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Hyperscalers Burn $31 Billion In Q3 As Goldman Warns The AI Earnings Boom Has Stopped Accelerating

BINANCE - PARTIAL DEPLOYMENT OF THE SECURE ASSET FUND FOR USERS (SAFU) EXPECTED TO HAPPEN OVER THE NEXT 24 HOURS

BINANCE - ALL BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD, AND ZEC ARE FULLY BACKED 100%

BINANCE SAYS ON HACK - 90% OF STOLEN ASSETS REPLENISHED

Apple $AAPL just closed a week as the largest company in the world for the first time in more than a year

*IRAN SAYS TANKER HITS MINES IN HORMUZ, CATCHES FIRE: PRESS TV

Rubio: I spoke with Lavrov about the possibility of holding a meeting between Trump and Putin during the APEC summit next month.

IRAN'S NAVY SAYS OIL TANKER CATCHES FIRE IN STRAIT OF HORMUZ AFTER COLLIDING WITH NAVAL MINES - STATE MEDIA

The poorest Americans lose and the richest gain under Trump’s “Big Beautiful Bill,” per the Congressional Budget Office. Average yearly change in household resources, 2026–2034: Poorest 10%: -$1,214 (about 3% of income) Richest 10%: +$13,622 (about 2.7% of income)

Carrot-And-Stick: Vance Letter Offered Iran Urgent Medical Supplies

Iran's navy: oil tanker 'operated in limited zone' - state media

Iran's navy: oil tanker ignites in Strait of Hormuz after hitting naval mines - state media

[转推] zerohedge reposted 🚨BREAKING: Every single Lechia Gdańsk football fan was chanting in support of President Karol Nawrocki this afternoon He has the FULL BACKING of Poland!

US Secretary of State Rubio: anticipate Trump, China's Xi to convene at G20 and APEC gatherings

US Secretary of State Rubio: discussed with Russia's Lavrov chance for Trump, Putin to meet at APEC next month

Rubio: I do not rule out extending an invitation to Zelensky to attend the upcoming G20 summit, but the decision on that rests with President Trump.

Rubio: Trump has not made a decision regarding the implementation of military action against Iran

Rubio: There is growing interest from the international community in a limited ceasefire in the Black Sea

Rubio on Iran: I don’t know if there’s a timeline for the talks led by Qatar

Indian govt releases tax devolution of 1.09 trillion rupees to states as advance instalment

【最新内容：Evan @StockMKTNewz · 2026-10-31T16:41:46.000Z】 SpaceX $SPCX CEO Gwynne Shotwell said she is giving 2 Million shares of SpaceX stock to kids in the United States through the Invest America accounts 【引用内容：Gwynne Shotwell @Gwynne_Shotwell · 2026-10-30T20:30:27.000Z】 Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!   Our initial gift (shares transferring to escrow as we speak) will go to 11 to 17-year-olds who live in zip codes with median family

Rubio: The United States is open to a diplomatic solution for the war with Iran

Rubio: G20 foreign ministers agreed on the importance of food security, critical mineral supply chains, and freedom of navigation

France Press: Clashes erupt between police and protesters in Paris

French Interior Ministry: The number of participants in the protests reached 320 thousand people nationwide.

Zelensky says he discussed with Erdogan the anticipated meeting of peace negotiators from the United States, Ukraine, and Russia.

AFP on the French police: Nearly 70,000 people are demonstrating in Paris

US Secretary of State Rubio: Zelenskiy invite possible if 'something positive' results from attending G20 summit

US Secretary of State Rubio: might consider inviting Zelenskiy to G20 leaders summit in December, but decision rests with President Trump

US Secretary of State Rubio: Trump yet to decide on military action against Iran

US Secretary of State Rubio: hopes quad leaders can unveil more initiatives at November meeting

【最新内容：Spencer Pratt @spencerpratt · 2026-10-31T16:36:04.000Z】 [转推] zerohedge reposted Probably nothing. 🤷‍♂️ 【引用内容：Erik-Unchained @ErikUnchained · 2026-10-31T02:24:25.000Z】 I wonder why there’s a pile of ballots on the side of the 15N in Lake Elsinore, California?

