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Meta eyes at least $20b in potential US dollar and Euro bond sale. $META

Fluence Energy Stock Drops on Leadership Overhaul — Barrons.com. By Laura Sanicola Fluence Energy stock fell 5.5% Monday after the energy storage company replaced its chief executive and chief financial officers following months of manufacturing problems that have forced repeated cuts to its financial forecasts. The company named Axel Meier, a longtime Siemens executive and Fluence board member, as interim CEO, replacing Julian Nebreda. Ricardo Roizen, formerly CFO of AES subsidiary AES Andes, will serve as interim finance chief, replacing Ahmed Pasha. Fluence said in a securities filing that it has begun searching for permanent replacements. Fluence makes large-scale battery systems that help utilities store electricity for use when demand is high or when renewable-power generation is low. The company buys battery cells and other components from suppliers and integrates them into finished systems, a business that operates on thin margins and leaves little room for project delays or unexpected costs. The stock has been highly volatile as investors have alternated between enthusiasm for the growing need for energy storage, particularly from data centers, and disappointment over Fluence's financial performance. Shares are down about 76% this year as international project-cost overruns have squeezed margins and more-recent manufacturing problems have delayed deliveries and undermined the company's financial outlook. Fluence's latest setbacks have centered on a Houston facility where problems with an automated welding process severely constrained production of its systems earlier this year. Fluence expected the plant to produce 11 storage units a day in August and September, but it managed just one a day in August and roughly three a day in the first half of September, the company disclosed that month. In September, Fluence cut its fiscal-2026 revenue forecast by $600 million, to approximately $2.4 billion, and projected a $200 million loss of earnings before interest, taxes, depreciation, and amortization (Ebitda), compared with a previously expected $10 million Ebitda loss. The revenue reduction included roughly $450 million in delayed production and $65 million in penalties, largely associated with late deliveries. The problems have emerged despite strong demand for energy storage. Fluence reported a record $6.4 billion backlog in its fiscal third quarter, reflecting substantial orders that it has yet to turn into revenue. Monday's management shakeup extended beyond the CEO and CFO. Fluence also named Marco Boos, an executive with experience at Siemens and ABB, as chief customer success officer, replacing company co-founder John Zahurancik. It also established a new board committee to oversee manufacturing and operations. The changes come weeks before Fluence is set to report fiscal fourth-quarter results, on Nov. 23. The company did not reiterate its fiscal-2026 financial guidance Monday and said it would provide fiscal-2027 guidance at a later date. Citi analysts said the breadth of the management changes suggests Fluence's operational problems remain unresolved, although they view the management changes as a necessary step toward recovery. Write to Laura Sanicola at laura.sanicola@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.

*META EYES AT LEAST $20B IN POTENTIAL US DOLLAR, EURO BOND SALE

Vertiv Holdings Is Maintained at Sell by GLJ Research. Ratings actions from Benzinga: https://www.benzinga.com/quote/VRT/analyst-ratings

Advanced Micro Devices Price Target Raised to $510.00/Share From $465.00 by Morgan Stanley. Ratings actions from Benzinga: https://www.benzinga.com/quote/AMD/analyst-ratings (17:37 GMT) Advanced Micro Devices Is Maintained at Equal-Weight by Morgan Stanley Ratings actions from Benzinga: https://www.benzinga.com/quote/AMD/analyst-ratings

The summer surge in immigration raids is hitting the housing market, pushing up labor costs and freezing projects, per WSJ

Morgan Stanley maintains GLOBALFOUNDRIES at Equal-Weight, lowers price target to $56 from $60. Morgan Stanley maintained GLOBALFOUNDRIES at Equal-Weight and lowered its price target to $56 from $60, a 6.7% decrease. The price target implies an upside of 33.7% from the Oct 30 close of $41.90. Explore more price target data and ratings for GLOBALFOUNDRIES on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

TESLA NEW CAR REGISTRATIONS IN ITALY UP 20.69% IN JANUARY-OCTOBER VS SAME PERIOD OF 2025 - TRANSPORT MINISTRY

Conservatives In Disbelief Over Democrat's Answer: "One Of The Craziest Things I've Ever Heard A Politician Say" [链接预览] Conservatives In Disbelief Over Democrat's Answer: "One Of The Craziest Things I've Ever Heard A...

