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SPOT SILVER EXTENDS LOSSES, DOWN 5.3% TO $49.63/OZ

SPOT GOLD FALLS 2% TO $3,939.65/OZ, ITS LOWEST SINCE NOVEMBER 2025

While the AI Trade Is Troubled, Microsoft Retains Its Fans on Wall Street — Barrons.com. By Kit Norton The artificial-intelligence trade concerns were swirling again on the back of disappointing Big Tech earnings. But Microsoft is at least one stock that Wall Street has been comfortable with. That trend has continued this week. It's been a brutal stretch for the AI trade as earnings from the tech giants have sparked a selloff of AI-related stocks. Alphabet logged its worst every daily percentage decline on Wednesday of 12.6% as the Google parent's core advertising business in search and YouTube faltered. Shares of Intel dropped 26% in the premarket session on Friday after the company's earnings late Thursday showed soaring cost of memory chips was taking a toll on the PC market. Then it was Amazon.com's turn and shares fell more than 6% in premarket trading on Friday after the company's quarterly earnings Thursday showed lagging growth in its legacy retail business and advertising segment. While many of the core drivers of AI spending have suffered this week, shares of Microsoft, which Wall Street has now long been confident about, have held up reasonably well. Microsoft stock declined 0.3% to $528.45 in premarket trading Friday after ending Thursday down 0.2%. Shares were on pace to close lower for a fourth consecutive trading session but the stock has only fallen about 1% over that stretch. The stock, as of Wednesday, was also about 2% below its record closing high of $543.45 on Oct. 13. It's a good sign for Microsoft investors that the shares have been able to weather the AI-trade turbulence this week. It's even better news that Wall Street has overwhelmingly remained bullish on Microsoft stock following the software giant's strong quarterly earnings and decision to hold a mega bond sale to raise capital, finally joining rivals in issuing debt for the AI buildout. Microsoft also recently announced it was offering 60,000 employees a voluntary exit to cut costs for its AI buildout. Since July 29, when Microsoft reported solid fiscal fourth-quarter earnings that illustrated to the stock market that the company's AI spending has been paying off, Wall Street has becoming increasingly optimistic about the business. That's based on the belief the company is well positioned to boost revenue through its cloud platform, Azure, and Copilot, its AI assistant tool. Microsoft's fiscal first-quarter earnings late Wednesday did nothing to change that view. Since then, 27 firms have raised price targets on Microsoft stock, according to FactSet. Among those was Morgan Stanley analyst Adam Wood, who raised his price target to $650 from $600. That represented 22% upside from the closing price of $530.14 on Thursday. Wood said in a research note that business growth from Azure and Copilot continues to accelerate and returns on AI investment are "clearly visible." "With growth accelerating, AI monetization broadening, and infrastructure efficiencies supporting operating leverage, we view the Q1 print as another clear validation of our thesis that Microsoft's AI investments can drive durable high-teens revenue growth and more than 20% earnings growth," Wood said. Morgan Stanley, which has an Overweight rating on Microsoft, wasn't alone in this view. Bank of America analyst Tal Liani this week raised his Microsoft price target to $630 from $600 and maintained a Buy rating on the shares. "MSFT's positioning across infrastructure, models, and software continues to provide multiple paths to monetize AI demand," Liani said in a research note. Not to be outdone, Raymond James analyst Andrew Marok also raised his price target to $650 from $630 and reiterated his Outperform rating on the stock. Marok noted that the business performance was "encouraging" and that Microsoft continues to work hard to "monetize existing capacity more efficiently despite ongoing supply constraints." "Although these improvements suggest that Microsoft is making meaningful progress on returns from its infrastructure investments, their timing remains difficult to forecast, and spending is expected to accelerate," the analyst said. Suffice it to say that it's all positive for Microsoft right now. The same can't be said for the rest of the tech giants. Write to Kit Norton at kit.norton@barrons.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.

