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PETROCHINA, CNOOC AND PETROBRAS HAVE EMERGED AS WINNERS IN BRAZIL’S PPSA SPOT OIL AUCTION - STATEMENT

Intel CEO: We Are Open to Building Any CPUs at Scale for Our Customers

PetroChina, CNOOC And Petrobras Emerge As Winners In Brazil's PPSA Spot Oil Auction. PETROCHINA, CNOOC AND PETROBRAS EMERGE AS WINNERS IN BRAZIL'S PPSA SPOT OIL AUCTION - STATEMENT BRAZIL'S PPSA: EACH WINNER ACQUIRED 1 MILLION BARRELS OF OIL

Intel CEO: Server CPU TAM Could Grow to More Than $200B Over Five Years

Tether freezes $971M USDT amid suspected Binance hack as crypto sells off

[转推] zerohedge reposted Haitian people, We have nearly finished deploying our soldiers and equipment on Haitian soil. This is not an operation against the Haitian people, nor an invasion of the country of Haiti. We are not a great power. We have no interest in coming to dominate the Haitian people, nor in laying hands on Haiti's wealth. We are a modest country that is developing. The only thing we want is for our four aviation technicians to return home. And we're giving the gangs a lesson—these gangs that make the Haitian people suffer, that kill people the population loves, that prevent them from living a normal, free life, without fear. It's almost just us footing the bill for this operation. Even though we receive a bit of logistical help from a few other countries, it's with our own modest funds that we're covering 90% of the expenses. It costs us dearly, but we've learned from our own suffering: justice and peace have no price. We went through the same suffering that Haiti is going through today. We lived through a nightmare that was even more horrific than what the Haitian people are enduring right now. We know what that means: living in fear, not trusting politicians, not believing anyone who promises to help you. Because no one came to help us, and those who did come didn't have good intentions in their hearts. But we managed to escape it. After 200 years of suffering, finally we're living in peace, and today we are the safest country on the continent. We didn't come to Haiti to make money, because no one is paying us to do it. We came to Haiti to fight against the wicked. But here's what I'm asking of you: trust us, pray to the one true God, and ask Him to heal Haiti. "If at that time my people, who are called by my name, will humble themselves and pray and seek my face and turn from their wicked ways, then I will hear from heaven, where I am, I will forgive their sin, and I will heal their land." 2 Chronicles 7:14 Help us help Haiti. And when our mission is finished, we'll return home. Perhaps the next generation of Haitians will remember us as friends who came to help one day.

【最新内容：unusual_whales @unusual_whales · 2026-10-29T21:13:51.000Z】 Canva has launched Brush, a first-party VLM available in the Canva AI conversational agent, built specifically for minor and major edits on fixed design types. It plans changes, adjusts elements, and makes the many small decisions involved in reworking a design. Earlier this week, Canva’s image generation model Craft debuted at #4 on DesignArena’s leaderboard, ahead of Microsoft and xAI. 【引用内容：Canva @canva · 2026-10-29T19:17:28.000Z】 Introducing Brush: Our first vision-language model for design. 🖌️ Brush sees your design’s layout, layers and vibe the way you do, and edits alongside you. Fix one line of text, restyle a whole deck or build from a blank page. See what Brush can do 👇

Meta Raises Capital Through Convertible Preferred Offering and 40 Million-Share Forward Sale. Meta completed an offering of 250 million depositary shares representing interests in 6.50% mandatory convertible preferred stock, and entered into forward sale agreements tied to 40 million Class A shares. The preferred offering closed October 29, 2026, while the forward arrangements provide for future settlement at Meta's discretion through November 19, 2027; Meta receives no proceeds from the initial borrowed-share sale. The transactions also include underwriting arrangements and a Computershare deposit agreement to administer the depositary shares. Agreement 1: Meta Raises Capital Through 250 Million Preferred-Stock Depositary Shares Agreement type : Underwriting agreement for a preferred-stock depositary shares offering Counterparty : Morgan Stanley and Goldman Sachs Signed / Effective : Oct 26 2026 / Oct 29 2026 Duration / Termination : Offering closed; 30-day over-allotment option Reason : Issue mandatory convertible preferred stock Agreement 2: Meta Arranges Forward Sale of 40 Million Class A Shares at Initial $622.92 Per Share Agreement type : Forward sale agreements Counterparty : Morgan Stanley Capital Services and Goldman Sachs Signed / Effective : Oct 26 2026 / same Duration / Termination : Settlement on dates selected by Meta, on or before Nov 19 2027 Reason : Arrange future issuance and sale of Class A common stock Agreement 3: Meta Underwriting Agreement Covers Sale of 40 Million Class A Shares Agreement type : Underwriting agreement for Class A common stock Counterparty : Morgan Stanley and Goldman Sachs Signed / Effective : Oct 26 2026 / same Duration / Termination : 30-day option for additional shares Reason : Facilitate the initial stock sale under the forward sale arrangements Agreement 4: Meta Establishes Depositary Share Program With Computershare Agreement type : Deposit agreement for preferred-stock depositary shares Counterparty : Computershare Signed / Effective : Oct 29 2026 / same Duration / Termination : Not specified Reason : Administer and evidence ownership of the depositary shares Agreement 5: Meta Enters Morgan Stanley Forward Sale for Class A Shares Agreement type : Forward sale transaction confirmation Counterparty : Morgan Stanley Capital Services Signed / Effective : Oct 26 2026 / same Duration / Termination : Settlement on or before Nov 19 2027 Reason : Provide for future settlement of Class A share forward sales Agreement 6: Meta Enters Goldman Sachs Forward Sale for Class A Shares Agreement type : Forward sale transaction confirmation Counterparty : Goldman Sachs Signed / Effective : Oct 26 2026 / same Duration / Termination : Settlement on or before Nov 19 2027 Reason : Provide for future settlement of Class A share forward sales Original SEC Filing: Meta Platforms, Inc. [ META ] - 8-K - Oct. 29, 2026