AT&T, AST SPACEMOBILE ACHIEVE FIRST GROUND-TO-SATELLITE HANDOFF - CJ

@OpenAI: For AGI to benefit all of humanity, it should help people with the everyday tasks that matter most to them. So we built LifeVal, a new benchmark shaped by feedback from thousands of ChatGPT users on where they most want help from a personal assistant—from finding childcare to accessing government services to managing personal finances. Over the past year, we’ve used LifeVal to measure and improve how well our models handle these everyday tasks. https://openai.com/index/lifeval/

Morgan Stanley maintains Advanced Micro Devices at Equal-Weight, raises price target to $510 from $465. Morgan Stanley maintained Advanced Micro Devices at Equal-Weight and raised its price target to $510 from $465, a 9.7% increase. The price target implies an upside of 1.0% from the Oct 30 close of $504.80. Recent analyst actions on Advanced Micro Devices Date Firm Action Rating Price target Oct 28 Susquehanna Maintains Positive $650 Oct 20 Wedbush Reiterates Outperform $600 Oct 6 Citigroup Maintains Buy $800 Oct 6 Mizuho Maintains Outperform $705 Oct 5 Stifel Maintains Buy $700 Across the five most recent analyst notes published on Advanced Micro Devices over the past 30 days, price targets range from $600 to $800. Explore more price target data and ratings for Advanced Micro Devices on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

GLJ Research maintains Vertiv Holdings at Sell, lowers price target to $187 from $188. GLJ Research maintained Vertiv Holdings at Sell and lowered its price target to $187 from $188, a 0.5% decrease. The price target implies a downside of 19.6% from the Oct 30 close of $232.50. Recent analyst actions on Vertiv Holdings Date Firm Action Rating Price target Oct 29 Bernstein Maintains Outperform $376 Oct 29 RBC Capital Maintains Outperform $351 Oct 29 Citigroup Maintains Buy $362 Oct 29 TD Cowen Maintains Buy $357 Oct 29 Wells Fargo Maintains Overweight $345 Across the five most recent analyst notes published on Vertiv Holdings over the past 30 days, price targets range from $345 to $376. Explore more price target data and ratings for Vertiv Holdings on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Apple Is Big Tech's Safe Haven — but Has Its Price Tag Become Too Steep. Apple Inc. AAPL heads into Monday’s fiscal fourth-quarter earnings report with Wall Street divided over whether its modest AI spending and strong cash flow make it Big Tech’s safest bet — or whether investors are paying too steep a price for that protection. The iPhone maker is scheduled to report results after the U.S. market close on Nov. 2, with analysts expecting revenue of $113.39 billion and earnings of $1.99 per share. Needham’s Martin Flags China, Memory Costs and iPhone Dependence Needham analyst Laura Martin , who has a Hold rating on Apple, said the company is benefiting from its relatively light AI capital spending, strong free cash flow and continued shareholder returns. Ahead of earnings, Martin told CNBC on Monday that she expected about $56 billion in iPhone revenue and roughly $31 billion in Services revenue, with Services carrying about a 75% margin. However, she expected about 300 basis points of overall margin compression, citing sharply higher memory costs. Martin said investors should watch whether new CEO John Ternus raises iPhone prices or absorbs the cost pressure, which could slow EPS growth over time. She also highlighted Apple’s 2.5 billion installed devices as a major competitive moat, but said Alphabet Inc. GOOG GOOGL Google, Meta Platforms, Inc. META and other AI players are trying to shift computing away from smartphones toward devices such as glasses. Martin said the iPhone remains Apple’s anchor product and noted that roughly half of total revenue comes from it. She also identified China, which represents about 20% of iPhone sales, as an important risk to monitor. Bernstein’s Newman Sees a Tech Safe Haven Bernstein analyst Mark Newman told CNBC on Saturday that Apple has become a defensive safe haven within technology because it is not committing the roughly $100 billion-plus in annual AI capex that some peers are spending. Newman pointed to Apple’s roughly $13 billion in capex last year and about $11 billion this year, along with growing earnings, free cash flow and continued share repurchases. He said Apple therefore carries less downside exposure if the broader AI investment cycle weakens. Newman also argued that Apple remains a key consumer gateway to AI because users are likely to access AI primarily through their phones. He believes smartphones will remain relevant even as wearables develop because those devices still need processing power, battery capacity and a tethered computing platform. Moffett Says Valuation Looks Stretched MoffettNathanson analyst Craig Moffett also acknowledged Apple’s defensive appeal but said investors may already be paying too much for that safety. Moffett told CNBC on Saturday that Apple trades at about 36 times forward earnings, implying an earnings yield of roughly 2.8%, which he viewed as a demanding valuation. He also flagged rising memory costs as a potential pressure point. Moffett said Apple has already increased base-device prices by about $100, while U.S. wireless carriers have remained disciplined with promotions. He believes Apple’s biggest competitive threat is not necessarily Android, but customers keeping their existing iPhones longer. Higher prices could encourage consumers to delay upgrades by several months, creating a headwind for future device demand. Top ETF Exposure Invesco S&P 500 Momentum ETF (NYSE: SPMO ): 9.70% Weight Principal U.S. Mega-Cap ETF USMC : 9.89% Weight MicroSectors FANG+ 3x Leveraged ETN (NYSE: FNGU ): 9.65% Weight Significance: Because AAPL carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. AAPL Price Action: Apple shares were down 1.62% at $339.05 at the time of publication on Monday, according to Benzinga Pro data .

