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10/26
16:28
AI concerns once again loom over CoreWeave and other tech stocks.
16:21
Baghaei emphasized that lasting and reliable regional security can only be achieved through trust and cooperation among regional countries
Iranian Foreign Ministry spokesman Esmaeil Baghaei stated that officials from Iran, Saudi Arabia, Pakistan, and Turkey will focus on the consequences of "aggression" by the United States and Israel against Iran and its impact on regional security during a regional security conference in Tehran. Baghaei emphasized that lasting and reliable regional security can only be achieved through trust and cooperation among regional countries.
16:14
Iran Foreign Ministry spokesperson Esmaeil Baghaei said the outcome of the upcoming Israeli election will make “no difference” to Iran
Iran Foreign Ministry spokesperson Esmaeil Baghaei said the outcome of the upcoming Israeli election will make “no difference” to Iran, stating that it does not matter who takes the helm of a regime that has brought “nothing but violence and massacres” to the region. Israelis are heading to the polls for legislative elections on Tuesday, with Prime Minister Benjamin Netanyahu facing a tight race.
16:08
Alphabet (Google), Microsoft, and Amazon, the three tech giants, are scheduled to release their earnings reports this week
Alphabet (Google), Microsoft, and Amazon, the three tech giants, are scheduled to release their earnings reports this week. The market is closely watching their AI capital expenditure scale and free cash flow trends, especially after Meta's earnings report last week showed its free cash flow turned negative for the first time, reaching -$2.12 billion, following an upward revision of its capital expenditure plan. Its stock price subsequently plunged 6.1% the next day. Analysts point out that investors have "lost patience" with high AI spending, and the three giants' earnings reports this week are expected to face a severe test.
16:05
The U.S. Treasury Department last week released a draft of outbound investment restrictions targeting Chinese biotechnology companies
The U.S. Treasury Department last week released a draft of outbound investment restrictions targeting Chinese biotechnology companies, aiming to prevent U.S. investment from flowing into these firms to protect U.S. national security. Treasury Secretary Scott Bessent stated that this move is intended to prevent adversaries from leveraging U.S. investment to develop critical technologies that threaten U.S. national security. These restrictions primarily target equity acquisitions and joint ventures, potentially making it more difficult for Chinese biotech companies to attract U.S. direct investment or establish joint ventures. Meanwhile, China has also proposed new biotechnology export control measures, prohibiting the export of certain cell and gene therapy platforms, as well as small interfering RNA technology platforms. Analysts believe that while the new regulations do not affect conventional drug licensing deals, the measures from both countries will prompt companies to restructure cross-border transactions to avoid direct equity investments.
16:05
Iranian Foreign Ministry spokesman Esmaeil Baghaei praised regional countries for seeking to develop security policies that reflect their own interests, stating that the upcoming regional security conference could pave the way for "indigenous security."
16:05
AI Agents Are Already Changing the Price of Goods
16:04
Bloomberg's "Odd Lots" podcast discussed the impact of AI agents on commodity prices
Today, Bloomberg's "Odd Lots" podcast discussed the impact of AI agents on commodity prices. Guest Lindsay Owens noted that while AI agents like Meta's Muse promise to save consumers money by finding the best deals, historical price gouging suggests that AI agents are unlikely to make commodity prices cheaper and could instead exacerbate price gouging.
16:04
Sembcorp Industries Ltd. of Singapore is meeting with investors to gauge demand for an initial public offering (IPO) of its Indian subsidiary, Sembcorp Green Infra Ltd., which could raise up to $394 million.
16:03
Singapore and Saudi Aramco have agreed to store Saudi oil in rock caverns, aiming to secure energy supplies for Southeast Asia amid disruption from the Middle East war.
15:54
Iranian Foreign Ministry spokesman Esmaeil Baghaei announced that senior officials from Saudi Arabia, Pakistan
Iranian Foreign Ministry spokesman Esmaeil Baghaei announced that senior officials from Saudi Arabia, Pakistan, and Turkey will meet in Tehran to discuss Israel's expansionist policies, the occupation of Lebanon, and the US war against Iran. Saudi Defense Minister Khalid bin Salman Al Saud, Pakistan's Chief of Army Staff Asim Munir, and Turkish intelligence chief Ibrahim Kalin are scheduled to hold talks with Secretary of Iran's Supreme National Security Council Mohsen Rezaei later today. This will mark the first high-level meeting between Iran and member states of the "Mecca Joint Defense Agreement."
15:50
Bloomberg Intelligence states that the Japanese Yen's safe-haven appeal is recovering as risk aversion spreads across various asset classes. The agency's analysis suggests that EUR/JPY shorts could push the pair below 175, while USD/JPY might also fall below 155.
15:48
According to Jiefang Daily, the 5,000th personal robot from Qiyuan Robot has officially rolled off the production line
According to Jiefang Daily, the 5,000th personal robot from Qiyuan Robot has officially rolled off the production line. This milestone was achieved just one month after its launch on September 20, indicating a rapid acceleration in its mass production and delivery capabilities. Gao Quanzhong, Co-President of Qiyuan Robot, stated that the production line now produces one robot every 2.5 minutes, increasing daily output from over 10 units to more than 200 units. Additionally, Qiyuan Robot launched the "Physical AI Qizai Program" on October 24, opening its robot development platform to developers.
15:48
JPMorgan Chase issued a research report on October 25