Intel Shares Tumble on Disappointing Profit and Weak PC-Market Outlook — WSJ. By Elias Schisgall and Robbie Whelan Intel shares plunged as much as 20% in after-hours trading Thursday after the company reported disappointing third-quarter results and forecast a prolonged slowdown in personal-computer sales. Much of the pressure on the PC segment is coming from the persistently high price of memory chips, and Chief Financial Officer David Zinsner said in an interview with The Wall Street Journal that PC sales are likely to remain weak for the next couple of years. Intel now expects the company's total addressable market for PCs to contract by about 12% this year, Zinsner said. Demand for memory, especially DRAM, has exploded with the rise of artificial intelligence agents. "When memory's at this price, it's hard," he said. "When CIOs have constrained budgets as they do now, they can spend the same amount, but that buys them fewer units." Despite the short-term choppiness, Zinsner said the company is confident in its long-term prospects and expects to gain market share as agentic AI moves deeper into the PC market. Intel projected fourth-quarter revenue between $15 billion and $16 billion and adjusted earnings of 25 cents a share. Analysts polled by FactSet had expected $17.29 billion in revenue for the fourth quarter, and adjusted earnings of 45 cents a share. Intel's stock had more than doubled in the past year, through Thursday's close. Revenue grew 21% to $16.51 billion in the third quarter, missing analyst expectations for $16.56 billion. Revenue from the company's data-center and AI segment surged 78%, to $7.3 billion, but revenue in the client computing and physical AI group fell by 5%, to $8.1 billion. The company reported a third-quarter profit of $3.32 billion, compared with $4.06 billion in the year-ago period. Stripping out certain one-time items, adjusted earnings were 52 cents a share. Analysts polled by FactSet were expecting 41 cents a share. While Intel should be a major beneficiary of the AI boom, its chip business has lost ground to rivals. The firm doesn't make cutting-edge AI chips, though technology has also prompted more demand for CPUs, the traditional processing chips for which Intel is known. "Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business," Chief Executive Lip-Bu Tan said. He said Intel is prioritizing building additional capacity for its Xeon line of CPUs to meet "extraordinary demand." Write to Elias Schisgall at elias.schisgall@wsj.com and Robbie Whelan at robbie.whelan@wsj.com

N. Korea Leader Kim Jong Un calls for scientists to advance drone and AI defense alongside nuclear, conventional weapons progress - KCNA

North Korea leader Kim Jong Un calls for absolute superiority in drone technology - KCNA

Intel CEO: Intel 3, Intel 18a Wafer Outputs Exceeded Expectations

Intel CEO: Long-Term Outlook for PC Market Is Positive

Intel CEO: Current PC Environment Will Persist Until Memory Availability, Prices Normalize

Intel CEO: Nearing Firm Customer Commitments on Crescent Island GPU

Sandisk Reports Another Big Earnings Beat. Investors May Have Wanted More. — Barrons.com. By Janet H. Cho Memory stock company Sandisk again posted quarterly revenue and per-share profit well ahead of expectations, but its shares zigzagged in afternoon trading, suggesting investors wanted more. After wobbling, the stock was down more than 2% in late afternoon trading. They closed the regular session down 5.3% at $1,330.05 on Thursday. For its fiscal first quarter, Sandisk reported adjusted earnings of $49.51 a share on revenue of $11.03 billion, up 378% from a year ago, and well above the adjusted EPS of $46.67 and $10.7 billion revenue Wall Street was expecting. Data center revenue soared 1,682% from a year ago, to $4.8 billion, above analysts' projections for $3.98 billion, according to FactSet. Revenue from Edge, a line of commercial flash memory products for smartphones, PCs, automotive, tablets, and physical AI applications, rose 320% from a year ago, to $5.8 billion, which actually missed expectations for $6.07 billion. Consumer revenue fell 39% to $397 million, also missing the $590 million expected. "Our confidence in the long-term trajectory of the business is grounded in three enduring strengths: technology leadership, deep consumer partnerships, and disciplined financial management," Sandisk said. It also sees a structural, AI-driven increase in demand for NAND memory extending beyond fiscal 2030. Shares of Sandisk's rivals also fell before it reported earnings. Micron Technology closed down 4.9% at $934.27; and Western Digital closed down 0.3%, at $395.41. But Seagate Technology closed up 0.4% at $700.47, and Micron. Sandisk's stock is up 460% through Thursday's close and up 579% over the past 12 months. Write to Janet H. Cho at janet.cho@dowjones.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Intel CEO: Shutdown in Israel Facility Will Affect 4Q 10NM Server Shipments

Earnings bloodbath: Intel crashes over 22%, Amazon over 12%. What's coming next?