OPEC+ agrees in principle to maintain production targets in December, source says

US Secretary of State Rubio: international community shows rising interest in limited Black Sea ceasefire

US Secretary of State Rubio: India, Turkey propose plans to resume grain shipments in Black Sea

Wild Video: Bugatti CEO's Own $3.3 Million Supercar Stolen At Factory, Sparks International Chase

Exclusive: Investors Are Watching AI Revenue Growth Against CapEx as Companies Face Pressure to Prove Returns, Wall Street Veteran Says: ‘The Bar Rises With the Size of the Spend'. Steve Neamtz , CEO of Yorkville America , said investors are increasingly examining whether the AI CapEx boom is producing measurable returns as the infrastructure buildout expands. In an email interview with Benzinga, Neamtz said investors should compare rising capital expenditures with growth in cloud and AI revenue. He identified demand, financing, power availability and customer commitments as factors shaping the next phase of AI infrastructure investment. Backlogs, contracted commitments and capacity utilization could help indicate whether spending is becoming productive. Neamtz said companies with named customers, defined project timelines and stronger evidence of progress each quarter may be viewed differently. “The bar rises with the size of the spend, so the companies with a plan for returns will be separated from those with only a budget,” he said. According to the Wall Street veteran, investors could penalize companies if increased spending fails to produce visible progress over several quarters or leads to greater dependence on debt. Current consensus estimates indicate that six hyperscalers — Amazon.com Inc. AMZN , Alphabet Inc. GOOGL , Microsoft Corp. , Meta Platforms Inc. META , Oracle Corp. ORCL , and Space Exploration Technologies Corp. SPCX could collectively spend roughly $916 billion over the next 12 months, rising to nearly $1.2 trillion the following year, as per an August report by Apollo Global Management Chief Economist Torsten Slok . In September, JPMorgan Chase CEO Jamie Dimon said AI-related spending across the hyperscaler ecosystem could reach $1 trillion in 2027, up from about $300 billion last year and $700 billion this year. Washington Shift May Delay AI Projects Neamtz said a shift in Washington after the midterms could slow federal permitting and alter energy policy, but state and local approvals and power availability will remain key constraints on AI infrastructure development. He expects delays and project relocations rather than a reversal in demand. Projects tied to restricted locations, leveraged operators dependent on construction timelines and project-specific contractors face greater risks, while existing data center capacity and companies with secured power may be better positioned. “We’d frame this by type of exposure, not by individual company,” he said. Why AI Winners May Change in 2027 Neamtz described 2027 as a potential “shift in emphasis, not a reversal”, with investors asking which companies successfully converted infrastructure spending into earnings. He also cited secured power, local opposition, financing costs, and contracted customers as considerations that may determine where projects are built and how quickly they generate returns. Neamtz added that short-term financing market fluctuations may affect the pace of growth and which companies benefit, but they won’t change the overall long-term trend. “I believe patient funding and secured power may not be that exciting, but they are what advisors and investors ask about once the excitement fades.”

US Secretary of State Rubio: US open to diplomatic resolution of Iran conflict

US Secretary of State Rubio: no known timeframe for Qatar-led talks

US Secretary of State Rubio: G20 foreign ministers agree on importance of food security, critical mineral supply chains and navigation freedom

Binance said it has covered ~90% of the $6.3B worth of crypto that hackers stole earlier this week and plans to restore withdrawals by Sunday - Bloomberg

US Secretary of State Rubio: to announce soon a quad leaders summit in Manila next month

[转推] zerohedge reposted Peak puke? Global gross leverage remains at the 89th percentile over three years. [链接预览] zerohedge.com Not Capitulatory Enough Plenty of pain, but not yet peak puking.

Turnout for French protests reached 320,000 nationwide, 70,000 in Paris: Interior Ministry

【最新内容：zerohedge @zerohedge · 2026-10-31T16:13:55.000Z】 OpenAI checks 【引用内容：zerohedge @zerohedge · 2026-10-31T15:25:27.000Z】 "Almost A Down Round": OpenAI Slashes Funding Target By $10 Billion As AI Rout Spoils "Last Chance" Pitch https://zerohedge.com/markets/almost-down-round-openai-slashes-funding-target-10-billion-ai-rout-spoils-last-chance-pitch…

Meta builds humanoid robot with Chinese startup Fourier, The Information says. Meta META has built a prototype humanoid robot with Chinese startup company Fourier and is working on a second version, The Information reported on Saturday, citing people familiar with the initiative. Reuters could not immediately verify the report.

Istanbul: Zelenskiy discusses upcoming meeting of US, Ukraine, Russian peace negotiators with Turkey's Erdogan

Meta and Fourier constructed the roughly 106-pound humanoid known as Max in just three months: The Information

Meta builds humanoid prototype with Chinese startup to accelerate robotics drive - The Information

Turkey’s President Erdogan: assaults on commercial ships in Black Sea unacceptable regardless of perpetrator