RUSSIA: KREMLIN: REFINERY STRIKES WON'T DERAIL UKRAINE TALKS: IFX

Susquehanna maintains SanDisk at Positive, lowers price target to $2720 from $2745. Susquehanna maintained SanDisk at Positive and lowered its price target to $2720 from $2745, a 0.9% decrease. The price target implies an upside of 104.5% from the Oct 29 close of $1330.05. Recent analyst actions on SanDisk Date Firm Action Rating Price target Oct 30 Evercore ISI Group Maintains Outperform $2500 Oct 26 Cantor Fitzgerald Maintains Overweight $2200 Oct 6 Mizuho Maintains Outperform $2050 Across the three most recent analyst notes published on SanDisk over the past 30 days, price targets range from $2050 to $2500. Explore more price target data and ratings for SanDisk on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

KREMLIN SAYS REFINERY STRIKES WON'T DERAIL UKRAINE TALKS: IFX

95-Year-Old Wall Street Law Firm Weil Gotshal Suddenly Lurches Towards Shutdown

Susquehanna maintains Intel at Neutral, lowers price target to $75 from $105. Susquehanna maintained Intel at Neutral and lowered its price target to $75 from $105, a 28.6% decrease. The price target implies a downside of 18.5% from the Oct 29 close of $92.07. Recent analyst actions on Intel Date Firm Action Rating Price target Oct 30 Evercore ISI Group Maintains Outperform $131 Oct 30 Keybanc Maintains Overweight $140 Oct 30 Seaport Global Downgrades Neutral — Oct 30 KGI Securities Upgrades Outperform $95 Oct 30 Needham Reiterates Hold — Across the five most recent analyst notes published on Intel over the past 30 days, price targets range from $95 to $140. Explore more price target data and ratings for Intel on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Bank of America today downgraded Intel $INTC stock to Neutral from Buy while lowering its price target to $100 down from $145

German CPI October Report [链接预览] Inflationsrate im Oktober 2026 voraussichtlich +2,8 %

GERMANY PRELIM OCTOBER HARMONIZED CPI RISES 2.8% Y/Y; EST. +3.1%

GERMAN INFLATION FALLS BELOW EXPECTATIONS IN OCTOBER Germany's preliminary October CPI rose 2.8% year over year, below the 3.0% forecast. Inflation declined 0.2% month over month, compared with expectations for a 0.1% increase. Harmonized CPI (HICP) rose 2.8% annually, also below the 3.1% forecast. The key takeaway: Softer-than-expected German inflation could ease pressure on the ECB to raise interest rates further.

Germany CPI (M/M) Oct P: -0.2% (est 0.1%; prev 0.6%) - CPI (Y/Y): 2.8% (est 3.0%; prev 3.3%) - CPI EU Harmonised (M/M: -0.1% (est 0.1%; prev 0.6%) - CPI EU Harmonised (Y/Y): 2.8% (est 3.1%; prev 3.3%)

GERMAN CPI MOM PRELIM ACTUAL -0.2% (FORECAST 0.1%, PREVIOUS 0.60%) $MACRO

🔴 GERMAN CPI YOY PRELIM ACTUAL 2.8% (FORECAST 3%, PREVIOUS 3.30%) $MACRO

GERMAN HICP MOM PRELIM ACTUAL -0.1% (FORECAST 0.1%, PREVIOUS 0.60%) $MACRO

GERMAN CPI (MOM) (OCT) ACTUAL: -0.2% VS 0.6% PREVIOUS; EST 0.1%

🔴 GERMAN HICP YOY PRELIM ACTUAL 2.8% (FORECAST 3.1%, PREVIOUS 3.30%) $MACRO

Infleqtion, Inc. (INFQ) Demos Optical Clock in U.S. Navy Exercise. Infleqtion demonstrated its Tiqker optical atomic clock during the Maritime Big Play Pacific exercise, running continuously for over two weeks at sea to support GPS-independent timing for naval navigation and communications. Material Details # Detail AI Analyst View 1 Tiqker ran >2 weeks at sea Extended operation under vibration/temperature stress de-risks field readiness and could accelerate defense adoption. 2 GPS-independent precision timing Addresses GPS-denied/jammed scenarios, a priority for Navy missions—supports potential procurement. 3 Tested across manned/unmanned ops Broader platform fit increases TAM across surface, subsea, and autonomous systems. 4 Supports comms/radar sync needs Integration into core ship systems can drive sticky, multi-unit deployments. 5 Builds on prior UK sea/air trials Cumulative trials signal maturation and international defense interest. Context by AI Analyst This is an operational validation step in Infleqtion’s push to commercialize quantum sensing for defense after prior UK trials. A defined procurement, pilot-to-program transition, or contract value disclosure would make this a larger catalyst. Based on the original press release from Infleqtion, Inc. distributed by BusinessWire.

