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Kremlin: positive assessment of humanitarian operation in Oleshky and coordination between Russian and Ukrainian ombudsmen

【最新内容：Jack Posobiec @JackPosobiec · 2026-11-01T12:04:00.000Z】 [转推] zerohedge reposted Of course 【引用内容：Daily Romania @daily_romania · 2026-10-31T14:40:47.000Z】 They are trying to delete the Wikipedia page about Donald Tusk’s coup d’état attempt in Poland

Tusk's Attempted Judicial Coup Is Similar To Zelensky's Earlier Successful One [链接预览] zerohedge.com Tusk's Attempted Judicial Coup Is Similar To Zelensky's Earlier Successful One Tusk's moves against Poland's Constitutional Tribunal mirror Zelensky's 2020 suspension of Ukraine's Constitutional Court chair, with Poland's sovereignty vis-a-vis a German-led EU at stake...

Apple's AI Strategy, Chip Downturn, Musk Mocks Mac Studio and More: This Week in Appleverse. Wall Street spent the week wrestling with AI costs, weakening smartphone demand and uneven performance across major tech names. Apple CEO John Ternus defended the company’s AI strategy and Elon Musk poked fun at a pricey Mac Studio. Here are five stories that shaped the week. Apple’s AI Strategy Faces Scrutiny Apple Inc. AAPL CEO John Ternus defended the company’s approach to AI after criticism that it had fallen behind rivals. "I really like where we’re at," he said. Read the full article here . Apple And Samsung Avoid The Worst Of The Chip Downturn Counterpoint Research said global smartphone SoC shipments fell 21% year over year in the third quarter of 2026, with midrange and entry-level devices hit hardest. Rising memory costs and longer replacement cycles are the pressures, but Apple remained better positioned than several chip suppliers. Read the full article here . Elon Musk Pokes Fun At Apple’s Premium Mac Studio Tesla Inc. TSLA CEO Elon Musk mocked Apple after a fully configured Mac Studio appeared on its website at $29,799. "Makes a Tesla seem quite affordable!" he wrote on X, replying to a screenshot posted by Austin Allred . Read the full article here . Apple’s Stock Breaks From The Broader Tech Trade Apple’s three-month correlation with the Nasdaq 100 fell to negative 0.12, the first negative reading in data going back to the early 1980s, according to The Kobeissi Letter. Apple shares gained 9.7% while the Nasdaq 100 rose 0.2% over the period. Read the full article here . A I’s Trade Suffers Another Difficult Week The AI trade weakened for a third straight week, with pressure shifting from valuations to the balance sheets financing the buildout. Alphabet Inc. GOOG GOOGL had its worst week since 2011, while Intel Corp. INTC suffered a record decline. Read the full article here .

Man With Knife Shouts "I Will Kill You" At Dinghy As British Channel Crossings Resume After 21-Day Lull [链接预览] Man With Knife Shouts "I Will Kill You" At Dinghy As British Channel Crossings Resume After 21-Day...

Iranian negotiators in Doha for third day of talks with Qatari mediators: official briefed on discussions

Zelenskiy: Ukraine strikes Kamensky plant in Russia’s Rostov region

Ukraine's Zelenskiy: Russia targeted energy infrastructure in four regions overnight, hundreds of thousands lose power

EU leaders risk breaking their promise to help European start-ups -ft

Binance restarts customer withdrawals after $6.3bn heist - FT

Iranian negotiators in Doha for third day of talks with Qatari mediators: official briefed on discussions

Iraqi News Agency: Recovery of 21 billion and 424 million Iraqi dinars in financial fraud crime

Palestinian killed in an Israeli airstrike that targeted citizens in "Al-Rimal" neighborhood in Gaza City

5 Palestinians killed in an Israeli airstrike on the "Al-Mawasi" area in Khan Younis, southern Gaza Strip.

Anwar Gargash, Diplomatic Advisor to the President of the UAE: Trust with Iran Has Been Shaken

Anwar Gargash: The movement in the Strait of Hormuz must return to the status quo before February 28.

Anwar Gargash: We do not want a new round of military confrontations in the region

Anwar Gargash says that the security of the Gulf countries is interconnected, and what affects any one of them affects the United Arab Emirates.

Kremlin: Putin will respond if Ukrainian President Zelensky calls him, and he has never refused to hold talks.

