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ECB's Escrivá: Lack of fiscal adjustment goes beyond France

MOULIN: GLOBAL RATE INCREASES IMPACT ALL COUNTRIES

*MOULIN: MARKETS PERHAPS OVERREACTING TO FRENCH SITUATION

BANK OF FRANCE'S MOULIN: THE SITUATION IN FRANCE IS A CAUSE FOR CONCERN

BANK OF FRANCE'S MOULIN: FRANCE WILL PROBABLY GET A BUDGET, MARKETS ARE PROBABLY OVER-REACTING

ECB's Moulin: Markets perhaps overreacting to the French situation

ECB's Moulin: It is very probable that France will have a budget.

ECB's Moulin: The French budget situation is not good, and must be addressed

ECB's Moulin: Global rate increases impact all countries.

BANK OF FRANCE'S MOULIN: THE SITUATION IN FRANCE IS A CAUSE FOR CONCERN

ECB's Moulin: The markets are concerned about the French situation.

Reports hearing several explosions and gunfire coming from inside the British embassy in Baghdad's Green Zone - IRNA, citing Lebanese news agency, Al-Manar, and Iraqi media outlets

Sigma Lithium Corporation Announces US$100 Million 5-Year Inaugural Convertible Bond Offering. Sigma Lithium Corporation SGML : SIGMA LITHIUM CORPORATION: ANNOUNCES US$100 MILLION 5-YEAR INAUGURAL CONVERTIBLE BOND OFFERING SIGMA LITHIUM CORPORATION: NET PROCEEDS TO REFINANCE IN FULL CO’S SENIOR SECURED DEBT WITH SYNERGY CAPITAL & EXTEND ITS DEBT MATURITY PROFILE TO 2031

Anthropic Files Updated Its S1: Committed Spend Jumps To $900BN, Only Google Has More

US Defense Department signs a conditional loan of up to $450m with Neros to fund domestic drone manufacturing expansion.

Lumen Expand Collaboration With Microsoft For Enterprise AI Networking. REDMOND (dpa-AFX) - Lumen Technologies, Inc. (LUMN), a global technology and network services company, and Microsoft Corp. (MSFT), a technology company, on Monday announced an expanded collaboration to jointly market and sell enterprise AI-ready networking solutions. Under the expanded collaboration, the companies will combine Lumen's enterprise networking infrastructure and cloud connectivity capabilities with Microsoft's cloud and artificial intelligence technologies to help businesses prepare their networks for increasing AI workloads. The collaboration will focus on joint sales initiatives, account planning and identifying enterprise opportunities across network modernization, cloud migration and AI transformation. Lumen plans to make its cloud networking and application connectivity capabilities available through Microsoft's cloud and AI ecosystem, helping enterprises connect distributed data and simplify networking across hybrid and multi-cloud environments. The expanded agreement builds on the companies' existing relationship, which includes Lumen's Private Connectivity Fabric supporting Microsoft's data center connectivity requirements and Microsoft Azure supporting Lumen's workload modernization efforts. The companies said the expanded partnership will enable them to address increasing enterprise demand for secure, scalable and AI-ready network infrastructure. The shares of Lumen were trading 0.81 percent lower at $4.840 while shares of Microsoft were trading 0.62 percent higher at $525.16 on the Nasdaq. Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

【最新内容：Evan @StockMKTNewz · 2026-11-02T15:06:40.000Z】 Both Lumentum $LITE and Marvell $MRVL stocks are moving lower this morning 🔴 【引用内容：Evan @StockMKTNewz · 2026-11-02T12:09:20.000Z】 Marvell $MRVL just confirmed that is has agreed to acquire Lumentum $LITE for 4.5 Marvell shares per share, giving a Implied enterprise value $115 Billion

ONDS — BULLISH: $250M FEMA COUNTER-DRONE FUNDING OPENS NATIONWIDE PROCUREMENT OPPORTUNITY FOR ONDAS FEMA UNLOCKS $250M NATIONWIDE C-UAS FUNDING, EXPANDING ONDAS’ ADDRESSABLE MARKET FOR COUNTER-DRONE SYSTEMS $ONDS

US instruction spending for the month of September -1.9% versus 0.3% estimate

【最新内容：Evan @StockMKTNewz · 2026-11-02T15:03:06.000Z】 Oracle $ORCL stock is starting out trading today down by more than 6% 🔴 【引用内容：Evan @StockMKTNewz · 2026-11-02T13:23:12.000Z】 ORACLE $ORCL ALSO FILES TO OFFER $10B OF COMMON STOCK x.com/StockMKTNewz/s…