TETHER FREEZES $971M USDT AMID SUSPECTED BINANCE HACK BINANCE HAS YET TO ISSUE UPDATE ON SUSPECTED HACK

Amazon $AMZN just brought in negative free cash flow of $34.8B during this past quarter

ATOM: Q3 revenue was nil as losses narrowed QoQ, while GAA and IQE initiatives advanced. Q3 revenue was $0, with a $6.006m net loss and $34.828m in cash, equivalents and short-term investments. Development activity centered on GAA and an IQE collaboration for GaN-on-Si wafers. Original document: Atomera Incorporated [ATOM] Slides Release — Oct. 29 2026

Intel CEO: Purchase Commitments for Key Components Will Grow Over Next Several Quarters

Intel CEO: August Equity Offering Provided Financial Resources to Capture Growth Ahead

Intel CEO: 'Mindful' of Continuing Challenges to Meet Server Demand in Future Quarters

Intel shares tumble around 15%. The narrative is --> weak Q4 guidance overshadows Q3 profit beat

Intel CEO: 3Q Demand Environment More Balanced Than Previous Quarters

NEW ZEALAND ANZ CONSUMER CONFIDENCE INDEX FELL TO 96.2 IN OCTOBER FROM 97.6, DOWN 1.4% MONTH-ON-MONTH

New Zealand ANZ Consumer Confidence Index Oct: 96.2 (prev 97.6) - Consumer Confidence (M/M): -1.4% (prev -0.4%)

Communication breakdown. By Jamie McGeever The big three US stock indices fell on Thursday, despite weaker oil prices, lower bond yields and upbeat economic growth data, as a record fall in Alphabet's shares following the company's latest earnings pummeled communication services stocks and revived investor concerns over AI spending. In my column today, I look at why the issue of Fed credibility is back on the table after Chair Kevin Warsh on Wednesday struggled to explain why the central bank left interest rates on hold. By his own admission, growth is strong, inflation is too high, and financial conditions aren't tight. So why not raise rates? Today's Key Reads ECB President Lagarde resigns at a time of mounting challenges for Europe ECB keeps December rate hike on the table amid mounting inflation risks Fed highlights economic strength but muddies outlook for Treasuries Robust consumer spending, AI-related investment power US economy in third quarter Cash is king as investors draw new battle lines in AI spending boom Today's Key Market Moves STOCKS: South Korea, China -1%. Japan +1%. Europe hits 7-week high, UK +0.3%. Brazil -1%, still no rebound from post-election plunge. Nasdaq -1.4%, Dow and S&P 500 -0.3%. SECTORS/SHARES: Three sectors on the S&P 500 fall, eight rise. Healthcare +2.5%, comms services -6.6% in biggest fall since Feb 2022. Alphabet -12.6%, a record fall. Amazon -12%, Intel -20% after the bell. ServiceNow -27%. FX: Dollar -0.2%, euro +0.2%. Canadian dollar hits 6-week high. BONDS: Japan yields rise ahead of BOJ, French/German spread widens to 155 bps. US yields fall, curve steepens. 7-year US auction draws strong domestic, weak overseas demand. COMMODITIES/METALS: Oillower, Brent -0.4%, WTI -0.8%. Gold -1.5%, flirts with break below $4,000. US shipper costs hit 5-year high. Today's Talking Points: Lagarde resigns European Central Bank President Christine Lagarde resigned on Thursday, with her departure confirmed for February next year, eight months before her term expires. She stands down at a critical juncture — economically, the euro zone faces weak growth, high energy prices, and rising inflation risks; politically, it is grappling with unrest in France, a potentially historic election there early next year, and the ongoing Ukraine-Russia war. Lagarde says she is resigning because she wants to speak more freely about major, but unidentified, events. "I don't think that I can remain neutral." European leaders have more than one key ECB position to fill in the coming months — executive board member Isabel Schnabel leaves in January, and the central bank's chief economist Philip Lane is due to depart in May. Less is more At least that's the view of Fed Chair Kevin Warsh when it comes to policy decisions, forward guidance, 'dot plot' forecasts, and pretty much all communication. Warsh made that clear in his post-meeting press conference on Wednesday, where he announced that seven of the Federal Open Market Committee's eight meetings next year will be policy-setting events, and this will be reduced to six in 2028. Warsh said this will give the FOMC more time and space to take longer-term strategic views, and the impact on financial markets remains to be seen. Having fewer meetings to set policy means the Fed could fall behind the curve more easily, it could mean there is a greater chance of bigger moves at each meeting of, say, 50 bps, and could raise the likelihood of inter-meeting decisions. It will mean less market volatility around "live" meetings, but perhaps increase inter-meeting volatility. Watch this space. Alphabet droop Could a historic day for Google parent company Alphabet prove to be a turning point for the wider AI trade? Alphabet shares sank a record 13% on Thursday after third quarter results that missed expectations and pointed to a massive acceleration in cash burn from increased AI spending plans. The fall wiped around $500 billion off the company's market cap. The scale of the selloff underscores how jittery investors have become in recent weeks, and how sensitive the market is to AI firms' cash flow. Contrast Alphabet with Oracle, whose shares surged 11% on Wednesday after it said it plans to cap external financing and achieve positive cash flow in the second half of fiscal 2028. Granted, Oracle shares fell back on Thursday, but investors are becoming more discerning. What could move markets tomorrow? Japan's interest rate decision Euro zone GDP (Q3, flash estimate) German inflation (October, prelim) San Francisco Fed's Mary Daly, St. Louis Fed's Alberto Musalem scheduled to speak Corporate earnings, including Exxon Mobil, Chevron, AstraZeneca, BP Want to receive Trading Day in your inbox every weekday morning? Sign up for my newsletter here . Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles , is committed to integrity, independence, and freedom from bias.

