https://gnosly.com/feed/Business Intelligence Console and Prediction Algorithms2822@JessePeltanJesse PeltanTexas receives over 1,000,000 TWh of energy from the Sun every year. Over the past 12 months, solar PV captured ~0.006% and provided 16% of all electricity.https://x.com/JessePeltan/status/21100220871086408370.00402026-10-13T18:52:00.951117+00:002x.comsolartexasenergy2637https://pbs.twimg.com/media/HUhLEzjWsAAPtwz?format=jpg&name=smallImage2026-10-13T18:52:01.558730+00:002821@PolicyEngineUSPolicyEngine US<p>Source: PolicyEngineUS (X)</p>https://x.com/PolicyEngineUS/status/21100533470217259340.00402026-10-13T18:40:19.296261+00:002x.comaiopenaimuse2636https://pbs.twimg.com/media/HUhqS29XsAEQT2-?format=png&name=smallImage2026-10-13T18:40:20.898030+00:002820@yipitdataYipitData<p>Source: YipitData (X)</p>https://x.com/yipitdata/status/21100153942158090820.00402026-10-13T18:23:52.959489+00:002x.comopenaiaiopenrouter2635https://pbs.twimg.com/media/HUhDZDRWUAAqUDn?format=png&name=smallImage2026-10-13T18:23:55.228989+00:002819@jpschroederJustin Schroeder<p>Source: Justin Schroeder (X)</p>https://x.com/jpschroeder/status/21096969981359802230.00402026-10-13T17:19:13.090180+00:002x.comopenaianalysisai2634https://pbs.twimg.com/media/HUcmEqQW8AA0ULw?format=jpg&name=smallImage2026-10-13T17:19:13.769063+00:002817@BenNollWeatherBen Noll<p>That represents an enormous reservoir of anomalous heat in the equatorial Pacific, significantly raising the potential for extreme weather in the U.S. this winter.</p>https://x.com/BenNollWeather/status/21100227620227731160.00402026-10-13T17:07:01.239827+00:002x.comweatherelninoclimate2632https://pbs.twimg.com/media/HUgFGY_bYAABiRU?format=jpg&name=smallImage2026-10-13T17:07:02.387077+00:002816@RenaudFoucartRenaud Foucart<p>Source: Renaud Foucart (X)</p>https://x.com/RenaudFoucart/status/21100272176484150320.00402026-10-13T16:53:51.310606+00:002x.comgdpeconomy2631https://pbs.twimg.com/media/HUhSUKBWcAAvLDy?format=png&name=smallImage2026-10-13T16:53:52.016068+00:002815@skawinski_marekMarek Skawiński<p>Source: Marek Skawiński (X), quoting IMF report</p>https://x.com/skawinski_marek/status/21099398272441880350.00502026-10-13T16:46:12.234744+00:002x.comgdpimfeconomy2630https://pbs.twimg.com/media/HUfzWniXMAAif8g?format=jpg&name=smallImage2026-10-13T16:46:13.459785+00:002814@AyeshaTariqAyesha Tariq, CFA<p>The IMF has put out a further warning that the risk of an AI market correction is weighing on economic growth. They say a steep drop in AI investment could cut global GDP by 1.1% by 2028.</p>https://x.com/AyeshaTariq/status/21099910694128929880.00602026-10-13T16:38:21.056842+00:002x.comdeficitaieconomygdp2629https://pbs.twimg.com/media/HUgxoJ1bsAAwc2l?format=jpg&name=smallImage2026-10-13T16:38:21.714666+00:002813<p>Iran’s Foreign Ministry spokesperson Esmaeil Baghaei says Tehran and Muscat have continued consultations to establish safe routes for commercial vessels in the Strait of Hormuz after reaching an understanding on a temporary safe passage route, official Iranian news agency IRNA reports. </p><p>According to IRNA, Baghaei made the comments during an interview with Tunisian newspaper Al-Chourouk, saying that “some implementation details” were still under discussion with Oman. </p><p>He stressed that the bilateral understanding on a safe route should not be confused with the reopening or the overall status of the waterway, noting that any sustainable, long-term mechanism for managing and securing the passage still needs to be looked into..</p>https://aje.news/nmma9k0.00502026-10-13T16:34:40.987403+00:005aljazeera.comiranomanhormuzoil2628https://www.aljazeera.com/wp-content/uploads/2023/11/Breaking-1699362877.svg?fit=86,20&quality=80Houthi2026-10-13T16:34:41.619480+00:002812https://www.linkedin.com/in/simranjeet97/Simranjeet Singh<p>No Pinecone. No cloud APIs. No repeating yourself every session.</p><p>- 61% fewer tokens</p><p>- PersonaMem accuracy: 48% → 76%</p><p>- Zero external API dependencies. Runs on plain SQLite. </p>https://www.linkedin.com/feed/0.00702026-10-13T16:24:45.040392+00:001linkedin.comchinavector-databaseopen-sourceai2627https://media.licdn.com/dms/image/v2/D4D22AQG41fnIrBTkHA/feedshare-shrink_800/B4DaE0GLvMGsAc-/0/1791875398857?e=1793232000&v=beta&t=J3xMWGbPQNidespAYUb8FXfKIrI1bamQ6ciOHrzvOPwView image2026-10-13T16:24:46.773550+00:002811@ChillBankingChill Banker<p>Source: Chill Banker (X), quoting Goldman Sachs</p>https://x.com/ChillBanking/status/21097547323237213950.00502026-10-13T16:20:17.489379+00:002x.comgoldmansachsfinanceuseconomy2626IMAGE/media/content/2811/20261013-gs-report-how-people-spend-money.jpg20261013-gs-report-how-people-spend-money.jpgjpg2026-10-13T16:22:36.603826+00:002810@GavekalGavekal<p>This strategy will prove unsustainable if oil prices do not fall within the next few months, forcing a choice between higher retail fuel prices and greater fiscal support.</p>https://x.com/Gavekal/status/21099323890951540210.00402026-10-13T15:53:27.142983+00:002x.comindiaoilenergy2625https://pbs.twimg.com/media/HUf8ULPasAAx9CK?format=jpg&name=smallImage2026-10-13T15:53:27.698428+00:002809@james_rogersJames RogersBritain: a rising power? The IMF just released its latest economic data. The UK is set to overtake Japan next year in terms of GDP. The last time Britain’s economy was larger than Japan’s was in the 1960s. The UK is also gaining on Germany – it could easily be No. 4 by 2040...https://x.com/james_rogers/status/21100090220446396370.00402026-10-13T15:51:15.842662+00:002x.comukgdpeconomy2624https://pbs.twimg.com/media/HUhButuWMAA9hGb?format=png&name=smallImage2026-10-13T15:51:16.343547+00:002808The Iranian navy says that an oil tanker sustained damage and caught fire while attempting to pass through a “restricted zone” in the Strait of Hormuz with its tracking systems turned off. The Iranian navy statement, quoted by state media, said that an oil tanker sailing east of the Strait of Hormuz was damaged and caught fire while trying to traverse a “restricted” area after having deactivated its tracking systems. The statement noted that the tanker in question had been detected by the Iranian navy, but no information was provided regarding how the vessel sustained the damage. The statement further indicated that the Iranian navy has adopted a “new deployment posture” in the regions east of the Strait of Hormuz, as well as in the Gulf of Oman and the Arabian Sea, and is monitoring maritime traffic and the activities of foreign entities “continuously and in real-time”. Additionally, a call was issued to all vessels in the region to keep their electronic systems active in accordance with international regulations and to coordinate with the Iranian army to ensure safe passage, the statement said.https://aje.news/nmma9k?update=50440720.00502026-10-13T15:47:12.148535+00:005aljazeera.comirannavyhormuz2623https://www.aljazeera.com/wp-content/uploads/2023/11/Breaking-1699362877.svg?fit=86%2C20&quality=80Houthi2026-10-13T15:47:13.574665+00:002807@cpscott16Chad Scott<p>Source: Chad Scott (X)</p>https://x.com/cpscott16/status/21099812151096161100.00402026-10-13T14:52:24.481525+00:002x.cominflationpollingtrumpus2622https://pbs.twimg.com/media/HUgou71bgAAjQ5j?format=jpg&name=smallImage2026-10-13T14:52:26.863320+00:002806https://www.linkedin.com/in/jakob-riemann-cfe-40008b13a/Jakob Riemann, CFE<p>This growth gap gives Poland leverage and allows it to push Germany around.