Italy's October budget deficit EUR 20.8B

Italy October Budget Deficit EUR 20.8 Bln

Gold Technicals: Gold is up sharply erasing some of last week's declines. Bounces off key MA target. [链接预览] Gold Technicals: Gold is up sharply erasing some of last week's declines. Bounces off key MA target.

DOE Announces $10.1B In Loans To Constellation, Alliant, For 3.7 GW

Rigetti Computing Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/RGTI/analyst-ratings (17:20 GMT) Rigetti Computing Price Target Cut to $25.00/Share From $35.00 by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/RGTI/analyst-ratings

BREAKING: Anthropic’s Q3 2026 results: Revenue: $17.0B, up 1,127% from a year ago and 47% from Q2 Operating loss: $567M, after a $974M profit in Q2 Adjusted operating income: $2.5B, a 15% margin (down from 19% in Q2) Net loss: $23.3B, vs. $12.1B a year ago

Tesla sales in Portugal rise 186% in October. Tesla's TSLA new car registrations in Portugal rose 186.1% in October from a year earlier to 412 units, while new registrations of light electric vehicles grew by 61.4% the country's automobile industry association ACAP said on Monday. In the January-October period, Tesla sales in Portugal rose 62.5% to 9,673 units, while the total for all light electric cars rose by 50.5% it added.

A tungsten miner linked to Eric Trump and Donald Trump Jr. plans to go public in the US next year at a $2 billion valuation. Kaz Resources has letters of intent for up to $1.6 billion in financing from two US government agencies, the Export-Import Bank and the US International Development Finance Corporation. Its planned mine in Kazakhstan could produce 15% of the world’s tungsten once it starts operating, targeted for 2030. The Trump brothers are expected to hold less than 1%, worth under $20 million

IonQ Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/IONQ/analyst-ratings (17:15 GMT) IonQ Price Target Cut to $75.00/Share From $100.00 by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/IONQ/analyst-ratings

Infleqtion Price Target Cut to $17.00/Share From $23.00 by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/INFQ/analyst-ratings

Melius shoved everyone in the AI bus and now pulls the trapdoor. Golf clap

B. Riley Securities maintains Rigetti Computing at Buy, lowers price target to $25 from $35. B. Riley Securities maintained Rigetti Computing at Buy and lowered its price target to $25 from $35, a 28.6% decrease. The price target implies an upside of 122.2% from the Oct 30 close of $11.25. Explore more price target data and ratings for Rigetti Computing on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

DC Judge Tosses Charges Against Former F.B.I. Officials Accused Of Lying About Hunter Biden Laptop

HOWARD MARKS SAYS THE AI STUMBLES HAVE CRACKED THE IDEA THAT THE SECTOR CAN'T LOSE The Oaktree co-chair says investors are getting more careful and more skeptical about AI, and he calls that healthy, per Bloomberg. He says AI has been a crowded trade, where standards drop as prices rise. The question that matters, in his view, is whether AI can generate enough profit to justify the trillions being raised.

