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Chinese Company Develops $1,000 AI-Powered Laser System To Kill Mosquitoes [链接预览] zerohedge.com Chinese Company Develops $1,000 AI-Powered Laser System To Kill Mosquitoes Photon Matrix says its device uses autonomous vehicle technology to track insects in flight and disable them with concentrated laser beams.

Deutsche Bank stands alone with RBA hold call as 31 of 32 economists tip a hike

@FirstSquawk: Nearly 80% of Korean Judges Report Coming Across Fabricated Legal Cases Generated by AI - YONHAP

BREAKING: "Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program," per Tucker Carlson

@FirstSquawk: Australian Dollar Stays Above 0.7000; 100-Day EMA Emerges as Key Level Ahead of RBA - FX

Goldman lifts December Brent forecast to $105 on Middle East and Russia supply risks

@FirstSquawk: South Korean Shares Advance, With the KOSPI Rising 2%.

【最新内容：unusual_whales @unusual_whales · 2026-11-02T03:31:00.000Z】 On the Mississippi stop of his closing tour, Trump told voters a Democratic Congress means a crash on the scale of 1929. Read more: [链接预览] Trump Warns of 1929-Style Depression if Democrats Win the Midterms 【回复上下文：unusual_whales @unusual_whales · 2026-10-30T14:17:00.000Z】 Trump warns that a Democratic midterm win would trigger a 1929-style economic depression. “If the Democrats win, you will have a 1929 style economic depression,” he said

@FirstSquawk: China's STAR 50 Index Gains Over 3% in Shanghai Trading.

DOJ Uncovers $29M More In Minnesota Benefits Fraud, Calls State 'Epicenter For Fraud In America'

@FirstSquawk: Trump Announces $4.3 Billion Mortgage Investment in Kansas by Fannie Mae and Freddie Mac Next Year.

Trump: Fannie Mae and Freddie Mac to invest $4.3 billion in Kansas home loans next year

*US PUSHES TO RESTORE RUSSIA GAS SALES TO EUROPE VIA UKRAINE: WSJ *US ENVOYS JARED KUSHNER AND STEVE WITKOFF BROACHED IDEA: WSJ

@FirstSquawk: Massive Deep-Sea Chimneys Identified by Chinese Researchers Could Pose New Considerations for Naval Warfare.

Tucker Carlson claims Trump weighing nuclear strike on Iran’s Pickaxe Mountain

@FirstSquawk: Circle Confirms Freezing USDC Holdings Exceeding $1.1 Billion Connected to Binance Hack.

@FirstSquawk: Japan Presses U.S. to Enforce Better Discipline After Another Marine Is Taken Into Custody.

@kylegriffin1: [转推] LiveSquawk reposted NEW: Abdul El-Sayed's campaign says it has raised $1.2 million in the four hours and counting after Haley Stevens backed the Republican Senate nominee. [链接预览] 2026 Midterm Elections, Nov. 1

@FirstSquawk: South Korea's Stock Market Moves Into Positive Territory as Investors Buy on Dips.

"We Just Have To Survive 2026 First": Goldman's Garrett Sees Seven Signs Of "Healing" As Semis Snap A 355-Day Streak [链接预览] zerohedge.com "We Just Have To Survive 2026 First": Goldman's Garrett Sees Seven Signs Of "Healing" As Semis Snap... ...and point seven, our favorite: the college friend and father-in-law indicators are flashing yellow...

@FirstSquawk: Xi Jinping Meets Omani Sultan During Beijing Visit, According to Xinhua.