</p>https://lnkd.in/p/d84wyHfY0.00602026-10-13T12:17:23.633417+00:001linkedin.comgermanypolandeueconomy2621https://media.licdn.com/dms/image/v2/D4E22AQG7RMuJW44bKw/feedshare-shrink_800/B4EaE0zsDsKQAg-/0/1791887327760?e=1793232000&v=beta&t=3ctBdFEnwhJkjMHWe7ia3c0qzMPOFYve4V4qE-DW3q8View image2026-10-13T12:17:24.830486+00:002805@buildwithhassanHassan<p>Be nice to Claude. Apparently it's the only thing between you and the ban hammer.</p>https://x.com/buildwithhassan/status/21096490901788880080.00402026-10-13T12:10:52.361510+00:002x.combananthropicai2620https://pbs.twimg.com/media/HUb6B43W8AAi9oN?format=png&name=smallImage2026-10-13T12:10:52.828034+00:002804@SteveRattnerSteve Rattner<p>Source: SteveRattner (X)</p>https://x.com/SteveRattner/status/21086523621310015410.00502026-10-13T12:07:30.880902+00:002x.commortgagefinanceeconomy2619https://pbs.twimg.com/media/HUNwJUGWgAAHfoZ?format=jpg&name=smallImage2026-10-13T12:07:31.673235+00:002803@daniel_kossDaniel Koss<p>Source: Daniel Koss (X)</p>https://x.com/daniel_koss/status/21096339372238484230.00402026-10-13T12:00:12.506808+00:002x.comhardwareaiperformance2618https://pbs.twimg.com/media/HUWWxVEWQAAglDY?format=jpg&name=smallImage2026-10-13T12:00:16.310850+00:002802@S_VanTeutemSimon van Teutem<p>Source: Simon van Teutem (X)</p>https://x.com/S_VanTeutem/status/21099251857722614400.00402026-10-13T11:46:32.356808+00:002x.comnetherlandseconomyeu2617https://pbs.twimg.com/media/HUf1jDNW8AAIxCS?format=jpg&name=smallImage2026-10-13T11:46:33.657953+00:002801@joseazarJosé Azar<p>Source: José Azar (X)</p>https://x.com/azeem/status/21097243914961678220.01102026-10-13T11:32:09.734038+00:002x.comtecheconomy2616IMAGE/media/content/2801/20261013-transistors-price-hit-resistence.jpg20261013-transistors-price-hit-resistence.jpgjpg2026-10-13T11:34:21.590410+00:002800@Time_HorizonXTime Horizon<p>Source: Time Horizon (X)</p>https://x.com/Time_HorizonX/status/21098834121947549270.00502026-10-13T11:26:15.423059+00:002x.comexportsjapaneconomy2615https://pbs.twimg.com/media/HUfJ97dbcAAcdqw?format=jpg&name=smallImage2026-10-13T11:26:16.135739+00:002799@beursanalistCorné van Zeijl<p>Source: Corné van Zeijl (X)</p>https://x.com/beursanalist/status/21096576886027348430.00502026-10-13T11:19:48.291111+00:002x.comstocksus2614https://pbs.twimg.com/media/HUcCbWzWoAAhRcd?format=png&name=360x360Image2026-10-13T11:19:49.869645+00:002798@hectorchamizoHéctor Chamizo<p>Source: Héctor Chamizo (X)</p>https://x.com/hectorchamizo/status/21095858707936709970.00402026-10-13T10:45:00.850181+00:002x.comusinvestmentreal-estate2613https://pbs.twimg.com/media/HTC-JnfWkAAHAs3?format=png&name=smallImage2026-10-13T10:45:02.264006+00:002797@socialcapitalSocial Capital<p>Source: Social Capital (X)</p>https://x.com/socialcapital/status/21089964930217783040.00402026-10-13T10:38:55.116276+00:002x.comanthropicopenaiai2612https://pbs.twimg.com/media/HUSpIhobYAAz04b?format=png&name=smallImage2026-10-13T10:38:56.116925+00:002796<p>Air France-KLM – The Franco-Dutch group has extended a previous suspension of services to and from Riyadh until the end of October. </p><p>Air India – The Indian carrier has extended the suspension of flights to and from the Saudi capital until October 15. </p><p>Cathay Pacific – The carrier postponed the resumption of its Hong Kong-Dubai and Hong Kong-Riyadh routes until January 31, 2027. </p><p>Delta – The US airline said it would delay its planned flights from Atlanta to Riyadh until March 2027. </p><p>Etihad – The UAE carrier cancelled all flights between Abu Dhabi and Riyadh, as well as 10 flights to Dammam and Jeddah, until October 19. </p><p>Gulf Air – The Bahraini flag carrier cancelled its flights to and from Riyadh from October 12 to 17. </p><p>Lufthansa – Carriers owned by the German airline group have cancelled all flights to Riyadh until October 16. </p><p>Qatar Airways – The carrier has suspended flights to and from Riyadh and Dammam.</p>https://aje.news/nmma9k?update=50430010.00502026-10-13T10:36:17.526595+00:005aljazeera.comsaudi-arabiahouthi2611https://www.aljazeera.com/wp-content/uploads/2026/10/afp_6acdf96486f2-1791883620.jpg?w=770&resize=770,513&quality=80(FILES) An air traffic control tower is seen at King Khalid International Airport in Riyadh on September 19, 2026.2026-10-13T10:36:18.503721+00:002795<p>Hormozgan Ports and Maritime Organisation has reported the export of more than five million tonnes of petroleum products from Shahid Rajaee, Iran’s largest commercial port, in the first half of 2026.</p>https://www.aljazeera.com/news/liveblog/2026/10/13/iran-war-live-trump-says-houthis-misbehaving-as-riyadh-flights-halted?update=50428880.00302026-10-13T10:28:11.729686+00:005aljazeera.comiranoilhormuz2794@ABaradezAlexandre Baradez<p>Source: Alexandre Baradez (X)</p>https://x.com/ABaradez/status/21099204272714302370.00502026-10-13T10:21:40.868115+00:002x.comhormuziran2610https://pbs.twimg.com/media/HUfxF_rX0AAQR6f?format=jpg&name=smallImage2026-10-13T10:21:41.924239+00:002793https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>According to JPMorgan, Nvidia’s projected cash flow gains exceed the entire expected decline in hyperscaler free cash flow.</p><p>The tech giants funding the AI infrastructure build-out are seeing their free cash flow squeezed. Their chip supplier is capturing extraordinary profits. </p><p>Same boom. Very different economics.</p><p>For hyperscalers, the spending comes first. The returns depend on future demand, monetisation and utilisation.