Infleqtion Demonstrates Timing and Navigation Capabilities During the Maritime Big Play Pacific Military Exercise. Infleqtion ( INFQ ), a global leader in quantum computing and quantum sensing powered by neutral atom technology, demonstrated quantum timing capabilities to support navigation using the company’s Tiqker optical atomic clock. The demonstration took place during the Maritime Big Play Pacific (MBP-P) military exercise, an event sponsored by the Office of the Under Secretary of War for Research & Engineering with participation from across the U.S. Navy, U.S. Marine Corps and Australia and UK (AUKUS) partners. During this exercise, Infleqtion operated Tiqker continuously aboard the U.S. Navy support vessel, RV Merlin, for two weeks in the Southern California (SOCAL) operating area. This demonstration also supported BARB-26, a U.S. Navy exercise focused on emerging subsea and seabed warfare capabilities, in alignment with MBP-P. The demonstration provided an opportunity to evaluate precision timing technology in a maritime operational environment and inform future naval integration. “The Navy needs dependable timing to navigate, communicate and coordinate operations in the field,” said Matthew Kinsella, CEO of Infleqtion. “The Maritime Big Play Pacific and BARB-26 demonstration gives us an opportunity to put Tiqker through sustained testing at sea and gather the operational data needed to advance its integration into naval platforms. This is an important step toward validating quantum capabilities for real-world applications.” The exercise was conducted to demonstrate Tiqker's mission impact across a range of operational conditions, above and below the surface, and with both manned and unmanned systems. Tiqker operated continuously for over two weeks at sea through large temperature swings and sustained vibration. Ultimately, the exercise helps show how precision timing, independent of GPS, keeps the Navy operating when it matters most. For forward-deployed, expeditionary forces, that reliability supports the Joint Force’s ability to project power and deter adversaries. Tiqker is Infleqtion’s compact, rugged optical atomic clock, which uses the precise optical transitions of atoms to provide a highly stable timing reference. Designed for deployment beyond the laboratory, Tiqker can maintain precise local timing when GPS signals are unavailable, jammed, or spoofed. For the Navy, that capability can support synchronization of communications, radar, and other onboard systems. By reducing dependence on satellite-derived timing, Tiqker can help strengthen mission continuity across multiple platforms. The demonstration builds on Tiqker’s previous trials at sea and in the air, including a 2025 deployment aboard the UK Royal Navy’s uncrewed submarine testbed, XV Excalibur, where it operated during multiple dives. Tiqker also completed UK flight trials in 2024 aboard QinetiQ’s RJ100 Airborne Technology Demonstrator, in collaboration with QinetiQ and BAE Systems. To learn more about Infleqtion’s Tiqker optical atomic clock capabilities, visit: Tiqker Optical Atomic Clock | Infleqtion. About Infleqtion Infleqtion, Inc. ( INFQ ) is a global leader in quantum technology, delivering neutral atom solutions for quantum computing, networking, sensing, and security. With a product portfolio spanning quantum computers, quantum optical clocks, RF receivers, and inertial sensors, Infleqtion’s full-stack approach combines high-performance hardware with the company’s proprietary Superstaq quantum computing software platform. Infleqtion’s systems are already in use by the U.S. Department of War, NASA, the U.K. government, and in multiple collaborations with NVIDIA. Infleqtion, in collaboration with NVIDIA, published the world’s first demonstration of a materials science application using logical qubits. With operations in the U.S., Europe, and Asia, Infleqtion meets the demands of government and commercial customers across the space, defense, energy, finance and telecommunications sectors. For more information, visit Infleqtion.com or follow Infleqtion on LinkedIn, YouTube, and X. Forward looking statements This press release contains forward-looking statements within the meaning of federal securities laws, including the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as “anticipates,” “believes,” “estimates,” “expects,” “intends,” “plans,” “projects,” “seeks,” “can,” “may,” “will,” and similar expressions. All statements other than statements of historical fact are forward-looking statements, including statements regarding the potential deployment of Tiqker in operationally relevant environments; the expected performance, specifications, and stability of Tiqker, and its performance relative to alternative timing technologies; the anticipated applications, use cases and platforms for Infleqtion’s clocks and sensors; and Infleqtion’s business strategy, technology roadmap and future operations. These statements are only predictions and are based on Infleqtion’s current expectations, assumptions and projections as of the date of this release and are subject to risks and uncertainties that could cause actual results to differ materially and adversely, including, among others, those described in Infleqtion’s filings with the U.S. Securities and Exchange Commission. New risks emerge from time to time, and it is not possible for management to predict all risks, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statement Infleqtion makes. Readers are cautioned not to place undue reliance on these statements, which speak only as of the date of this release. Infleqtion undertakes no obligation to update these forward-looking statements except as required by law. View source version on businesswire.com: https://www.businesswire.com/news/home/20261030616773/en/