Russia announces attack on "industrial company" near Moscow, and Kyiv announces targeting of major refinery

Zelenskiy: Ukraine strikes Kamensky plant in Russia’s Rostov region

The Tangled Web of AI Bets Is Reason to Fear Tech Stocks — WSJ. By James Mackintosh The circular financing underpinning AI took a step into the big league last week with the decision by chip makers Nvidia, AMD and Broadcom to act as $5 billion cornerstone investors in Meta Platforms' $25 billion stock sale. The investment came just before rising concerns about the scale of the finance needed for artificial-intelligence infrastructure hit AI stocks hard. The three chip makers on Friday gave up all their gains for the week as tech stocks stumbled. Circular financing would worsen any downturn. And buying shares in a company raising money in part to buy your product is as circular as it gets. The companies are essentially doubling down on AI bets, making AI stocks even more volatile because good news is better for them and bad news worse. Meta wasn't having a problem raising money. It upsized its initial stock offer after strong demand alongside a large sale of other types of shares. So while the company certainly needs money, it didn't need it from its suppliers. Why, then, were they precommitting to buy? It could just be because they can. Since the chip makers are flush with cash, why not transfer some over for a stake in Meta's future? That motive runs afoul, though, of basic investment theory. If a company has too much money, it should hand it back to its shareholders, not try to pick stocks on their behalf. The shareholders can pick and choose between the AI giants, rather than leave their choices to Nvidia Chief Executive Jensen Huang, smart as he is. Let him focus his genius on making better chips. That leaves a troubling answer: Meta is such a big customer that it has power over the chip makers. On this read, their stock purchases are part of a pay-to-play needed to ensure the hyperscaler buys their chips at all. This would be an inversion of the usual vendor financing behind the circularity in AI, which is led by chip makers financing weak data-center operators on condition they use their chips. If such an inversion is what's at work — and it looks like it could be — it shows competition in chip supply is stronger than many thought. If Meta is able to play fierce rivals AMD and Nvidia off against each other, it must be happy with both products. With Alphabet's tensor processing units and Amazon's Trainium chips also competing for AI, it will become harder for the big chip-makers to demand premium prices. Now, the $5 billion in total put into Meta stock by the chip makers is small beer in the heady world of AI finance, even if it is pay-to-play. But it's part of a worrisome growth in interconnections between AI companies, which increasingly means problems at one firm will create trouble elsewhere. Most of this comes on the debt side, where both chip makers and the giant "hyperscalers" — Alphabet, Amazon, Meta and Microsoft — have been using strong credit ratings and cash piles to help weaker suppliers of computing power, or compute. The basic principle of vendor financing is familiar from the car dealership. If you can't afford the shiny new Beamer right now, BMW will lend you the money. You get the car, it gets the sale, and you pay off the loan with interest. Everyone's a winner. The structures being used to back chip sales are more complicated, and in many ways look a lot more risky. In some cases, rather than lend money, it is as though BMW teamed up with a bank, promising to buy back the car for a minimum price if a subprime buyer defaulted on a loan. At the same time, it is ramping up production to meet all the new demand from subprime borrowers suddenly able to access reasonably priced car loans. What could possibly go wrong? It isn't just that the subprime borrowers might not repay. It's that if they run into trouble, it's probably because of something that affects everyone involved, such as an economic downturn or weaker-than-expected demand for compute. Then the lender, or guarantor, isn't just on the hook for problems at one data center, but lots. This would probably come alongside a collapse in demand for new chips and a flood of secondhand chips or cut-price compute hitting the market. This isn't theory. It happened in 2001 to the telecom-equipment companies, which ended up writing off billions of dollars in vendor financing when flaky dot-com customers failed to pay. Money booked as revenue didn't reflect real demand because it had round-tripped, going out as a loan only to come back the same day to boost sales figures. The equipment these gear makers had sold ended up on the used market and undermined sticker prices, just when sales were already struggling. Hopefully the chip makers are less focused on sales and more focused on credit quality than the telcos were. The chip makers and hyperscalers also have solid balance sheets, which is why they're able to finance weaker customers and suppliers in the first place. But if things do go badly, it will become clear that they've doubled down on their AI bets — and at enormous scale. Two examples stand out among many involving Nvidia. It is the second-biggest shareholder in data-center operator CoreWeave, whose shares are down 23% this year. CoreWeave is a huge customer of Nvidia, and Nvidia has promised to rent any spare compute it has until 2032. CoreWeave is treated as distressed credit by investors; its 2031 bonds are trading at more than 10 percentage points above Treasurys, up from just over 4 points in June. The second is in Ohio, where Nvidia has provided a $105 billion backstop for the monster data center being built for OpenAI by SoftBank's SB Energy. As in many states, data centers in Ohio have become politically contentious ahead of the midterms. Like a carmaker financing its customers, this is fine when it works. The chip maker gets both an extra sale and the interest — or, in this case, gains on the stocks they bought. If it doesn't all work out, though, they end up on the bad side of a double-or-nothing bet. Demand for their processors collapse because the compute market is saturated, and the money they lent for past sales doesn't all get paid back. Worse, they will be on the hook for the guaranteed residual value of old chips. This is worrying investors. "What's scary is the circularity both in fixed income and the equity world should there be a correction," said Kasim Kutay, CEO of Denmark's Novo Holdings. This interdependence also makes the market less diversified. Shares of companies that depend financially on each other should move more closely together. Shareholders should pay a bit less to cover these growing risks — and think about how exposed they would be if the stumbling AI trade topples over. Write to James Mackintosh at james.mackintosh@wsj.com

