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META HOLDS CALLS FOR MULTI TRANCHE DOLLAR AND EURO BOND SALE

Meta Platforms plans Dollar and Euro bond sale fixed income investor calls $META

Oracle Stock Falls on $20 Billion Plan to Fund AI Buildout — Barrons.com. By Ty Roush Oracle stock fell Monday after the software giant spelled out the details of a previously announced plan to raise $20 billion to help fund its artificial-intelligence infrastructure expansion. The company disclosed in a Securities and Exchange Commission filing it would issue a $10 billion stock offering in addition to a $10 billion debt offering. Proceeds will go toward "general corporate purposes," such as capital expenditures, debt repayments, or future investments. Just days earlier at its investor day event, Oracle committed to limiting additional capital raises through fiscal 2030. The company is now moving to raise that entire amount at once, rather than spreading the fund-raising across the coming years. Oracle shares fell 5.4% to $123.60, putting the stock on track for its lowest close since hitting $117.74 in July, according to Dow Jones Market Data. Shares are down 36% in 2026, on pace for their worst year since 2001, but are up 8.4% since hitting a 52-week closing low of $114.99 in July. An acceleration in spending could renew concerns about the mounting costs of Oracle's AI expansion, which has required enormous investments in data centers and computing equipment to meet demand. Oracle has increasingly relied on outside financing to support that expansion. In its first-quarter earnings report in September, Oracle disclosed $125.3 billion in outstanding borrowings as of Aug. 31, alongside $288 billion in additional lease commitments, largely tied to data centers, that had not yet be reflected on its balance sheet. Oracle's fund-raising comes as Wall Street's concerns have swelled about the financing that technology companies are pouring into AI infrastructure and whether those investments will generate sufficient returns. Those worries contributed to a selloff in technology stocks in October, as companies including Amazon, Alphabet, and Meta Platforms outlined increasingly ambitious spending plans. Last week, Oracle sought to reassure investors that its spending will eventually pay off. The company projected that it would generate positive free cash flow in the second half of fiscal 2028, rising to at least $30 billion in fiscal 2029, as its AI infrastructure investments begin generating returns. Write to Ty Roush at tyler.roush@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.

【最新内容：Evan @StockMKTNewz · 2026-11-02T15:46:36.000Z】 OPENAI SIGNED DEALS WITH MAGNITE $MGNI AND PUBMATIC $PUBM TO FILL UNUSED AD SPACE ON CHATGPT 【引用内容：IPO Newsroom @IPONewsroom_ · 2026-11-02T15:05:01.000Z】 OPENAI HAS SIGNED DEALS WITH MAGNITE AND PUBMATIC TO FILL UNUSED AD SPACE ON CHATGPT Shares this morning: • Magnite +3.7% • PubMatic +4.0% Both firms make software that lets advertisers place ads on websites and other digital platforms. The deals were described by three

