https://gnosly.com/feed/Business Intelligence Console and Prediction Algorithms2418@FinanceJack44Finance Jack<p>Source: FinanceJack44 (X)</p>https://x.com/FinanceJack44/status/21076262962685379890.00502026-10-07T16:42:13.930544+00:002x.comusaigoogle2229https://pbs.twimg.com/media/HT_KmdKWoAAc-1v?format=jpg&name=smallImage2026-10-07T16:42:14.445772+00:002417@robinsonmeyerRobinson Meyer<p>That’s a far higher figure than previously thought. Pace is picking up: Half of those cancellations came in Q3. </p>https://x.com/robinsonmeyer/status/21076060819208153850.00502026-10-07T16:38:02.650137+00:002x.comaiusdata-centers2228https://pbs.twimg.com/media/HT-1-TYXUAAYWpi?format=png&name=smallImage2026-10-07T16:38:03.050009+00:002416@apostolos_klApostolos Kleitsogiannis<p>Since 2015, housing affordability has followed very different paths in the US housing market and the Euro Area housing market. House prices have risen faster than incomes on both sides of the Atlantic, but affordability pressures have been far more severe in the US. While the Euro Area has seen some improvement since 2022, the gap between house prices and incomes remains wider than it was a decade ago, keeping housing affordability a major challenge. The chart below illustrates this widening gap perfectly</p>https://x.com/apostolos_kl/status/21077121085949338610.00502026-10-07T16:33:47.093981+00:002x.comaffordabilityeconomicshousing2227https://pbs.twimg.com/media/HUAY00pWkAA7aXO?format=jpg&name=smallThe Affordability Gap: US vs Euro Area2026-10-07T16:33:48.128710+00:002415@VladBastionVlad Bastion<p>Goldman's sector data shows tech stocks are up 168% in Korea. India's tech stocks are down 35%. The market pays for the chips AI runs on and sells the work AI may take over, like outsourced coding.</p>https://x.com/VladBastion/status/21077988523255689810.00502026-10-07T16:26:35.797036+00:002x.comaitech-stocksstock-markets2226https://pbs.twimg.com/media/HUBnT1fXMAAlOWG?format=jpg&name=smallImage2026-10-07T16:26:36.080956+00:002414@MistralAIMistral AI<p>Source: Mistral AI (X)</p>https://x.com/MistralAI/status/21078348918448992920.00402026-10-07T16:22:35.757197+00:002x.comaiworkflowagents2225https://pbs.twimg.com/media/HUCF1PuXkAAb5aq?format=jpg&name=smallImage2026-10-07T16:22:36.205932+00:002413@zerohedgezerohedge<p>AI is not winning the narrative war</p>https://x.com/zerohedge/status/21076407211090781990.00402026-10-07T16:15:43.119928+00:002x.comaius2224https://pbs.twimg.com/media/HT_YDd0WgAAn7Hl?format=jpg&name=smallImage2026-10-07T16:15:43.597552+00:002412@C_BarraudChristophe Barraud<p>Source: Christophe Barraud (X)</p>https://x.com/C_Barraud/status/21076875033983756870.00602026-10-07T16:11:00.195260+00:002x.comusheating-oildiesel2223https://pbs.twimg.com/media/HUACm4kXsAAJNum?format=png&name=smallImage2026-10-07T16:11:01.649410+00:002411@TheStalwartJoe Weisenthal<p>Source: Joe Weisenthal (X)</p>https://x.com/TheStalwart/status/21078211163832323170.00502026-10-07T16:06:47.162135+00:002x.comusbonds2222https://pbs.twimg.com/media/HUB8InEWIAAykWi?format=jpg&name=smallImage2026-10-07T16:06:47.658127+00:002410@litcapitallitquidity<p>Source: litquidity (X)</p>https://x.com/litcapital/status/21075420468356425780.00402026-10-07T16:01:50.949003+00:002x.comsp500nasdaqus2221https://pbs.twimg.com/media/HT9-UoGW4AA51vu?format=jpg&name=smallImage2026-10-07T16:01:51.970896+00:002409@Nicolas_ColinNicolas Colin<p>Across the Atlantic, into America, where they flow into US equities, Treasuries, and other financial assets—and, increasingly, into the valuations of a handful of tech giants. Those returns are difficult for American factories to match, which helps push capital toward finance and technology rather than manufacturing. Meanwhile, European plants face high energy costs, weak investment, and growing Chinese competition—all problems that more capital could help address, yet European savings continue to finance American assets. I call this “the West’s carry trade against itself”: Europe saves; America turns those savings into financial assets and inflated tech valuations; meanwhile, China builds the factories. The chart below shows twenty years of this dynamic. More on this soon: https://open.substack.com/pub/europeanstraits/p/the-wests-carry-trade-against-itself…</p>https://x.com/Nicolas_Colin/status/21077742034327064900.00602026-10-07T15:52:28.939246+00:002x.comfinanceeu2220https://pbs.twimg.com/media/HUA5fUBW0AEvoMW?format=jpg&name=smallImage2026-10-07T15:52:30.077599+00:002408@ChorzempaMartinMartin Chorzempa 马永哲<p>Assumption 1: Chinese models are cheaper &amp; more efficient. In fact, at almost every level of intelligence finds US models cheaper per task. Chinese models might be cheaper per token, but US models tend to be MORE efficient with tokens. Everyone seizes on papers from Chinese labs with architectural improvements for efficiency and assumes US labs are undisciplined. But ask yourself what OpenAI/Anthropic/Google have behind the scenes that would cut down on their #1 cost. And then add that they have more efficient chips. Should not be surprising that US labs can undercut! You can't undercut free, though, as anyone can download CN open weight models and use w/o paying the labs anything. BUT unless you have your own compute (few firms do), the days of firms running Chinese models for the cost of compute are numbered or over because Chinese AI labs are reportedly asking for 30% cut from cloud providers serving their models. This is likely main way these models are accessed, and the costs are going to be passed on. Assumption 2) US company spending on AI is spiraling out of control. finds that companies are getting better at picking the right cost/capabilities tradeoffs and getting better deals from competition between Anthropic and OpenAI. Use continues to rise, but at a cost that is leveling out. Controlling cost will put less pressure on firms to move to Chinese models, esp if they aren't cheaper anymore!</p>https://x.com/ChorzempaMartin/status/21074954064938970280.00702026-10-07T15:44:57.860953+00:002x.comaimodels12218https://pbs.twimg.com/media/HT9RFrgWAAAEOOW?format=jpg&name=900x900Image2026-10-07T15:44:58.206866+00:002219https://pbs.twimg.com/media/HT9TSyBXIAAuRVT?format=jpg&name=smallImage2026-10-07T15:44:58.252676+00:002407<p>Iranian media is reporting a 60 percent decrease in oil passing through the Strait of Hormuz, saying that the flow of crude oil has faced a significant drop in the last two days, reaching around 3.8 million barrels per day.