</p><p>JPMorgan still sees attractive returns on certain data-centre investments. But attractive returns and immediate cash flow are two different things</p>https://lnkd.in/p/dxFxsfa50.00602026-10-13T10:13:07.536427+00:001linkedin.comnvidiaaijpmorgan2609IMAGE/media/content/2793/20261013-ai-mag7-and-nvidia-cash-flow-forecast.jpg20261013-ai-mag7-and-nvidia-cash-flow-forecast.jpgjpg2026-10-13T10:16:20.797875+00:002791https://www.linkedin.com/in/mitkox/Mitko Vasilev<p>Gemma-4-26B running with pipeline parallelism at 0.39 tokens/sec inference speed on 15 sketchy $55 Android TV boxes... without a data center</p><p>Qwen-3.5-9B figured out an inference setup on 8/9 unfamiliar hardware types </p><p>GLM-5.2 managed autonomous replication in a controlled simulation </p>https://lnkd.in/p/dA-xskFM0.00502026-10-13T10:06:37.168991+00:001linkedin.comanthropictechnologyai2607https://media.licdn.com/dms/image/v2/D4D22AQFksOJxi-4Amw/feedshare-shrink_800/B4DaEz2WPNK4Ac-/0/1791871247823?e=1793232000&v=beta&t=IRkxMQqIUO5AyiV_70mr6ydeJhEjW_tJYVq6xpRp1rMView image2026-10-13T10:06:38.498133+00:002790@wongmjaneJane Manchun Wong<p>Source: Jane Manchun Wong (X)</p>https://x.com/wongmjane/status/21098814447935489720.00502026-10-13T09:47:27.705281+00:002x.combankruptcystartupai2606IMAGE/media/content/2790/20261013-ai-character-ai-gone-bankrupt.jpg20261013-ai-character-ai-gone-bankrupt.jpgjpg2026-10-13T09:55:28.343081+00:002789@rjmontgomeryrjmontgomery<p>Tech critic and author Ed Zitron pointed out last week that even concerned investors love tossing around statements like “Anthropic has US$413 billion in non-cancellable compute contracts” or that “US$18 billion in Oracle data centre debt is trading at 84 cents on the dollar.” </p><p>But he notes very few people actually pause to think about what those numbers mean in the real world. </p><p>The assumption held by the bulls is that the AI boom is an unstoppable train, that OpenAI and Anthropic will seamlessly go public, grow infinitely, pull in whatever debt they want (bond yields will fall), and that every single multi-billion-dollar data centre investment will “magically” work out. </p><p>According to Zitron, however, these companies will need at least US$50 billion or more in debt every year, and they will likely be raising with low-grade junk credit ratings.</p>https://x.com/rjmontgomery/status/2109881962743861665?ref=gnosly0.00402026-10-13T08:25:53.594137+00:002x.comaidebtdata-centers2788Fatemeh Mohajerani<p>Iran has temporarily suspended vehicle imports by hoteliers and Iranians living abroad as part of efforts to conserve foreign currency for essential goods and medicine, according to government spokeswoman Fatemeh Mohajerani. “Due to the country’s special circumstances, the allocation of foreign currency to all non-priority matters has been suspended by order of the president,” Mohajerani said, according to the Tasnim news agency. She said the suspension covers all types of vehicles, including vans and specialised vehicles. “At present, all of the government’s efforts and foreign-currency resources are focused on supplying essential goods, medicine, and vital needs to maintain the dynamism of the country’s economy,” she added.</p>https://aje.news/nmma9k0.00502026-10-13T08:19:47.574086+00:005aljazeera.comiraneconomy2787@yatinmotaYatin Mota<p>KOSPI plunges over 6%, breaks below 6,000 as sell-off deepens (vs 52-week high of ~9,386).</p><p>Samsung Electronics down ~7.5%, </p><p>SK Hynix plunges ~9%. </p><p>Another remark was made by Broadcom CEO’s cautious remarks calling AI investments “gambling-like” ..</p>https://x.com/yatinmota/status/21098370568014766310.00502026-10-13T08:07:06.587951+00:002x.comkospistocksasia2786@elonmuskElon Musk<p>SpaceX is a rare counterexample, where its mass to orbit is roughly an order of magnitude greater than the rest of the world, BUT China now does the majority of non-SpaceX mass to orbit. </p><p>SpaceX is an anomaly in the matrix. Maybe RAM will be different, but RAM was a low-margin commodity only ~3 years ago. LP5 and LP6 are designed to a common standard that China seems to be solving fast. Newer HBM architectures and things like an SRAM layer below logic and 3D stacking RAM on top of logic while finding a way to keep the logic cooled, will be harder to solve.</p>https://x.com/elonmusk/status/21096909772794268460.00402026-10-13T06:33:33.687594+00:002x.comchinaspacexelon-muskasia2785@_FORABAB Kuai.Dong<p>The underlying reason is that China's CXMT, Changxin Memory, has been progressing rapidly lately, already accounting for about 9-10% of global DRAM revenue. Just a few days ago, their president announced progress on a new architecture, planning to launch DDR5 server memory using this technology by the end of 2026. </p><p>As a result, the English-speaking world interpreted this to mean that China might catch up or even lead in server DRAM ahead of schedule, while Samsung won't push out similar tech until around 2028. </p><p>Consequently, memory-related stocks like Micron and SanDisk all dropped collectively that day. Some people think the drop is unreasonable, because an announcement doesn't mean actual mass production—even if yields are high and costs are low, and with AI demand being so massive right now, more supply still can't fill the gap. </p><p>After all, this is just regular DDR5, not the more profitable HBM. But Musk just threw cold water on it outright, saying that once China figures out the manufacturing process for a certain product, their scaling-up capacity is often faster than everywhere else in the world combined. </p>https://x.com/_FORAB/status/21098165760904974850.01102026-10-13T06:29:57.744961+00:002x.comchinaaistocksasia2604https://pbs.twimg.com/media/HUeSUTYakAARCwI?format=jpg&name=360x360Image2026-10-13T06:29:59.381610+00:002605https://pbs.twimg.com/media/HUeSXFcaYAAwQg4?format=jpg&name=360x360Image2026-10-13T06:29:59.420218+00:002784@coinbureauCoin Bureau<p>- South Korea’s KOSPI plunges -6.50% to 6,001.81, with SK Hynix shares tumbling over 8%. </p><p>- Japan’s Nikkei 225 drops 2.77%, shedding 1,911 points to 67,120 as SoftBank sinks over 8%. </p><p>- Hong Kong’s Hang Seng fell 0.80% to 24,072.28, extending the regional slide. </p>https://x.com/coinbureau/status/21098538877129240290.00502026-10-13T05:28:19.817782+00:002x.comstocksaiasia2602https://pbs.twimg.com/media/HUe041PasAAvjjx?format=jpg&name=360x360Image2026-10-13T05:28:20.472989+00:002603https://pbs.twimg.com/media/HUe053haQAER_IV?format=jpg&name=360x360Image2026-10-13T05:28:20.498155+00:002783@randgroupRand Group<p>Source: Rand Group (X), FinanceLancelot (X)</p>https://x.com/randgroup/status/21096245463158788480.00502026-10-13T05:19:39.667590+00:002x.comgrowthaianthropic2601IMAGE/media/content/2783/20261013-ai-anthropic-arr.jpg20261013-ai-anthropic-arr.jpgjpg2026-10-13T05:20:56.671248+00:002781@climateBloomberg Green<p>Source: Bloomberg (X)</p>https://x.com/climate/status/21096604457872343070.00352026-10-13T05:14:27.317673+00:002x.comaiwaterdata-centers2599IMAGE/media/content/2781/20261013-ai-data-centers-water-demand.jpg20261013-ai-data-centers-water-demand.jpgjpg2026-10-13T05:16:13.233214+00:002780https://www.linkedin.com/in/subodh-warekar-42b08314/Subodh Warekar<p> And I think there’s a LOT more going on here than investors simply worrying about China’s CXMT. </p><p>First, you have Samsung and SK Hynix facing growing concerns about additional DRAM competition after CXMT announced progress on its new 4F² architecture, which could potentially make memory production more efficient and put pressure on future DRAM prices.