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DEMOCRAT HALEY STEVENS BACKS REPUBLICAN MIKE ROGERS IN CRUCIAL US SENATE RACE IN MICHIGAN - SOCIAL MEDIA POST

US judge rejects Trump administration's early legal challenge to Alaska Senate race

DEMOCRATIC SENATOR CHRIS MURPHY HOSPITALIZED AFTER STROKE: SENATOR’S CHIEF OF STAFF, POLITICO

MORGAN STANLEY'S MIKE WILSON SEES THE S&P 500 FALLING TO 7,100 BEFORE RALLYING TO 8,000 He sees a few "clearing events" that could pull the S&P down about -9% from its last record, per Bloomberg: - The midterm elections - Stress over AI spending - Tighter liquidity After that, he expects a snapback. Morgan Stanley's data shows the S&P 500 has been higher 6 and 12 months after every midterm since 1950.

Democrat Haley Stevens backs Republican Mike Rogers in crucial US Senate race in Michigan - social media post

Democratic Senator Chris Murphy hospitalized after stroke: senator's chief of staff

Democratic Senator Chris Murphy hospitalized after stroke: senator’s chief of staff, Politico

Iraqi: We are prepared for defense and diplomacy, and the choice depends on the extent of the United States' adherence to rationality

Israeli Broadcasting Authority: The Knesset Director General calls on party leaders to meet at the Presidential Residence on Wednesday

FBI Says North Korea Behind $6 Billion Binance Heist

@HaleyforMI: [转推] zerohedge reposted I am endorsing Mike Rogers for the United States Senate today.

$600B Tech Wipeout Meets $1.48T Margin Debt. A two-day tech rout erased more than $600 billion in market value from Alphabet GOOGL and Intel INTC , as investors punished cash-draining AI spending . Outside of Alphabet, that posted a second straight quarter of negative free cash flow (minus $9.1 billion, on $51.4 billion of capex), Amazon.com AMZN reported trailing 12-month free cash flow of negative $42.4 billion and still plans $220 billion of 2026 capex. Meta Platforms META , now cash flow negative, also joined Alphabet in a bear market. “We’re moving out of the hopes and dreams phase of the AI trade and into the ‘show me’ phase,” Joe Tigay , portfolio manager at Equity Armor Investments, said according to CNN. Margin Debt Rolls Over In 2026, retail margin debt exploded to a record $1.502 trillion in June, then eased slightly to $1.48 trillion by September, FINRA data showed. May’s record 53.7% annual growth rate was the fourth-highest since 1998, trailing only 2000, 2007 and 2021, and each of those peaks came before a market decline. Falling collateral values can snowball into forced selling. The Philadelphia Semiconductor Index sank 7.2% Friday, taking its October loss past 15%, as Advanced Micro Devices AMD fell 10.9%, Qualcomm QCOM 11.1%, SanDisk 13.5% and Nvidia NVDA 4.2%. ServiceNow NOW lost about 30% over just two days, and Reddit RDDT tumbled 29.2% as Google’s AI search ate into its traffic. A reported $6.3 billion Binance hack sent Coinbase Global COIN , Strategy MSTR and Robinhood HOOD down 7.2% to 10.6%. CNBC reported BofA flagged widening high-yield spreads and a rotation into defensive stocks. Its derivatives strategists said that shift has pushed consumer staples and health care to “bubble-risk levels.” Exxon Mobil XOM rose 2.2% and Chevron CVX 1.8%. Hedging the Buildout According to Bloomberg’s Matt Levine , someone has to own "a kajillion dollars of systematic data-center credit risk." He argues these loans depend on AI tenants paying before the chips become obsolete. The market knows this, and its jitters pushed weekly credit-default swap trading tied to Oracle ORCL , SpaceX SPCX , Alphabet, Amazon, Meta, Broadcom AVGO and Nvidia over $9 billion in September, up from under $2 billion in July. Five-year Oracle protection costs 3.3% a year, up tenfold in five years. Spreads widened even for Microsoft MSFT , despite Microsoft’s $18.6 billion of free cash flow last quarter. The S&P 493 Problem Per Apollo’s Chief Economist Torsten Sløk , AI has delivered “zero financial payoff to corporate America outside of tech.” Revenue per worker and margins are rising for the Magnificent Seven but flat for the S&P 493. His data showed the top 10% of firms account for 99.5% of model-serving spend and 95.6% of OpenAI and Anthropic spend, with VC-backed startups making up 80.4% of the top 1%. Non-VC firms are 86.9% of median spenders. Sløk said mainstream companies increasingly view tokens “not as a source of growth but as a cost center that weighs on margins.”

