Around X:
- @Business
- Inflation in Tokyo rose at a faster pace, supporting the case for the Bank of Japan to keep raising interest rates gradually.
- Tucked into President Trump’s trade deals formalizing higher tariffs on goods from Asia this week are provisions for a global economic frontier the US wants to stay free of protectionism: digital commerce.
- The US said it secured an additional $111 million to continue funding a program that provides airlines with subsidies for routes to small and rural airports, keeping the flights running while the government shutdown persists.
- Meta found record-shattering demand for its bond sale on Thursday even as its shares plunged, in a sign that bond investors are looking past any concerns about its artificial-intelligence spending plans.
- Applications for US unemployment benefits fell last week, according to a Bloomberg News analysis of unadjusted state-level filings released during the federal government shutdown.
- Get up to speed on what's moving global markets.
- Here's what you need to know to start your day.
- @ZeroHedge
- Exclusive: Netflix taps bank to explore bid for Warner Bros Discovery.
- Japan Gets First Missiles For F-35s After Trump Proclaimed "New Golden Age" In Ties.
- ExxonMobil Takes California To Court Over "Compelled" Climate Speech.
- These 2 Supreme Court Cases May Affect Future Elections.
- RFK Jr. Says Officials Exploring Feasibility Of Breaking Up MMR Vaccine.
- Harvard Scientist Accuses NASA of Coverup About Mysterious Comet.
- No Murder In Paradise? Socialist Ideologues Insist We Reject Truth And Accept What We're Told.
- Fresh Israeli Strikes Again Test Trump-Brokered Gaza Deal.
- "Wild Moves", "Chaos", & "Stuff Trading Backwards": Traders Tantrum At Lack Of Post-Powell Bounce.
- @CNBC
- Asia-Pacific markets set to open mixed after Trump-Xi truce.
- Friday's big stock stories: What’s likely to move the market in the next trading session.
- Stock futures rise after upbeat tech earnings: Live updates.
- Stocks making the biggest moves after hours: Apple, Amazon, Coinbase, Netflix and more.
- Delta calls on Congress to immediately end government shutdown, pay air traffic controllers.
- @WSJ
- Exclusive: Developer Related Companies has agreed to build a more than $7 billion data-center campus on farmland outside Detroit, one of the largest deals yet for this burgeoning real estate class that powers AI.
- President Trump said the U.S. and South Korea are close to completing a trade pact, a surprise breakthrough following months of contentious talks over $350 billion in investments Seoul has pledged to America.
- Dr. Casey Means wants to give the Trump administration’s “Make America Healthy Again” agenda a less polarizing touch when she becomes U.S. surgeon general.
- @TheTranscript
- $NVDA CEO: NVIDIA's real moat lies in CUDA, not just GPUs. “This is the treasure of our company. Most people talk about the GPU. The GPU is important, but without a programming model that sits on top of it, and without dedication to that programming model, keeping it compatible over generations. We’re now at CUDA 13, coming up, CUDA 14. hundreds of millions of GPUs in use, running in every single computer, perfectly compatible. If we didn’t do that, then developers wouldn’t target this computing platform. If we didn’t create these libraries, then developers wouldn’t know how to use the algorithm and use the architecture to its fullest, one application after another. This is really the treasure of our company".
- $AMZN CEO today: "You're going to see us continue to be very aggressive, investing in capacity, because we see the demand as fast as we're adding capacity."
- $AMZN CFO on capex trends: "Looking ahead, we expect our full-year cash CapEx to be ~$125 billion in 2025, and we expect that amount to increase in 2026". (graph)
- $AAPL CEO on China: "I was just there. It’s incredibly vibrant and dynamic. Store traffic is up significantly Y/Y. The iPhone 17 family has been very well received there & we do believe that we’ll return to growth in Q1, largely based on the reception of the iPhone".
- $AMZN CEO on power capacity growth: "We’ve ...[added] more than 3.8 GW of power in the past 12 months — more than any other cloud provider. To put that into perspective, we’re now at double the power capacity that AWS had in 2022, and we’re on track to double again by 2027."
- $AMZN CEO on AWS backlog: "Backlog grew to $200 billion by the end of Q3 and doesn’t include several unannounced new deals in October, which together are larger than our total deal volume for all of Q3. AWS is gaining momentum."
- $AMZN CEO: "AWS is growing at a pace we haven't seen since 2022, reaccelerating to 20.2% Y/Y. Our largest growth rate in 11 quarters. It's very different having 20% Y/Y growth on a $132B annualized run rate than having a higher percentage growth rate on a meaningfully smaller annual revenue, which is the case with our competitors."
- Cloud growth re-accelerates across tech giants: (graph)
- Reddit double beat. CEO: "Q3 was a strong quarter for Reddit...We ended the quarter with 116 million DAUq and 444 million WAUq, both growing around 20% year-over-year." $RDDT: +2% AH.
- Netflix announces a 10-for-1 split. $NFLX: +3% AH.
