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10/3
13:49
JPMorgan Chase: Tesla's better-than-expected deliveries can't hide earnings pressure; expect EPS inflection point to accelerate in 2028.
JPMorgan Chase released a report stating that despite Tesla's third-quarter deliveries reaching 486,500 units, exceeding market consensus by approximately 5%, the bank maintains a Neutral rating and a $415 price target for Tesla, believing that recent earnings still face pressure. JPMorgan Chase expects Tesla's adjusted EPS inflection point to occur in 2028, potentially initiating over 50% compound annual growth. The bank's adjusted EPS forecasts for Tesla in 2026 and 2027 are $1.43 and $1.45, respectively, significantly lower than Bloomberg's consensus of $1.65 and $2.22.
13:36
Trump: Federal Reserve Chairman Warsh has announced an independent audit of the Fed building renovation project, and the Department of Justice will investigate misconduct.
Former U.S. President Donald Trump posted on Truth Social, stating that "fake news" reports about the investigation into the Federal Reserve building renovation were pure lies. He announced that newly confirmed Federal Reserve Chairman Warsh has declared an in-depth independent audit, and Attorney General Todd Blanche has made it clear that the Department of Justice will investigate any evidence of wrongdoing. Trump cited details from this week's Inspector General's report, claiming the project was hundreds of millions of dollars over budget and severely behind schedule due to a lack of leadership, oversight, and competence from former Federal Reserve Chairman Jerome Powell.
13:24
AI Data Center Construction Faces Global Community Resistance, Hindering Investments in Europe and Asia
As the AI infrastructure construction boom takes off, community opposition to data centers in the US is spreading to Europe and Asia, posing risks for investors. According to research by STL Partners, public opposition has led to delays or cancellations of approximately $42 billion in data center investments in Europe and $77 billion in the US. European data center monitoring agencies note that from January to April this year, over 70 data center projects in Europe were rejected or restricted, surpassing the total for all of last year. Scotland has paused planning approvals for hyperscale data centers, Denmark has passed emergency legislation placing data centers at the bottom of the queue for grid applications, and Spain has proposed requiring 80% of data center power to come from renewable sources. In South Korea, despite government efforts to promote development, local residents' opposition to data center construction is growing, with protests and proposals for stricter restrictions emerging in areas like Seoul and Gwacheon.
13:12
WHO warns of 'devastating consequences' due to delayed aid entry into Gaza
The World Health Organization (WHO) warned that repeated delays in bringing life-saving medicines, prosthetics, and other supplies from Israel into Gaza risk having “devastating consequences” for Palestinians. Reinhilde Van De Weerdt, the WHO’s representative in Palestine, called on Israeli authorities to “release the pressure on medical supplies,” noting that one shipment of prosthetics had been rejected four times in the past six months. She emphasized the need for unimpeded and predictable entry of humanitarian and health supplies into Gaza, especially as winter begins, to prevent disease outbreaks and address the needs of nearly two million people requiring shelter.
12:29
Elon Musk: Robotaxi operating hours extended from 10pm to 11pm, aiming to avoid running over pets that are hard to see at night.
12:19
Lookonchain: The largest $CXMT short (address 0xf292) has fully closed its position, incurring a total loss of $10.79 million.
12:09
Two Iranian Nationals Charged in UK Over Alleged Plot Targeting Jewish Community
British authorities have charged Rahman Salehi, 34, and Salam Ahmadyan, 36, with preparing to commit an act of terrorism in Manchester, allegedly targeting the Jewish community. The UK Crown Prosecution Service (CPS) stated on Friday that the plot was planned for "on or before" Yom Kippur, which began on September 20. Police indicated the two men were in contact with an overseas third-party, potentially in Iran, and allegedly attempted to acquire components for an improvised explosive device while conducting reconnaissance on potential targets. Home Secretary Shabana Mahmood noted the men arrived in the UK via small boat several years ago, with one granted asylum and the other having a live asylum claim. She highlighted ongoing threats from the Iranian regime against UK Jewish communities. The charges are unrelated to a suspected plot involving the RAF Fairford air base, for which a dual UK-Iranian national was arrested earlier this week.
12:01
Binance Founder CZ Explains Why He Advised Bybit to Suspend Withdrawals After Hack
Binance founder CZ stated in an interview with When Shift Happens on September 25, 2026, that after the Bybit hack, he publicly suggested pausing withdrawals as a more cautious security measure to prevent further abnormal outflows of funds. He noted that while pausing services might disrupt trading continuity and inconvenience users, security risks should be prioritized. Bybit ultimately did not pause withdrawals, and no further issues occurred, which CZ believes indicates there is no absolute right or wrong in similar situations, and the key lies in risk assessment.