Teachers Unions Spent More Than $930 Million On Political Activism & Lobbying Over Decade, Watchdog Finds [链接预览] Teachers Unions Spent More Than $930 Million On Political Activism & Lobbying Over Decade, Watchdog...

Weak quarter for Intel sends shivers through cooling chip stocks. By Sinéad Carew Chip stocks took another hit after Thursday's weak quarterly earnings report from Intel, which could make for interesting dynamics when trading reopens on Friday. The semiconductor index SOX sold off in post-close trading on Thursday after chipmaker Intel INTC blamed "near term headwinds across the PC industry," sending its shares tumbling 18% in the after-hours session. That followed the SOX's 1.4% drop during the regular session due to a messy earnings report from big AI spender Alphabet GOOG on Wednesday. Intel said a factory explosion in Israel will cost it roughly $600 million in lost revenue over two quarters because it has been shut down for about two weeks. Intel's fall took other big chip stocks down in post-close trading as well. "Overall semis weakness after hours is primarily a function of INTC guide and negative sentiment spillover," said Michael James, equity sales trader at Rosenblatt Securities. Intel's problems in the PC sector, an area of technology that does not garner the same scrutiny on Wall Street as the AI buildout, does not seem to necessarily mean big problems for other chipmakers that operate more prominently in AI. Nevertheless, investors in the less-active post-market trade chose to shoot first and ask questions later. AMD AMD dropped 4% and Broadcom AVGO fell 2%. Among the biggest losers in the volatile session were the Direxion Daily Semiconductor Bull ETF SOXL , which offers investors three times the daily performance of the SOX and was off 9%. "The revenues missed due to lower PC demand and forward guidance also disappointed. As Google learned today, earnings matter," said Kim Caughey Forrest, founder and chief investment officer at Bokeh Capital Partners LLC. Google parent Alphabet dropped 13% on Thursday. The SOX has been one of 2026's standout performers, rising more than 60% as shortages of chips and equipment needed for the AI buildout drive up prices and profits at firms ranging from giant Nvidia NVDA and memory chip firm Micron MU to Marvell Technology MRVL . But the momentum of that trade has been tested over the past month by tightening financing terms. That has kept some expected IPOs on the sidelines and put some highly leveraged AI infrastructure firms under pressure. The SOX has declined 13% since hitting its recent high in October and is off 21% from its all-time high in June. That said, pre- and after-market trading often exaggerates moves relative to those in the more liquid regular session, particularly for stocks affected by a rival's news. "I think it should not have much of an effect on the market," said Caughey Forrest. "It sounds like it was a PC issue. AMD may be a target for selling tomorrow too. Intel does not have much to do with AI, which is why the market might ignore it."

"Anthropic, OpenAI, Google and SpaceX have all launched new, more capable AI models since CEOs Dario Amodei, Elon Musk and Sam Altman publicly agreed to decelerate their companies to protect society from harm," per WaPo

Atomera Q3 2026 Earnings Call Is Live. Atomera's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following ATOM, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

Monolithic Power Systems Q3 2026 Earnings Call Is Live. Monolithic Power Systems's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following MPWR, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

Intel Q3 2026 Earnings Call Is Live. Intel's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following INTC, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

Intel Says PC Slowdown Hit Results in 3Q — Market Talk. Intel says a slowdown across the personal computer market driven by a shortage of memory technology weighed on its results in the third quarter. The client computing and physical AI group, which includes its PC business, reports a 5% decline in revenue to $7.3 billion. Rising memory costs have led to a drop in PC shipments and a steep increase in prices, The Wall Street Journal reported earlier this fall. Intel says the trends in the PC markets are impacting its total addressable market, with CFO David Zinsner projecting that the PC slowdown will continue at least through the first half of 2027. Intel shares are down 16% after-hours.(elias.schisgall@wsj.com)