China's Xi meets Sultan of Oman in Beijing: Xinhua

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@FirstSquawk: Australia's Property Market Faces Further Pressure as RBA Prepares to Raise Rates Again - WSJ

Could Orbital Data Centers Ruin the Night Sky? — WSJ. By Rebecca Cadenhead On the top of a mountain in the Chilean desert, an $800 million U.S.-taxpayer-funded telescope just opened its eye. The brand-new Vera C. Rubin Observatory is supposed to complete a groundbreaking "survey" of the universe, the most comprehensive catalog of its galaxies, asteroids, supernovas and black holes ever completed. But Rubin's scientists have encountered a problem. Fast-moving, light-reflecting satellites are leaving white streaks across their photographs. The proliferation of satellites is an "existential threat" to the observatory's work, said J. Anthony Tyson, its chief scientist, who is best known for mapping dark matter. Tyson and other scientists warn that these orbiting machines will make it increasingly difficult to do astronomical research from Earth — and, eventually, will render the night sky unrecognizable. Currently, there are more than 17,000 active satellites in orbit, compared with around 1,000 a decade ago, said Jonathan McDowell, an astrophysicist who has cataloged every orbital rocket launch since 1957. A decade from now, he estimates, there will probably be over 100,000. Satellites reflect sunlight back to Earth. As the number of satellites grows, so too will light pollution from space. "You'd see twice as many stars in the sky," said Hanno Rein, an associate professor at the University of Toronto who has modeled light pollution from planned satellite constellations. "But only half of them would be real." The other half would actually be satellites transiting the sky. Currently, satellites are mainly used for telecommunications. The majority are owned by Starlink, which provides internet connectivity around the world. In the future, as it becomes cheaper to launch material into space, more companies and governments will launch their own satellites. Blue Origin, Google, Cowboy Space and others have all said they plan to build orbital data centers, which would likely consist of hundreds of thousands of satellites. SpaceX says its "Starmind" orbital data center would have over a million satellites. Satellites now aren't very large. Starlink's satellites are about four square meters in size, roughly equivalent to a king bed. But satellites involved in orbital data centers would be much larger. SpaceX said in public filings that the satellites involved in its orbital data center would be up to 1,500 square meters. Cowboy Space said its satellites would be 4,800 square meters, close to the size of a football field. SpaceX has voluntarily mitigated the brightness of its Starlink satellites, Tyson said. He has been discussing brightness mitigation with SpaceX staffers for almost a decade. Another Rubin scientist said it has had "positive dialogues" with a half-dozen other satellite companies. "They've been very helpful, or they're trying to be," he said. But Starlink satellites are already brighter than International Astronomical Union recommendations and visible to the unaided eye, he said. Tyson hasn't talked to any Chinese satellite manufacturers. Chinese satellites are sometimes brighter than American ones, scientists said. SpaceX didn't respond to requests for comment. Google and Blue Origin declined to comment. Cowboy Space couldn't be reached for comment. The FCC approves satellite projects, though it doesn't have any rules about how bright satellites can be. "With the exception of a U.S. law preventing space-based advertising, there are no laws regulating the visual appearance of the night sky" anywhere in the world, stated a 2022 Dark and Quiet Skies Working Group report that reviewed satellite regulations across the globe. Companies plan to make their orbital data centers "sun-synchronous," which means they would almost always be illuminated by the sun, said Samantha Lawler, an associate professor at the University of Regina who recently co-wrote a paper about light pollution from orbital data centers. These solar-powered satellites would reflect even more sunlight back onto earth than other satellites do. Lawler estimates they would be as radiant as Venus, already one of the brightest points in the sky. Collectively, hundreds of thousands of these satellites would probably "completely drown out" the Milky Way and dimmer stars at certain times of night, Lawler said. Shane Ross, an engineering professor at Virginia Tech, recently created a model of what SpaceX's orbital data center would look like from Earth. His projection shows a belt of thousands of bright points, stretching from horizon to horizon, moving slowly across the night sky. "It's awesome, but it's kind of unsettling," he said. When he shared the projection, reactions varied. "Some people were really excited about this," he said. "Others said we were ruining some common heritage of humankind." Tyson and his fellow astronomers at the Rubin Observatory just started their 10-year survey of space. Now, he wonders if they'll be forced to end the experiment early. Not only do satellites leave streaks across the telescope's photographs, but Tyson also projects that megaconstellations of satellites would scatter so much light that it would brighten the entire sky. Eventually, "the sky would be too bright to do anything," Tyson said. Write to Rebecca Cadenhead at rebecca.cadenhead@wsj.com

