Qatar Gas Transport Company Limited (Nakilat) has confirmed one of its liquefied natural gas (LNG) tankers was hit by “unidentified objects” while transiting in the Arabian Gulf. The attack occurred on Friday night
No crew members on its LNG carrier, Al Mayeda, were hurt and there was no environmental impact.
“The vessel is in a safe condition, operational, and the impact of the incident is being assessed,” it said. Nakilat provides shipping services to all Qatari ports and terminals as well as towage and other marine support services.
OPINION: 14x trailing earnings. That is where Alphabet trades now, and the chart says it is the lowest P/E on record. A low P/E is not a buy signal. It can mean the market expects earnings to fall. It can also mean the market is wrong. A chart cannot tell you which.
A cheap multiple tells you what the market fears, not what the company is worth.
Global energy spending is on track to reach $3.4 trillion in 2026. Around $2.2 trillion of this is set to go to grids, storage, low-emissions fuels, nuclear, renewables, efficiency & electrification, and about $1.2 trillion goes to oil, natural gas & coal
Source: IEA (X)
Israeli forces have hit the town of al-Mansouri and the outskirts of Hadatha in the Nabatieh district in southern Lebanon.
The National News Agency reported that the areas were targeted with artillery fire at dawn, while the town of Aynatha, close to Bint Jbeil, was hit by air strikes.
Israeli attacks from October 2023 to September 2026 killed 8,920 people and injured 30,595 others, the Lebanese Health Ministry has said. Israel has maintained its military occupation of southern Lebanon since March, when it announced it was installing a “buffer” zone.
Top 100 best-selling drugs, sorted by molecule, company, and disease area
Source: Muhammad Yusuf (X)
Reddit US stats: daily users and revenue (estimate)
1. US daily users
- Logged-in: 19.3M in Q1'24, 23.0M in Q1'25, 23.4M in Q3'26.
- Logged-out: peaked at 30.3M in Q1'26, now 27.3M.
2. Revenue per daily user, per quarter (estimate)
- Logged-in: ~$24.0, logged-out: ~$5.1. About 4.7x.
- Another 15% drop in US logged-out users: ~$21M a quarter, ~3% of US revenue.
So the 80/20 point holds: losing logged-out traffic costs little. But in the US, the users who pay have barely moved since Q1'25. The estimate uses the CEO's 80%+ from the app and logged-in users, applied to the US.
OPINION: Reddit is two businesses in one: a great ad business, and a traffic business it doesn't control. So the question isn't whether Reddit survives AI search. It's whether it can turn Google visitors into members before Google stops sending them.
The ad business has never been better. Advertisers are finally paying for what Reddit always had: real people talking about real products.
The traffic is the problem. Most daily visitors never log in. They come from Google, read one thread and leave, and Google is changing how it answers questions:
"The reality is the AI mode does not drive traffic." Steve Huffman, CEO. That's the CEO saying his biggest source of visitors is drying up.
- Search referrals kept falling every week in October.
- Management warned total users could drop in Q4.
- No new AI data deals to announce.
Author's view:
The logged-out visitor was always rented from Google. The real Reddit is the logged-in community, and that part is still growing. Judged on total users, the next few quarters will look bad. Judged on what a logged-in user is worth, this quarter was strong.
German gas storage companies warn of low reserves due to wars. As of Friday, gas storage levels stood at 61.35 percent, well below the 80 percent target Germany set for the beginning of November, raising fears about supply shortages
Germany must review and improve its mechanism for filling its gas caverns and gas storage facilities, according to the industry association INES, as storage levels in Europe’s largest economy remain at record lows before winter.
“The failure to meet storage level targets shows that storage levels for coming winters must be guaranteed more rigorously,” INES Managing Director Sebastian Heinermann said in a statement.
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Gnosly Live Signals | AI is getting cheaper
At a given level of performance, cost has fallen ~47%/quarter since 2023.