$BP | BP CEO: Can Categorically Deny Any Conversations About Breaking Up BP

BP CEO: Can Categorically Deny Any Conversations About Breaking Up BP

Palantir, $PLTR, CEO Alex Karp has said that neurodivergent workers will thrive in the AI era

Sandisk Price Target Cut to $2500.00/Share From $2800.00 by Evercore ISI Group. Ratings actions from Benzinga: https://www.benzinga.com/quote/SNDK/analyst-ratings (12:56 GMT) Sandisk Is Maintained at Outperform by Evercore ISI Group Ratings actions from Benzinga: https://www.benzinga.com/quote/SNDK/analyst-ratings

CHINESE MEMORY CHIPMAKER CXMT JUST REPORTED 9-MONTH RESULTS Revenue: $40.39B, up about 8.4x from a year ago Net income: $19.82B vs a loss of $800M last year

AI Default Risk Triples Since Jan As Goldman Clients See "A Crisis Without A Crisis"

Intel Price Target Cut to $131.00/Share From $133.00 by Evercore ISI Group. Ratings actions from Benzinga: https://www.benzinga.com/quote/INTC/analyst-ratings

Crude oil extends gains as traders hedge into weekend amid risks of US strikes on Iran

Evercore ISI Group maintains SanDisk at Outperform, lowers price target to $2500 from $2800. Evercore ISI Group maintained SanDisk at Outperform and lowered its price target to $2500 from $2800, a 10.7% decrease. The price target implies an upside of 88.0% from the Oct 29 close of $1330.05. Explore more price target data and ratings for SanDisk on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Nasdaq set for sharp drop as Amazon, Intel amplify AI spending worries. By Shashwat Chauhan and Tharuniyaa Lakshmi The tech-heavy Nasdaq was set for steep losses at Friday's open after Amazon's aggressive AI spending plan and Intel's cash burn warning intensified investor concerns about escalating costs of AI infrastructure buildout and the timeline for returns. Shares of Amazon.com AMZN were down 6.5% in premarket trading after the company reported a sharp cash outflow in the third quarter and signaled another increase in capital expenditure next year, on top of already elevated outlays. Intel INTC tanked more than 25% after the chipmaker warned it would burn cash this year due to a weak market for personal computers, manufacturing bottlenecks and heavy spending to expand production. Several companies have tapped the bond market to finance their hefty AI investments, fueling concerns that higher borrowing costs could make such spending harder to justify. Amazon and Intel were set to wipe out about $300 billion in combined market value, if losses hold, putting the Nasdaq-100 NDX on track to erase roughly $1 trillion. That would add to the index's close to $1.4 trillion loss in market value so far this month. "It's more a question of what is priced into a stock and how much investors are expecting. Alphabet, Amazon and Intel fall into the category where it doesn't take much to trigger a significant disappointment, and the punishment