【最新内容：Evan @StockMKTNewz · 2026-11-01T17:25:24.000Z】 HERE IS THE EARNINGS CALENDAR FOR THE WEEK We are still on the middle of earnings season ... watch out for a bunch of names reporting this week 【引用内容：Evan @StockMKTNewz · 2026-11-01T15:13:03.000Z】 GET READY FOR A CRAZY WEEK AHEAD IN THE STOCK MARKET We have another very busy week incoming Here is my full catalyst watch that gets sent out every Sunday to readers of my free daily recap ⬇️ https://stockmktnewz.com/p/get-ready-for-the-stock-market-this-upcoming-week-22f7…

[转推] zerohedge reposted We're about to find out how much pricing power is still commanded by ancient attention pathways coded into the brain, even when it's obvious or assumed by the viewer that they are being hijacked:

[转推] zerohedge reposted Chris Murphy had a stroke and was hospitalized yesterday. He is awake and alert, according to his chief of staff. Full statement from Allison Herwitt:

【最新内容：zerohedge @zerohedge · 2026-11-01T17:14:17.000Z】 You may want to hold off calling a bottom for long time boss 【引用内容：Silicon Data @silicondata · 2026-10-30T11:45:29.000Z】 Two chart updates in a two part 🧵 The LLM token index has not put in a bottom as we had previously speculated and has resumed its decline even as on-demand GPU rental indices (a signal of marginal demand and not where most of compute cost sits) continue to surge towards ATHs.

Nasdaq 9% Off Its High, Euro Gas Through €100: Goldman's Last "Source Of Calm" Is Central Banks... "Good Luck" [链接预览] Nasdaq 9% Off Its High, Euro Gas Through €100: Goldman's Last "Source Of Calm" Is Central Banks......

【最新内容：Evan @StockMKTNewz · 2026-11-01T17:05:32.000Z】 We have a VERY BUSY week incoming Including Apple $AAPL earnings, Midterm Elections, October NFP jobs data and more Below is the WOLF Sunday Newspaper for anyone who wants to make sure you missed nothing major from this past week ⬇️ 【引用内容：WOLF @WOLF_Financial · 2026-11-01T16:41:49.000Z】 HERE'S YOUR WOLF SUNDAY PAPER 📰 Big Tech spent the week borrowing billions for AI, Intel had the worst day in its history, and the Nasdaq fell 2%. But here's the part most people missed: 9 of 11 sectors actually went up. Everything you need to know before Monday's open 🧵

San Francisco’s luxury housing market is on fire. About 200 single-family homes sold for $5 million or more over the past 12 months, a record and roughly double the pace of early 2025, per San Francisco MLS data.

What protects Japan’s economy? And what does it mean for the yen?

Iranian Presidency: Foreign Minister submitted a report to the government regarding developments in the negotiations with America through intermediaries

Zelensky: We offered Washington to purchase Patriot missiles and confirmed our readiness to secure the necessary funding.

Zelensky: If Washington wants us not to target Russian oil refineries, then Moscow must stop its attacks on Ukraine's energy system.

SANA from a source in Syrian General Intelligence: Foiling a terrorist plot to target the Homs refinery

Israeli airstrike on the outskirts of Aita al-Jabal town, southern Lebanon

Yemeni Government Forces: We carried out 1272 strikes on reinforcements of the Houthi_group as part of Operation Dawn of Yemen over the last 24 hours

Oh, By The Way, Private Credit Defaults Just Hit A Record...