Trump Says Iran Talks Continue, Scaramucci Predicts Midterms Outcome and More: This Week in Politics. This week’s headlines centered on Iran, U.S. military planning, midterm election forecasts and continued support for Ukraine. Donald Trump discussed negotiations with Iran, while Mojtaba Khamenei threatened an immediate response if strikes resume. Anthony Scaramucci offered a forecast for the 2026 midterms and Elon Musk urged Texas voters to support Republican Senate candidates. Trump Says Iran Talks Continue Amid Nuclear-Site Warning President Donald Trump said discussions with Iran were "going fine," while questioning whether the Islamic Republic could be trusted. Speaking in Palm Beach, he said the U.S. still needed to address "one or two sites," which could be handled "in 10 minutes." Read the full article here . Scaramucci Predicts Split Midterm Outcome SkyBridge Capital founder Anthony Scaramucci said Democrats are positioned to take the House, gaining about 15 seats, while Republicans could narrowly keep the Senate. He called the Senate contest "closer," giving Republicans a "real chance" to hold it. Read the full article here . Iran Warns Of Immediate Response Supreme Leader Mojtaba Khamenei ordered preparations for an immediate response, not limited by geography, if the U.S. resumes strikes after the Nov. 3 midterms, according to The Hill, citing IRNA. Read the full article here . US Approves Patriot Missile Sale To Ukraine The State Department approved a $2.1 billion sale of 500 Patriot PAC-3 missiles to Ukraine. Canada, Germany and Norway will help finance it through JUMPSTART, with additional funds from national budgets backed by the EU’s Ukraine Support Loan. Read the full article here . Musk Casts Texas Ballot, Raises One-Party Warning Tesla Inc. TSLA CEO Elon Musk said he voted early in Texas and urged voters to back Republican Senate candidates. He warned that Democratic control of Washington after 2028 could create a "permanent" one-party state. Read the full article here .

Ukraine's Zelenskiy: Russia targeted energy infrastructure in four regions overnight, hundreds of thousands lose power

【最新内容：Max Otte @maxotte_says · 2026-11-01T09:38:37.000Z】 [转推] zerohedge reposted If it turns out that the police officers who cordoned off the Polish Constitutional Court, without wearing service numbers and obviously unable to speak Polish, were from Germany, then it’s even more perfidious than I initially thought: On the one hand, it would be overt unlawful EU terrorism against a sovereign nation and support for a coup d’état. On the other hand, it would reopen the barely buried rifts between Poland and Germany and sow discord between the two nations once again. Entirely in the spirit of the people-despising supranational EU. 【引用内容：barteq @UnpluggImage · 2026-10-31T18:37:02.000Z】 What are the chances that a dozen or so German police vans are heading to Warsaw just a few days before the events at the Constitutional Tribunal? Why didn't the police officers at the Tribunal have numbers on their uniforms?