What to Watch For in Apple Earnings Today — WSJ. By Rolfe Winkler Today is John Ternus's first earnings call as Apple CEO, and the company heads into the quarter with a high valuation considering its mediocre earnings growth rate. In other words: expectations are big. Here's what to watch for. Memory and storage costs. The prices of DRAM and NAND, two key components inside every iPhone, iPad and Mac, have quintupled since last summer. AI hyperscalers need the components inside the servers running their models and they're paying through the nose to secure supply. Apple has already warned markets that its own costs will jump as a result. But how much? Some analysts have warned that cost expectations don't fully reflect how hard this will hit Apple's bottom line. Duo availability. Apple fans are scooping up Apple's new foldable iPhone, mixed reviews be damned. The trouble is Apple can't make them fast enough, leading to ship dates out to January. And then there's "crackgate"-the small number of Duos whose screens are cracking soon after buyers unbox them. Expect supply chain updates for how Apple is fixing these issues. Staggered launch and price increases. Apple made big changes to its iPhone launch schedule in the September quarter. It didn't release a base model iPhone 18, just the Pro and Pro Max. And it raised prices across the board. How did consumers react? That determines whether Apple meets expectations. Ternus speaks. Expectations are high for the mechanical engineer who is suddenly one of the highest-profile CEOs. Apple is trading at 36 times next year's expected profits even though its earnings are only expected to grow about 1%, estimates Oppenheimer analyst Martin Yang. Ternus has said very little about what direction he intends to take the company. Monday is his biggest opportunity to date to articulate his vision. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

B. Riley Securities maintains D-Wave Quantum at Buy, lowers price target to $27 from $40. B. Riley Securities maintained D-Wave Quantum at Buy and lowered its price target to $27 from $40, a 32.5% decrease. The price target implies an upside of 153.5% from the Oct 30 close of $10.65. Explore more price target data and ratings for D-Wave Quantum on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