</p><p>But that’s only part of the story because something I think investors are overlooking is that Samsung recently completed its massive share buyback program, while SK Hynix is also winding down its repurchases. Together, these programs represented roughly $39 billion in potential buying support, and with that support fading, the market becomes much more vulnerable to foreign investor selling. </p><p>And here’s another important factor. South Korean regulators have tightened restrictions on single-stock leveraged ETFs, increasing minimum deposit requirements and temporarily restricting new listings. This matters because leveraged retail demand helped fuel the enormous rally in Korean equities, and making that exposure harder to access can reduce incremental buying pressure.</p><p>Now, combine that with investors taking profits after a massive semiconductor rally, rising oil prices, and broader geopolitical uncertainty, and you can see why selling pressure is accelerating. And remember, memory stocks have rallied because investors are pricing in years of tight supply, strong pricing, and accelerating AI demand. When expectations are already this high, even a relatively small change in the outlook can cause a significant correction, especially when leveraged investors are forced to unwind positions. </p><p>Personally, I think the biggest question is whether CXMT can actually produce enough competitive DRAM at scale to materially change global supply. Because according to HSBC’s projections, the DRAM market could remain undersupplied through 2028 even after accounting for additional Chinese production. And with HBM production competing for manufacturing capacity with conventional DRAM, I think investors are seriously underestimating how much memory we’re going to need as hyperscalers continue spending hundreds of billions of dollars building AI infrastructure. </p><p>To me, this selloff looks more like a mix of weakening market liquidity, foreign capital outflows, and investors reducing risk than a fundamental deterioration in memory demand. I’m still bullish on Samsung, SK Hynix, and $MU over the long term. https://lnkd.in/gWrNntxN</p>https://www.linkedin.com/feed/?highlightedUpdateUrn=urn%3Ali%3Aactivity%3A75156245445780561920.01202026-10-13T04:35:53.783909+00:001linkedin.comkospidramai2597https://media.licdn.com/dms/image/v2/D5622AQE-uTk4IZbarw/feedshare-shrink_800/B56aEy69ROHkAc-/0/1791855678831?e=1793232000&v=beta&t=I7PMnoVeIGOYxe1dwxV3ZhgrS0iTAwKQE2knyXIA-RkView image2026-10-13T04:35:54.205431+00:002779@simongerman600Simon Kuestenmacher<p>Source: simongerman600 (X)</p>https://x.com/simongerman600/status/21097887592606231930.00402026-10-13T04:31:19.903464+00:002x.comsolargermanyenergy2596https://pbs.twimg.com/media/HUd5sg4XIAAtI-7?format=jpg&name=smallImage2026-10-13T04:31:20.366062+00:002778<p>Oil prices further extended their decline on Tuesday, putting them on track for their first daily drop in nearly a week as traders weigh supply risks from attacks on Saudi Arabia against the prospect of increased Russian diesel exports. Brent crude futures fell $1.30, or 1.2 percent, to $105.35 a barrel as of 03:29 GMT, while US West Texas Intermediate (WTI) crude dropped $1.25, or 1.3 percent, to $92.49. Both benchmarks had risen nearly $2 a barrel in the previous session, with Brent settling at its highest level since September 15.</p>https://aje.news/nmma9k?update=50421630.00502026-10-13T04:23:45.846870+00:005aljazeera.comoileconomy2595https://www.aljazeera.com/wp-content/uploads/2026/04/2026-04-28T122955Z_1202491977_RC2A8BA2S22L_RTRMADP_3_EMIRATES-GULF-OPEC-1777479666.jpg?resize=770%2C479&quality=80People walk past an installation depicting a barrel of oil with the logo of the Organization of the Petroleum Exporting Countries (OPEC) in Azerbaijan on November 19, 20242026-10-13T04:23:48.115632+00:002777<p>The International Monetary Fund (IMF) has sharply downgraded its 2026 growth outlook for the Middle East and Central Asia, forecasting a 0.3 percent contraction compared with the 1.9 percent growth projected six months ago. </p><p>The IMF cited the prolonged closure of the Strait of Hormuz and disruptions to oil production, shipping, and exports caused by the US-Israel war on Iran. </p><p>Iraq, Kuwait, Qatar, and Bahrain are expected to experience double-digit economic contractions this year, followed by strong recoveries in 2027 if production and trade routes return to normal. </p><p>The IMF also forecasts Iran’s economy shrinking by 7.6 percent. Saudi Arabia’s GDP is expected to contract by 3.3 percent, and the UAE’s by 3.9 percent. </p><p>Oman is the only Gulf country expected to record positive growth this year, at 2.4 percent. </p><p>Despite the downturn, the IMF anticipates a significant regional recovery in 2027, assuming the Strait of Hormuz reopens and oil exports resume.</p>https://aje.news/nmma9k?update=50420700.00802026-10-13T03:55:43.030437+00:005aljazeera.comimfeconomyreport2594https://www.aljazeera.com/wp-content/uploads/2026/07/2026-06-25T160830Z_53922505_RC2SBBAIW9GG_RTRMADP_3_IMF-OUTLOOK-1783555160.jpg?resize=770,513&quality=80A view of the International Monetary Fund (IMF) logo at its headquarters in Washington, DC, US, November 24, 20242026-10-13T03:55:44.555886+00:002776@ira_josephIra Joseph<p>Source: Ira Joseph (X)</p>https://x.com/ira_joseph/status/21097571012372976630.00502026-10-13T03:40:51.106954+00:002x.comgasenergyeu2593https://pbs.twimg.com/media/HUdbruMXYAAEtm0?format=jpg&name=smallImage2026-10-13T03:40:52.884429+00:002775@DecisionDeskHQDecision Desk HQ<p>🟦 Democrats - 76% </p><p>🟥 Republicans - 24% </p>https://x.com/DecisionDeskHQ/status/21096661435897860070.00502026-10-12T19:49:42.574838+00:002x.comelectionsuspolitics2592https://pbs.twimg.com/media/HUcIK3WWQAAW9kh?format=jpg&name=smallImage2026-10-12T19:49:43.600191+00:002774@AOCtrackerCommentary AOC Odds Tracker<p>Senate polls: </p><p>Democrats: 54 (+6)</p><p>Republicans: 46 (-6)</p>https://x.com/AOCtracker/status/21096561081764579460.00802026-10-12T19:36:09.784777+00:002x.compoliticsusrepublicansdemocrats2591IMAGE/media/content/2774/image.pngimage.pngpng2026-10-12T19:36:56.773832+00:002772@GeoffreyLeanGeoffrey Lean<p>Source: Geoffrey Lean (X)</p>https://x.com/GeoffreyLean/status/21096915201611084760.00402026-10-12T19:24:25.876775+00:002x.comenergyusdata-centers2588IMAGE/media/content/2772/20261012-us-energy-data-centers.jpg20261012-us-energy-data-centers.jpgjpg2026-10-12T19:29:25.002582+00:002771@dale_wenDr. Dale Wen<p>The EU’s cumulative purchases of Russian fossil fuels exceed its aid allocations to Ukraine by approximately €37.7 billion.