Bernie Sanders Targets Elon Musk, Republican Megadonors Over $1.6 Billion in 2026 Election Spending: ‘Trying To Buy...’. On Saturday, Sen. Bernie Sanders (I-Vt.) said Republican megadonors have spent more than $1.6 billion "trying to buy the 2026 elections." In a post on X, he said billionaires want Congress to work for them, not working families. In his post, he urged supporters to organize ahead of Tuesday’s midterms. Bernie Sanders @BernieSanders Republican mega donors have spent over $1.6 BILLION trying to buy the 2026 elections. Elon Musk and other billionaires want to make sure that Trump and his Republican Congress works for them — not working families. In three days, we can beat them. Organize. Organize. Organize. Oct 31, 2026 Sanders Targets the Billionaire Class The move is part of his broader effort to reform campaign finance. Sanders and Rep. Summer Lee (D-Pa.) introduced the Abolish Super PACs Act, which would limit individual donations to super PACs to $5,000. Sanders has argued that wealthy donors and oligarchs have too much influence over elections and can effectively buy political candidates. Musk Is the Most Notable Target Sanders’ sharpest attacks focus on Tesla Inc. TSLA CEO Elon Musk , the most notable billionaire supporter of Republicans in recent times. Musk has contributed more than $445 million to Republican-aligned political groups during the 2026 election cycle. Earlier, Sanders also stated Musk had become $696 billion richer since Trump’s election. He has targeted Musk’s Texas plans before. In August, Sanders criticized the Tesla and Space Exploration Technologies Corp. SPCX CEO’s plan to spend up to $200 million on a Texas Senate seat , calling it "oligarchy." He urged an end to Citizens United and a ban on super PACs. US Political Party Funding Category Democrats Republicans Total receipts $666.29 million $702.55 million Individual contributions $413.65 million $367.74 million Other committee contributions $61.02 million $50.35 million Disbursements (spending) $544.07 million $457.07 million Cash on hand $185.59 million $300.78 million The figures cover the reporting period from Jan. 1, 2025, to June 30, 2026.

‘We Have About Four Years:’ Raoul Pal Warns Investors to Get Ready Before AI Changes How Markets Work. Macro investor Raoul Pal has warned that investors have roughly four years to strengthen their financial positions before artificial intelligence reshapes financial markets, changes investment strategies and makes wealth creation increasingly competitive. Pal Warns of Four-Year Window to Build Wealth On Saturday, in a post on X , Pal shared a clip from his interview on the When Shift Happens podcast, warning that people have a limited window to prepare for major economic changes. “We have about four years. Four years to get yourself sorted before the economy starts to work in ways none of us are used to,” he wrote. Pal said people would still be able to invest afterward, but cautioned that “the rules will be different.” He pointed to technology and scarce assets as potential ways to navigate the changing economic landscape. Pal Warns AI Agents Could Reshape Financial Markets During the interview, Pal explained that money primarily provides financial security before allowing people to improve their lifestyles. He also discussed why people increasingly feel their financial futures have been taken away from them, saying he wrote his book, The Everything Code, to explain what is happening and how people can prepare. “We’re kind of setting up this is it. This is the one,” Pal said, urging people to use the current period to position themselves for the future. He also warned that investors could eventually find themselves “competing with agents,” suggesting AI-powered systems could fundamentally change financial markets. Raoul Pal @RaoulGMI We have about four years. Four years to get yourself sorted before the economy starts to work in ways none of us are used to… youll still be able to invest after that, but the rules will be different. Everyone can feel it. Everything costs more, its harder to get ahead… the… pic.twitter.com/UJWurRa5HF Oct 31, 2026 AI Agents Reshaped Work, Business and Banking Last month, Alphabet Inc. GOOG GOOGL CEO Sundar Pichai said he used AI agents to track company developments , monitor computing resources and summarize internal discussions, saving time. Meanwhile, Google and Microsoft Corp. MSFT expanded AI agents across their products but pursued different monetization strategies, with Microsoft adopting usage-based Copilot billing and Google exploring consumer applications and advertising opportunities. Meanwhile, JPMorgan Chase & Co. JPM CEO Jamie Dimon warned that AI agents accessing bank accounts could pose security risks, while researcher Andrew Yoon said they could threaten banks’ profits by helping customers move money into higher-yield savings accounts. JPMorgan, Morgan Stanley MS and Bank of America Corp . BAC had also restricted third-party AI agents over security concerns.

Young creators use TikTok and YouTube to inspire a new generation to work the land

US First Lady Melania Trump commended the humanitarian evacuation of trapped civilians from Russian-occupied Oleshky, characterizing the mission as proof that humanity can rise above war and build lasting peace for future generations

Daiwa fund buy of Blackstone Tokyo office complex include retail digital securities Property in $2bn purchase occupies site of former Grand Prince Hotel Akasaka

An Iranian lawmaker urged officials on Sunday to make withdrawal from the Nuclear Non-Proliferation Treaty a serious priority, saying Iran should not yield to pressure.