@sahilkapur: [转推] LiveSquawk reposted The final New York Times/Siena polls show Democrats leading in 7 key Senate races. https://nytimes.com/2026/11/01/us/politics/times-siena-poll-senate.html…

@FirstSquawk: NATO Allies Fear Trump May Target the Alliance Following a Republican Midterm Defeat – Politico.

US Sec Rubio: Trump Wants To End Iran War Peacefully As Both Sides Prepare For Strikes - CNBC [链接预览] Rubio says Trump wants to end Iran war 'peacefully' even as both sides prepare for strikes

@FirstSquawk: South Korean Soldier Dies Following Injuries at Frontline Military Unit in Cheorwon Near North Korea Border.

South Korea Army: Staff sergeant dies from external injuries at frontline unit near North Korea border in Cheorwon - Kyunghyang Shinmun

Chinese Couriers Posed As Federal Agents To Scam Over $10 Million In Cash From Elderly Victims In 19 States [链接预览] Chinese Couriers Posed As Federal Agents To Scam Over $10 Million In Cash From Elderly Victims In...

@FirstSquawk: Chinese Finance Ministry Schedules 28-Day Bill Sale Worth 20 Billion Yuan for November 3.

China finance ministry plans 20 billion yuan auction of 28-day bills on Nov. 3

Election scenarios: Morgan Stanley’s Wilson says buy midterm dip, sees S&P 500 at 8,000 after correction [链接预览] Election scenarios: Morgan Stanley’s Wilson says buy midterm dip, sees S&P 500 at 8,000 after...

Allies Fear Trump Will Target NATO In Case Of Midterm Loss - Politico [链接预览] Allies fear Trump will target NATO in case of midterm loss

【最新内容：zerohedge @zerohedge · 2026-11-02T02:34:47.000Z】 Funds can't rebuild exposure because every time they try, the thing they bought blows up - MS 【引用内容：zerohedge @zerohedge · 2026-11-02T01:00:26.000Z】 Splash Zone: Hedge Funds Go Underweight AI For First Time Since 2023 As Record De-Grossing Meets Record-Low Correlation https://zerohedge.com/markets/splash-zone-hedge-funds-go-underweight-ai-first-time-2023-record-de-grossing-meets-record…

【最新内容：zerohedge @zerohedge · 2026-11-02T02:33:59.000Z】 MS: hedge funds have now moved underweight the broader AI trade for the first time since early 2023, and the combined summer and October de-grossing marks "the largest sustained stretch of L/S fund de-risking in over 15 years, as gross exposure never fully recovered between episodes." MS Prime Brokerage data is brutal: cumulative gross flow is now down 8% from the June peak, the largest sustained de-grossing on record. And yet, the bulk of this week's buying came from short covering, which pushed US L/S net leverage up 5 points to 51%, while gross slipped 1 point to 207% (still in the 92nd percentile since 2010, but just the 10th percentile over the past year). 【引用内容：zerohedge @zerohedge · 2026-11-02T01:00:26.000Z】 Splash Zone: Hedge Funds Go Underweight AI For First Time Since 2023 As Record De-Grossing Meets Record-Low Correlation https://zerohedge.com/markets/splash-zone-hedge-funds-go-underweight-ai-first-time-2023-record-de-grossing-meets-record…