</p>https://x.com/dale_wen/status/21096601073026420410.00402026-10-12T19:19:58.777270+00:002x.comukraineeurussia2586https://pbs.twimg.com/media/HUcDtXMXEAEhHHG?format=jpg&name=smallImage2026-10-12T19:19:59.000148+00:002769@SteveRattnerSteve Rattner<p>Source: SteveRattner (X)</p>https://x.com/SteveRattner/status/21096948176389530620.00402026-10-12T19:12:41.312603+00:002x.comiranuseconomy2584https://pbs.twimg.com/media/HUckMpFXAAA7R0w?format=jpg&name=smallImage2026-10-12T19:12:41.829035+00:002768A senior member of Yemen’s Houthi militia has warned the United States it will receive a quick and “painful response” if it enters the war in Yemen. “If the US becomes involved in the aggression against Yemen, we will not deliberate over the decision to respond. Rather, there will be a swift and painful response targeting the US and all its interests in the region,” Houthi political bureau member Mohammed Al Bukhaiti told AFP news agency in an interview. He also warned “all employees and workers at Saudi oil facilities and airports to stay away from these sites, as they have become legitimate targets”. Following a deadly attack on Saturday at Riyadh’s airport that killed 13 people, US President Donald Trump said he’s considering joining Saudi Arabian strikes against the Iran-aligned group. Trump said the attack was “not acceptable” and he will speak Crown Prince Mohammed bin Salman, telling reporters the US is “going to look at” the possibility of joining Saudi air strikes.https://www.aljazeera.com/news/2026/10/10/yemens-taiz-under-siege-again-as-food-and-fuel-prices-rise0.00502026-10-12T19:11:45.671511+00:005aljazeera.comyemenushouthi2767Energy and oil ministers say war-caused disruptions to energy supplies have caused the cost of shipping and insurance to reach “unprecedented levels”. Pipeline disruptions, including the Houthi attack on Saudi Arabia’s East-West pipeline, and the Strait of Hormuz crisis have exacerbated uncertainty on global energy flows. In a statement released by OPEC, the ministers noted the costs reached “more than one-third of the commodity value, impeding the timely and efficient movement of crude oil and products, and placing additional inflationary pressures on the global economy”. Increased costs are “ultimately transmitted across the oil value chain increasing and prolonging the cost burden on producing and consuming countries and impacting global economic growth”, ministers said on the sidelines of an International Energy Forum ministerial meeting in Riyadh.https://aje.news/054l750.00502026-10-12T19:11:06.373352+00:005aljazeera.comenergyoilopec2583https://www.aljazeera.com/wp-content/uploads/2026/08/INTERACTIVE-MIDDLE-EAST-iran-hormuz-shipping-aug-27-2026-1787815800.png?quality=80INTERACTIVE - MIDDLE EAST -iran - hormuz - shipping - aug 27, 2026-17878158002026-10-12T19:11:08.825066+00:002766@liquidtradingLiquid<p>Source: liquidtrading (X)</p>https://x.com/liquidtrading/status/21096520890520497690.00602026-10-12T16:20:47.525773+00:002x.comdramstocksai2581https://pbs.twimg.com/media/HUb9M8jWMAAWA1n?format=jpg&name=smallImage2026-10-12T16:20:48.015869+00:002582https://pbs.twimg.com/media/HUb9Nk9WUAAo3n-?format=jpg&name=smallImage2026-10-12T16:20:48.045318+00:002765@dlacalle_IADaniel Lacalle Official Account<p>Source: Daniel Lacalle (X)</p>https://x.com/dlacalle_IA/status/21093287107005524930.00402026-10-12T16:15:02.757913+00:002x.comenergyeurussia2580https://pbs.twimg.com/media/HUXXEhNXwAAbo5L?format=jpg&name=smallImage2026-10-12T16:15:03.861572+00:002764@C_BarraudChristophe Barraud<p>Source: Christophe Barraud (X)</p>https://x.com/C_Barraud/status/21095015400629331910.00402026-10-12T16:08:34.438506+00:002x.comoilenergy2579https://pbs.twimg.com/media/HUZ0ZJ-WMAAVAz-?format=png&name=smallImage2026-10-12T16:08:36.220017+00:002763@pewresearchPew Research Center<p>35% now say they are confident in Trump to make good decisions about economic and foreign policy. 41% of Americans now say they are confident in Trump to make good decisions about immigration.</p>https://x.com/pewresearch/status/21096456276089492210.00402026-10-12T16:02:13.650425+00:002x.comtrumpuspolitics2578https://pbs.twimg.com/media/HUb3hNaXkAA1iAz?format=png&name=smallImage2026-10-12T16:02:14.259698+00:002762<p>More than seven months into the US-Israel war on Iran, the standoff continues with little relief in sight. </p><p>IEA Executive Director Fatih Birol says global oil stocks are declining fast. G7 countries and IEA members have tapped into their strategic emergency reserves, but relief has been short-lived, and the global economy is still feeling the pain, with the Russia-Ukraine war putting additional strain on the oil industry. </p>https://aje.news/054l750.00702026-10-12T15:53:34.820569+00:005aljazeera.comenergycrisisoil2577https://cf-images.eu-west-1.prod.boltdns.net/v1/static/665003303001/7fa4c06c-24f6-4440-9bec-3fb756cda9e9/0aef63fd-c68c-4c99-98fd-7c0c5019bc9c/1920x1080/match/image.jpg2026-10-12T15:53:36.373290+00:002761@RankingRoyalsRankingRoyals<p>Source: RankingRoyals (X)</p>https://x.com/RankingRoyals/status/21093123764956532060.00402026-10-12T15:40:08.341004+00:002x.comcultureeu2576https://pbs.twimg.com/media/HUXH-A6bEAAIC3w?format=jpg&name=smallGreece’s long association with classical ancient civilization, philosophy and democracy can foster pride in its national culture. In this 2018 survey, the Greeks believed their culture was superior. 2026-10-12T15:40:08.915398+00:002760@vtchakarovaVelina Tchakarova<p>Source: Velina Tchakarova (X)</p>https://x.com/vtchakarova/status/21096422473858254360.00402026-10-12T15:28:52.719983+00:002x.comrussiaeueconomy2575https://pbs.twimg.com/media/HUb0cRcXoAALZyr?format=jpg&name=smallImage2026-10-12T15:28:53.850672+00:002759@Market_Mind_The Market Mind<p>MSC - the world's largest container shipping company is headquartered in a landlocked country without a single meter of coastline</p>https://x.com/Market_Mind_/status/21093094732864761970.00502026-10-12T15:20:59.665624+00:002x.comshippingeconomy2574https://pbs.twimg.com/media/HUXFyNaaQAAOQU2?format=jpg&name=smallImage2026-10-12T15:21:00.206241+00:002758<p>UAE’s Etihad Airways has extended flight cancellations to and from Saudi Arabia’s capital, Riyadh, until next week. The airline said that several additional flights to Dammam and Jeddah this week were also cancelled. Several major international airlines have also suspended flights to and from Riyadh, including Germany’s Lufthansa Group, Bahrain’s Gulf Air, and Air France-KLM, amid Houthi attacks on Riyadh’s King Khalid International Airport, which have killed at least 14 people and injured more than 300 in the past few days.</p>https://aje.news/054l750.00602026-10-12T15:10:05.665695+00:005aljazeera.comsaudi-arabiaflight-cancellationsriyadh2573https://www.aljazeera.com/wp-content/uploads/2026/10/ap_6accec1fed381-1791814687.jpgAn Etihad Airways Boeing 787-9 Dreamliner approaches for landing in Lisbon at sunrise, Thursday, July 30, 2026. (AP Photo/Armando Franca)2026-10-12T15:10:06.758731+00:002757@KobeissiLetterThe Kobeissi Letter<p>Iran also said a third crude oil supertanker has been hit and caught fire in the Strait of Hormuz today.