumped over 15% after preliminary Q1 FY2027 revenue rose 27%, exceeding expectations.
Lumentum shares climbed more than 5%, while Intel and SK Hynix advanced over 3%.
Marvell Technology and SanDisk gained nearly 3% each.
Micron Technology shares rose more than 2%, extending gains across AI and semiconductor stocks.
SpaceX shares surged nearly 8% and Tesla gained around 2% in overnight trading after Elon Musk announced a special committee to discuss a potential merger.
AMD shares jumped over 15% after preliminary Q1 FY2027 revenue rose 27%, exceeding expectations.
Lumentum shares climbed more than 5%, while Intel and SK Hynix advanced over 3%.
Marvell Technology and SanDisk gained nearly 3% each.
Micron Technology shares rose more than 2%, extending gains across AI and semiconductor stocks.
124
Partly True
South Korea’s KOSPI surges over 4%, triggering the exchange’s sidecar mechanism.
Samsung Electronics jumps 6.8%, while SK Hynix rallies over 7%.
In Hong Kong, leveraged long positions linked to SK Hynix and Samsung surge nearly 17% and 15%, respectively.
South Korea’s KOSPI surges over 4%, triggering the exchange’s sidecar mechanism.
Samsung Electronics jumps 6.8%, while SK Hynix rallies over 7%.
In Hong Kong, leveraged long positions linked to SK Hynix and Samsung surge nearly 17% and 15%, respectively.
Samsung Electronics jumps 6.8%, while SK Hynix rallies over 7%.
In Hong Kong, leveraged long positions linked to SK Hynix and Samsung surge nearly 17% and 15%, respectively.
457
All 100 economists surveyed by Reuters expect the Fed to hike rates in December.
94 of 100 expect rates to hold at 3.75%–4.00% in October.
Economists cite persistent inflation and a resilient US economy as reasons for further tightening.
#Fed $SPY $QQQ
All 100 economists surveyed by Reuters expect the Fed to hike rates in December.
94 of 100 expect rates to hold at 3.75%–4.00% in October.
Economists cite persistent inflation and a resilient US economy as reasons for further tightening.
#Fed $SPY $QQQ
94 of 100 expect rates to hold at 3.75%–4.00% in October.
Economists cite persistent inflation and a resilient US economy as reasons for further tightening.
#Fed $SPY $QQQ
103
ByteDance, Alibaba and Tencent reportedly ordered over 3 million Nvidia RTX PRO 5500 graphics cards worth more than $35 billion.
At $11,400 per card, demand reportedly exceeds 6 million units.
Nvidia may meet just 5%–10% of demand, with deliveries potentially starting in Q1 2027.
ByteDance, Alibaba and Tencent reportedly ordered over 3 million Nvidia RTX PRO 5500 graphics cards worth more than $35 billion.
At $11,400 per card, demand reportedly exceeds 6 million units.
Nvidia may meet just 5%–10% of demand, with deliveries potentially starting in Q1 2027.
At $11,400 per card, demand reportedly exceeds 6 million units.
Nvidia may meet just 5%–10% of demand, with deliveries potentially starting in Q1 2027.
25
Investors are rushing to hedge AI debt risks as CDS trading surges.
Weekly CDS trading linked to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom and Nvidia exceeded $9 billion in September, up from less than $2 billion in July.
Investors are paying more to protect against potential AI-related defaults.
Investors are rushing to hedge AI debt risks as CDS trading surges.
Weekly CDS trading linked to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom and Nvidia exceeded $9 billion in September, up from less than $2 billion in July.
Investors are paying more to protect against potential AI-related defaults.
Weekly CDS trading linked to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom and Nvidia exceeded $9 billion in September, up from less than $2 billion in July.
Investors are paying more to protect against potential AI-related defaults.
62
Verified
South Korea’s KOSPI plunges 3.73% to 5,552.74, its lowest close since April 7.
Chip stocks slide as concerns over the sustainability of the AI investment boom resurface.
Credit risks and AI profitability concerns remain unresolved.
$SKHY $KORU
South Korea’s KOSPI plunges 3.73% to 5,552.74, its lowest close since April 7.
Chip stocks slide as concerns over the sustainability of the AI investment boom resurface.
Credit risks and AI profitability concerns remain unresolved.
$SKHY $KORU
Chip stocks slide as concerns over the sustainability of the AI investment boom resurface.
Credit risks and AI profitability concerns remain unresolved.
$SKHY $KORU
928
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