South Korea’s Lee vows to make bold AI investment in record budget push. By Jihoon Lee and Kyu-seok Shim South Korean President Lee Jae Myung vowed on Monday to make bold investments in artificial intelligence to boost the country's economic growth potential, in an address to parliament seeking approval for next year's budget. "We will invest 21.3 trillion won ($15.97 billion), nearly twice this year’s amount, in AI and the three megaprojects of semiconductors, physical AI and AI data centres," Lee said. His administration proposed in September increasing government spending by a record 12.8% next year to 820.9 trillion won ($615.62 billion) aiming to strengthen South Korea’s technological edge as global competition over AI intensifies. South Korea’s economy has been heavily boosted by demand for advanced chips used in AI, lifting exports and the earnings of memory chip makers Samsung Electronics and SK Hynix. Asia's fourth-largest economy grew faster than expected in the third quarter on chip exports and investment. From January to October, exports totalled $930 billion, on track to exceed $1 trillion this year and make South Korea the fourth country in the world to reach the milestone after the United States, China and Germany. Lee said annual exports of $1 trillion were now within reach, but warned that the benefits were not being shared evenly. "We must make a great transition from ‘growth for the few,’ in which opportunities and gains are concentrated among certain regions, classes and a small number of companies, to ‘growth for all,’” he said. The budget includes a 162.3 trillion won Future Response Fund, financed largely by additional tax revenue from the semiconductor boom, to support growth industries, young people, regional development and education while providing a buffer against future revenue shortfalls. Lee is simultaneously pursuing nationwide megaprojects centred on chips, physical AI and data centres, including an 800 trillion won private sector chip buildout led by Samsung and SK Hynix in the country's southwest. ($1 = 1,333.4600 won)

@FirstSquawk: Brent Oil Slides More Than $3 to $110.37/Barrel, Approaching Its Lowest Level in Over a Week.

Shares steady as Apple earnings near, oil eases. By Wayne Cole Share markets steadied in Asia on Monday as investors hoped for Apple earnings later in the day to provide some relief from AI cash-burn worries, while oil prices eased after talks continued between Iranian and Qatari mediators. Apple AAPL.O has been an oasis of relative calm given it does not spend billions on data centres, and its shares have climbed for four months straight to help it unseat Nvidia NVDA as the world's most valuable listed company. Analysts are looking for quarterly earnings per share (EPS) of $2 on revenue of $113 billion, up from $1.85 the same time last year. The company might also offer some guidance on how early sales of the iPhone 18 are performing with pre-orders having started in mid-October. The optimism helped S&P 500 futures ES1! edge up 0.4%, while Nasdaq futures NQ1! bounced 0.8%. The tech-heavy Nasdaq lost almost 7% in October for its worst month since the 'Liberation Day' tariff rout of April 2025. Some upbeat news is sorely needed after concerns about negative cash flow and the sheer scale of AI capex saw the cost of insuring against corporate defaults blow out last week. Intel's INTC near 29% tumble on Friday has also raised the stakes for other chip groups, including AMD AMD . An added wrinkle is the midterm elections in the United States, where a win by Democrats in either or both houses could result in more political hurdles for data centres. Analysts at Goldman Sachs expect capex by hyperscalers to almost double to $800 billion this year, and rise further to $1.2 trillion in 2027. At the same time, they see S&P 500 EPS growth of nearly 30% in 2026 slowing to 18% next year. "Earnings results have underscored the fundamental challenge facing equity investors — earnings growth is strong, but it is no longer accelerating," wrote Ben Snider, Goldman's chief US equity strategist, in a note. "Similarly, Q3 results support our view that AI investment spending will continue to grow but that the growth rate of AI capex is peaking." Adding to the air of unease were withdrawals from Binance as the world's biggest cryptocurrency exchange went back online on Sunday after hackers stole billions from the platform last week. Japan's Nikkei NI225 was down 0.1%, but off early lows, while South Korea KOSPI added 0.8%, having shed 16% last month. MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) eased 0.2%. In Europe, EUROSTOXX 50 futures FESX1! and DAX futures DAX1! both firmed 0.1%, while FTSE futures were flat. MORE RATE HIKES COMING The retreat in equities last month provided a reprieve to safe-haven bonds, with investors wondering if a sustained selloff in the stock market could deter the Federal Reserve from hiking interest rates in December. (0#USDIRPR) Futures still imply a 72% chance of a quarter-point rate rise, but now only have 55 basis points of total tightening priced in compared to more than 70 basis points a month ago. Yields on 10-year Treasuries US10Y nudged up to 4.941%, but remained well off their October peak of 5.3645%, while 2-year yields (US2YT=RR) stood at 4.612%. Among central banks meeting this week, markets are wagering on hikes from the Reserve Bank of Australia, Bank of England and Riksbank, while the Norges Bank is seen on hold. Economic data due this week includes the influential US ISM survey of manufacturing for October later on Monday, while the all-important payrolls report is on Friday. Median forecasts are for a 65,000 rise in jobs, after September's disappointing 29,000 gain, with the unemployment rate holding at 4.2%. In currency markets, the majors were pretty much sidelined while all the action was concentrated in stocks. The euro was a shade firmer at $1.1169 EURUSD , while the dollar was barely changed at 157.75 yen USDJPY . For commodities, oil prices slipped as talks continued aimed at pushing for a deal to end the US-Israeli war on Iran, though tankers were still being attacked in the Gulf. Brent futures BRN1! dipped 2.0% to $111.15 a barrel, though that follows a 13.6% jump in October, while US crude futures CL1! eased 2.3% to $101.73 a barrel. Non-interest-bearing gold bounced 0.9% to $3,911 an ounce GOLD , having fallen 6.8% last month amid talk some investors were having to sell to cover margin calls on equities.