New York City Sheds 30,000 Jobs As Restaurants Face Mounting Financial Pressure

Intel Looks to Boost Supply as 3Q Revenue, 4Q Guide Disappoint — Market Talk. Intel stresses its work to boost supply and capture strong CPU demand as the company's third-quarter revenue and fourth-quarter guidance fall short of Wall Street targets. "Our immediate priority is to unlock additional supply to meet extraordinary demand for our Xeon family, while strengthening our product portfolio and roadmap," CEO Lip-Bu Tan says. CFO David Zinsner adds: "We will continue making disciplined investments in capacity and working capital to increase supply and support future growth." Shares of Intel fall 16%after-hours. (elias.schisgall@wsj.com)

Monolithic Power Q3 revenue, adj EPS beat estimates. Overview US chipmaker's Q3 revenue rose 63% yr/yr, beating analyst expectations Q3 adjusted EPS beat analyst expectations Company repurchased $453 mln in stock, adds $500 mln to buyback authorization Outlook Company forecasts Q4 revenue between $1.315 bln and $1.385 bln Company expects Q4 GAAP gross margin of 55.2% to 55.8% and non-GAAP gross margin of 55.5% to 56.1% Company anticipates strong demand in enterprise data to continue into 2027 Result Drivers ENTERPRISE DATA DEMAND - Co said strong demand from existing customers and expanded customer base in enterprise data drove Q3 revenue growth COMMUNICATIONS SALES - Higher sales of power solutions for optical modules and switches boosted Q3 communications revenue AUTOMOTIVE SOLUTIONS - Increased sales of ADAS power solutions contributed to Q3 automotive revenue growth Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Revenue Beat $1.20 bln $1.15 bln (13 Analysts) Q3 Adjusted EPS Beat $8.19 $7.75 (12 Analysts) Analyst Coverage The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell" The average consensus recommendation for the semiconductors peer group is "buy" Wall Street's median 12-month price target for Monolithic Power Systems Inc is $1,800.00, about 48.6% above its October 28 closing price of $1,211.22 The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 51 three months ago Reuters Recommended Reads Oct 28 - Chip gear maker KLA's Q1 revenue beats analyst estimates on AI demand Oct 27 - Netherlands' ASM International Q3 revenue jumps on strong growth in memory sales Oct 29 - Taiwan's ASE Technology Q3 revenue jumps 45%, net income more than doubles For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Atomera Reports Third-Quarter 2026 Net Loss of $6.0 Million. Atomera reported a third-quarter 2026 net loss of $6.0 million, or $0.15 per share, compared with a $5.6 million loss a year earlier. Revenue was zero, and adjusted EBITDA was a loss of $4.6 million. The company reported $34.8 million in cash, cash equivalents and short-term investments at quarter-end. Financial Highlights Revenue was $0 for the quarter, compared with $11,000 in the third quarter of 2025. Gross margin was $0, versus a gross loss of $117,000 a year earlier. Loss from operations was $6.328 million, compared with $5.793 million in the prior-year quarter. Net loss was $6.006 million, or $0.15 per basic and diluted share, compared with $5.573 million, or $0.17 per share, in the third quarter of 2025. Adjusted EBITDA loss was $4.572 million, compared with a loss of $4.440 million a year earlier. Business Highlights Atomera increased its gate-all-around customer engagements to three. The company signed a joint development agreement with IQE to advance high-performance, cost-effective RF GaN. Atomera demonstrated an approach using Mears Silicon Technology to enable next-generation DRAM transistors. The company said its nanoscale diffusion-blocking work for gate-all-around transistors has drawn interest from foundries and next-generation memory designers. Original SEC Filing: Atomera Inc [ ATOM ] - 8-K - Oct. 29, 2026

KYIV’S MAYOR SAYS THE UKRAINIAN CAPITAL IS UNDER ATTACK FROM RUSSIAN BALLISTIC MISSILES, WITH REUTERS WITNESSES REPORTING EXPLOSIONS JOLTING KYIV

STARBUCKS SAYS HALF OF ITS INTERNATIONAL FY2027 OPENINGS WILL BE IN CHINA, EXPECTS FY2027 CAPEX OF 5% OF NET REVENUES, AND SEES 90-100 NET NEW NORTH AMERICA OPENINGS IN FY2027

US GDP GREW AT ITS FASTEST PACE IN A YEAR IN Q3, WHILE SEPTEMBER PCE INFLATION ROSE 0.5%, ITS BIGGEST MONTHLY INCREASE IN SIX MONTHS. AMAZON SLUMPED AFTER HOURS ON HIGHER AI SPENDING, AND INTEL FELL ON A WEAKER REVENUE OUTLOOK.

US TECHNOLOGY STOCKS SLUMPED AS ALPHABET PLUNGED 12% ON DISAPPOINTING SALES, DRAGGING THE NASDAQ 100 DOWN 1.4%. CONCERNS OVER AI INVESTMENT RETURNS TRIGGERED A ROTATION INTO BROADER EQUITIES, WITH MORE THAN 400 S&P 500 STOCKS ADVANCING, WHILE TREASURIES RALLIED ON SAFE-HAVEN DEMAND.