SOUTH AFRICA TO LOSE AGOA ELIGIBILITY, US SAYS

CrowdStrike and Dell Technologies Announce Integrated AI Security for the Dell AI Factory with NVIDIA. Fal.Con Europe 2026 --CrowdStrike ( CRWD ) and Dell Technologies ( DELL ) today announced an integrated security solution for the Dell AI Factory with NVIDIA. Customers can use the CrowdStrike Falcon® platform to secure enterprise AI infrastructure, workloads, agents and applications, alongside Dell AI infrastructure and services and NVIDIA accelerated computing. Through Dell Technologies’ AI Ecosystem Program, customers can purchase AI infrastructure and CrowdStrike security together, aligned with NVIDIA’s AI Factory Reference Architecture, to provide a security foundation to accelerate enterprise AI adoption. “Every enterprise is racing to build AI, but AI without security is an opportunity for the adversary,” said George Kurtz, CEO and founder of CrowdStrike. “Security cannot be an afterthought in an AI-powered world. Dell and NVIDIA are powering the AI revolution, and CrowdStrike is securing it. Together, we’re making Falcon’s AI-native protection foundational to the AI Factory, giving enterprises the confidence to safely innovate at scale on validated, optimized architectures.” "Enterprises are under real pressure to move fast on AI, but speed without security creates risk, not value,” said Michael Dell, chairman and CEO of Dell Technologies. “The Dell AI Factory with NVIDIA gives customers a validated, optimized foundation, and with CrowdStrike's AI-native security integrated from the start, they can move forward with confidence. That's how you give organizations a clear, trusted path from AI ambition to AI outcomes." “AI agents are transforming how every company works, and capability and security must advance together,” said Jensen Huang, founder and CEO of NVIDIA. “CrowdStrike is bringing its cybersecurity platform to the Dell AI Factory with NVIDIA and extending support to NVIDIA OpenShell. Together, we’re helping enterprises protect the infrastructure that runs AI and the agents that act on their behalf, giving them the confidence to put AI to work across their business.” Dell AI Factory with NVIDIA Expands Security Coverage with CrowdStrike The offering brings three Falcon capabilities to the Dell AI Factory with NVIDIA: Secure AI Agents and Applications: Falcon Guardian provides visibility and control over AI agent activity, with runtime protection against prompt injection, unexpected and malicious behavior, and sensitive data exposure. The solution builds on the NVIDIA OpenShell Reference Architecture with NVIDIA OpenShell secure runtime integrated today and plans to add integration of NVIDIA Sentry and NVIDIA BlueField-4 DPUs, extending AI agent security from software to silicon. Protect AI Infrastructure and Workloads: Falcon Cloud Security delivers unified cloud security from code to runtime, identifying misconfigurations and vulnerabilities, detecting threats, and protecting workloads across containers and Kubernetes environments. Unify Security Operations: Falcon Next-Gen SIEM brings together first- and third-party data with AI-powered detection, investigation, and response to accelerate threat detection and stop breaches. Dell Managed Detection and Response (MDR) Services are also expanding to optimize and exclusively manage these CrowdStrike capabilities, providing end-to-end threat detection and response for the Dell AI Factory. With 24x7 monitoring, investigation and response across the AI stack, Dell MDR helps organizations detect threats earlier, contain attacks and recover critical AI operations. About CrowdStrike CrowdStrike ( CRWD ), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity, and immediate time-to-value. CrowdStrike: We stop breaches. Learn more: https://www.crowdstrike.com/ Follow us: Blog | X | LinkedIn | Instagram Start a free trial today: https://www.crowdstrike.com/trial © 2026 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services. About Dell Technologies Dell Technologies ( DELL ) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry’s broadest and most innovative technology and services portfolio for the AI era. View source version on businesswire.com: https://www.businesswire.com/news/home/20261102048231/en/

B. Riley Securities maintains IonQ at Buy, lowers price target to $75 from $100. B. Riley Securities maintained IonQ at Buy and lowered its price target to $75 from $100, a 25.0% decrease. The price target implies an upside of 149.7% from the Oct 30 close of $30.04. Explore more price target data and ratings for IonQ on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

AST SpaceMobile: Companies Are Engineering Seamless Experience Where Network Does the Work Behind the Scenes >ASTS

AST SpaceMobile: Supporting Ground-Based Technology From Ericsson and Nokia >ASTS

AST SpaceMobile: AT&T and AST SpaceMobile Achieve Handoff Between Ground-Based Cellular Network and Direct-to-Device Satellite Network >ASTS

B. Riley Securities maintains Infleqtion at Buy, lowers price target to $17 from $23. B. Riley Securities maintained Infleqtion at Buy and lowered its price target to $17 from $23, a 26.1% decrease. The price target implies an upside of 91.4% from the Oct 30 close of $8.88. Explore more price target data and ratings for Infleqtion on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

US Atlanta Fed GDPNow Q4: 3.74% (prev 3.22%)

Tesla new car sales in Italy up 94% year-on-year in October. Tesla's TSLA new car registrations in Italy almost doubled year-on-year in October, data from the Italian transport ministry showed on Monday. The U.S. electric vehicles maker sold 497 cars in the country last month, up 94% from a year earlier, accounting for a 0.38% market share. In the first ten months of this year, registrations were up 21% compared to the same period of 2025. In the January-October period the company sold 10,919 new vehicles in Italy, for a market share of 0.78%.