</p>https://www.aljazeera.com/news/liveblog/2026/10/7/iran-war-live-yemen-forces-claim-control-over-strategic-taiz-mountain-peak0.00402026-10-07T15:40:01.095671+00:005aljazeera.comiranoilenergy2406The International Energy Agency (IEA) member governments have expressed support for accelerating oil stock releases in an attempt to reduce rising fuel prices caused by the closure of the Strait of Hormuz. According to IEA Executive Director Fatih Birol, the governments affirmed their commitment to the March 2026 Collective Action, in which member countries agreed to release 400 million barrels of oil from emergency reserves to address the supply disruption driven by the US-Israel war on Iran. The announcement comes after President Donald Trump threatened to ban US diesel exports if the Group of Seven countries did not release fuel into the markets. On Friday, the G7 agreed to release 100 million barrels of oil. In a statement, Birol said about 325 million barrels of oil have already been released under the agreement and added that the release of all the oil stocks pledged but not yet deployed would bring about 100 million barrels to market. Birol noted that some IEA member countries had released “greater volumes than they initially pledged”. He also said IEA countries “still have significant levels of publicly held emergency oil stocks – equivalent to around 1.1 billion barrels, including over 200 million barrels of diesel”.https://www.aljazeera.com/news/2026/3/11/iea-proposes-release-of-400m-barrels-of-oil-from-strategic-reserves0.00602026-10-07T15:34:09.278754+00:005aljazeera.comoilenergyfuel2217https://www.aljazeera.com/wp-content/uploads/2026/10/reuters_6ac65c88-1791384712.jpg?w=770&resize=770,513&quality=80The International Energy Agency chief Fatih Birol attends an interview with Reuters in Paris, France, December 15, 2023. REUTERS/Sarah Meyssonnier2026-10-07T15:34:11.812126+00:002405@TonyIsHere4YouTonyIsHere4You<p>Source: TonyIsHere4You (X)</p>https://x.com/TonyIsHere4You/status/21075399938874780790.00402026-10-07T12:39:48.647502+00:002x.comusdebt2216https://pbs.twimg.com/media/HT98X3aWcAAKTGy?format=jpg&name=smallImage2026-10-07T12:39:49.726888+00:002404https://www.linkedin.com/in/dan-runkevicius/Dan Runkevicius<p>FT reported this morning that SpaceX is getting ready to issue $30 billion in bonds, plus get $10 billion in bank loans, to buy Nvidia chips. The most obvious explanation is that SpaceX is just prepping cash for more capex burn.In the first half of 2026, SpaceX generated $3.5 billion of operating cash flow on $28.5 billion in capex. In Q2, negative free cash flow jumped 76% to $9 billion. And while the cash burn is growing, SpaceX's AI business is nowhere near break-even on operating costs, let alone after infrastructure spending. Now another possibility is that SpaceX decided to borrow as much as possible while it still has investment-grade status. After the IPO, S&amp;P rated SpaceX BBB. That's one notch above the lowest investment-grade rating, but it still opens the company to a wider pool of creditors and better financing terms. If you don't have that, you either pay more. For example, before merging with SpaceX, xAI had to raise $5 billion of unrated debt at a 12.5% fixed rate. Or you have to resort to some kind of financial engineering. Anthropic, for example, has financed its chips through a special-purpose vehicle backstopped by investment-grade Broadcom. SpaceX doesn't have to go through that, and that's its ticket to cheaper money. At least for now. Its post-IPO 2056 bonds are trading at 85 cents on the dollar and about 227 basis points over Treasuries, which is a spread more reminiscent of junk debt.</p>https://lnkd.in/p/grq4SPDe0.01002026-10-07T12:32:58.299493+00:001linkedin.comspacexusfundraising2215https://media.licdn.com/dms/image/v2/D4E22AQEdoF9Lrg-zIg/feedshare-shrink_480/B4EaEVW6AuH0Ao-/0/1791359689131?e=1793232000&v=beta&t=_g-0c3J0k5BAPQhE4EHxUVJqCrP4Nk-nM_pWLS7DOEcView image2026-10-07T12:33:00.328965+00:002403@Beefeater_FellaBeefeater<p>When the line reaches the 6.8 mark, the global energy system will collapse.</p>https://x.com/Beefeater_Fella/status/21076288314777809160.00402026-10-07T12:14:16.904692+00:002x.comjpmorganoil2214https://pbs.twimg.com/media/HT_NQCaXYAAcE7h?format=jpg&name=smallImage2026-10-07T12:14:19.200445+00:002402@ECOWARRIORSSGO GREEN<p>Source: ECOWARRIORSS (X)</p>https://x.com/ECOWARRIORSS/status/21074346015178919440.00702026-10-07T10:03:24.859586+00:002x.comforestsusclimate2213https://pbs.twimg.com/card_img/2107232059055816705/OEp6wfLo?format=jpg&name=small2026-10-07T10:03:25.871214+00:002401<p>Trump being Trump (#TbT)</p>https://www.aljazeera.com/news/liveblog/2026/10/7/iran-war-live-yemen-forces-claim-control-over-strategic-taiz-mountain-peak0.00602026-10-07T09:53:08.068965+00:005aljazeera.comwariranwartrump2400@PCarterClimatePeter D Carter<p>Big El Niño effect is showing up, though September SST was accelerating before 2026.</p>https://x.com/PCarterClimate/status/21076834654079836600.00502026-10-07T09:46:57.335691+00:002x.comoceanglobalwarmingclimate2212IMAGE/media/content/2400/20261007-2026-sep-oceans-teperature.jpg20261007-2026-sep-oceans-teperature.jpgjpg2026-10-07T09:48:22.549363+00:002399@puckrinNicFrance's debt crisis just hit its banks. Just 6 weeks ago, insuring SocGen against default cost the same as Deutsche. Today it costs €16.5K more a year for every €10M insured. The extra interest France pays vs Germany is at its HIGHEST since the euro debt crisis 16 years ago. When a sovereign crisis translates to a banking crisis...https://x.com/puckrin/status/21077452578238382670.00402026-10-07T08:18:30.066227+00:002x.combankingdebt-crisiseuro-crisis2211https://pbs.twimg.com/media/HUA3FqBb0AARVHR?format=jpg&name=smallImage2026-10-07T08:18:32.100666+00:002398@MarkCranfield_Risk Expert tells the Truth about ClimateWe're going to experience two 0.3C El Ninos just 3 years apart. That's an increase from 1.2C global to 1.8C in 5 years, setting up the prospect of reaching 2C whenever the next El Nino arrives. With *this* El Nino, a staggering increase in the average on land from 1.8C to 2.7Chttps://x.com/MarkCranfield_/status/21061459952142663780.004023972026-10-07T08:17:50.301859+00:002x.comclimatetemperatureel-nino2210https://pbs.twimg.com/media/HTqInkHWEAA6zEi?format=jpg&name=240x240Image2026-10-07T08:17:50.804618+00:002397@MarkCranfield_Risk Expert tells the Truth about ClimateTry to get your head around this. Prior to the 2023/24 El Nino: 1.2C global + 50% = 1.8C on land 2026/27 El Nino onwards: 1.8C global + 50% = 2.7C on land That's an increase of 0.9C on land in 5 years. Expressed another way, it's a 50% increase in the temperature anomaly. Practically overnight. No need to wait until 2100 to experience 2.7C. It's coming next year to the land surface.https://x.com/MarkCranfield_/status/21074115234464526590.004023982026-10-07T08:17:49.370005+00:002x.comclimateglobalel-nino2209https://pbs.twimg.com/media/HT8HmtKXcAIuthg?format=jpg&name=smallImage2026-10-07T08:17:50.192649+00:002396@MaxCRoserMax RoserThe share of children who died before they were 5 years old in 1950 and 75 years later. Africa: 33% ↘6% Asia: 25% ↘2.5% Oceania: 9.3% ↘2% Latin America: 21% ↘1.5% Northern America: 3.8% ↘0.6% Europe: 10.5% ↘0.4% Globally: 23% ↘3.5%https://x.com/MaxCRoser/status/21074253209745779280.00502026-10-07T08:16:08.265516+00:002x.comstatisticschild-mortalityglobal-health2208https://pbs.twimg.com/media/HT8TRP3XcAAa_IU?format=jpg&name=smallImage2026-10-07T08:16:08.554959+00:002395@JG_NukeNobody SpecialAnother $40 billion borrowed from somebody's retirement to pay for datacenters...innnnnn spaaaaace!!!https://x.com/JG_Nuke/status/21076530729526438710.00402026-10-07T08:14:52.431240+00:002x.comdatacenterstechnologyfinance2207https://pbs.twimg.com/media/HT_i-15WIAAmCVb?format=jpg&name=smallImage2026-10-07T08:14:54.290167+00:002394@AnilVohra1962AnilVohra1962<p>If the stock market were to fall just 30%, which is certainly plausible, the loss would be equal to three-quarters of the entire GDP of America.