Lindsay Clancy Returns To Court As Defense, Prosecutors Discuss 2nd Trial Date

Nvidia and AMD Are Backing a $6 Billion AI Startup Taking on Grok. Hark is entering the consumer AI race with heavyweight backing: Nvidia Corp NVDA and Advanced Micro Devices, Inc. ’s AMD AMD Ventures joined a $700 million round valuing it at $6 billion. Now its founder, Figure AI CEO Brett Adcock , is pointing frustrated Grok Bot users toward Hark , turning complaints about Elon Musk ‘s AI agent into an opening for a well-funded challenger. Nvidia and AMD Back a Different AI Bet Hark announced in May that it had raised more than $700 million in a Series A at a $6 billion post-money valuation. Led by Parkway Venture Capital, the round also included Intel Corp ‘s INTC Intel Capital, Qualcomm Inc . QCOM Qualcomm Ventures, ARK Invest and Salesforce, Inc. CRM Salesforce Ventures. Hark is not simply building another chatbot. It is developing its own foundation models, software and AI-native hardware, aiming to create a personal assistant that can act across the services people already use. Its ambitions extend beyond answering questions. Hark wants its assistant to manage calendars, order groceries, book flights, summarize Slack conversations and operate a cloud computer to complete web-based tasks. The idea is to make AI less of a tool users consult and more of an assistant they delegate work to. That broader vision helps explain why semiconductor investors are paying attention. Building and operating increasingly capable AI assistants requires computing infrastructure, while Hark’s ambitions around its own hardware could create another layer of opportunity. Grok’s Usage Problem Opens a Door Hark’s competitive ambitions came into sharper focus on Nov. 2, when Adcock encouraged users frustrated by Grok Bot’s usage limits to try Hark, describing its subscription tiers as “incredibly generous.” The endorsement is notable because Adcock is not just promoting a competing chatbot. He is positioning Hark as an alternative for users who want an AI assistant they can rely on for everyday tasks. It also puts the startup in the same consumer AI conversation as Musk’s Grok, which Space Exploration Technologies Corp. SPCX said had reached 800,000 paid weekly users in its third quarter. Hark’s funding gives it considerable financial backing to pursue that opportunity. Its investor roster also spans several major semiconductor companies, including Nvidia, AMD and Qualcomm, giving the startup connections across the infrastructure powering the AI industry. A Bigger Bet on AI Assistants For Nvidia and AMD, Hark represents more than a startup investment. The company is betting that consumers will increasingly delegate everyday digital work to AI agents, creating demand for models, infrastructure and eventually new hardware. But a $6 billion valuation sets a high bar. Hark must turn its generous usage pitch into durable customer adoption while managing the same inference costs now confronting Grok. The opportunity is clear; whether its economics prove more sustainable remains the bigger test.

@GFXFTs: [转推] LiveSquawk reposted 🚨 GGMA Macro Roadmap: RBA Decision, Swiss CPI, JOLTS, NZ Jobs & Midterms The Reserve Bank of Australia is expected to lift its cash rate to 4.85% at 04:30 CET, and money markets price in an 82% chance. Americans vote in the midterm elections, and the results arrive overnight. New Zealand's jobs report closes the day, with unemployment expected to ease to 5.5% from 5.6%. Tomorrow's Macro Roadmap: Swiss inflation comes out at 08:30 CET, US durable goods and factory orders follow at 16:00 CET, and Bank of Canada Governor Macklem testifies from 17:00 CET. AMD reports after the US close. Try GGMA free for 30 days, no credit card needed: http://ggma-app.com/sign-up?utm_source=x&utm_medium=social&utm_campaign=preview-03112026… Read the full article on our website for free: https://ggma-app.com/public-article/rba-decision-swiss-cpi-jolts-nz-jobs-midterms-ggma-day-ahead-227?utm_source=x&utm_medium=social&utm_campaign=preview-03112026…

JAPAN'S SBI TO INVEST IN US DIGITAL BANK EREBOR, EYEING BLOCKCHAIN SETTLEMENTS

ECB's Escriva: I’m optimistic about AI's impact; I see great productivity.

ECB's Escriva: It’s obvious that AI valuations are high.

【最新内容：zerohedge @zerohedge · 2026-11-02T15:39:41.000Z】 Ant's $900BN in guaranteed spending commitments are 65x its backlog and 4x its liquidity 【引用内容：zerohedge @zerohedge · 2026-11-02T15:14:27.000Z】 Anthropic Files Updated S1: Committed Spend Jumps To $900BN, Only Google Has More https://zerohedge.com/markets/anthropic-files-updated-its-s1-committed-spend-jumps-900bn-only-google-has-more…

Sigma Lithium Produced 7,293 Tonnes Of Lithium Oxide Concentrate In Q3 2026. Sigma Lithium Corporation SGML : SIGMA LITHIUM CORPORATION: FY26 AISC GUIDANCE REDUCED BY 6% TO US$668/T SIGMA LITHIUM CORPORATION: FY27 AISC GUIDANCE OF US$620/T MAINTAINED SIGMA LITHIUM CORPORATION: PRODUCED 7,293 TONNES OF LITHIUM OXIDE CONCENTRATE IN 3Q 26

TRUMP SIGNALS POSSIBLE PARDONS FOR ALLIES, INCLUDING ELON MUSK President Trump suggested he could pardon political allies, including Elon Musk, if they face legal action. "I would do it if I needed to," Trump said in a Pod Force One interview, referencing his January 6 pardons. The remarks come as Democrats threaten investigations into the Trump administration if they regain control of Congress in Tuesday's midterms.