ICYMI: Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance [链接预览] uk.finance.yahoo.com Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg Investing.com -- A liquefied natural gas tanker carrying Qatari fuel to Pakistan came under attack near the Strait of Hormuz despite receiving clearance from Iranian authorities, raising fresh...

[转推] Evan reposted THAT'S THE WEEK. HERE'S THE FULL PAPER. Everything we couldn't fit in this thread: the full earnings scorecard, the posts that defined the week, AI agents trading real money and 5 things to do before Monday's open. See you Monday. 🫡

[转推] Evan reposted HERE'S YOUR WOLF SUNDAY PAPER 📰 Big Tech spent the week borrowing billions for AI, Intel had the worst day in its history, and the Nasdaq fell 2%. But here's the part most people missed: 9 of 11 sectors actually went up. Everything you need to know before Monday's open 🧵

【最新内容：Nick Timiraos @NickTimiraos · 2026-11-01T16:20:35.000Z】 “I can think of people I know who overrely on AI and produce slop they don’t understand. But I can think of many more people—including some economists and think tankers—whose error goes in the opposite direction: underusing the technology in ways that lead them to make too many mistakes and not think ambitiously enough about what they could accomplish. And if you’re only making errors in one direction (underreliance or overreliance) you’re using the technology wrong.” 【引用内容：Jason Furman @jasonfurman · 2026-11-01T14:20:47.000Z】 My comment to @neilirwin about 20 CEA staff being replaceable by AI generated discussion. My followup essay on the issue & what it means for the future of work, training and the pipeline. We shouldn't avert our gaze from the tough issues we face. https://econvitals.org/posts/2026-11-01-ai-first-job/…

Third Russian Refinery Attacked By Ukraine In 3 Days

BINANCE SEES $3.5 BILLION IN OUTFLOWS AFTER RECORD $6.3 BILLION HACK Binance recorded more than $3.5 billion in net outflows Sunday, according to DefiLlama, after resuming withdrawals following a $6.3 billion cryptocurrency theft. The exchange says it has replaced 95% of stolen assets, with withdrawals now stabilizing. The FBI attributed the attack to North Korea’s TraderTraitor hacking group, although President Trump said the country’s involvement remains uncertain.

Trump to Fox News: There are matters that have not yet been settled in Iran

Yemeni Government Forces: Downing of Two Houthi Militia Drones in the Sabr Front

Coalition: Air defenses intercepted and destroyed a ballistic missile launched by the terrorist Houthi militia toward the southern region

Korybko: Tusk's Judicial Coup Amounts To An Attempted German Takeover Of Poland By Proxy

Saudi-led coalition: intercepted and destroyed drone launched by Yemen's Houthis toward southern region

Saudi-led coalition: Intercepts and destroys ballistic missile launched by Yemen's Houthis toward southern region

SANA from a source in the Syrian General Intelligence: Foiling a terrorist plot targeting the Banias refinery

GCC Secretary General: We support Qatar's measures and actions to preserve its capabilities and protect its properties

GCC Secretary-General: We warn of the consequences of targeting gas tankers on the marine environment and the regularity of energy flow

GCC Secretary General: Maritime passages must remain safe for navigation and trade

GCC Secretary-General: Targeting energy tankers is a dangerous escalation that undermines regional security

Saudi Foreign Ministry: We emphasize the importance of the international community taking urgent measures to ensure maritime security

Saudi ForeignMinistry: We affirm our solidarity with our sister state of Qatar in all its measures to protect its tankers and the safety of its international trade

Saudi ForeignMinistry: We reiterate our rejection of all violations that threaten the security and safety of maritime navigation and global energy supplies.

Saudi Foreign Ministry: We strongly condemn the targeting of a gas tanker belonging to Qatar Gas Company for gas transportation in the waters of the Arabian Gulf

United Nations: More than 300,000 people have fled the battles in western Yemen

Syrian authorities announce the arrest of a terrorist cell affiliated with ISIS involved in assassinations in Deir ez-Zor province.