</p>https://x.com/AnilVohra1962/status/21077276112753993260.00402026-10-07T07:21:51.217784+00:002x.comgdpstock-marketus2206https://pbs.twimg.com/media/HUAnF5IakAAML7D?format=jpg&name=smallImage2026-10-07T07:21:52.509668+00:002393@RankingRoyalsRankingRoyals<p>Skilled labor refers to work that requires specialized knowledge or abilities gained through education, vocational training, or practical experience. </p>https://x.com/RankingRoyals/status/21075240540855053060.00502026-10-07T07:17:03.106882+00:002x.comskilled-laborlabor-forcework2205https://pbs.twimg.com/media/HT9tkiIbUAAuK6_?format=jpg&name=smallSkilled labor refers to work that requires specialized knowledge or abilities gained through education, vocational training, or practical experience. Germany, Japan, South Korea, China, and the United States had the most skilled labor forces as of 2024/25.2026-10-07T07:17:04.210657+00:002392@JEBistlineJohn Bistline<p>Source: John Bistline (X)</p>https://x.com/JEBistline/status/21075343631769316040.00402026-10-07T07:09:16.166156+00:002x.comaieconomyus2204https://pbs.twimg.com/media/HT93VdSWsAA24HV?format=jpg&name=smallImage2026-10-07T07:09:16.719912+00:002390@NeelChhabraNeel Chhabra<p>Every dollar of it lands, sooner or later, on a chipmaker, a transformer factory, a cable plant or a construction crew. Follow a single $100 of that spending and the order books come into view. Half buys chips, and inside the chips, about $8 flows on to the machines that make them. Fifteen dollars buys networking, twenty buys power, and the rest goes on cooling, buildings, and land. The chips take the headlines.</p>https://x.com/NeelChhabra/status/21073511958705112040.00502026-10-07T07:04:11.922154+00:002x.comeconomicscapitalspendingtechai2202https://pbs.twimg.com/media/HT2lZjpaIAAVeaS?format=jpg&name=smallImage2026-10-07T07:04:12.356197+00:002389@xavier_delmasXavier Delmas<p>The world's most indebted developed country must now pay to borrow. </p>https://x.com/xavier_delmas/status/21075128003565571950.00502026-10-07T06:59:47.851507+00:002x.comeconomicsjapanfinance2201https://pbs.twimg.com/media/HT9jrD_WYAAPsH1?format=jpg&name=smallImage2026-10-07T06:59:48.827698+00:002388The Strait of Hormuz is closed in a serious sense, even if it is partially open at times, according to Abbas Khamayar, a former Iranian diplomat and professor of international affairs. “In reality, there have long been verbal skirmishes over whether this strait is open or closed,” Khamayar told Al Jazeera, saying that while the US insists the strait is operational, Iran maintains it is controlled by its armed forces and restricted to those with explicit permission. “The validity, or credibility, of these two narratives lies in the market and at petrol stations in the United States,” he argued, adding that assessments should not rest on “tweets and statements intended to manage the market or influence elections”, but on fuel supply realities. “This card remains a strategic one in Iranian hands to confront American attacks,” Khamayar said. “The Iranian account should be believed because the results are found beyond tweets.” He said Iran still bases its position on the decision that the strait will not be opened, adding that Tehran still has a great deal in this arena and will not lose what he described as a “highly important bargaining card”.https://aje.news/cf4tfo?update=50242830.00502026-10-07T06:55:17.336598+00:005aljazeera.comiranhormuzstrategy2200https://www.aljazeera.com/wp-content/uploads/2023/11/Analysis-1699362873.svg?fit=101%2C20&quality=80Analysis2026-10-07T06:55:19.206754+00:002387@JuanBorderaJuan Bordera<p>Source: JuanBordera (X)</p>https://x.com/JuanBordera/status/21075445476687589240.00502026-10-07T06:51:22.522570+00:002x.comtemperatureclimateelnino2199https://pbs.twimg.com/media/HT-AP3XWcAAWH8B?format=jpg&name=smallImage2026-10-07T06:51:23.014382+00:002385@TheoLaubryThéo Laubry<p>The rhetoric of opposition candidates is symptomatic of a country that has lost touch with fiscal reality. "France has more than $1 trillion in debt coming due by 2030, and next year it should sell a record of about $380 billion in debt on a market where once-reliable sources of demand have evaporated."</p>https://x.com/TheoLaubry/status/21074115231821540720.00552026-10-07T06:37:46.081938+00:002x.comfranceeconomydebt2198IMAGE/media/content/2385/image.pngimage.pngpng2026-10-07T06:40:04.830519+00:002384The Bolsonaro clan promises to align with Donald Trump, and to attack democratic institutionshttps://www.economist.com/leaders/2026/10/06/brazil-is-a-right-wing-country-now0.00502026-10-07T06:22:00.686270+00:0029economist.combolsonarodonald-trumpbrazil2196https://www.economist.com/cdn-cgi/image/width=1424,quality=80,format=auto/content-assets/images/20261010_LDP001.jpgSupporters of Brazil's right-wing presidential candidate Flavio Bolsonaro celebrate the results of the presidential election2026-10-07T06:22:01.282203+00:002383<p>Salaries and bonuses spiral for seafarers willing to risk perilous trip through waterway in face of Iranian attacks</p>https://www.ft.com/content/0d665e5b-d8c8-4f1e-acf5-bba7193b4e6e0.00302026-10-07T06:17:13.094012+00:0012ft.comoilvlcchormuz2195https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F4c7c2b48-a025-48b9-9c64-9f6bbb8442cc.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downShips’ captains paid $100,000 a month to transit Strait of Hormuz2026-10-07T06:17:13.424460+00:002382Ahead of midterms that could turn on high prices and borrowing costs, the secretary has dressed down senior advisers and junior staffers alike over issues large and small.https://www.wsj.com/politics/policy/bessent-treasury-tension-turnover-unmet-economic-goals-b552be0a0.00502026-10-07T06:16:38.593803+00:0023wsj.comtreasurybessent2381<p>Most U.S. stocks are down, but the market’s AI engine is firing on all cylinders.</p>https://www.wsj.com/finance/stocks/the-s-p-500-hits-a-new-record-high-powered-by-techand-not-much-else-66e017050.00502026-10-07T06:14:45.265012+00:0023wsj.comsp-500useconomy2380Anniek Bao<p>Source: Anniek Bao (CNBC)</p>https://www.cnbc.com/2026/10/06/deepseek-funding-round.html0.00502026-10-07T06:09:56.822761+00:0026cnbc.comaideepseek2194https://image.cnbcfm.com/api/v1/image/108373192-1791288371612-gettyimages-2196098758-arriens-aiillust250130_nprzf.jpeg?v=1791288400&w=240&h=180&vtcrop=yDeepSeek considers doubling latest funding round to up to $15 billion, sources say2026-10-07T06:09:57.104552+00:002379Priyanka SalveIndia’s central bank hikes rates for the first time since 2023 as inflation risks buildhttps://www.cnbc.com/2026/10/07/india-rbi-interest-rates-inflation.html0.00502026-10-07T06:07:10.604776+00:0026cnbc.comindiarbi2193https://image.cnbcfm.com/api/v1/image/108373701-1791331575027-gettyimages-2284745835-TSCHNEIDER_68636_RBI_Reserve_Bank_of_India_P8676314.jpeg?v=1791331693&w=240&h=180&vtcrop=yIndia’s central bank hikes rates for the first time since 2023 as inflation risks build2026-10-07T06:07:11.145430+00:002378@EdwardConardEdward Conard<p> At the same time, she has also proposed reducing the retirement age from 62 to 60.