can be pretty harsh," said Art Hogan, chief market strategist at B. Riley Wealth. "I don't think this is a broader reset... It's more of a rotation out of an extremely popular technology trade and into safer havens." Alphabet GOOG slipped 1%, after a record selloff in the previous session when the Google parent reported disappointing results in its search-advertising business and a sharp increase in cash outflows. Meta META also reported cash burn in the September quarter, while Microsoft MSFT stood out by delivering a big cash-flow beat, though it raised $25 billion through a debt sale. The broader semiconductor market, too, was under pressure, with Nvidia NVDA down 3.2% and AMD AMD sliding 8.3%. Server makers Dell DELL and HP HPQ lost 11.8% and 9.5%, respectively. Energy giants Chevron CVX and Exxon Mobil XOM rose 1.6% and 2%, respectively, after reporting third-quarter profits above estimates. At 08:15 a.m. ET, Dow E-minis (YMcv1) were down 42 points, or 0.08%, S&P 500 E-minis (EScv1) were down 86.5 points, or 1.12%, and Nasdaq 100 E-minis NQ1! were down 768.75 points, or 2.6%. The S&P 500 CBOE:SPX and the Nasdaq IXIC were on course for weekly gains, as the AI trade got a brief reprieve earlier this week when Anthropic unveiled its US IPO filing. The Nasdaq, however, was set to break a two-month winning streak in October, while the S&P 500 and Dow DJI remained on track for gains. Nine of the 11 S&P 500 sectors were set for monthly gains, barring communication services S5TELS , which was headed for its worst month since April 2022, and technology S5INFT . The concerns around AI spending coincide with expectations that the Federal Reserve would raise interest rates by more than 50 basis points by mid-2027, according to LSEG data, even after the central bank held rates steady earlier this week, as expected. Among others, social media platform Reddit RDDT slid 21.7% after CEO Steve Huffman warned that total daily active unique visitors could fall by a low double-digit percentage in the fourth quarter.

Russia Plans To Export 510,000 Tons Of Diesel In October And 2.15 Million Tons In November - TASS Cites Novak - Russia Has Enough Winter Diesel Stockpiles

Intel Is Maintained at Overweight by Keybanc. Ratings actions from Benzinga: https://www.benzinga.com/quote/INTC/analyst-ratings

waiting...

RUSSIA PLANS TO EXPORT 510,000 TONS OF DIESEL IN OCTOBER AND 2.15 MILLION TONS IN NOVEMBER - TASS CITES NOVAK

US TREASURY YIELDS MOSTLY HOLD LOSSES AFTER US ECONOMIC DATA; YIELD ON 10-YEAR TREASURY NOTE LAST DOWN 6.22 BASIS POINTS AT 4.927% TWO-YEAR US TREASURY YIELDS LAST DOWN 7.05 BASIS POINTS AT 4.586%

Russia plans to export 2.15m tons of diesel in November - Tass

Russia Plans To Extend Ban On Diesel Exports, With Certain Exceptions, Until The End Of January - IFX

Russia plans to extend ban on diesel exports, with certain exceptions, until the end of January - IFX