</p>https://x.com/KobeissiLetter/status/21096448765517580840.00402026-10-12T15:07:55.779398+00:002x.comoilukraineenergy2572https://pbs.twimg.com/media/HUb2tHDXcAIxqNJ?format=png&name=smallImage2026-10-12T15:07:56.790710+00:002755https://www.linkedin.com/in/chen-zhao-a7668416/Chen Zhao<p>Often forgotten, though, is that all these infrastructure networks are the result of decades of sustained and massive capital investment, which we economists have often called "overinvestment". The reality is that China's economic success has largely been an investment story rather than a mega consumption story. </p><p>China saves 40% of its $19 trillion GDP, translating into roughly US$7.6 trillion a year in fresh savings that must be invested somewhere each year.</p>https://lnkd.in/p/dypi5Gyd0.00402026-10-12T14:59:22.654539+00:001linkedin.cominfrastructurechinaus2571https://media.licdn.com/dms/image/v2/D5622AQH03hhPaDJN9g/feedshare-shrink_1280/B56aEwWZlXG4AM-/0/1791812541023?e=1793232000&v=beta&t=riNZ7krUvJUsJJMHXdYiODqzMnBxilLzJfLBpB-YNbMView image2026-10-12T14:59:23.346462+00:002754@macropaperrThe Macro Paper<p>Source: The Macro Paper (X)</p>https://x.com/macropaperr/status/21096266146781963090.00402026-10-12T14:54:42.004735+00:002x.comoilhouthis2570https://pbs.twimg.com/media/HUbl71jbgAAu5lO?format=png&name=smallImage2026-10-12T14:54:43.479206+00:002753@ParrattarnaAnonymous<p>The Yellow Vests, farmers, railroad workers, the unemployed, Gen Z, high school students, and French university students will all come together in Paris to protest!</p>https://x.com/Parrattarna/status/21095711078208107140.00402026-10-12T14:48:35.215298+00:002x.comparisprotestfrance2569https://pbs.twimg.com/media/HUazu1fXEAAbbUX?format=jpg&name=smallImage2026-10-12T14:48:35.765791+00:002752@jonatanpallesenJonatan Pallesen<p>But even this is not the full picture. Because it counts official taxes, welfare, and expenditure. It doesn't count the widespread fraud by Muslim immigrants in Europe. </p><p>And even if the defrauded amounts were also counted, that is still not the full image of the cost per Muslim immigrant. Since it results in large costs to society to be constantly vigilant against frauds, and lower trust is bad for economic growth.</p><p> Also, importantly, these costs continue generation after generation. The true cost of Muslim mass immigration to Europe is higher than any estimate that has been made.</p>https://x.com/jonatanpallesen/status/21095456802932367930.00702026-10-12T14:38:09.198747+00:002x.comimmigrationeu2568https://pbs.twimg.com/media/HUacHrNWsAAMc-N?format=png&name=smallImage2026-10-12T14:38:10.236813+00:002751@IrishPoliticsNLThe Irish Politics Newsletter<p>Source: IrishPoliticsNL (X)</p>https://x.com/IrishPoliticsNL/status/21095687471952408020.00502026-10-12T14:27:14.468048+00:002x.comredditdata-centersyandex2567https://pbs.twimg.com/media/HUaxmA3WIAA1FBN?format=jpg&name=smallImage2026-10-12T14:27:14.926230+00:002750@OECD_StatOECD Statistics<p>Source: OECD Statistics (X)</p>https://x.com/OECD_Stat/status/21095856119883286140.00602026-10-12T14:17:12.815280+00:002x.comgdpoecdgrowtheconomy2566https://pbs.twimg.com/media/HUbA474XgAAq6be?format=png&name=smallImage2026-10-12T14:17:17.719571+00:002749@CopernicusEUCopernicus EU<p>Source: CopernicusEU (X)</p>https://x.com/CopernicusEU/status/21095937903065664630.00502026-10-12T14:13:32.615290+00:002x.comclimatecopernicuseueu2565https://pbs.twimg.com/media/HUbIGXwXEAA5hOI?format=jpg&name=smallImage2026-10-12T14:13:32.932078+00:002748Saudi Arabia is looking to expand its pipeline crude export capacity to as much as 10 million barrels per day (bpd) by repurposing a domestic gas pipeline and investing in its existing East-West network, the kingdom’s Energy Minister Prince Abdulaziz bin Salman has said. Saudi Arabia could add up to 1.2 million bpd of oil export capacity within seven to eight weeks by temporarily converting a gas pipeline for crude shipments. A total of up to 3 million bpd could be added with further investment, the minister told the World Petroleum Congress in Riyadh. He added that he has told state oil firm Saudi Aramco that it could use the pipeline for oil transport until May, after which it would need to be cleaned and returned to gas service ahead of the summer season. Last month, Saudi Arabia was forced to temporarily close the East-West oil pipeline, a 1,200km (746-mile) conduit stretching across the Arabian Peninsula, after it was attacked by drones.https://aje.news/054l750.00702026-10-12T14:12:36.200611+00:005aljazeera.comsaudi-arabiaoilpipeline2747Gulf Air has cancelled flights to and from Riyadh’s King Khalid International Airport until October 17. The announcement comes after at least 14 people were killed in attacks on the airport in the last few days.https://aje.news/054l75?update=50405360.00402026-10-12T14:12:12.508137+00:005aljazeera.comflightsriyadhgulf-air2746A supertanker following an unauthorised route in the Strait of Hormuz was hit this morning, according to the IRGC Navy, which added that it was the third vessel struck in the waterway in the last two days. “Like previous offenders, this tanker – having deactivated its navigation system and ignored warnings from the IRGC Navy – intended to exit the Strait of Hormuz and disrupt its order and security,” a statement quoted by Iran’s state-run media said. “Consequently, it was struck.”https://aje.news/054l75?update=50407370.00502026-10-12T14:11:42.356872+00:005aljazeera.comirgcsupertankerhormuz2564https://www.aljazeera.com/wp-content/uploads/2023/11/Breaking-1699362877.svg?fit=86%2C20&quality=80Houthi2026-10-12T14:11:44.152890+00:002745@SimilarwebSimilarweb<p><strong>12 months ago (October 2025): </strong></p><p>ChatGPT: 71.8% </p><p>Gemini: 13.6% </p><p>DeepSeek: 4.1% </p><p>Grok: 2.8% </p><p>Perplexity: 2.5% </p><p>Claude: 2.3% </p><p>Copilot: 2.0% </p><p><br></p><p><strong>1 month ago (September 2026):</strong> </p><p>ChatGPT: 56.4% </p><p>Gemini: 25.0% </p><p>Claude: 9.6% </p><p>DeepSeek: 3.4% </p><p>Grok: 2.3% </p><p>Copilot: 1.5% </p><p>Perplexity: 0.9%</p>https://x.com/Similarweb/status/21095610548837172640.00802026-10-12T10:57:32.100640+00:002x.comwebsite-trafficai2563https://pbs.twimg.com/media/HUan94lXsAE7e-u?format=png&name=smallImage2026-10-12T10:57:33.614953+00:002744@DrEliDavidDr. Eli David<p>Source: Dr. Eli David (X)</p>https://x.com/DrEliDavid/status/21093459646539615930.00602026-10-12T10:41:39.625861+00:002x.comukchinagermanyeconomy2562https://pbs.twimg.com/media/HUXm-ObWwAE101N?format=jpg&name=smallImage2026-10-12T10:41:39.879253+00:002743@BBCBreakingBBC Breaking News<p>Source: BBC Breaking News (X)</p>https://x.com/BBCBreaking/status/21095532250450084610.00502026-10-12T10:37:51.255416+00:002x.comdeloittefraudeconomy2561IMAGE/media/content/2743/20261012-abramovich.jpg20261012-abramovich.jpgjpg2026-10-12T10:39:46.602301+00:002742@refsrcManish