11:40
Vietnam's economy grew 9.95% in Q3, fastest pace in 4 years
Vietnam's economy grew 9.95% in the third quarter, its fastest pace in four years, accelerating from a revised 8.81% in April-June, the country's statistics office announced on Saturday. The growth was supported by strong expansion in industry and construction. To achieve its full-year target, Vietnam's GDP needs approximately 12% growth in the fourth quarter.
11:38
Donald Trump posted that if the Democratic Party's social agenda is elected, it will cost the United States trillions of dollars, and that the US will be completely destroyed and reduced to a third-world country as a result.
Donald Trump posted that if the Democratic Party's social agenda is elected, it will cost the United States trillions of dollars, and that the U.S. will be "totally destroyed" and "reduced to a Third World Nation." He urged voters to cast their ballots for the Republican Party and stated that a new report from the Council of Economic Advisers provides all the details.
11:37
Donald Trump: The White House is building a grand ballroom and military complex that will be world-class once completed.
11:37
Donald Trump endorses Oklahoma State Auditor Cindy Byrd for State Treasurer.
11:25
President Trump announces $90 Medicare payments for over 20 million seniors
The federal government will make one-time payments of $90 per person to help more than 20 million enrollees pay for their Medicare Part B premiums. Payments will be made from the Medicare Improvement Fund, marking the first time a President has used the fund to directly lower costs for senior citizens. Most eligible seniors will receive the payment via direct deposit in early October.
11:24
Toshiba announced a $380 million investment to expand its HDD factory, sending Seagate and Western Digital shares down over 10%.
Toshiba plans to double the capacity of its Philippine HDD factory by fiscal year 2027 to capture AI data center storage demand. Following this announcement, shares of Seagate (STX) and Western Digital (WDC) both plummeted over 10% on Friday. The market previously widely believed that "supply discipline" in the hard disk drive (HDD) industry, meaning major manufacturers would not increase drive production capacity but only enhance capacity through technological improvements, was the core logic supporting stock price increases. Toshiba's expansion breaks this expectation, raising market concerns about medium-term supply risks.
11:03
Ping An Bank Becomes First Listed Chinese Lender to Adopt AI Rules; Analysts Expect More Banks to Follow
Shenzhen-listed Ping An Bank announced in a Wednesday filing that its board approved AI management measures, making it the first listed Chinese lender to formally adopt such rules. Analysts believe more mainland institutions are likely to follow, setting an early benchmark for AI application in the sector. The full rules have not been made public.
11:02
Lookonchain: A drop in $PUMP 8 hours ago liquidated 2 traders, totaling 707.6M $PUMP ($3.61M) in liquidations.
10:34
Nasdaq, NYSE Arca, and two other major exchanges will add a night trading session, ushering in a 23-hour trading day for US stocks starting December 6.
Nasdaq, NYSE Arca, and other four core exchanges will officially add a night trading session starting December 6, marking Wall Street's full entry into a 23-hour "all-night trading" era. This move aims to counter the "24/7 trading" cross-market competition from cryptocurrencies and prediction markets, and to accelerate the capture of incremental demand from overseas investors. At that time, US stocks will only have a one-hour closing period from 8 PM to 9 PM ET daily.

According to data from the US Securities and Exchange Commission (SEC), current night trading volume, although only accounting for about 1% of total US stock trading volume, has seen a year-on-year growth rate as high as 358%. The Depository Trust & Clearing Corporation (DTCC), responsible for US stock clearing, switched to a "24x5" model in June this year, preparing the infrastructure for expansion.
10:33
Israeli air attack on Gaza City apartment kills at least five, wounds six
An Israeli air attack on a residential apartment in western Gaza City's crowded Remal neighborhood early on Saturday killed at least five people and severely wounded at least six others, according to medical staff. The strike hit the al-Asala building without prior warning, while residents were asleep.
10:13
Wallstreetcn Analysis: U.S. September non-farm payrolls surprisingly increased by only 29,000, yet the 10-year U.S. Treasury yield still rebounded over 10 basis points to 5.30%, as the market worries about sustained high interest rates.
U.S. Department of Labor data on Friday showed non-farm payrolls increased by only 29,000 in September, significantly below the expected 90,000, and August's figures were also revised downward. This data lowered short-term interest rate hike expectations, with the two-year U.S. Treasury yield falling 10 basis points in a single day to 4.69%. The CME Group FedWatch tool showed the probability of an October rate hike dropping from 22% to 17%.

However, the 10-year U.S. Treasury yield quickly rebounded after briefly dipping to a daily low of 5.16%, testing 5.30% by midday, nearing Thursday's high of 5.34%, the highest since 2002. It rose approximately 12 basis points for the week, climbing for the fifth consecutive week. Wallstreetcn.com analysis pointed out that the divergence in short-term and long-term yields indicates that the market's true anxiety has shifted from the next rate hike to how long the high-interest-rate environment will persist, as inflation, fiscal supply, and term premium continue to firmly support long-term yields. Analysts believe that in a 5% interest rate environment, cracks have appeared in areas such as real estate and consumer credit, and global bond market pressure is also spreading, with the spread between French and German 10-year government bond yields reaching its widest level since the 2012 European debt crisis.