</p>https://x.com/home0.004523772026-10-07T06:00:29.864286+00:002x.combudgetmarine-le-penfrance2377@GreenPlusAnERuss Greene<p>Source: Russ Greene (X)</p>https://x.com/GreenPlusAnE/status/21076227376825553240.004523782026-10-07T06:00:29.360568+00:002x.comfranceseniorseconomy2192https://pbs.twimg.com/media/HT_HHrFWQAAw3BL?format=png&name=smallImage2026-10-07T06:00:29.812935+00:002376<p>Source: Aljazeera</p>https://www.aljazeera.com/news/liveblog/2026/10/7/iran-war-live-yemen-forces-claim-control-over-strategic-taiz-mountain-peak?update=50240970.00402026-10-07T05:56:24.309961+00:005aljazeera.comsaudi-arabiabrentoil2375@scottlincicomeScott Lincicome<p>Without the tariffs, "goods prices would have fallen slightly."</p>https://x.com/scottlincicome/status/21075422911455109940.00502026-10-07T05:49:58.058058+00:002x.cominflationustariffs2191https://pbs.twimg.com/media/HT9-izgXYAAEerF?format=jpg&name=smallImage2026-10-07T05:49:59.097898+00:002373https://www.linkedin.com/in/josephelittle/Joe Little<p>1️⃣ A Fed hike, and 3+ more priced-in 2️⃣ 10y Treasury yields at 5%+3️⃣ Oil surging since JulyAnd 4️⃣ news headlines about the “existential risk” of AI Stock market resilience in the face of all that is… pretty incredibleAnd it’s down to booming profits (see chart from Bloomberg) But there’s a new problem: investors can now wait in cash or short duration and earn ~5%This leaves markets in a tricky balancing act: record high corporate profits versus concerns about higher rates, geopolitics, and a potentially faltering AI growth engine Stocks look resilient for now. But the real question is a simple one: what happens if profits slip?</p>https://lnkd.in/p/ev9m4f-W0.00502026-10-07T05:20:09.530084+00:001linkedin.comstocksaius2189https://media.licdn.com/dms/image/v2/D4E22AQECfHQVnaq03w/feedshare-shrink_160/B4EaEQA.BEJEAk-/0/1791270052215?e=1793232000&v=beta&t=06gRqXEFxsdBSKgXQ7GQZhc6swgchedpTcBerhkYOuUView image2026-10-07T05:20:10.484267+00:002370https://www.linkedin.com/in/mannionkevin/Kevin Mannion<p>DeepSeek now accounts for more than 60% of token volume on Vercel’s AI Gateway, while Zhipu’s GLM models, Moonshot’s Kimi and Xiaomi Technology’s MiMo are all gaining meaningful production usage. Alibaba Group’s Qwen and MiniMax are adding further pressure from China, while NVIDIA’s Nemotron family is emerging as a serious US open-weight enterprise contender, backed by Nvidia’s enormous hardware and software ecosystem. When the world's largest chipmaker is shipping frontier-class open weights, the duopoly's problem is not a handful of Chinese labs but the entire economics of its own category. No wonder Anthropic, OpenAI and Google demand more regulations...Check out our views on the whole balancing act the Frontier Model Labs are playing as the open-source surge savages their market dominance:</p>https://www.linkedin.com/in/pfersht/0.00432026-10-07T05:05:41.961564+00:001linkedin.comaitechopenweight2188IMAGE/media/content/2370/20261007-llm-openweight-usage.jpg20261007-llm-openweight-usage.jpgjpg2026-10-07T05:13:10.056711+00:002369https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>While Germany’s mainstream parties remain reluctant to frame the debate in these terms, the AfD has made these concerns a prominent part of its political messaging...Source: Robin Brooks</p>https://www.linkedin.com/feed/0.00602026-10-07T04:52:15.296276+00:001linkedin.comgermanyeu2187IMAGE/media/content/2369/20261007-eu-creditor-vs-debitor.jpg20261007-eu-creditor-vs-debitor.jpgjpg2026-10-07T04:59:52.125097+00:002368@HormuzLetterThe Hormuz Letter<p>The fire started at a gas line connecting the refinery's diesel hydrotreater and halted the whole plant, including the boilers, eight sources told Reuters.</p>https://x.com/HormuzLetter/status/21076035206983233090.00502026-10-07T04:31:18.080551+00:002x.comvenezuelarefineryoil2186IMAGE/media/content/2368/image.pngimage.pngpng2026-10-07T04:31:45.316422+00:002367@livesciencelivescience.comEarth's energy balance is rising much faster than scientists predicted, and we have no idea whyhttps://x.com/home0.004523662026-10-07T04:30:03.571079+00:002x.comscienceclimateenergy2185https://pbs.twimg.com/card_img/2105923148017225729/goR0Booo?format=jpg&name=small2026-10-07T04:30:04.027891+00:002366@pmagnClimate WatcherFor reasons still unknown, Earth's energy imbalance is rising much faster than models can account for. Earth's energy imbalance is rising much faster than scientists expected — and now researchers worry they might lose the means to figure out whyhttps://x.com/pmagn/status/21075822656101007660.004523672026-10-07T04:30:03.174972+00:002x.comscienceclimateenergy2365@RickPalaciosJrRick Palacios Jr.<p>Source: RickPalaciosJr (X)</p>https://x.com/RickPalaciosJr/status/21075023400016938040.00402026-10-07T04:29:06.999023+00:002x.commortgagehousingus2184https://pbs.twimg.com/media/HT9aNV4WoAEbpwH?format=jpg&name=smallImage2026-10-07T04:29:07.214175+00:002364@hausfathZeke HausfatherThis year's El Niño continues its climb into uncharted waters; Niño3.4 region anomalies are now at a 3.4C above normal (how fitting!), higher than any prior El Niño event on record. September monthly Niño3.4 anomalies also set a record at 2.9C (beating 2015 and 1877's 2.75C).https://x.com/hausfath/status/21076001088292372540.00502026-10-07T04:27:41.533460+00:002x.comweatherclimateel-niño2183https://pbs.twimg.com/media/HT-zIS0XcAACpkS?format=jpg&name=smallImage2026-10-07T04:27:42.061319+00:002363Usaid SiddiquiOil exports from the Gulf have resumed significantly in recent days, despite a surge in attacks on ships around the Strait of Hormuz, maritime experts and trackers say. Gulf oil flows, excluding Iran, recovered to more than 81 percent of pre-war levels in September, while crude exports from the wider Middle East exceeded pre-war levels on 14 days during the month, maritime intelligence firm Kpler reported. However, the recovery has come as attacks on tankers increase and shipping companies face higher freight, insurance and security costs. So, how are ships getting through the strait, and how long can producers maintain the increased flow through one of the world’s most important energy corridors while attacks and harassment of ships continue?https://www.aljazeera.com/news/liveblog/2026/10/7/iran-war-live-yemen-forces-claim-control-over-strategic-taiz-mountain-peak0.01002026-10-07T04:26:59.127489+00:005aljazeera.comshippingoilhormuz2181https://www.aljazeera.com/wp-content/uploads/2023/11/explainer-1699362886.svg?fit=109,20&quality=80Explainer2026-10-07T04:27:00.420025+00:002182https://www.aljazeera.com/wp-content/uploads/2026/09/getty_6ab52cdea8-1790258398.jpg?w=770&resize=770,513&quality=80An oil products tanker is anchored in the Strait of Hormuz off the coast of Bandar Abbas, Iran, on August 10, 20262026-10-07T04:27:02.185978+00:002362Oman’s air force has evacuated 10 crew members