Vertiv Holdings Price Target Raised to $351.00/Share From $323.00 by RBC Capital. Ratings actions from Benzinga: https://www.benzinga.com/quote/VRT/analyst-ratings

UKRAINIAN CAPITAL KYIV UNDER ATTACK FROM RUSSIAN BALLISTIC MISSILES, MAYOR SAYS

BoJ preview: hold at 1.25% expected, with 2% inflation call and dissent risk in focus

Top News Today: Stocks Fall as Alphabet Slide Dents AI Optimism. MARKET WRAPS STOCKS: Stocks fell after Alphabet's quarterly revenue shortfall spurred a deep loss for the Google parent and broader fears about the artificial-intelligence boom. TREASURYS: Treasury yields fell after inflation data that was more or less in line with economists' expectations. FOREX: The U.S. dollar fell as traders digested Federal Reserve Chairman Kevin Warsh's comments. COMMODITIES: Oil futures slipped as traders weighed reports of potential negotiations between the U.S. and Iran against reports that President Trump was reviewing attack plans. HEADLINES Alphabet Sheds Half a Trillion in Market Value in Stock's Worst Day Ever Google's stock suffered its worst day on record Thursday as investors confronted the reality that a company that has long been a dynamo of growth and profits faces painful trade-offs from the artificial-intelligence transition. The slide erased roughly $500 billion from Alphabet's market value. It also weighed on major U.S. stock indexes, fueling a decline in the Nasdaq composite and amplifying fears that the costs of the global AI build-out may be outrunning the returns. The tech giant reported on Wednesday that its Google Services unit, which includes search advertising, YouTube and subscriptions, generated $96.3 billion, missing Wall Street expectations of $98.5 billion, signaling that Google's biggest revenue engine is slowing as internet habits change and AI reshapes how consumers search for information and products. DoorDash to Buy Instacart for $17 Billion DoorDash has struck a deal to buy food-delivery rival Instacart for about $17 billion in cash and stock, adding a major grocery delivery partner to its growing roster of services. DoorDash on Thursday said the deal values Instacart at $65 a share, an 11% premium to Wednesday's closing price of $58.42 and roughly 26% above Instacart's closing price of $51.68 on Oct. 22, before published reports that the company was pursuing a sale. The Wall Street Journal reported on Monday that DoorDash was in advanced talks to acquire Instacart, citing people familiar with the matter. Amazon Earnings Miss Wall Street Estimates Despite Highest Cloud Growth in Five Years Amazon.com reported higher-than-expected revenue from Amazon Web Services in its third-quarter earnings on Thursday, showing sustained momentum in its cloud computing business. Amazon Web Services brought in $46 billion in revenue for the three months through September, accounting for 39% growth year-over-year, the company said. Overall revenue increased 12% to $201.9 billion, and net income was $20.7 billion. Both were below analysts' estimates polled by FactSet. Starbucks Same-Store Sales Climb on U.S. Growth Starbucks recorded higher same-store sales in the fiscal fourth quarter, as its turnaround plan drives revenue in the U.S. The coffee-shop chain posted a profit of $677.2 million, or 59 cents a share, compared with $133.1 million, or 12 cents a share, a year earlier. Stripping out certain one-time items, adjusted per-share earnings were 80 cents, ahead of the 72 cents anticipated by analysts, according to FactSet. U.S. Economy Accelerated This Summer Despite High Gas Prices U.S. economic growth picked up steam over the summer. Business investment surged, driven by the artificial-intelligence build-out, and consumers continued to spend at a healthy clip despite high gas prices and other affordability concerns. The Commerce Department said Thursday that U.S. gross domestic product-the value of all goods and services produced across the economy-rose at a 3.4% annual rate in the third quarter. That number is adjusted for inflation and seasonality. PCE Inflation Accelerated Last Month The inflation metric targeted by the Federal Reserve sped up in September, showing why elevated price increases hang over the central bank's next moves. Prices as measured by the personal-consumption expenditures price index increased by 0.5% last month, after rising by 0.3% in August, the Commerce Department said Thursday. The 12-month PCE inflation rate climbed to 3.6%, from 3.4% a month earlier. Excluding volatile food and energy prices, core PCE inflation was 0.3% in September and 3.1% over the trailing 12 months. U.S. Jobless Claims Unexpectedly Edge Lower U.S. jobless claims were subdued again last week, defying forecasts for an uptick as the labor market remains slow but sturdy. The number of people who filed for unemployment benefits was 194,000 in the week through Oct. 24, 1,000 lower than the revised 195,000 reported a week earlier, the Labor Department said Thursday. Economists surveyed by The Wall Street Journal were expecting to see 200,000 new claims. Continuing claims, which scale with the total size of the unemployed population, totaled about 1.7 million in the week through Oct. 17, falling by 21,000 from the