10:08
CFTC data shows hedge funds have re-shorted the Japanese Yen, with a scale of approximately 210 billion JPY.
According to the latest data from the U.S. Commodity Futures Trading Commission (CFTC), as of the week ending September 29, leveraged funds have once again turned net short on the Japanese Yen, with bearish bets totaling approximately JPY 210 billion (USD 1.3 billion). Hedge funds completed a shift from net long to net short within two weeks, indicating that the market believes the Bank of Japan's September rate hike and warnings about a weak Yen from U.S. and Japanese officials, including Donald Trump and U.S. Treasury Secretary Scott Bessent, are still insufficient to alter the interest rate differential disadvantage between the Yen and the U.S. Dollar.
10:06
Japan's Aozora Bank, Arthur D. Little Partner on Investment, Advisory Services
Aozora Bank and the Japanese arm of U.S. consulting firm Arthur D. Little have teamed up to launch a business combining corporate investment with management advisory services. The joint venture aims to help small and midsize companies pursue mergers and acquisitions and expand overseas, with Aozora Bank identifying investment opportunities and providing primary financing.
09:43
U.S. SEC Approves 3x Leveraged Bitcoin, Ether, Gold, Silver, Crude Oil, Natural Gas ETPs for Listing; Bloomberg Analyst Calls It Major Win for Volatility Shares
09:16
IMF Approves $1.9 Billion Loan Deal for Bolivia to Support Paz’s Economic Reforms
The International Monetary Fund approved a $1.9 billion financing program for Bolivia, including an immediate $214 million disbursement, in a package designed to help President Rodrigo Paz reverse a sharp economic slump.
08:57
US, Australia Pause Diplomatic Operations Ahead of Brazil Election
The U.S. has suspended consular services in Brazil, prompting Australia to also close its embassy there. The U.S. Embassy issued a statement on Thursday, citing security concerns for the suspension of consular services starting Friday, and advised U.S. citizens not to travel to its diplomatic facilities. The Australian Embassy also closed on Friday, citing the U.S. warning. Brazil's Federal Police stated they are investigating plans that could threaten U.S. diplomatic facilities and have executed preventive search warrants in São Paulo and the Federal District, but have not yet found conclusive evidence or suspects linked to criminal organizations. This action occurred two days before Brazil's presidential election on Sunday.
08:47
Meta has released the open-source project Muse Gadgets, allowing developers to build hardware that connects to its AI agent, Muse.
Meta launched the Muse Gadgets open-source project on Friday (October 2), aiming to enable developers to build hardware that connects to its personal AI agent, Muse. The company provided open-source firmware and a Linux software development kit (SDK), and shared project ideas for integrating Muse into devices such as TV HDMI ports or color e-ink displays. Meta also built 5,000 Muse Home Link devices, which allow Muse to connect to home networks and communicate with smart devices, and these are being given away for free to Muse subscribers.
08:30
Yemen's conflict has escalated, with the army reporting 1,540 Houthi casualties from 474 attacks within 24 hours, according to Al Jazeera.
08:30
South Korea's military stated that North Korea fired a ballistic missile into the sea from Wonsan.
South Korea's Joint Chiefs of Staff announced that North Korea launched a ballistic missile into the sea from the eastern coastal city of Wonsan on Saturday morning. This launch occurred a day after Kim Yo Jong, the sister of North Korean leader Kim Jong Un, ridiculed South Korea's demand for an apology regarding a landmine explosion and stated North Korea's intention to permanently sever ties with South Korea. Previously, North Korea had conducted a series of military displays, including tests of a hypersonic missile system and the commissioning of new warships.
08:21
Atlantic hurricane season sees no September hurricanes for first time in over 30 years due to El Niño
The unusually quiet season could mark the first time in the satellite era (since the 1960s) that no hurricanes develop in the Atlantic. El Niño typically stifles Atlantic activity by increasing wind shear, which disrupts tropical storm formation, while boosting activity in the Eastern North Pacific.
08:02
Tom Lee: Continued DAT Buying Could Push Crypto Prices Higher
BitMine Chairman Tom Lee told CoinDesk at Korea Blockchain Week on September 30, 2026, that digital asset treasury companies (DATs) trading above their net asset value can raise capital to buy more crypto. This action reduces available supply and could potentially drive prices higher. He cited HYPE as an example, noting that a Hyperliquid DAT holds about 14% of the token supply and continues to buy, suggesting HYPE could rise parabolically if its holdings reached 50%. WuBlockchain noted that Tom Lee's market forecasts tend to be optimistic, and readers should focus on his analytical reasoning rather than specific price targets or timelines.
07:45
Coinbase: INJ Sends & Receives Delayed

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