Singh<p>Source: Manish Singh (X)</p>https://x.com/refsrc/status/21095277510154814800.00402026-10-12T09:57:27.472433+00:002x.commanufacturingeconomyindia2560https://pbs.twimg.com/media/HUaLHOaa4AEN5wx?format=jpg&name=smallImage2026-10-12T09:57:28.449902+00:002740@jimsciuttoJim Sciutto<p>Source: Jim Sciutto (X)</p>https://x.com/jimsciutto/status/21094691544828357360.00452026-10-12T09:52:45.797643+00:002x.comtrumprussiaukraine2559IMAGE/media/content/2740/20261012-us-halts-intelligence-for-ukraine.jpg20261012-us-halts-intelligence-for-ukraine.jpgjpg2026-10-12T09:54:17.851555+00:002739@michaeldweissMichael Weiss<p>Source: Michael Weiss, quoting an FT report</p>https://x.com/michaeldweiss/status/21095635463844172320.00702026-10-12T09:48:01.012421+00:002x.comtrumpdiesel2557https://pbs.twimg.com/media/HUaswZhX0AMt84Q?format=jpg&name=smallImage2026-10-12T09:48:01.640711+00:002737@maxmarchioneMax Marchione<p>Source: Max Marchione (X)</p>https://x.com/maxmarchione/status/21090520509319048590.00452026-10-12T09:40:31.091989+00:002x.comobesityushealth2556https://pbs.twimg.com/media/HUTbqeZacAAxeNJ?format=jpg&name=smallImage2026-10-12T09:40:32.213813+00:002736@PaulNeauPaul Neau<p>Wind: 27.7% </p><p>Solar: 25.3% </p><p>Lignite + coal: 20.3% </p><p>Gas: 13.4% </p><p>Biomass: 7.6% </p><p>Hydro: 2.1% </p><p><strong>Over 9 months in 2026, the country is (slightly) an EXPORTER (of 1 TWh out of 394)</strong>.</p>https://x.com/PaulNeau/status/21095243171007939390.00602026-10-12T09:29:07.109583+00:002x.comgermanyenergyeconomy2555https://pbs.twimg.com/media/HUaJLraXgAApM0A?format=jpgImage2026-10-12T09:29:07.747092+00:002735https://www.linkedin.com/company/polymarket/Polymarket<p>Nvidia is reportedly in talks to acquire Reflection AI, a U.S. startup developing open-weight AI models to compete with Chinese rivals.The Financial Times reported on October 10 that the discussions are at an early stage. Possible structures include a full acquisition, an acqui-hire in which Nvidia would hire staff and license technology, a further equity investment, or a deal to supply more chips and computing power. An agreement could be reached in the coming weeks, though the talks could still fall apart. Both companies declined to comment.</p><p>Nvidia has already invested $800 million and is one of Reflection’s largest shareholders. Reflection was last valued at $25 billion in a March funding round. It was founded in 2024 by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou. The company develops open-weight models aimed at coding and agentic work. </p><p>On October 5, Reflection unveiled Beam, its first open-weight model. Beam is a mixture-of-experts system with 501 billion total parameters and 23 billion active. The company says it matches or approaches Chinese models such as Z.ai’s GLM-5.2 on reasoning and coding benchmarks while using 3-4 times less inference compute. </p>https://www.linkedin.com/feed/0.00902026-10-12T09:25:00.572896+00:001linkedin.comnvidiaai2554https://media.licdn.com/dms/image/v2/D5622AQHdRFRN3h0WnA/feedshare-shrink_800/B56aEsdHE0HEAg-/0/1791747191321?e=1793232000&v=beta&t=aB5xzKa4qeq-4atwKSR4Ci9nV78Trz7jd8QwdiPo7eYView image2026-10-12T09:25:01.256261+00:002734@erwanlenoanErwan Le Noan<p>Source: Erwan Le Noan (X)</p>https://www.pewresearch.org/short-reads/2026/10/09/french-adults-stand-out-for-their-economic-pessimism/?ref=gnosly0.00402026-10-12T09:17:48.767235+00:002x.comfranceeconomy2553https://pbs.twimg.com/media/HUZfiUeXkAAs5q7?format=jpg&name=smallImage2026-10-12T09:17:49.145038+00:002733<p>Source: aljazeera</p>https://www.aljazeera.com/news/liveblog/2026/10/12/iran-war-live-riyadh-airport-hit-again-tehran-says-us-reply-inadequate?update=50397020.00302026-10-12T09:14:44.237479+00:005aljazeera.comsaudi-arabiahouthiriyadh2732https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>This comes despite the typical family debt load remaining unchanged since 2022, suggesting that more households are struggling to keep up with existing financial obligations</p>https://lnkd.in/p/d4k38Hi50.00702026-10-12T09:00:15.949991+00:001linkedin.comfinancedebtus2552https://media.licdn.com/dms/image/v2/D4D22AQFH3MsQP_e-yw/feedshare-shrink_800/B4DaEstZ0RJsAc-/0/1791751462399?e=1793232000&v=beta&t=_ehc01SqV7YBZluNV2UOTSPHd3fKazwCoUx_30PDytkView image2026-10-12T09:00:16.469825+00:002731@briansolisBrian Solis<p>1. It's easier. AI offers immediate access without organizational friction. </p><p>2. AI offers psychological safety without social judgment. </p><p>3. AI allows people to think out loud without imposing on someone else. </p><p>4. AI offers perceived expertise beyond an employee's immediate network.</p><p>5. AI gives employees greater autonomy and a sense of agency. </p><p><strong>This could also lead to hallowed expertise, delusions of grandeur, and less peer-to-peer engagement</strong></p>https://x.com/briansolis/status/21093688691483732160.00702026-10-12T08:56:33.581653+00:002x.comaieconomy2551https://pbs.twimg.com/media/HUX5vJjasAAXlVn?format=jpgImage2026-10-12T08:56:35.031610+00:002730https://www.linkedin.com/in/miketrading/Mike Trading<p>Yet the market values them very differently. Meta: $1.9 trillion. Apple: around $5 trillion. </p><p>Apple's cash flow is steadier, and Meta is spending massively on AI</p>https://lnkd.in/p/dra74nwN0.00702026-10-12T08:30:40.880614+00:001linkedin.commetastocksapple2549https://media.licdn.com/dms/image/v2/D4E22AQHrHy287H5RYg/feedshare-shrink_800/B4EaEs5HdmJkAc-/0/1791754532989?e=1793232000&v=beta&t=vD2qqvHPTUpfL9DTO03ciwCVgpm2i9O49R_BVvXmkm8View image2026-10-12T08:30:41.411929+00:002729@FennellJWJamesFennell MBE<p>Source: JamesFennell MBE (X)</p>https://x.com/FennellJW/status/21095210750506110460.00702026-10-12T08:28:00.624303+00:002x.comyandexdata-centers2548https://pbs.twimg.com/media/HUaFyLpXQAA6mRO?format=jpg&name=smallImage2026-10-12T08:28:00.973235+00:002728Yousef Mawry<p>Saudi air strikes have been targeting Houthi positions in Taiz, in southwestern Yemen. The Houthis have been making a push to get near the city of Taiz. They have already managed to take over the city of Mocha and the district of Dhubab near the Bab al-Mandeb. Although clashes are still happening in the region, the forces of the internationally recognised Yemeni government have been able to make some advances near Dhubab and the Bab al-Mandeb strait with the support of Saudi air strikes. However, in the east of Mocha and towards the city of Taiz, reports are coming in that the Houthis have taken over a key strategic district. It is on Mount Sabir, which overlooks the entire city. If the Houthis manage to take over all of these districts on this mountain chain, many believe that they will take over the city of Taiz, which will be a major blow and a backbreaker for the internationally recognised government.