downwardly revised total a week earlier. The data on continuing claims lag the initial-claims data by a week. Josh Kushner's Thrive to Buy ADT for $7.6 Billion Home-security company ADT has agreed to be acquired for $7.6 billion in cash by Thrive Holdings, an investment vehicle formed by Josh Kushner's venture-capital firm, Thrive Capital. ADT on Thursday said Thrive would pay $10 a share in cash for the Boca Raton, Fla., company, a 35% premium to Wednesday's closing price of $7.41. Shares of ADT were recently up 34% to $9.93 in early trading. Caterpillar Sales Jump on Growing AI Demand, But Wall Street Wanted More Caterpillar continues to grow, just not fast enough for Wall Street. The industrial-equipment maker said revenue rose 17% to $20.68 billion in the third quarter, missing analyst estimates and marking a sequential slowdown from the 24% gain the company logged three months prior. Much of Caterpillar's growth in recent years has stemmed from its power-and-energy division, which manufactures large power-generation sets and turbines that serve electricity-hungry data centers. Sales across the unit climbed 18%, to $8.78 billion, during the recent quarter. Eli Lilly Revenue Climbs on Demand for Obesity Drugs Eli Lilly's quarterly revenue jumped on surging demand for its diabetes and obesity drugs Mounjaro and Zepbound. The third-quarter results topped Wall Street's expectations, and prompted the pharmaceutical company to boost its full-year revenue guidance for the third time this year. The stock gained 6.2% to $1,368.27 on Thursday. Shares are now up 28% year to date. Mastercard Profit Rises on Payment Network, Services Growth Mastercard reported higher quarterly profit on sales growth for both its payment-network division and its services-and-solutions business. The credit-card company on Thursday posted a third-quarter profit of $4.63 billion, or $5.28 a share, compared with $3.93 billion, or $4.34 a share, a year earlier. Adjusted earnings per share were $5.31, compared with analyst estimates of $5.17, according to FactSet. Clorox Names Unilever's Fabian Garcia as CEO Clorox has hired Unilever executive Fabian Garcia as its next chief executive. The parent of its name-sake brand and cupboard staples including Pine-Sol, Purell and Liquid-Plumr said Garcia will step into the role effective Jan. 5, succeeding Linda Rendle who announced in May that she was stepping down for health reasons. Garcia, currently president of Unilever Personal Care and a member of the Unilever's executive team, has more than four decades experience in global consumer products. Before joining Unilever in 2020, he was CEO of Revlon and served as chief operating officer for global innovation and growth at Colgate-Palmolive. Earlier in his career, he served in leadership roles at Procter & Gamble. Hershey's Sales Rise Despite Growing Consumer Caution Hershey reported higher quarterly sales, citing momentum for its marketing initiatives despite growing consumer caution. The maker of Reese's Peanut Butter Cups and Twizzlers on Thursday posted a third-quarter profit of $580.8 million, or $2.88 a share, compared with $276.3 million, or $1.36 a share, a year earlier. Adjusted earnings per share were $2.64, compared with analyst estimates of $2.11, according to FactSet. Altria Lifts Earnings Outlook as Profit, Revenue Climb Altria Group raised its full-year earnings outlook after reporting higher profit and revenue in the latest quarter, as the company's cigarette brands scooped up market share and it invested in its smoke-free portfolio. The tobacco company posted a third-quarter profit of $2.52 billion, or $1.51 a share, compared with $2.38 billion, or $1.41 a share, a year earlier. Stripping out certain one-time items, earnings were $1.52 a share. Analysts polled by FactSet expected adjusted earnings of $1.51 a share. Merck Revenue Up on Keytruda, Winrevair Growth Merck & Co. reported higher revenue in the latest quarter, pointing to strength for drugs such as Keytruda and Winrevair, as well as its animal health business. The third-quarter results topped Wall Street's expectations, and prompted the company to bump up both its profit and sales forecasts for the year. The stock gained 4.5% to $147.27 on Thursday, and is now up 40% year to date. TALKING POINT The Four Academics Who Dreamed Up California's Billionaire Tax The proposed California wealth tax has galvanized a host of billionaires who have lined up to fight it. On the other side lies a group of less obvious power brokers: the four professors who drafted the ballot measure. The group is made up of three professors at the University of California: Berkeley economist Emmanuel Saez and law professors Brian Galle and Darien Shanske, at Berkeley and Davis, respectively. The fourth is tax scholar David Gamage at the University of Missouri's law school. The four have advised on a host of similar measures at both the state and federal level that have stalled so far. The California billionaire tax, on the ballot Tuesday as Prop. 40, represents the closest they have come to seeing a wealth-tax proposal they helped craft become law. It has become one of the costliest ballot fights in California's history and has exposed deep