BREAKING: The U.S. backs resuming Russian gas sales to Europe through Ukraine, despite European opposition and years of efforts to end dependence on Moscow, per WSJ

APPLE'S PREMIUM VALUATION LEAVES LITTLE ROOM FOR ERROR: OPPENHEIMER Oppenheimer reiterated its Perform rating on Apple ($AAPL ) ahead of earnings, warning that its elevated valuation limits upside. The firm forecasts Q4 revenue of $112.9 billion and EPS of $1.96, both below consensus. Its 2027 EPS estimate of $8.91 is 7% below expectations, reflecting slowing iPhone growth, rising memory costs and Services headwinds. Oppenheimer also expects a 150-basis-point hit to December-quarter product margins.

The Hedge That Stopped Hedging: AI Default Swaps Hit Records As Goldman Finds Credit Cracking Everywhere Except The Index [链接预览] The Hedge That Stopped Hedging: AI Default Swaps Hit Records As Goldman Finds Credit Cracking...

What Is Going On With Meta Platforms Stock on Monday. Meta Platforms Inc. META is facing growing investor scrutiny over the cost of its AI buildout as rising capital commitments, equity issuance and weaker free cash flow raise questions about how quickly the company can convert heavy spending into returns. S&P Flags Credit Risk As AI Spending Rises S&P Global Ratings lowered the outlook on Meta’s AA- credit rating to negative, citing rising leverage and uncertainty over how long elevated capital spending and negative free operating cash flow could persist. S&P said Meta has more limited visibility into AI monetization than some peers and questioned when new AI investments will begin producing revenue that materially exceeds their costs. The rating firm expects Meta’s capital expenditures to reach about $140 billion in 2026 and rise above $225 billion in 2027. It also projects leverage could climb above 1.0 times next year from roughly 0.1 times last year. Meta disagreed with S&P’s assessment. Company spokesperson Kamran Mumtaz told Bloomberg on Friday that Meta sees significant product and business opportunities ahead and believes its credit profile remains very strong. Future Commitments And Equity Raise Add Pressure Meta has disclosed more than $800 billion in future spending commitments, with nearly half tied to leases that have not yet started, largely for data centers and energy infrastructure. CFO Susan Li said Meta expects to continue investing aggressively across its core business and emerging AI initiatives. Meta also recently completed a $25 billion stock sale at $625 per share, while maintaining an at-the-market program that could sell up to another $60 billion of stock. The stock fell below the offering price during Friday trading, adding to concerns around funding needs and shareholder dilution. The stock has also reversed the gains that followed Meta’s September launch of Muse, its personal AI agent, Bloomberg reported on Friday. Meta continues exploring monetization opportunities around Muse and other AI products through subscriptions, transaction fees and potentially advertising. The company is also developing a possible cloud business that could sell access to AI models or raw computing capacity. Baruch Trims Meta On CapEx Headwinds Blue Line Capital founder and president Bill Baruch said he reduced Meta to 1.5% of his portfolio from 2.5%. Baruch told CNBC last Wednesday that the company’s capital-spending outlook has become a major headwind, pointing to expected 2026 capex of $135 billion to $145 billion and estimates approaching $200 billion for 2027. He also highlighted negative free cash flow and said the stock failed to sustain momentum following the Muse launch and earnings. Baruch said his firm is raising cash to maintain flexibility and chose Meta as one position to reduce. Brown Keeps Meta Out Of His Portfolio List Ritholtz Wealth Management CEO Josh Brown also turned more cautious on Meta for the intermediate term. Brown removed Meta from his "Best Stocks in the Market" list after the stock weakened following its Muse-driven rally, equity issuance and renewed questions about AI funding. He told CNBC on Tuesday that he would not re-enter the stock unless it reclaimed its 50-day moving average near $664. Brown said Meta may still work as a long-term holding, but for now he sees too many stronger stocks elsewhere to focus on when Meta might rebound. META Price Action: Meta Platforms shares were up 0.61% at $618.77 at the time of publication on Monday, according to Benzinga Pro data .