【最新内容：zerohedge @zerohedge · 2026-11-02T17:01:26.000Z】 ORCL is doing a bang up job on its own 【引用内容：Misa @xixmisaxix · 2026-11-02T14:10:19.000Z】 Someone paid this account to drag $Orcl down

"Plenty Of Tail Risk In Both Directions": Goldman's Coppersmith Says October Saw The Biggest Plunge In Risk Appetite In 5 Years [链接预览] "Plenty Of Tail Risk In Both Directions": Goldman's Coppersmith Says October Saw The Biggest Plunge...

AST SpaceMobile (ASTS) Achieves Ground-to-Satellite Network Handoff. AT&T and AST SpaceMobile report what they believe is the industry’s first successful handoff between a ground-based cellular network and a direct-to-device satellite network. Beta services under real-world conditions are expected in the next phase. Material Details # Detail AI Analyst View 1 Completed ground-to-satellite network handoff Demonstrates a technical integration milestone for the planned satellite-to-mobile service. 2 Beta services under real-world conditions expected next Further performance testing is needed before the companies can progress toward commercial service. 3 Service designed to complement AT&T's network The stated role is to extend connectivity in remote and hard-to-reach areas, not replace terrestrial coverage. Context by AI Analyst This is a technical milestone in AST SpaceMobile's development of satellite connectivity integrated with a mobile network, following earlier voice, text and video calls through BlueBird satellites. Real-world beta testing and progress toward commercial service would be the next milestones to watch. Based on the original press release from AST SpaceMobile distributed by BusinessWire.