According to Chasing Wind Trading Desk, JPMorgan Chase issued a research report on October 25, upgrading Unitree Robotics' rating directly by two notches from "Underweight" to "Overweight," and significantly raising its December 2027 price target from 300 yuan to 995 yuan, approximately 59% higher than the closing price of 624 yuan on October 23. The firm also substantially increased its 2028 sales forecast for Unitree Robotics from approximately 41,600 units to about 111,600 units, projecting 2028 revenue to reach 13.383 billion yuan.
15:48
the humanoid robot sector experienced a surge of limit-up stocks in the afternoon of October 26
Driven by multiple catalysts, including the intensive emergence of physical AI research reports, JPMorgan Chase's significant upgrade of Unitree Robotics' rating, and Qiyuan Robot's mass production milestone, the humanoid robot sector experienced a surge of limit-up stocks in the afternoon of October 26. Among them, A-share company Swancor Advanced Materials surged 20% to its daily limit, closing at 151.57 yuan per share, with its total market capitalization exceeding 61.1 billion yuan. Unitree Robotics saw an intraday rise of over 18%, with its stock price breaking the 700 yuan mark. Additionally, Fenglong Electric, Dafeng Industrial, Mold Technology, and Jack Technology also hit their daily limits. In Hong Kong stocks, Huanchuang Technology rose over 16%, Woan Robot rose nearly 13%, Yuejiang Technology rose approximately 9%, and Hesai-W rose over 8%.
15:47
He explicitly stated that Israel has no intention of launching an attack on Iran before the elections
Israeli Defense Minister Israel Katz dismissed a Channel 12 report alleging "unprecedented confrontation" between Prime Minister Netanyahu and Military Chief of Staff Eyal Zamir over the Iran issue. Katz posted on X that reports of disagreements within Israel's political and military leadership regarding Iran are "completely unfounded and false." He explicitly stated that Israel has no intention of launching an attack on Iran before the elections, reiterating that if Iran attacks Israel, the latter will "respond with great force."
15:41
Oil price falls back to $114 as traders remain focused on Middle East conflict, after soaring to $117 late last week
15:40
France's 10-year government bond yield fell 5.3 basis points to 4.9685%, after Moody's maintained its sovereign credit rating last Friday.
15:38
Japan's Subaru plans to fully transition to electric vehicles in the European market as early as 2028
Nikkei: Japan's Subaru plans to fully transition to electric vehicles in the European market as early as 2028, becoming the first Japanese automaker to take such a step in a specific region. The company will stop selling gasoline-powered cars in Europe in 2027 due to rising regulatory costs and the depletion of existing inventory.
15:36
a Chinese consumer electronics component supplier, disclosed its Q3 2026 report on October 25
Lens Technology (300433.SZ), a Chinese consumer electronics component supplier, disclosed its Q3 2026 report on October 25. Net profit attributable to shareholders for the first three quarters decreased by 50.06% year-on-year to RMB 1.42 billion, while operating revenue fell by 10.74% year-on-year to RMB 47.902 billion. For the third quarter alone, net profit attributable to shareholders decreased by 50.42% year-on-year to RMB 843 million. The company attributed the approximately RMB 790 million year-on-year increase in financial expenses to RMB 716 million for the first three quarters primarily to increased net exchange losses. The decline in revenue from smartphone and computer businesses was the main reason. The company is also continuing to advance project construction, with cash payments of RMB 7.681 billion for the acquisition of fixed assets and other items in the first three quarters. Long-term borrowings increased by 90.48% from the beginning of the year to RMB 8.317 billion.
15:34
A Singapore-flagged container ship, GFS Pride, caught fire in the Strait of Hormuz on the evening of October 13 and sank the following day
A Singapore-flagged container ship, GFS Pride, caught fire in the Strait of Hormuz on the evening of October 13 and sank the following day, leaving only containers floating in the strait. Al Jazeera reconstructed its final voyage through ship tracking data, satellite imagery, and onboard video, revealing the dangers seafarers face each time they transit the Strait of Hormuz.
15:33
Banque Du Caire's IPO Priced at Top End of Range Amid Strong Demand, Marking Egypt's Biggest in Over a Decade
15:31
Incessant drone attacks on merchant ships in the Black Sea are hitting Ukrainian grain shipments to Asia, with Indonesian and Bangladeshi buyers reporting wheat supplies have virtually stopped since the summer, pushing prices substantially higher.
15:27
Ripple's institutional stablecoin, RLUSD, ranks among the top globally for short-term growth on decentralized exchanges (DEXs)
Ripple's institutional stablecoin, RLUSD, ranks among the top globally for short-term growth on decentralized exchanges (DEXs). Over the past seven days, its DEX trading volume increased by $199.4 million, more than double that of its closest competitor, USDG ($97.6 million). RLUSD, regulated by the New York Department of Financial Services (NYDFS) and fully backed by U.S. government bonds, has seen its liquidity inflows directly result from B2B infrastructure deployments. The token has been listed in Uniswap V4 pools, connected to other blockchains via the Squid protocol, and launched on the Swiss platform Arf for instant cross-border settlements by licensed payment companies. Currently, RLUSD has a net market capitalization of $2.401976 billion, ranking eighth among global stablecoins, approaching PayPal's equivalent project ($3.01 billion). Although Ripple's share of the global $289.24 billion stablecoin market is only 1%, within the XRP Ledger (XRPL) ecosystem, RLUSD already accounts for over 92% of stablecoin trading volume.
15:27
As of September 30, over 1,900 customers contributed more than $1 million in revenue over the trailing twelve months (TTM)
Anthropic: Capital expenditures are expected to increase significantly with the continued expansion of computing infrastructure.