@snorlax_uw: [转推] unusual_whales reposted Some solar sector flows today

ECB's Escriva: Markets fairly immune to price risk in recent years

*KAZAKHSTAN: ATYRAU-SAMARA OIL FLOWS HALTED AFTER DRONE ATTACK

Microsoft, Lumen Expand Co-Selling Collaboration. By Kelly Cloonan Microsoft and Lumen Technologies are expanding their co-selling collaboration to offer Lumen's suite of cloud-networking and application-connectivity capabilities to Microsoft's Azure. The move expands how customers can access and use Lumen capabilities through Microsoft's cloud and artificial-intelligence ecosystem, the companies said Monday. With the offering, Azure customers will get access to Lumen's network and on-demand control capabilities for the simplified connectivity and resilient network foundation needed to power AI workloads, the companies said. The companies said they also plan to identify opportunities to bring additional Lumen capabilities to Azure and Microsoft Marketplace over time. Write to Kelly Cloonan at kelly.cloonan@wsj.com

ECB's Escriva: Rates at 2% to keep inflation at around 2% reasonable.

SAUDI-LED COALITION SAYS DESTROYED 2 DRONES IN RIYADH REGION

ECB's Moulin: The macroeconomic situation is very different from 2022.

【最新内容：unusual_whales @unusual_whales · 2026-11-02T15:25:36.000Z】 Still live, and Flow in Motion starts now! What options flow do you want to see? [链接预览] youtube.com Futures Bounce; $MCD McRib Lawsuit | WhaleWatch | Live GEX and... Tune in to WhaleWatch: Every Monday and Wednesday at 9:20am ET!9:... 【回复上下文：unusual_whales @unusual_whales · 2026-11-02T14:51:59.000Z】 Futures Bounce; $MCD McRib Lawsuit | WhaleWatch | Live GEX and Futures Trading [链接预览] Starting Nov 2, 9:30 AM unusual_whales @unusual_whales Futures Bounce; $MCD McRib Lawsuit | WhaleWatch | Live GEX and Futures Trading

*KAZAKHSTAN SAYS ATYRAU-SAMARA OIL FLOWS HALTED

ECB's Moulin: Can't compare current situation to 2022 inflation

MOULIN: INFLATION CLEARLY ABOVE OUR OBJECTIVE

Kazakhstan: Atyrau-Samara oil flows halted.

ECB's Moulin: Inflation we have today is well above our 2% objective

LITE: Marvell pairs silicon and photonics for AI optics, targeting over $1B in run-rate synergies. Marvell agreed to combine with a photonics provider to build an integrated AI-connectivity platform, targeting a $550B 2030 TAM and over $1B in run-rate cost synergies. Management expects non-GAAP EPS accretion in year one post-close, with scale-up and scale-in optics as key growth drivers. Based on Lumentum Holdings Inc. [LITE] M&A announcement Audio Transcript — Nov. 2 2026

ECB's Moulin: For now, the impact on the broader economy is quite moderate.

GERMANY WARNS POLITICIANS THEIR IPHONES MAY BE HACKED: FT

ECB's Escriva: There are no signs of second-round effects yet.

ECB's Moulin: Inflation is clearly above our objective

ECB's Escriva: Oil and gas price shock greater than expected

STDN — U.S. DOE AWARDS STANDARD NUCLEAR ~$7M TO DEVELOP RECYCLED NUCLEAR TRISO FUEL Bullish catalyst: DOE funding supports TRISO fuel using recycled transuranic materials, including plutonium, potentially creating an alternative to HALEU and expanding Standard Nuclear’s advanced-reactor fuel opportunity. $STDN

Amazon $AMZN stock is now up by more than 5% so far today

U.S. STOCKS EXTEND GAINS, S&P 500 UP 1.00 PCT

Showdowns

ECB's Escriva: High complexity on the rates scenario

Crypto Fear and Greed Index: 37/100 = Fear

Fear and Greed Index: 30/100 = Fear

Supermarkets in Belgium and Sweden reported sudden changes in the temperatures of their fridges and freezers, sparking fears of a cyberattack similar to those that recently occurred in France, per Bloomberg