- @MarioNawful
- ELON: OPTIMUS WILL DO ANYTHING YOU WANT AND COST LESS THAN A CAR. “Probably less than a car is my prediction long term. At scale, you should be able to buy an Optimus robot for around $20,000 to $30,000. It’ll be able to do anything you want, teach, babysit your kids, walk your dog, mow your lawn, get groceries, serve drinks, or just be your friend. Whatever you can think of, it will do. It’s gonna be awesome, and I think this will be the biggest product ever of any kind.” (video)
- @KariLake
- Imagine being a kid hearing every day in school: the world’s ending, no clean air, climate destroyed—pure paranoia from Bill Gates’ climate scam. Now, the Senate is probing the Gates Foundation and its relationship with the CCP, and Gates is backtracking. He’s trying to get ahead of his hoax unraveling. But the damage is done. (video)
- @NicHulscher
- BREAKING: Dr. Steven Hatfill — Senior HHS Advisor Fighting mRNA Corruption — Has Been Fired in a COUP ATTEMPT. Hatfill says he was fired in “a coup to overthrow Mr. Kennedy,” led by Chief of Staff Matt Buckham. The mRNA cartel is DANGEROUS and must be purged from HHS. (video)
- @HustleBitch_
- “THE ISLAND IS GONE.” - JAMAICA WIPED OUT AS ‘SMART CITY’ REBUILD MOVES IN. New aerial footage shows entire towns completely erased. Homes flattened, roads gone, 80% of the island still without power. The Prime Minister calls it “the worst destruction in our history.” Months before the storm, government leaders were already pushing Vision 2030 “Smart City” blueprints across Jamaica. Now the island’s in ruins… and those same plans are suddenly being fast-tracked. Paradise destroyed. Smart City approved. The worst storm in Jamaica’s history didn’t just destroy the island, it cleared the way for their new agenda. (video)
- @WallStreetApes
- American speaks on Muslims gathering in New York to pray and she’s absolutely right. “So there are over 500 mosques in New York, but they take to the streets and have to pray in public — It's just crazy to see, but they're doing this to show their dominance and to show that they're taking over the culture and taking over our land. And they don't care how we feel about it.” Again, she is 100% correct. Muslims do not do this in their home countries. (video)
- @mazemoore
- 2013. Obama talks about how incredibly irresponsible it would be for Congress to shut down the government in order to blackmail a President into making concessions. Be sure to pass this along to Democrats. (video)
- @ItsYourGov
- ARCTIC FROST LEADERS STILL AT FBI. The personnel actions thus far are only a solid start. The below were promoted to lead offices: Aaron Tapp (@FBISanAntonio) James Barnacle (@FBICharlotte) Joe Rothrock (@FBIDallas) Devin Kowalski (@FBISanJuan) Wayne Jacobs (@FBIPhiladelphia)
- @TheIntelSCIF
- 3rd plane reveals EGYPTIAN MILITARY CONTRACTORS on the ground, in Utah, during the Charlie Kirk assassination. What's really going on and why is our own FBI covering this up? This is huge and it's all starting to be exposed. The Military Contractors were allegedly dropped off at the airport in Provo, Utah, by UVU College, before Charlie was shot, on a classified military mission. The plane arrived before Charlie's assassination from 9/4 and flew back on 9/11 WITHOUT the Egyptian Military Contractors back to Egypt. (video)
- The ARTIC FROST drop just COOKED Jack Smith. Jack Smith's plan was to throw as many Trump supporters in prison as possible. From officials in government, to the voters. They literally tapped and spied on Alex Jones's cellphone, text messages, and everything else under the sun, all without a warrant. Alex Jones and Steve Bannon were the only 2 journalists on the list of over 160 Republicans in Trump's circle.
- @TimcastNews
- DEVELOPING: FBI Director Kash Patel reportedly confronted Counterterrorism chief Joe Kent after Kent reviewed FBI files to probe possible foreign ties to Charlie Kirk’s assassination. Kent, a top aide to Tulsi Gabbard, believed foreign actors could’ve aided accused shooter, Tyler Robinson. Patel argued Kent was overstepping and risking the FBI’s ongoing case.
- @GlennYoungkin
- Abigail Spanberger said she would end my executive order that protects locker rooms, bathrooms, and sports for girls. If you're a parent and you want to protect the privacy, safety, and dignity of your children, vote for @winwithwinsome. (video)
- @C_3C_3
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the day.
- Asian equity indices are +.25% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 63.5 unch.
- China Sovereign CDS 40.0 -.5 basis point.
- China Iron Ore Spot 106.3 USD/Metric Tonne -.2%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.87 -.05%.
- Bloomberg Emerging Markets Currency Index 36.24 -.08%.
- Bloomberg Global Risk-On/Risk Off Index 87.07 +.43%.
- US 10-Year Yield 4.10% unch.
- Volatility Index(VIX) futures 18.6 -2.9%.
- Euro Stoxx 50 futures -.02%.
- S&P 500 futures +.67%.
- NASDAQ 100 futures +1.24%.
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the day.
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