Related investments are expected to result in substantial net cash outflows from operating and investing activities for the foreseeable future.

As of September 30, over 1,900 customers contributed more than $1 million in revenue over the trailing twelve months (TTM).

As of September 30, approximately 250 customers generated $10 million or more in revenue over the past 12 months.

Recent growth may reflect early adoption dynamics, the nascent stage of the AI market, and rapid initial customer expansion, factors that may not be sustainable in the long term.

As the revenue base expands and the market gradually matures, the rate of revenue growth may decline significantly, and potentially faster than anticipated.
15:27
Rockchip announced that its operating revenue for the first three quarters of 2026 reached 4.449 billion yuan
Rockchip announced that its operating revenue for the first three quarters of 2026 reached 4.449 billion yuan, a year-on-year increase of 41.64%. Net profit attributable to shareholders was 1.332 billion yuan, up 70.90% year-on-year, and non-IFRS net profit was 1.301 billion yuan, up 72.09% year-on-year.

For the third quarter alone, operating revenue was 1.573 billion yuan, a year-on-year increase of 43.57%. Net profit attributable to shareholders was 473 million yuan, up 90.49% year-on-year, and non-IFRS net profit was 461 million yuan, up 92.10% year-on-year.
15:25
SK Hynix confirmed on Monday that it will announce shareholder return measures along with its earnings report on Wednesday (October 28)
KB Securities noted in a research report published on October 26 that the P/E ratios of both Samsung Electronics and SK Hynix have fallen to approximately 3x, with foreign ownership dropping to its lowest level since the 2008 financial crisis. Goldman Sachs also significantly lowered its 12-month target for the KOSPI from 12,000 to 9,000 points on October 25, but simultaneously warned that the market's pessimistic pricing of the semiconductor industry has severely deviated from fundamentals. SK Hynix confirmed on Monday that it will announce shareholder return measures along with its earnings report on Wednesday (October 28), with market widely expecting a special dividend of 16 trillion Korean Won (approximately $12.1 billion).
15:23
UK government bond dealers say the country is preparing to make greater use of short-term debt instruments, a move that is expected to lower gilt yields and ease pressure on the nation's strained public finances.
15:22
Over 11 million Bitcoin, representing approximately 55% of the total supply
Over 11 million Bitcoin, representing approximately 55% of the total supply, are categorized as "no known attribution," according to Galaxy Research's October snapshot reported by CoinDesk. Alex Thorn, Head of Research at Galaxy, believes this indicates the continued prevalence of individual self-custody of Bitcoin despite accelerating institutionalization. Xapo Bank also suggested this could mean retail investors have been active in the market for over a decade. However, these un-attributed bitcoins could also include lost coins or as-yet unidentified institutional holdings.
15:17
The crackdown, now in its fourth day, has seen forces continue to carry out raids and attack Palestinians
Hebron Mayor Yousef al-Ja’bari stated that Israel's ongoing crackdown in the occupied West Bank city of Hebron has increased the number of displaced Palestinians to 3,043. He told Al Jazeera that the occupation forces continue to close city entrances, leading to a deterioration in residents' living conditions. The crackdown, now in its fourth day, has seen forces continue to carry out raids and attack Palestinians.

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