【最新内容：zerohedge @zerohedge · 2026-11-02T15:15:47.000Z】 Maybe making everything in this world hackable by the latest frontier model wasn't the best idea. 【引用内容：Elon Musk @elonmusk · 2026-11-02T15:13:17.000Z】 Literally an episode of Silicon Valley https://m.youtube.com/watch?v=6hMuBA7NW7U&ra=m…

MRVL: AI connectivity combination targets a $550B 2030 TAM and $1B+ run-rate synergies. The combination targets integrated AI connectivity, pairing electrical design with Lumentum’s photonics and manufacturing capabilities. Management projects a $550 billion 2030 TAM, over $1 billion in run-rate cost synergies, and non-GAAP EPS accretion starting in year one post-close. Based on Marvell Technology, Inc. [MRVL] M&A announcement Audio Transcript — Nov. 2 2026

Tesla's 128% Robotaxi Surge Puts It Just 15 Cars Behind Waymo. Tesla, Inc. ‘s TSLA Robotaxi fleet in Texas has surged 128% in just over a month , bringing Elon Musk ‘s autonomous ride-hailing operation within 15 registered vehicles of Alphabet Inc GOOG GOOG -owned Google ‘s Waymo . The latest state-record snapshot lists 1,244 vehicles under Tesla Robotaxi LLC, compared with 1,259 for Waymo. The narrowing gap gives investors a striking measure of Tesla’s push to scale, but the registration figures do not show how many vehicles are actually carrying paying passengers. Tesla’s Robotaxi Fleet Takes Off The Texas Department of Motor Vehicles’ automated-vehicle registry lists individual vehicles by operator. Tracker data show Tesla’s count climbing from 546 on Sept. 30 to 1,244 on Nov. 1, a 128% increase. The latest additions include 40 entries recorded under the apparent model-name typo “Modey Y,” alongside 631 Model Ys and 573 Cybercabs. The tracker’s model labels should be treated cautiously, but the overall registered fleet total is clear. Waymo Still Holds a Narrow Lead Waymo’s roster includes 863 Jaguar I-PACE vehicles and 396 Zeekr RT vehicles, according to the same registry tracker. Tesla’s recent additions have quickly narrowed the gap: its count rose by 274 in the seven days through Nov. 1, while Waymo added 52 in the same period. The comparison is useful, but it is not a direct measure of ride-hailing scale. Registration records do not disclose how many vehicles are deployed in each city, how often they complete trips or how much revenue they generate. Nor do the figures show that every registered vehicle operates without a human safety monitor. Tesla Fleet Includes Both Model Ys, Purpose-Built Cybercabs The Model Y can accommodate more passengers, while the Cybercab is a two-seat vehicle designed specifically for autonomous ride-hailing. The mix suggests Tesla is using different vehicle formats as it builds out the service, rather than relying on the Cybercab alone. Management has described rapid progress. On Tesla’s third-quarter earnings call , Musk said the Cybercab fleet in Austin had grown tenfold in roughly a month. CFO Vaibhav Taneja said cumulative unsupervised Robotaxi miles increased eightfold during the quarter, with weekly double-digit growth. For investors, the next milestone is not simply overtaking Waymo on a state registry. Tesla must show that its growing fleet can deliver reliable rides, attract repeat customers and generate attractive economics. The 15-vehicle gap makes the rivalry easy to measure; utilization and paid trips will determine whether the expansion becomes a meaningful business.

Microsoft, Lumen Expand Co-Selling Collaboration. By Kelly Cloonan Microsoft and Lumen Technologies are expanding their co-selling collaboration to offer Lumen's suite of cloud-networking and application-connectivity capabilities to Microsoft's Azure. The move expands how customers can access and use Lumen capabilities through Microsoft's cloud and artificial-intelligence ecosystem, the companies said Monday. With the offering, Azure customers will get access to Lumen's network and on-demand control capabilities for the simplified connectivity and resilient network foundation needed to power AI workloads, the companies said. The companies said they also plan to identify opportunities to bring additional Lumen capabilities to Azure and Microsoft Marketplace over time. Write to Kelly Cloonan at kelly.cloonan@wsj.com

Anthropic Files Updated S1: Committed Spend Jumps To $900BN, Only Google Has More [链接预览] Anthropic Files Updated Its S1: Committed Spend Jumps To $900BN, Only Google Has More

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00 PCT