of a Panamanian-flagged oil tanker following an attack in the Strait of Hormuz. The On Peace tanker was struck 9 nautical miles (about 17km) off the Omani port city of Limah on Tuesday, according to the Omani Ministry of Defence. The attack set off a fire on board the vessel. “The crew members were transported to the Khasab hospital in Musandam governorate and received medical treatment,” the ministry said in a statement on X.https://www.aljazeera.com/news/2026/10/7/oman-evacuates-injured-crew-from-attacked-tanker-in-strait-of-hormuz0.00602026-10-07T04:26:14.142747+00:005aljazeera.comomantankerstrait-of-hormuz2180https://www.aljazeera.com/wp-content/uploads/2026/10/reuters_6ac5a13c-1791336764.jpg?w=770&resize=770,433&quality=80Vessels in the Strait of Hormuz, as seen from Musandam, Oman, on October 2, 20262026-10-07T04:26:17.042645+00:002361A bold joint letter suggests confrontation loomshttps://www.economist.com/europe/2026/10/05/germany-and-france-want-eu-storm-gates-for-chinas-trade-surge0.00402026-10-06T14:00:22.317975+00:0029economist.comchinaeufrancegermany2179IMAGE/media/content/2361/image.pngimage.pngpng2026-10-06T14:00:58.771970+00:002360Paramount Skydance CorpHeavy cuts expected as boss David Ellison seeks to deliver $6bn of cost savings at combined group to be known as Skydancehttps://www.ft.com/content/93756433-eb78-422d-8ac3-30e8cc243a000.00502026-10-06T13:59:37.865538+00:0012ft.comwarner-brosdavid-ellisonskydanceparamount2178https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F7931472c-01d3-4a69-b5ed-001e1958e95f.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downParamount closes $111bn takeover of Warner Bros2026-10-06T13:59:38.142884+00:002359Wall Street’s blue-chip index at fresh peak but rally increasingly reliant on handful of tech stockshttps://www.ft.com/content/1c1ee003-f041-4c66-a971-f08d488d11f70.00602026-10-06T13:59:32.539593+00:0012ft.comsp-500wall-street2177https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fb7ca6a44-709a-404a-8050-c3bd6a808c8a.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downS&P 500 hits record high as AI stocks shrug off bond market slump2026-10-06T13:59:33.530506+00:002358Sharp sell-off in US Treasury market starts to feed through to junk-rated companieshttps://www.ft.com/content/7c7ccb82-2973-47af-ad9b-b469c6ea00480.00502026-10-06T13:59:21.851598+00:0012ft.comcorporate-bonds2176https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fdb059fd9-0172-4644-810a-7145f966a6da.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downSurge in borrowing costs hits corporate America2026-10-06T13:59:22.478424+00:002357<p>The scramble is on for diesel, while damaged refineries and tight fuel supplies keep prices elevated around the world.</p>https://www.wsj.com/0.00402026-10-06T13:57:27.107074+00:0023wsj.comhormuzrefineriesoil2175IMAGE/media/content/2357/image.pngimage.pngpng2026-10-06T13:58:02.612528+00:002356Property buyers are demanding sellers renegotiate terms because of higher mortgage rates, signaling broader market distress.https://www.wsj.com/real-estate/commercial-real-estate-interest-rates-22d04b1b0.00402026-10-06T13:57:06.155012+00:0023wsj.comcommercialmortgage-ratesreal-estate2355After years of overspending, the country has emerged as one of Europe’s weakest links. Investors are bracing for things to get worse.https://www.wsj.com/world/europe/france-debt-bonds-spending-c79815570.00402026-10-06T13:56:45.252358+00:0023wsj.comeuropefranceinvestors2354Matthew Tan<p>Goldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand</p>https://www.cnbc.com/2026/10/06/diesel-oil-refinery-price-capacity-demand.html0.00402026-10-06T13:53:34.015071+00:0026cnbc.comgoldmanusdiesel2174https://image.cnbcfm.com/api/v1/image/108373013-1791266478874-gettyimages-2296179693-AFP_C97K8CE.jpeg?v=1791266489&w=240&h=180&vtcrop=yGoldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand2026-10-06T13:53:35.148515+00:002353Anniek BaoTrump allows cheaper, dyed diesel on highways to blunt historic fuel cost spike ahead of midtermshttps://www.cnbc.com/2026/10/06/us-diesel-fuel-prices-iran-ukraine-energy-crisis-.html0.00502026-10-06T13:53:21.485675+00:0026cnbc.comtrump2173https://image.cnbcfm.com/api/v1/image/108368798-1790606958199-gettyimages-2296177062-AFP_C97K8CB.jpeg?v=1790606986&w=240&h=180&vtcrop=yTrump allows cheaper, dyed diesel on highways to blunt historic fuel cost spike ahead of midterms2026-10-06T13:53:22.294857+00:002352The US Central Command (CENTCOM) has rejected Iranian state media reports of a US Navy helicopter crash in the Red Sea yesterday. In a post on X, CENTCOM said claims of a downed Navy MH-60R helicopter after it declared an emergency are “false reports,” adding that all “military aircraft and personnel across the Middle East are safe and accounted for”.https://aje.news/rs4hx3?update=50219010.00602026-10-06T13:46:19.200656+00:005aljazeera.comiranus-navycentcom2172https://www.aljazeera.com/wp-content/uploads/2023/11/Breaking-1699362877.svgHouthi2026-10-06T13:46:19.489493+00:002351<p>UK Maritime Trade Operations has said that it has received a late report of an ‘unknown projectile’ hitting a vessel transiting the Strait of Hormuz. The marine agency said that a verified source reported that an oil tanker transiting outbound was struck on Monday, but did not disclose any further details, adding that authorities are investigating.</p>https://www.aljazeera.com/news/liveblog/2026/10/6/iran-war-live-yemen-forces-reclaim-strategic-port-city-mocha-from-houthis?update=50216740.00602026-10-06T13:45:46.718983+00:005aljazeera.comukmtooilhormuz2171https://www.aljazeera.com/wp-content/uploads/2026/09/reuters_6ab6efc7-1790373831.jpg?w=770&resize=770,513&quality=80FILE PHOTO: Vessels near the Strait of Hormuz, as seen from Musandam, Oman, August 31, 2026. REUTERS/Stringer/File Photo2026-10-06T13:45:48.586981+00:002350@Peter_AtwaterPeter Atwater<p>Source: Peter Atwater (X)</p>https://x.com/Peter_Atwater/status/21074277602892882800.00402026-10-06T13:41:01.933806+00:002x.comownersworkersus2170https://pbs.twimg.com/media/HT8WYT6WYAA_vic?format=jpg&name=smallImage2026-10-06T13:41:03.336744+00:002349@AlexMalitasAlex Malitas, CFA<p>We often highlight these two charts. One shows that inflation has outpaced average hourly earnings since April 2020. The second shows how Wall Street views inflation versus how the average person does. The average person sees the prices of what they buy as 30% higher. Economists &amp; Wall Street see that yoy inflation isn't 9% anymore</p>https://x.com/AlexMalitas/status/21071279363272502670.00602026-10-06T13:32:12.272627+00:002x.cominflationuseconomy2168https://pbs.twimg.com/media/HT4FqfGXgAAYFBv?format=png&name=smallImage2026-10-06T13:32:14.698772+00:002169https://pbs.twimg.com/media/HT4FsCHWUAAGRbj?format=png&name=smallImage2026-10-06T13:32:14.734547+00:002348@wolfofwolfstWolf Richter<p>Source: Wolf Richter (X)</p>https://x.com/wolfofwolfst/status/21072305471185267660.00502026-10-06T12:06:00.597146+00:002x.comeuropereal-estatehousingeu2347@socialcapitalSocial Capital<p>Source: SocialCapital (X)</p>https://x.com/socialcapital/status/21072396667812086930.00402026-10-06T11:47:13.721701+00:002x.comaicomputeinference2167https://pbs.twimg.com/media/HT5rTxHbcAA_L-x?format=png&name=smallImage2026-10-06T11:47:15.129351+00:002346https://www.linkedin.com/in/guillermoflor/Guillermo FlorBREAKING: The AI infrastructure boom isn't slowing down. It's supply-constrained.Nokia CEO Justin Hotard just said customers would build data centers 2x faster if they could get the chips and power.This isn't a demand problem.It's a scarcity problem.Memory chip shortages and energy limits are the bottleneck, not appetite.Nokia's stock is up 130% in a year betting exactly on this.The 'AI bubble' narrative assumes demand is softening.This flips that argument completely.The infrastructure wave is bigger than it looks. The constraint is supply, not conviction.Who gets rich when the bottleneck finally breaks?https://www.linkedin.com/feed/0.00602026-10-06T11:34:46.890281+00:001linkedin.comchip-shortageinfrastructureai2166https://media.licdn.com/dms/image/v2/D4D10AQFcMihP_IjO0w/image-shrink_800/B4DaEQuUcbKMAg-/0/1791281940721?e=1791892800&v=beta&t=0xwAtDsQUImdGnuv77LACKihwGGb6Wlgr8zhXC-HFEIView image2026-10-06T11:34:47.120907+00:002345@izakaminskaIzabella Kaminska<p>Source: Izabella Kaminska on X, quoting John Kemp </p>https://x.com/izakaminska/status/21073563685669318750.00402026-10-06T11:31:13.592634+00:002x.comoilvlcc2165IMAGE/media/content/2345/20261006-baltic-dirty-tanker-index.jpg20261006-baltic-dirty-tanker-index.jpgjpg2026-10-06T11:32:24.917232+00:002344Oil prices have fallen in Asian trading as markets continue to weigh the reliability of Middle East crude exports against concerns about supply disruptions amid ongoing fighting. Brent crude fell 0.75 percent to $99.57 a barrel at the time of reporting. US West Texas Intermediate crude also fell 1.2 percent to $88.37 a barrel, according to data from Oilprice.com.https://aje.news/rs4hx3?update=50211500.00502026-10-06T10:39:55.972698+00:005aljazeera.comcrudeoilmarkets2164https://www.aljazeera.com/wp-content/uploads/2026/10/getty_6ac34346d8-1791181638.jpgMUSCAT, OMAN - JUNE 19: A tourist boat passes near crude oil tankers, bulk carriers, and other vessels anchored off Qaboos Port in Muscat, Oman, on June 19, 2026. The port as a hub for regional trade has become a crucial maritime traffic point. The Strait of Hormuz, a vital shipping route for the region's oil and gas, was effectively blockaded since the outbreak of war between the United States and Iran in late February. This week's provisional peace deal between the countries was meant to reopen the waterway to shipping traffic, but the pace of that reopening is unclear amid continued fighting in Lebanon and the need to clear the Strait of sea mines. (Photo by Elke Scholiers/Getty Images)2026-10-06T10:39:57.205370+00:002343https://www.linkedin.com/in/wim-grommen-87aa7632/Wim Grommen<p>Kind of sounds like 2008... right before Lehman Brothers failed. The Federal Reserve Bank of New York has been visiting big banks to review their loans to private credit firms, with Fed officials going into J.P.&nbsp;Morgan, Wells Fargo, Barclays, and Morgan Stanley with questions about exposure, risk management, and collateral quality. This doesn’t happen unless there is noise coming from the repo desks. There’s a major financial institution at the threshold of not being able to fund itself on the Street. First check for the NY Fed is to identify which other institution(s) have material counterparty exposure.</p>https://www.linkedin.com/feed/0.00602026-10-06T10:25:57.240638+00:001linkedin.combanksfedus2163https://media.licdn.com/dms/image/v2/D4E22AQFiuC9IyQkxHw/feedshare-shrink_160/B4EaEQLP0.IUAk-/0/1791272746535?e=1792627200&v=beta&t=mzqKqTzu8EmO3oadrkEbVH42iJXsqbbBmexBmvA_1woView image2026-10-06T10:25:58.291925+00:002342@KobeissiLetterThe Kobeissi LetterUS consumer confidence is collapsing. The Consumer Confidence Index dropped -6.7 points in September, to 81.9, its lowest since April 2014. This marks its 4th consecutive monthly decline, totaling -11.2 points. The Present Situation Index fell -7.9 points, to 109.3, its lowesthttps://x.com/KobeissiLetter/status/21071037393748951510.004023412026-10-06T10:08:31.997498+00:002x.comconsumerconfidenceindexes2162https://pbs.twimg.com/media/HTd2RB3WEAI8WOf?format=jpg&name=smallImage2026-10-06T10:08:32.786558+00:002341@AlexMalitasAlex Malitas, CFAGreat example of the K-shaped economy in 2026... Wall Street sees rising equities boosting wealth, but most of the country doesn't own equities. Consumer sentiment is at an all-time low because they care about real dollars. 1/2https://x.com/AlexMalitas/status/21071270224723235660.004023422026-10-06T10:08:30.669814+00:002x.comequitiesconsumereconomy2161https://pbs.twimg.com/media/HT4EpoJWoAAb17W?format=png&name=smallImage2026-10-06T10:08:31.964815+00:002340@ychartsYCharts<p>US real estate stocks have fallen to their lowest level on record relative to the S&amp;P 500, completely erasing the relative outperformance they built during the early-to-mid 2000s housing boom.</p>https://x.com/ycharts/status/21072112737002458300.00502026-10-06T09:46:18.060129+00:002x.comstocksreal-estatesp500us2160https://pbs.twimg.com/media/HT5RfB3XEAAcz8-?format=jpg&name=smallImage2026-10-06T09:46:18.517380+00:002339@BirdywordMike Bird<p>Demand for corporate bonds and US equities now &gt; the pre-Global Financial Crisis binge after adjusting for inflation.</p>https://x.com/Birdyword/status/21071901720308370970.00402026-10-06T09:41:37.750100+00:002x.comuseconomy2159https://pbs.twimg.com/media/HT4-RaPXUAA-1Yr?format=png&name=smallImage2026-10-06T09:41:38.288446+00:002338@BigBreakingWireBigBreakingWire<p>Source: BigBreakingWire (X)</p>https://x.com/BigBreakingWire/status/21073354014428736870.00502026-10-06T09:39:00.444124+00:002x.comgasolinecarsglobal2158https://pbs.twimg.com/media/HT7CYEubgAAfqLI?format=jpg&name=smallImage2026-10-06T09:39:02.364877+00:002337https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>AI compute demand is outpacing supply right now.AMD is already ramping this year. But the real move is a "substantial" supply increase planned for 2027. Su expects strong compute demand to run for several more years. This isn't a one-quarter story. It's a multi-year infrastructure wave, and AMD is openly saying they're still catching up to it.</p>https://lnkd.in/p/dNYDsiuE0.00602026-10-06T09:26:43.769418+00:001linkedin.comaiamdchips2156https://media.licdn.com/dms/image/v2/D4D10AQHkCa3vWSP4mw/image-shrink_800/B4DaEQhK4nJYAg-/0/1791278493477?e=1791885600&v=beta&t=bfiNIiQB_KCzCLOnyR5hjFokIt-4sDuVdY6vVogPK5IView image2026-10-06T09:26:45.012577+00:002336@AssaadRazzoukAssaad Razzouk<p>September 2026 new car sales: &gt;Germany: 34.5% fully electric, a record. BEVs: an amazing +95% YoY.&gt;UK: 28.3% fully electric, a record 99,201 cars. BEVs +36% YoY &gt;Add plug-in hybrids: In Germany and the UK, 45.3% of new cars had a plug-in. At the same time, German electricity was 60.7% renewable from Jan to Sep 2026, while the UK was 55.8% renewable in Q2, a record.