AT&T and AST SpaceMobile: Engineering the Connected World, One Handoff at a Time. AT&T and AST SpaceMobile, with supporting ground-based technology from Ericsson and Nokia, have achieved what we believe is the industry’s first successful handoff between a ground-based cellular network and a direct-to-device satellite network. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261102256625/en/ Your phone should just stay connected. Currently, moving between ground and satellite coverage can mean a dropped call or interrupted connection. The companies are engineering a seamless experience where the network does the work behind the scenes, helping you stay connected in more places. The milestone occurred Wednesday, October 21, 2026, outside Granite Falls, Washington, at 8:15 a.m. PT. It builds on previous voice calls, text messages and video calls through AST SpaceMobile’s BlueBird satellites using everyday smartphones. This time, the companies tackled a different challenge: moving a connection between AT&T’s ground-based wireless network and AST SpaceMobile’s satellite network seamlessly. That’s why collaboration matters: AT&T provides America’s strongest nationwide wireless network. AST SpaceMobile provides the satellite network designed to connect directly with everyday smartphones. Ericsson provides AT&T the combined radio and core technology with intelligent network automation to optimize handoffs between ground-based and satellite networks—reducing transition times from seconds to milliseconds, so customers, first responders, and other essential workers stay connected. Nokia provides the radio access technology and mobility software that power AST SpaceMobile’s space-based network enabling seamless handover, service continuity and a smooth customer experience as users move between terrestrial networks and satellite coverage. ”Building on the strength of AT&T’s terrestrial network, AST SpaceMobile satellite connectivity is designed to complement and extend, not replace, the network by extending service to remote and hard-to-reach areas, keeping customers stay connected as wherever they live, work and travel. This successful handoff advances the integration needed to deliver that experience, with terrestrial and satellite networks working together behind the scenes. For customers, the experience should be simple: staying connected without having to think about the technology behind it. Advancing Toward Beta “The successful handoff is a significant milestone, but it’s not the finish line. The next phase is expected to include beta services under real-world conditions, allowing the companies to further refine performance,” says Robert Walters, SVP Network, AT&T. “The broader objective is to progress ultimately to commercial service.” “Together with AT&T we are making cellular broadband coverage from space a seamless part of the mobile network people use every day,” says Wayne Thorsen, Chief Commercial Officer, AST SpaceMobile. “Our space-based network, powered by our BlueBird satellites, with the largest communication arrays ever deployed in low Earth orbit is designed to give people more places to make calls, use their apps, stream content and stay connected with the smartphones they already own. It also adds a new layer of resilience for first responders who depend on reliable communications when it matters most.” As AT&T moves toward beta and commercial service, the focus remains on extending connectivity farther and making it simpler for customers. You can watch the video of the event (here). About AT&T We help more than 100 million U.S. families, friends and neighbors, plus nearly 2.5 million businesses, connect to greater possibility. From the first phone call 140+ years ago to our 5G wireless and multi-gig internet offerings today, we @ATT innovate to improve lives. For more information about AT&T Inc. ( T ), please visit us at about.att.com. Investors can learn more at investors.att.com. About AST SpaceMobile AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on our extensive IP and patent portfolio, and designed for both commercial and government applications. Our engineers and space scientists are on a mission to enable 4G and 5G space-based cellular broadband to every device, everywhere, for today’s nearly 6 billion mobile subscribers globally. For more information, follow AST SpaceMobile on YouTube, X (Formerly Twitter), LinkedIn and Facebook. Watch this video for an overview of the SpaceMobile mission. Forward-Looking Statements This communication contains “forward-looking statements” that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile to differ materially from those expected and projected. These forward-looking statements can be identified by the use of forward-looking terminology, including the words “believes,” “estimates,” “anticipates,” “expects,” “intends,” “plans,” “may,” “will,” “would,” “potential,” “projects,” “predicts,” “continue,” or “should,” or, in each case, their negative or other variations or comparable terminology. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside AST SpaceMobile’s control and are difficult to predict. Factors that could cause such differences include, but are not limited to: (i) expectations regarding AST SpaceMobile’s strategies and future financial performance, including AST’s future business plans or objectives, expected functionality of the SpaceMobile Service, anticipated timing of the launch of the Block 2 BlueBird satellites, anticipated demand and acceptance of mobile satellite services, prospective performance and commercial opportunities and competitors, the timing of obtaining regulatory approvals, ability to finance its research and development activities, commercial partnership acquisition and retention, products and services, pricing, marketing plans, operating expenses, market trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and AST SpaceMobile’s ability to invest in growth initiatives; (ii) the negotiation of definitive agreements with mobile network operators relating to the SpaceMobile Service that would supersede preliminary agreements and memoranda of understanding and the ability to enter into commercial agreements with other parties or government entities; (iii) the ability of AST SpaceMobile to grow and manage growth profitably and retain its key employees and AST SpaceMobile’s responses to actions of its competitors and its ability to effectively compete; (iv) changes in applicable laws or regulations; (v) the possibility that AST SpaceMobile may be adversely affected by other economic, business, and/or competitive factors; (vi) the outcome of any legal proceedings that may be instituted against AST SpaceMobile; and (vii) other risks and uncertainties indicated in the Company’s filings with the Securities and Exchange Commission (SEC), including those in the Risk Factors section of AST SpaceMobile’s Form 10-K filed with the SEC on March 2, 2026, its Form 10-Q for the fiscal quarter ended March 31, 2026 filed with the SEC on May 11, 2026 and the future reports that it may file from time to time with the SEC. AST SpaceMobile cautions that the foregoing list of factors is not exclusive. AST SpaceMobile cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. For information identifying important factors that could cause actual results to differ materially from those anticipated in the forward-looking statements, please refer to the Risk Factors in AST SpaceMobile’s Form 10-K filed with the SEC on March 2, 2026, its Form 10-Q for the fiscal quarter ended March 31, 2026 filed with the SEC on May 11, 2026 and the future reports that it may file from time to time with the SEC. AST SpaceMobile’s securities filings can be accessed on the EDGAR section of the SEC’s website at www.sec.gov. Except as expressly required by applicable securities law, AST SpaceMobile disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20261102256625/en/

Iran says the US naval blockade must end before any final deal or reopening of the Strait of Hormuz, per WaPo Under a deal, Iran has reportedly offered to reopen the strait within 48 hours, down from an earlier timeline of seven days.