divisions among Democrats. If it becomes law, it would be the first U.S. wealth tax in the modern era. The academics behind the measure have quietly become the go-to brain trust for Democratic lawmakers and state activists, but they have garnered criticism elsewhere. "The Billionaire Tax is a new proposal written by four professors who don't believe in the American dream," said investor and "All-In" podcast host Chamath Palihapitiya on X earlier this year. "Some of them aren't even American...go figure," he added, presumably referring to Saez, a prominent economist who has both French and U.S. citizenship. Prop. 40 calls for a one-time, 5% tax on the net worth of each California billionaire who was a state resident on Jan. 1, 2026. Supporters estimate it could raise more than $100 billion to cover shortfalls wrought by Trump's tax law. They argue few billionaires would leave the state over a one-time tax whose toll they could quickly erase through investment and business gains, and that California will keep minting new billionaires, notwithstanding the tax. Juliet Chung Expected Major Events for Friday 01:00/JPN: Sep Steel Imports & Exports Statistics 04:30/JPN: Sep Preliminary Report on Petroleum Statistics 05:00/JPN: Sep Housing Starts 05:00/JPN: Sep Construction Orders 06:30/FRA: Sep Household consumption expenditure in manufactured goods 06:30/FRA: 3Q GDP - first estimate 07:00/GER: Sep Foreign trade price indices 07:00/UK: Oct Nationwide House Price Index 07:45/FRA: Sep PPI 07:45/FRA: Oct Provisional CPI 08:55/GER: Oct Labour market statistics (incl unemployment) 08:59/JPN: Japan Monetary Policy Meeting decision 09:00/GER: Oct Bavaria CPI 09:00/GER: Oct North Rhine Westphalia CPI 09:00/GER: Oct Saxony CPI 09:00/GER: Oct Hesse CPI 09:00/GER: Oct Baden-Wuerttemberg CPI 09:00/GER: 3Q GDP - 1st release 09:00/ITA: 3Q GDP preliminary estimate 09:00/GER: Oct Brandenburg CPI 09:30/UK: Nov Agents' Summary of Business Conditions 10:00/ITA: Oct Provisional CPI 10:00/ITA: Oct Cities CPI 12:30/CAN: Aug GDP 12:30/US: 3Q Employment Cost Index 13:00/GER: Oct Provisional CPI 13:45/US: Oct Chicago Business Barometer - ISM-Chicago Business Survey Chicago PMI 19:00/US: Sep Agricultural Prices All times in GMT. Powered by Onclusive and Dow Jones. Expected Earnings for Friday AbbVie Inc (ABBV) is expected to report $2.55 for 3Q. Aegis Brands Inc (AEG.T) is expected to report for 3Q. AquaBounty Technologies Inc (AQB) is expected to report for 3Q. Arbor Realty Trust Inc (ABR) is expected to report $-0.08 for 3Q. AutoNation Inc (AN) is expected to report $4.99 for 3Q. BrightSpring Health Services Inc (BTSG) is expected to report $0.41 for 3Q. CW Bancorp (CWBK) is expected to report for 3Q. Canadian National Railway Co (CNI,CNR.T) is expected to report $2.07 for 3Q. Capital Clean Energy Carriers Corp (CCEC) is expected to report for 3Q. Carter's Inc (CRI) is expected to report $0.89 for 3Q. Cboe Global Markets Inc (CBOE) is expected to report $3.38 for 3Q. Chevron Corp (CVX) is expected to report $4.76 for 3Q. Church & Dwight Co (CHD) is expected to report $0.90 for 3Q. Colgate-Palmolive Co (CL) is expected to report $0.91 for 3Q. Dominion Energy Inc (D) is expected to report $1.21 for 3Q. ExxonMobil Holdings Corp (XOM) is expected to report for 3Q. Federal Realty Investment Trust (FRT) is expected to report $0.71 for 3Q. Forum Energy Technologies Inc (FET) is expected to report $1.16 for 3Q. Gates Industrial Corp Ltd (GTES) is expected to report for 3Q. General Dynamics Corp (GD) is expected to report $4.14 for 3Q. Hess Midstream LP (HESM) is expected to report $0.72 for 3Q. Imperial Oil Ltd (IMO,IMO.T) is expected to report $4.68 for 3Q. Kite Realty Group Trust (KRG) is expected to report $0.06 for 3Q. Lear Corp (LEA) is expected to report $3.00 for 3Q. Magna International Inc (MG.T,MGA) is expected to report $2.19 for 3Q. Mammoth Energy Services Inc (TUSK) is expected to report $-0.03 for 3Q. Newell Brands Inc (NWL) is expected to report $0.17 for 3Q. Oil States International Inc (OIS) is expected to report $0.09 for 3Q. OneMain Holdings Inc (OMF) is expected to report $1.57 for 3Q. Oppenheimer Holdings Inc (OPY) is expected to report for 3Q. Piper Sandler Cos (PIPR) is expected to report for 3Q. RBC Bearings Inc (RBC) is expected to report $2.89 for 2Q. Regeneron Pharmaceuticals Inc (REGN) is expected to report $14.40 for 3Q. Sensient Technologies Corp (SXT) is expected to report $1.07 for 3Q. Silvercrest Asset Management Group Inc (SAMG) is expected to report $0.28 for 3Q. Solitario Resources Corp (SLR.T,XPL) is expected to report for 3Q. Standard Motor Products Inc (SMP) is expected to report $0.53 for 3Q. TXNM Energy Inc (TXNM) is expected to report $0.19 for 3Q. WisdomTree Inc (WT) is expected to report $0.30 for 3Q. iRadimed Corp (IRMD) is expected to report $0.50 for 3Q. Powered by Onclusive and Dow Jones. We offer an enhanced version of this briefing that is optimized for viewing on mobile devices and sent directly to your email inbox. If you would like to sign up, please go to https:\\newsplus.wsj.com/ subscriptions. This article is a text version of a Wall Street Journal newsletter published earlier today.

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