SK HYNIX JUMPS 2.4% AFTER OPENAI CEO'S SOUTH KOREA VISIT SK hynix shares rose 2.4% after OpenAI CEO Sam Altman reportedly met SK Group executives to discuss HBM supply and Stargate AI infrastructure. SK hynix says customers are requesting more than twice its available HBM supply. Nomura remains bullish, while Rosenblatt reiterated its Buy rating, dismissing recent competitive concerns. Reports also suggest a potential $12 billion special dividend linked to Kioxia investment gains.

US ISM Manufacturing PMI Final October Report https://ismworld.org/globalassets/pub/research-and-surveys/rob/pmi/r4in202610pmi.pdf…

ISM Manufacturing Oct Final 55.5, Exp. 54.5 Prices Paid 75.2, Exp. 77.2 New Orders 55.5, Exp. 55.0 Employment 52.4, Exp. 52.0

US CONSTRUCTION SPENDING PLUNGES 1.9%, SHARPLY MISSING EXPECTATIONS US construction spending fell 1.9% in September, significantly worse than the 0.3% increase expected by economists. Total spending declined to an annualized $2.186 trillion. Private construction spending dropped 2.4%, while public construction slipped 0.1%. August's growth was revised sharply higher to 2.0% from 0.9%.

US Construction Spending (M/M) Sep: -1.9% (est 0.4%; prev 0.9%)

US ISM Manufacturing Oct: 55.5 (est 54.5; prev 54.5) - Prices Paid: 75.2 (est 77.2; prev 77.9) - New Orders: 55.5 (est 55.0; prev 55.3) - Employment: 52.4 (est 52.0; prev 52.7)

🔴 ⚠️ BREAKING: US ISM MANUFACTURING PMI ACTUAL 55.5 (FORECAST 54.5, PREVIOUS 54.5) $MACRO

US MANUFACTURING BEATS EXPECTATIONS AS PRICE PRESSURES EASE The ISM Manufacturing PMI rose to 55.5 in October, beating the 54.5 consensus and September's 54.5 reading. New Orders: 55.5 vs. 55.3 previously. Employment: 52.4 vs. 52.0 expected, down from 52.7. Prices Paid: 75.2 vs. 77.5 expected, down from 77.9.

US CONSTRUCTION SPENDING MOM ACTUAL -1.9% (FORECAST 0.3%, PREVIOUS 0.9%) $MACRO

US ISM MFG. PRICES PAID ACTUAL 75.2 (FORECAST 77.2, PREVIOUS 77.9) $MACRO

US ISM MFG. NEW ORDERS INDEX ACTUAL 55.5 (FORECAST 55, PREVIOUS 55.3) $MACRO

US ISM MFG. EMPLOYMENT INDEX ACTUAL 52.4 (FORECAST 52, PREVIOUS 52.7) $MACRO

US OCT. ISM MANUFACTURING INDEX RISES TO 55.5; EST. 54.5

US ISM manufacturing PMI for October 55.5 versus 54.5 estimate

Oracle Looks to Raise $20 Billion to Fund AI Ambitions. By Kelly Cloonan Oracle plans to raise $20 billion in debt and equity as it looks to finance its artificial intelligence infrastructure buildout. The software company is selling $10 billion in common stock and $10 billion in bonds, according to separate filings with the Securities and Exchange Commission on Monday. Oracle said it would use the proceeds from the sales for general corporate purposes, which it said could include capital expenditures, debt repayment, dividends and future investments or acquisitions. Oracle said last week it wouldn't raise more than $20 billion in additional funding in the capital markets through fiscal 2030, and projected that its capital expenditures would peak this fiscal year and into the next fiscal year before stepping down in fiscal 2029, when it expects to start funding its own growth. Oracle has rushed to line up financing to pay for its data center buildout and chip purchases, raising billions this year by selling stock and debt. Some investors have raised concerns over the company's debt, weighing on its shares. Write to Kelly Cloonan at kelly.cloonan@wsj.com

BREAKING: Trump said he would be willing to offer protective pardons to Elon Musk and close aides if Democrats take control of Congress after the midterm elections

Shorts Beware? China's Plunge Protection Team Stabilizes Stocks With $15 Billion Swap Rescue Plan [链接预览] zerohedge.com Shorts Beware? China's Plunge Protection Team Stabilizes Stocks With $15 Billion Swap Rescue Plan "The message is fairly straightforward. Beijing appears increasingly uncomfortable allowing the equity rout..."