</p>https://aje.news/054l75?update=50393720.00602026-10-12T08:23:59.301892+00:005aljazeera.comyemenhouthiconflict2727<p>Saudi Arabia’s General Authority of Civil Aviation has extended the suspension of operations at Riyadh’s King Khalid International Airport. It said on X that this step has been taken to complete the necessary procedures to verify the safety of the airport’s facilities and its operational readiness. The statement did not say when operations would resume.</p>https://aje.news/054l750.00402026-10-12T08:23:25.212495+00:005aljazeera.comsaudi-arabiariyadh2726https://www.linkedin.com/in/paulwalsh/Paul Walsh<p>Anduril develops autonomous weapons systems, while Palantir develops AI used by military and intelligence agencies to identify targets and support decisions involving lethal force. </p><p>Their goal is to reduce the kill chain to a few seconds while removing humans from the decision-making process. </p><p>Palantir has openly discussed its tech being used to kill people, while Anduril cofounder Palmer Luckey has said he’d happily build a nuclear bomb. </p>https://lnkd.in/p/dZ3xRrF40.00902026-10-12T08:15:28.646503+00:001linkedin.comaipalantir2546https://media.licdn.com/dms/image/v2/D4D22AQHEePEuYwV7_w/feedshare-shrink_160/B4DaEvKKWnJsAo-/0/1791792555847?e=1793232000&v=beta&t=ljA-NLtE11_lMqwrxMR86jwuaO4RPOuCizsPtTO6EHsView image2026-10-12T08:15:29.830664+00:002725@Silicon_DataSilicon Data<p>The model layer seems to be going through a period of commodification, as non-frontier models saturate everyday use while frontier models compete fiercely. </p><p>The compute layer sees a massive increase in total demand for compute, regardless of the source or use case.</p>https://x.com/Silicon_Data/status/21090204463437541130.00402026-10-12T08:06:00.784137+00:002x.comcomputeaius2545IMAGE/media/content/2725/20261012-ai-economy-chart_iMbZkJ8.jpg20261012-ai-economy-chart_iMbZkJ8.jpgjpg2026-10-12T08:06:26.781923+00:002724@g1g1<p>Source: g1 (X)</p>https://x.com/g1/status/21093723267477301540.00602026-10-12T07:57:46.983850+00:002x.comargentinamileijobs2543https://pbs.twimg.com/card_img/2109368892086702080/xC2n9xxQ?format=jpg&name=small2026-10-12T07:57:48.268473+00:002723<p>Iran’s state-owned Press TV has published its full interview with security chief Mohsen Rezaei online. In the 30-minute conversation, </p><p>Rezaei addressed a range of issues, including diplomacy with the US, the Strait of Hormuz, and threatened strikes on US tech assets in the Middle East if war resumes. </p><p>“The United States has extremely expensive assets in the UAE and around the Strait of Hormuz,” he said. “We have not yet included these assets among our targets. But if war breaks out, many of these cables, data centres, artificial intelligence facilities and numerous other sites will be destroyed.” </p><p>Rezaei described those assets as the “pulse of the American economy in this region” and said they “are worth more than $2 trillion”. </p>https://aje.news/054l75?update=50391270.00602026-10-12T07:28:10.784745+00:005aljazeera.comiranuswar2541https://www.aljazeera.com/wp-content/uploads/2026/10/2026-07-03T132147Z_995685063_RC2A6MAV1254_RTRMADP_3_IRAN-CRISIS-KHAMENEI-1791784502.jpg?w=770&resize=770,516&quality=80Iran’s security chief Mohsen Rezaei [File: Mohammed Salem/Reuters]2026-10-12T07:28:15.194367+00:002722@Maciej__CzajkaMaciej Czajka<p>1. Nearly 2/3 of imports from China come from just 5 sectors (chemicals, cars, simple machinery). </p><p>2. At the same time, the EU's pharmaceutical, optical, and specialized electronics industries are recording record growth. The effect? Employment and real value added in EU industry over the decade have increased. </p><p>3. Cheap inputs from China lower costs for European factories (EBC study: +0.6 p.p. to annual production growth). </p><p>4. It's China that's over 80% dependent on the EU in 41 strategic supply chains (from ASML lithography and Zeiss optics to medicine). </p><p><strong>China isn't destroying European industry but is forcing 'creative destruction' and a shift to the highest-margin segments</strong>.</p>https://x.com/Maciej__Czajka/status/21092556559576639670.00602026-10-12T07:03:01.456744+00:002x.comchinaeueconomy2539https://pbs.twimg.com/media/HUWTngBXUAAuowY?format=png&name=smallImage2026-10-12T07:03:01.884432+00:002540https://pbs.twimg.com/media/HUWUjKwXoAAwrir?format=png&name=smallImage2026-10-12T07:03:01.957274+00:002721@yarkoYarema Dukh<p>Source: Yarema Dukh (X)</p>https://x.com/yarko/status/21091817716152570710.00402026-10-12T06:59:30.682974+00:002x.comrussiaukraineelon-musk2538https://pbs.twimg.com/media/HUVRpECXAAA4ZQ9?format=jpg&name=smallImage2026-10-12T06:59:31.663566+00:002720@DigitalEUDigital EU<p>According to Eurostat, high-tech exports reached €566.5 billion, while EU production has grown from €287 billion in 2015 to €532 billion in 2025</p>https://x.com/DigitalEU/status/21091940378740412470.00502026-10-12T06:51:30.857635+00:002x.comeutradetech2537https://pbs.twimg.com/media/HULPo3cXkAAegAb?format=jpg&name=smallImage2026-10-12T06:51:32.005988+00:002719@BladeoftheSBladeoftheSun<p>Source: BladeoftheSun (X)</p>https://x.com/BladeoftheS/status/21094001255796779340.00502026-10-12T06:42:08.191746+00:002x.comwealthinequalityeconomy2717@AntarcticReportThe Antarctic Report<p>Scientists say a strong polar vortex has kept the stratosphere exceptionally cold, accelerating ozone depletion. </p><p>Researchers stress this does not halt long-term ozone recovery, but shows how variable the process remains.</p>https://x.com/AntarcticReport/status/21092197656131177000.00502026-10-12T06:29:09.906853+00:002x.comantarcticaozoneholeclimate2535https://pbs.twimg.com/media/HUVzxl5aQAECIV-?format=jpg&name=smallImage2026-10-12T06:29:10.161918+00:002716@hendratno64Hendratno<p>Source: Hendratno (X)</p>https://x.com/hendratno64/status/21090741225379268360.00502026-10-12T06:24:41.195407+00:002x.comclimateelnino2534IMAGE/media/content/2716/20261012-elnino.jpg20261012-elnino.jpgjpg2026-10-12T06:26:24.157369+00:002715@nickmmarkNick Mark MD<p>Source: Nick Mark MD (X)</p>https://x.com/nickmmark/status/21094538166472871010.00502026-10-12T06:18:02.034961+00:002x.comrussiayandex2531https://pbs.twimg.com/media/HUZJESHakAAZmc7?format=jpg&name=360x360Image2026-10-12T06:18:03.144554+00:002532https://pbs.twimg.com/media/HUZJER9bIAAIuMI?format=jpg&name=900x900Image2026-10-12T06:18:03.168864+00:002533https://pbs.twimg.com/media/HUZJESBaQAAeGGu?format=jpg&name=360x360Image2026-10-12T06:18:03.198654+00:002714@RealJakeBroeJake Broe<p>There is only the global price and global market place. Trump buying Russian diesel does not increase supply, and it will not make anything cheaper for anyone.</p>https://x.com/RealJakeBroe/status/21093452669902238140.00502026-10-12T06:13:13.726059+00:002x.comtrumpdieselus2530https://pbs.twimg.com/media/HUXlY_mbMAAomJB?format=jpg&name=smallImage2026-10-12T06:13:14.053154+00:00