</p>https://x.com/AssaadRazzouk/status/21072636250356615500.00502026-10-06T09:06:30.189860+00:002x.comcarselectricukgermany2155https://pbs.twimg.com/media/HT6A1sfaEAAGmez?format=jpg&name=smallImage2026-10-06T09:06:30.431462+00:002334@CoffeReportCoffe Report<p>ALFA WATAN suffered critical damage and sank. Search teams have found lifeboats and life jackets, but no members of its crew have yet been located. ABLE caught fire following the attack. All 18 crew members were rescued, with two injured. Bulgarian PM Rumen Radev says the ships were attacked around 70 nautical miles east of Byala at approximately 03:00. The origin of the drones has not yet been established. The incident comes one day after ROYAD MAMMADOV was attacked and sank in Romania’s Black Sea economic zone.</p>https://x.com/CoffeReport/status/21073923882892125690.00602026-10-06T08:58:42.872832+00:002x.combulgariablack-seadrones2153https://pbs.twimg.com/media/HT71_8uWwAAXSyb?format=jpg&name=smallImage2026-10-06T08:58:43.177286+00:002333https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>This is well above the long-term average of ~49 months and the median of ~38 months. By comparison, the longest period without a recession was between 2009 and 2020, at 128 months. All 5 of the most recent US expansions rank among the 7 longest economic growth periods since business cycle dating began in 1854. Unconventional monetary policy, historically large budget deficits, alongside the AI investment boom, appear to be extending the duration of business cycles. The data says the US economy is remarkably strong.</p>https://www.linkedin.com/company/the-kobeissi-letter/0.00502026-10-06T08:54:22.150019+00:001linkedin.comuseconomy2152https://media.licdn.com/dms/image/v2/D4E22AQGXAEWqVJVerg/feedshare-shrink_800/B4EaEQDvjNG8Ac-/0/1791270779366?e=1792627200&v=beta&t=Q25-XpgNcsoOU2TdVDw5KT_ZDxpXInaMTk-bFIeVNwsView image2026-10-06T08:54:22.621711+00:002332@InvestingVisualInvesting visuals<ul><li>2025: $8.5B</li><li>2026: $85B</li><li>2027: $199B</li></ul><p>At $199B, Micron’s projected earnings would surpass the current net income levels of both $MSFT and $AMZN. </p>https://x.com/InvestingVisual/status/21071742355294414270.00502026-10-06T08:46:48.532134+00:002x.commicronaieconomy2151https://pbs.twimg.com/media/HT3yIICWQAAk0_R?format=jpg&name=smallImage2026-10-06T08:46:48.789904+00:002331@BrilliantMapsBrilliant Maps<p>Credit: @xruiztru</p>https://x.com/BrilliantMaps/status/21072749379750749510.00502026-10-06T08:42:59.584381+00:002x.comgdpeconomy2150https://pbs.twimg.com/media/HT6LYzJWoAEt7JH?format=jpg&name=smallImage2026-10-06T08:43:01.279769+00:002330Oil prices made slight gains as security concerns in the Middle East kept a geopolitical risk premium in the market. Brent crude futures were up 27 cents, or 3 percent, at $100.59 a barrel at 03:30 GMT, while US West Texas Intermediate crude futures rose 30 cents, or 0.3 percent, to $89.73 a barrel. “Shipping data shows regional crude exports actually exceeded pre-war levels on several days in late September. Alternative routes and logistical adjustments have somehow allowed producers to keep barrels moving despite the disruption around Hormuz,” said Priyanka Sachdeva, head of market insights at Phillip Nova.https://www.aljazeera.com/news/liveblog/2026/10/6/iran-war-live-yemen-forces-reclaim-strategic-port-city-mocha-from-houthis?update=50208360.00502026-10-06T08:10:38.051974+00:005aljazeera.commarketoilmiddle-east2329The US Treasury Department says it has alerted foreign financial institutions doing business with Iran or its financial sector that they may be sanctioned by Washington without notice. “Foreign financial institutions continuing to transact with sanctioned Iranian financial institutions could be targeted at any time without advance notification and should take immediate action to terminate such activity and relationships,” it said in a statement. “Foreign financial institutions could also be subject to civil and criminal enforcement penalties should Iran-related transactions cause US financial institutions or other US persons to violate sanctions,” it added. Treasury Secretary Scott Bessent announced “Operation Economic Outcast” in August in an effort to further restrict Iran’s access to global markets and pressure Tehran to agree on a deal to end the war.https://www.aljazeera.com/news/liveblog/2026/10/6/iran-war-live-yemen-forces-reclaim-strategic-port-city-mocha-from-houthis?update=50208360.00602026-10-06T08:09:03.482630+00:005aljazeera.comiranussanctions2328https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>The cost to ship 2 million barrels of crude oil from West Africa to China is now up to $27.22/barrel. To put this into perspective, in July, the cost for the same shipment was ~$6.50/barrel. That's a +319% surge in shipping costs in just over 2 months. The scramble for physical crude inventories is in full swing.</p>https://lnkd.in/p/dpgC894u0.00602026-10-06T08:04:15.981945+00:001linkedin.commarketshippingoil2149https://media.licdn.com/dms/image/v2/D4E22AQHFpPKwJJPAxg/feedshare-shrink_800/B4EaENYFBGIwAc-/0/1791225778576?e=1792627200&v=beta&t=rAfq4Mag5FoSdlW56Ica1jN8C3RVEg27n3-lp10fQj4View image2026-10-06T08:04:16.451364+00:002327@Beth_KindigBeth Kindig<p>Source: Beth Kindig (X)</p>https://x.com/Beth_Kindig/status/21071580369303392930.00402026-10-06T08:01:04.949614+00:002x.commicronappleai2148https://pbs.twimg.com/media/HT4gyBTXEAAU_tN?format=jpg&name=smallImage2026-10-06T08:01:05.392203+00:002326@Fiscal_aiFiscal.ai<p>The luxury giant has officially surpassed its 2009 collapse. -58% from highs</p>https://x.com/Fiscal_ai/status/21071463198026018090.00402026-10-06T07:56:41.755347+00:002x.comlvmhstocks2147https://pbs.twimg.com/media/HT4WaU6bAAAlUSp?format=jpg&name=smallImage2026-10-06T07:56:43.599378+00:002325https://www.linkedin.com/in/gad-levanon-3b9b933/Gad LevanonEveryone argues about whether AI is a bubble. The profit numbers say the boom is paying for itself, at least so far. Profits of the information and computer and electronics industries reached 2.4 percent of GDP in the second quarter, a record. Through the 2010s the figure sat near 1 percent. It has more than doubled since 2020, and the climb steepened after ChatGPT. Some of this gain may be coming at the expense of other industries and other places. West Coast tech is spreading into more of the economy, and as it does, part of the surplus created in hospitals, banks and stores moves to the firms that supply the tools. A boom these profitable keeps funding itself. I don't expect the investment to slow soon.https://www.linkedin.com/posts/gad-levanon-3b9b933_ai-profits-tech-share-7512873901501083648-3WFK/0.00602026-10-06T07:08:00.954542+00:001linkedin.comprofitsaitech2146https://media.licdn.com/dms/image/v2/D5622AQEeq1mka2r60A/feedshare-shrink_160/B56aEMXAGpIcAo-/0/1791208718999?e=1792627200&v=beta&t=0e-oOdGf1Nv6W-gEuL0FvJK9Up3wTEf1ONuOuy69yHIView image2026-10-06T07:08:03.259971+00:002324@kyleichanKyle Chan<p>Top export markets: Russia, Vietnam, India. Top import sources: Japan, Germany, Taiwan</p>https://x.com/kyleichan/status/21072856242940849760.00402026-10-06T05:59:04.660100+00:002x.comchinacnc-machinesexports2144https://pbs.twimg.com/media/HT6VG1tWkAA_CQ7?format=jpg&name=360x360Image2026-10-06T05:59:05.139120+00:002145https://pbs.twimg.com/media/HT6VG1mXAAAIdht?format=jpg&name=360x360Image2026-10-06T05:59:05.165752+00:002323@RpsAgainstTrumpRepublicans against Trump<p>Source: RpsAgainstTrump (X)</p>https://x.com/RpsAgainstTrump/status/21071551382345156350.00502026-10-06T05:53:31.072670+00:002x.comtrumpukrainedemocrats2143https://pbs.twimg.com/media/HT4eapjXIAAb2wF?format=jpg&name=smallImage2026-10-06T05:53:31.298119+00:002322@Meta and Microsoft Work to Wean Staff Off Anthropic’s Claudehttps://x.com/home0.004023212026-10-06T05:52:29.191446+00:002x.comanthropicmetamicrosoft2142https://pbs.twimg.com/card_img/2107172884267294720/MRpk_X2d?format=jpg&name=small2026-10-06T05:52:30.726210+00:002321@aaronpholmesaaron holmes<p>Meta has cut Claude Code seats from 60k to 30k In Microsoft's case, lower internal spending has been offset by higher customer Claude use, total Anth spend flat</p>https://x.com/aaronpholmes/status/21071730588258468910.004023222026-10-06T05:52:28.968002+00:002x.comanthropicmetamicrosoftai2320Israeli military forces are advancing into a former military site in the Quneitra countryside within the occupied Golan Heights in southwestern Syria, according to our correspondent on the ground. As we reported earlier, Syria’s Ambassador to the UN, Ibrahim Olabi, has told the General Assembly’s Sixth Committee that continued Israeli attacks on Syrian territory “undermine state efforts to restore security and stability and combat terrorism” and create a “fragile environment for terrorism.”https://aje.news/rs4hx3?update=50205900.00502026-10-06T05:49:57.558806+00:005aljazeera.comsyriamilitaryisrael2319Syrian Ambassador to the UN Ibrahim Olabi has condemned Israel’s ongoing attacks on Syrian territory during an address to the UN’s Sixth Committee, the primary forum for the consideration of legal questions in the General Assembly. According to Syrian state television, Olabi said that Israel’s actions “undermine state efforts to restore security, stability, and combat terrorism” and create a “fragile environment for terrorism”. He demanded an “immediate cessation” of the attacks, a “full withdrawal from all occupied Syrian territories”, and strict compliance with the 1974 Disengagement Agreement, under which Syria and Israel committed to a ceasefire, and relevant UN resolutions.https://aje.news/rs4hx30.00702026-10-06T05:49:24.120448+00:005aljazeera.comsyriaunisrael2141https://www.aljazeera.com/wp-content/uploads/2026/10/2026-02-18T235444Z_326803916_RC2NOJAJUTA9_RTRMADP_3_UN-MIDDLE-EAST-1791257922.jpgSyrian Arab Republic's Ambassador to the United Nations Ibrahim Olabi addresses the Security Council during the meeting on the situation in the Middle East, at UN headquarters in New York City, US [File: Jeenah Moon/Reuters]2026-10-06T05:49:24.367173+00:002318Israeli artillery shelling has hit the outskirts of the towns of Haddatha and Baraachit on Tuesday, according to Lebanon’s National News Agency (NNA). The agency also reported that Israeli forces opened machinegun fire at dawn towards the town of Buyout al-Sayyad and the outskirts of al-Mansouri. Separately, in the Nabatieh district, an Israeli drone dropped a sound bomb on a house in the al-Arish area on the outskirts of the town of Haris, NNA said.https://aje.news/rs4hx3?update=50205670.00402026-10-06T05:48:59.705947+00:005aljazeera.comlebanondrone-attacksisrael2317At least one Palestinian has been killed in an Israeli air attack on Gaza City on Tuesday morning, according to sources at al-Shifa Hospital cited by our colleagues on the ground. Another person was injured in the same attack, the sources added. We will bring you more when we have it.https://aje.news/rs4hx30.00502026-10-06T05:48:47.509558+00:005aljazeera.comgazapalestineisrael2140https://www.aljazeera.com/wp-content/uploads/2023/11/Breaking-1699362877.svgHouthi2026-10-06T05:48:47.786303+00:002316Israeli forces have stormed multiple areas in the Bethlehem governorate of the occupied West Bank, the Wafa news agency reports. Citing a security source, it said Israeli forces entered the areas of Bethlehem, Beit Jala and Beit Sahour, as well as the areas of ad-Doha, al-Khader, Irtas, Jabal al-Mawaleh, Hindaza, Rakhma, Jannatah, Harmala and Rafidia. Meanwhile, Israeli forces began demolishing a residential building in the town of at-Tur in occupied East Jerusalem, and settlers burned a house in the village of Burqa in the Ramallah governorate, according to an Al Jazeera correspondent on the ground.https://aje.news/rs4hx30.00402026-10-06T05:48:39.556502+00:005aljazeera.comjerusalemwest-bankisrael2315https://www.linkedin.com/in/melissarosenthal5/Melissa Rosenthal<p>Meta's Muse launched a month ago, and a lot of what it does already stopped working this week. Users are reporting that browser tasks that worked fine last week now fail. Jessica Lessin said about half of her use cases disappeared over two days. We looked into why. Muse is designed to browse like a person. It turns off the signals that tell a website a browser is automated, so sites can't easily tell it apart from a human visitor. That approach was always going to be fragile, and several things caught up with it at once. Cloudflare started blocking AI agents by default on ad-supported pages in September and has since added Muse to its bot directory. Amazon has blocked Muse since September 20, saying Meta never told it the agent would be visiting. NBC News found some of Meta's own retail partners blocking it too. The agents that keep working are the ones with official access, through APIs or partnerships like Shopify's Shop Pay checkout. If your company is using browser agents for anything important, ask the vendor how the agent identifies itself to websites. If it hides that, you could be the one breaking a site's terms. And if your website runs on Cloudflare, check your Agent setting, because you might be blocking your own customers' agents. Full story on State of AI: https://lnkd.in/gpqfXdg6</p>https://www.linkedin.com/posts/melissarosenthal5_metas-muse-launched-a-month-ago-and-a-lot-share-7512976321749135360-vqWl/0.00902026-10-06T05:43:14.232173+00:001linkedin.commetamuseai2139https://media.licdn.com/dms/image/v2/D5622AQE6arZk1qXgUA/feedshare-shrink_160/B56aEN0Ju0HEAk-/0/1791233138324?e=1792627200&v=beta&t=pVkqDn1Ml-ylN5kJc0fBHUZ_m0Ev9dOcVBJ-eNm5jM4View image2026-10-06T05:43:14.876605+00:002314@VraserXVraserX e/acc<p>Astra High uses ~12k tokens per task. Opus 5.5 needs ~66k. That’s 5.5× the token efficiency while Astra is still more intelligent pound for pound.</p>https://x.com/VraserX/status/21070949570353071740.00602026-10-06T05:36:24.685963+00:002x.comopus-5.5astraai2138https://pbs.twimg.com/media/HT3HOT3W0AARoAO?format=jpg&name=smallImage2026-10-06T05:36:25.137863+00:002313@ElectrekCoElectrek.co<p>Global data. Gas-only sales fell 10% year over year to 20.25 million units</p>https://x.com/ElectrekCo/status/21071536650397698470.00602026-10-06T05:30:36.354564+00:002x.comvehicleeconomy2137https://pbs.twimg.com/media/HT4c05SX0AENQPP?format=jpg&name=smallImage2026-10-06T05:30:38.179090+00:00