America's Gulf allies prepare for new round of strikes on Iran-and the blowback - WSJ [链接预览] America’s Gulf Allies Prepare for New Round of Strikes on Iran—and the Blowback

America's Gulf allies prepare for new round of strikes on Iran-and the blowback - WSJ

America’s Gulf Allies Prepare For New Round Of Strikes On Iran – WSJ [链接预览] America’s Gulf Allies Prepare for New Round of Strikes on Iran—and the Blowback

OPENAI JUST SIGNED A WAVE OF AI DEALS IN THE UAE 🇦🇪 CEO Sam Altman met with Abu Dhabi's crown prince as OpenAI raises a new funding round co-led by UAE investors, per CNBC. - ADNOC and G42: deploying OpenAI's most advanced models - Mubadala and Inception42: using AI for investment analysis - Abu Dhabi's government: turning its policies and regulations into a format AI can read - Inception42: a 5-year deal to bring OpenAI's AI to government, business, and education

Syndigo Multi-Year Strategic Partnership Deal With Microsoft To Develop, Co-Sell Ai-Powered Commerce Solutions. Microsoft Corporation MSFT : SYNDIGO: MULTI-YEAR STRATEGIC PARTNERSHIP DEAL WITH MICROSOFT TO DEVELOP, CO-SELL AI-POWERED COMMERCE SOLUTIONS

Alphabet Is Maintained at Overweight by Wells Fargo. Ratings actions from Benzinga: https://www.benzinga.com/quote/GOOGL/analyst-ratings

Lumen And Microsoft Expand Collaboration To Co-Sell Enterprise Ai-Ready Networks. Lumen Technologies, Inc. LUMN : LUMEN AND MICROSOFT EXPAND COLLABORATION TO CO-SELL ENTERPRISE AI-READY NETWORKS LUMEN AND MICROSOFT EXPAND COLLABORATION TO CO-SELL ENTERPRISE AI-READY NETWORKS MICROSOFT - LUMEN TO BRING FULL CLOUD NETWORKING CAPABILITIES TO AZURE MICROSOFT: CO & AND LUMEN TO EXTEND JOINT ACCOUNT PLANNING FOR ENTERPRISE AI AND NETWORK MODERNIZATION MICROSOFT - LUMEN CAPABILITIES TO BE EXPANDED ON AZURE AND MICROSOFT MARKETPLACE

【最新内容：zerohedge @zerohedge · 2026-11-02T14:50:36.000Z】 Let's hope that Louisiana is building 50 nuclear reactors 【引用内容：Coastal @thelacoast · 2026-11-01T12:23:27.000Z】 This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline.... $100B – SpaceX Starbase LA (Planned) $50B – Meta Hyperion AI Data Center (Under Construction) $18B – Venture Global Plaquemines LNG Expansion (Planned) $18B – Amazon

ANTHROPIC HAS ABOUT $895.4B IN COMMITTED SPEND

EXPLOSION REPORTED AT BRITISH EMBASSY IN BAGHDAD Iran's Tasnim News Agency reports explosions were heard inside the British Embassy in Baghdad. No official confirmation, casualties or damage details are available.