USTR GREER: TRUMP FOUND THAT GOVERNMENTS OF RWANDA AND SOUTH AFRICA ARE ENGAGING IN PRACTICES THAT ARE INCONSISTENT WITH AGOA'S ELIGIBILITY CRITERIA

The S&P 500's equal-weighted stocks outperformed the market-cap-weighted S&P 500's in October by the widest margin since April 2009 - SeekingAlpha

These tech stocks got unfairly swept up in last week's selloff, analysts say. By Britney Nguyen One analyst notes 'a meaningful gap between price and fundamentals' in some corners of the chip sector Shares of Arista Networks have risen 29% so far this year. Hardware and software stocks alike have been swept up by concerns about the sustainability of the artificial-intelligence trade - but analysts say some of those shares have been unjustly punished. William Blair analyst Sebastien Naji noted that the iShares Semiconductor ETF SOXX lost 17% in October, and it's down 28% from its high in June. "The shift in sentiment is understandable given the group's strong run to record highs earlier this year and lingering questions about AI monetization, the ability to fund the buildout and a rising cost of capital," Naji said in a note to clients. But in other ways, the selloff has been "indiscriminate," opening up "a meaningful gap between price and fundamentals" for some stocks, he added. One of those is flash-controller maker Silicon Motion Technology (SIMO), whose shares have fallen 26.1% over the past month. Demand has soared for its chips, which manage the movement of data between devices such as servers with NAND flash memory. Naji also sees "a compelling risk/reward" for Credo Technology Group Holding (CRDO), which sells high-speed connectivity components to move data in AI data centers. The stock has fallen 29% in a month and has only gained 5% so far this year. Additionally, Naji noted "long-term compounders" Arista Networks (ANET) and Monolithic Power Systems (MPWR), which "have pulled back to increasingly attractive levels." Both stocks have a history of outperforming the market and exposure to customers outside of the AI data-center buildout, he said. Arista, which provides switches and routers for AI data-center networking, has fallen 18.4% in a month, but is up 29% on the year. Power-management maker Monolithic also saw its shares fall about 18.1% over a month, but they're still up 33.7% so far this year. Altogether, Amazon.com (AMZN), Google (GOOGL) (GOOG), Meta Platforms (META) and Microsoft (MSFT) are planning to put $202 billion toward capital expenditures this year, which is up 79% from a year ago, Naji observed. That figure represents spending on assets such as chips and networking that are meant to provide value over the long term. While none of the hyperscaler cloud companies shared spending figures for next year, "all four signaled that spending will continue to rise," the analyst said, and Wall Street is eyeing potentially more than $1 trillion in capex for the group. Meanwhile, as shares of cloud-infrastructure software makers sold off last week, Bernstein analyst Peter Weed noted that Cloudflare (NET) and Datadog (DDOG) have a "unique" driver behind them that could set them apart from peers "and allow them to emerge as still-accelerating infrastructure names." For Datadog, he estimates its cohort of AI-native customers have added about $200 million more in annual recurring revenue for the third quarter than he had expected. Meanwhile, Cloudflare Workers, which allows developers to run code on the company's global network instead of through traditional data-center servers, may have seen annual recurring revenue triple in the third quarter, to $500 million, from the fourth quarter of last year. That led Weed to model sequential growth of 25% in the fourth quarter of this year. While there could be weakness in the fourth quarter compared to the previous year, Weed said the setup in the quarter "could allow a strong initial" outlook for Cloudflare's first quarter of next year, and the potential for more than 40% growth in 2027. -Britney Nguyen This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

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US election spending suffers diminishing returns. By Gabriel Rubin Crypto exchanges, Trump-aligned businesses and some billionaires understandably fear Democrats controlling Congress. Elon Musk is doling out $170 mln in Texas alone to back friendlier candidates. The stakes have become so high that the outlays make sense even if they lose money. Full view will be published shortly. Follow Gabriel Rubin on Bluesky and LinkedIn. CONTEXT NEWS Billionaire Elon Musk has spent more than $400 million on the US midterm elections as Democrats vow to probe his companies as well as his actions as a member of the Trump administration in 2025. The cryptocurrency industry has spent nearly $180 million across more than 100 races this election cycle, with the most money directed at defeating Ohio Democratic Senate candidate Sherrod Brown.

PORTUGAL'S NEW REGISTRATIONS OF TESLA CARS RISE 186.1% IN OCTOBER Y/Y, UP 62.5% IN JAN-OCT - ACAP