@FirstSquawk: US Oil Prices Fall Below Previous Session's Levels, With Crude Losing Over $3 to $101.11/Barrel.

@FirstSquawk: South Korea Auctions 2-Year Treasury Bonds With a Yield of 3.725%, Ministry Says.

@FirstSquawk: Yen Weakens as Traders Discount Intervention Threats Amid a More Dovish BoJ Outlook - FX

*UKMTO: INCIDENT REPORT 72NM EAST OF RAS AL KHAFJI, SAUDI ARABIA

@FirstSquawk: HSBC Plans to Establish a Hong Kong-Based Centre for AI and Emerging Technology Research.

【最新内容：investingLive @investingLive_ · 2026-11-02T02:16:51.000Z】 Affordability 【引用内容：zerohedge @zerohedge · 2026-11-02T02:15:26.000Z】 Down Under, Going Under: Australian Housing Implodes As RBA Hikes Into The Slump https://zerohedge.com/markets/down-under-going-under-australian-housing-implodes-rba-hikes-slump…

【最新内容：investingLive @investingLive_ · 2026-11-02T02:15:58.000Z】 Shanghai Composite +0.7% Shenzhen Component up over 1% ChiNext up over 1.5% in response to this news earlier: 【引用内容：investingLive @investingLive_ · 2026-11-01T21:23:44.000Z】 China’s central bank, regulators to meet on stock support after record 12-week slide https://investinglive.com/stock-market-update/china-s-central-bank-regulators-to-meet-on-stock-support-after-record-12-week-slide/…

Down Under, Going Under: Australian Housing Implodes As RBA Hikes Into The Slump

Bitcoin forecast today: The rebound looks better, but $79,000 is the real test

Alibaba Likely to Benefit From Partnership With Apple — Market Talk. Alibaba is likely to benefit from its partnership with Apple, Citi analysts say in a note. "We view Apple's selection of Alibaba's Qwen models to power Apple Intelligence in China as a meaningful endorsement of Alibaba's... AI technology," the analysts say. The partnership is likely to help Alibaba generate incremental cloud demand, they say. It is also a further evidence of Qwen's leadership within China's foundation-model landscape, they say. Citi maintains a buy rating and a target price of US$193.00. Its ADRs last traded at US$98.04. (tracy.qu@wsj.com)