Marvell Buys Lumentum for $115 Billion: How Could This Deal Affect the Stock. On paper, Marvell Technology Inc. MRVL just agreed to pay $115 billion for Lumentum Holdings Inc. LITE , one of the largest chip deals on record . In practice, the price tag has already shrunk by about a quarter. Marvell is paying entirely in its own shares, and investors have been selling them since reports of the talks surfaced last Wednesday. Under the official terms announced Monday, Lumentum holders will receive 4.5 Marvell shares for each share they own. That valued Lumentum at about $1,132 a share, or a 23.9% premium, based on Oct. 28 closing prices. Lumentum holders will end up with about a third of the combined company, and the deal is expected to close in the first half of 2028. The market has since rewritten those terms. Marvell has dropped 25% from its Oct. 28 close, shedding roughly $55 billion in market value, as investors balked at the price and the dilution. The stock fell another 4.5% to $187.39 in early Monday trading, according to Benzinga Pro data. Because the deal is paid entirely in stock, Marvell’s slide has also reduced the offer’s value. The 4.5 Marvell shares promised for each Lumentum share were worth about $1,132 when the terms were set. At Monday’s premarket price, they are worth about $849, a quarter less. Marvell’s Bet Is That AI’s Next Bottleneck Is Light Management framed the deal as a race to own the shift from copper to optics inside AI data centers. “AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation,” Marvell Chairman and CEO Matt Murphy said. “The companies that move first and help define this transition will set the standard for decades to come,” he added. On a joint call with analysts, Murphy said he expects the combined group to rank among the five largest AI infrastructure chip companies. Lumentum CEO Michael Hurlston , who will join Marvell’s board, pointed to the size of the prize. “Joining Marvell creates a company uniquely positioned to capitalize on a market opportunity of $550 billion and generate significant, sustainable stockholder value,” Hurlston said. “Surging AI data traffic requires rapid hardware innovation, and this combination enhances our ability to deliver next-generation solutions at scale,” he added. Marvell brings interconnect, switching and custom AI chips. Lumentum adds lasers, optical transceivers, optical circuit switching and its own indium phosphide manufacturing. The companies expect more than $1 billion in annual cost synergies and a deal that adds to Marvell’s adjusted earnings in the first year after closing. Both Companies Used the Announcement to Reassure on Numbers Marvell also reported preliminary third-quarter revenue for fiscal 2027 in line with guidance. It kept the midpoint of its outlook and narrowed the range to plus or minus 2%, from plus or minus 5%. Lumentum, meanwhile, beat expectations. First-quarter adjusted earnings came in at $4.57 per share on sales of $1.263 billion, ahead of estimates of $4.19 and $1.249 billion. Its outlook was stronger still. Lumentum guided second-quarter adjusted earnings of $5.90 to $6.20 per share, well above the $5.03 consensus, on sales of $1.575 billion to $1.625 billion. Bank of America Sees an Earnings Engine Wall Street Is Underpricing The deal lands weeks after Bank of America Global Research analyst Vivek Arya named Marvell his top networking pick, with a $400 price target. Arya described the company as having “one of the few accelerating multi-year growth stories in semis.” His case rests on breadth. According to Arya, Marvell is the only custom silicon partner working with every major hyperscaler program, and it stands to win in scale-up optics whichever architecture customers choose. Owning Lumentum’s lasers would put that supply in-house. Arya estimated that management’s $80 billion 2030 sales target could deliver more than $32 in adjusted earnings per share, against a consensus of $18. He also sees further upside from Alphabet’s custom chip ramp, noting that Google holds warrants on up to 59 million Marvell shares that vest as qualifying revenue builds toward $120 billion. The backdrop is large. Bank of America forecasts AI data center systems spending to reach about $2.2 trillion by 2030, with AI networking near $394 billion. What Wall Street Thinks of Marvell Stock According to Benzinga Analyst Ratings , 26 of the 27 analysts covering Marvell rate it a Buy, with one Hold. The average price target of $322 sits about 71% above Monday’s premarket price. Most targets were last raised on Oct. 7, after the Analyst Day, and have not yet been updated for the deal. Date Firm Price Target Action Rating Oct 7, 2026 Jefferies $325 → $450 Raises target Buy Oct 7, 2026 RBC Capital $360 → $425 Raises target Outperform Oct 7, 2026 Piper Sandler $270 → $400 Raises target Overweight Oct 7, 2026 JPMorgan $305 → $360 Raises target Overweight Oct 7, 2026 TD Cowen $245 → $350 Upgrade Hold → Buy Oct 7, 2026 Morgan Stanley $268 → $300 Raises target Equal-Weight

【最新内容：zerohedge @zerohedge · 2026-11-02T14:48:36.000Z】 Anthropic compute commitments by counterparty 【引用内容：zerohedge @zerohedge · 2026-11-02T14:48:12.000Z】 Anthropic off-balance sheet liabilities vs Hyperscalers x.com/zerohedge/stat…

【最新内容：zerohedge @zerohedge · 2026-11-02T14:48:12.000Z】 Anthropic off-balance sheet liabilities vs Hyperscalers 【引用内容：zerohedge @zerohedge · 2026-11-02T14:47:49.000Z】 Anthropic has $895.4BN of committed spend (per latest S-1). That’s up from about $105bn at the end of 2025, and the only hyperscaler with more is GOOGL ($1,059bn). META is at $866BN.