Evercore ISI Group maintains Intel at Outperform, lowers price target to $131 from $133. Evercore ISI Group maintained Intel at Outperform and lowered its price target to $131 from $133, a 1.5% decrease. The price target implies an upside of 42.3% from the Oct 29 close of $92.07. Recent analyst actions on Intel Date Firm Action Rating Price target Oct 30 Keybanc Maintains Overweight $140 Oct 30 Seaport Global Downgrades Neutral — Oct 30 KGI Securities Upgrades Outperform $95 Oct 30 Needham Reiterates Hold — Oct 30 Cantor Fitzgerald Maintains Neutral $90 Across the five most recent analyst notes published on Intel over the past 30 days, price targets range from $90 to $140. Explore more price target data and ratings for Intel on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Robinhood Stock Falls as Record $6.3 Billion Binance Hack Rattles Crypto. Robinhood Markets Inc. HOOD shares are trading lower Friday amid a fall in cryptocurrencies after Binance disclosed the largest crypto hack on record. Crypto is a meaningful part of Robinhood’s revenue. Binance Discloses Record $6.3 Billion Hack, Crypto Prices Fall Binance said about $6.3 billion in funds were stolen in a security breach, surpassing the previous record of $1.5 billion taken from Bybit in February 2025. The exchange suspended deposits and withdrawals and said it would cover all losses. About $3 billion has been frozen on-chain, including more than $1.5 billion in USDT frozen by Tether and over $800 million in USDC frozen by Circle. Binance said an initial investigation points to a compromised engineer’s laptop, while blockchain analysis firms TRM Labs and Chainalysis attributed the attack to North Korean hackers. Crypto prices fell on the news, with ether down 5.7%, BNB down 8.2%, XRP down 7.4% and Solana down 7% in early trading, according to CoinDesk, which also reported $1.57 billion in liquidations. Why a Crypto Selloff Matters for Robinhood Robinhood lets customers buy and sell crypto, and it earns transaction revenue each time they do. Crypto brought in $120 million in the third quarter, about 8% of Robinhood’s record $1.424 billion in total revenue, though it was down 55% from a year earlier. Transaction-based revenue rose 19% to $867 million, with crypto’s decline offsetting gains in event contracts, options and equities. A sustained drop in crypto prices, or a weakened confidence in exchanges following the hack, could reduce trading volumes and related revenue. Robinhood is less dependent on crypto trading than in prior years. Options brought in $399 million in the quarter, event contracts contributed $173 million and equities added $121 million. CFO Shiv Verma told CNBC that event contracts tied to crypto price moves performed well in the quarter, giving customers another way to express a view on crypto, so swings in prices don’t necessarily hurt all of Robinhood’s crypto-related activity. Robinhood has not been implicated in reports surrounding the Binance hack. Robinhood Shares Drop HOOD Price Action: At the time of publication, Robinhood shares are trading 6.66% lower at $85.49, according to data from Benzinga Pro .

【最新内容：Evan @StockMKTNewz · 2026-10-30T12:36:37.000Z】 CHEVRON $CVX SAYS ITS MICROSOFT $MSFT DATA CENTER POWER PROJECT IN WEST TEXAS IS STILL ON SCHEDULE That's despite Texas Governor Greg Abbott pausing permits for new data centers, per Bloomberg. Chevron will supply natural gas to power the project. Its CFO says Chevron still expects first power in 2028 and a full ramp-up by 2031. 【引用内容：WOLF @WOLF_Financial · 2026-10-30T10:16:36.000Z】 CHEVRON $CVX JUST REPORTED Q3 EARNINGS - Revenue: $67.80B, beating expectations of $61.62B 🟢 - Adj EPS: $5.28, beating expectations of $4.89 🟢 - Adj Earnings: $10.4B - Production: 3,980 MBOED - Upstream: $5.7B Key Updates: - Record U.S. refinery throughput: 1.09M barrels/day

RUSSIA PLANS TO EXTEND BAN ON DIESEL EXPORTS, WITH CERTAIN EXCEPTIONS, UNTIL THE END OF JANUARY - IFX

RUSSIA'S NOVAK: UKRAINIAN ATTACKS HAVE RESUMED AFTER A PAUSE WHICH LASTED FOR SOME TIME

RUSSIA'S NOVAK: THERE WAS ATTACK TODAY ON THREE RUSSIAN OIL REFINERIES AND ONE CHEMICAL PLANT, THERE IS MINOR DAMAGE AT ONE OF THE PLANTS

RUSSIA'S NOVAK SAYS UKRAINIAN ATTACKS HAVE RESUMED AFTER A PAUSE WHICH LASTED FOR SOME TIME

Intel Crashes 25% As "Surprisingly Severe PC Correction" Shocks Wall Street

ECB: HAS REQUESTED EU LEADERS START SEARCH FOR LANE SUCCESSOR

RUSSIA'S NOVAK SAYS UKRAINE ATTACKED RUSSIAN REFINERY OVERNIGHT

Russia’s Deputy PM Novak: Ukraine attacked Russian refinery overnight.

RUSSIA'S NOVAK: UKRAINE ATTACKED RUSSIAN REFINERY OVERNIGHT