Saudi Joint Chiefs of Staff Deputy: Force Cannot Be a Substitute for Law

Elon Musk's SpaceX Fails To Dismiss NAACP Lawsuit Over Memphis Data Center Gas Turbines. Space Exploration Technologies Corp.’s SPCX AI division, SpaceXAI, failed to get an NAACP Clean Air Act lawsuit thrown out, with a federal judge’s opinion released late Friday keeping the Mississippi case alive. The dispute centers on gas-fired turbines used to supply electricity for AI data centers near Memphis. The ruling comes as the Elon Musk -led company is working under an agreed timetable to wind down temporary units at its Southaven site, with the last mobile turbines scheduled to leave by July 2027. The NAACP’s complaint, filed in April 2026, targets xAI and related entities now owned and run by SpaceX, and the court declined to accept the company’s bid to end the case, reported CNBC. The suit alleges the companies installed and operated 27 turbines in Southaven between August and December 2025 without an air permit. Judge Rejects Company’s Defense SpaceXAI has framed its turbine strategy as transitional, telling regulators it is moving toward a larger, permanent electricity setup for its Greater Memphis-area supercomputer project. In that update, the company tied the phaseout of temporary generators to a 1.2-gigawatt facility it says is being developed under a Clean Air Act permit. The NAACP’s case was brought with the Southern Environmental Law Center and Earthjustice acting as counsel. The judge rejected the company’s core defenses and allowed the claims to continue, writing: "Because the plaintiffs have statutory standing under the Clean Air Act, because the combustion turbines are not ‘mobile sources’ under Mississippi’s SIP, and because the citizen suit provision does not violate Article II of the Constitution or the private nondelegation doctrine, the plaintiffs’ claims will proceed." The decision followed another setback for the company in the same court roughly two weeks earlier, when a Justice Department request to end the case was turned away, according to the report. SpaceX Calls It Mobile Equipment In court filings, SpaceXAI argued the turbines should be treated as mobile equipment and therefore outside certain permitting rules, while also challenging the NAACP’s ability to sue under the statute. The judge disagreed, concluding the turbines did not qualify as mobile sources under Mississippi’s state implementation plan. SpaceXAI said air monitoring shows local conditions continue to meet or exceed Environmental Protection Agency standards. The permanent buildout described by SpaceXAI is larger than the temporary setup at the center of the lawsuit. The company said the long-term plant will use 41 turbines and that it received a Clean Air Act permit for that facility in March 2026. SpaceX earlier told investors in its IPO filing that xAI expected to spend $2.8 billion on additional mobile gas turbines even as the emissions lawsuit continued.

Russian investigators open criminal case on terrorism over attack on industrial site in Nizhny Novgorod region: TASS cites investigative committee

Apple CEO John Ternus Says ‘I Really Like Where We're At’ in AI Race: Won't ‘Ship AI for AI's Sake’. Apple Inc. AAPL CEO John Ternus has defended the company’s artificial intelligence (AI) strategy, pushing back on criticism that the iPhone maker has fallen behind competitors in the AI race. In a recent interview with WIRED’s Steven Levy, Ternus acknowledged differing opinions about Apple’s AI progress but said, "I really like where we’re at." Apple has often been described as behind on AI over the past couple of years. It delayed a more powerful version of Siri, which began rolling out in September. Ternus, a longtime Apple executive, became CEO at the beginning of September. Apple Rejects ‘AI for AI’s Sake’ Approach Ternus said Apple will "absolutely" use AI in its new products, according to WIRED. But he drew a line on how. "We don’t want to ship AI for AI’s sake," he said. "When we’re doing it right, people won’t have to think about whether it was AI that made this happen or more traditional software." His test is whether Apple built "something that they really love," he told WIRED. When Levy pressed Ternus on whether AI agents could make apps unnecessary, Ternus replied, "That could make life really easy, I suppose." But he added that creating products is "a deeply human and personal thing, something that we love to do." Trading Metrics Apple has a market capitalization of about $5.03 trillion. Over the past 52 weeks, its stock has traded as high as $351.73 and as low as $243.42. AAPL has a Relative Strength Index (RSI) of 55.35. Over the past 12 months, the large-cap tech stock has gained 26.98%.

MSTR Stock Is Down 44% in a Year, but Michael Saylor Says Strategy Doesn’t Need Bitcoin Or Equity to Do the ‘Heavy Lifting’

Major Indian online investment platforms are unlocking access to U.S. stocks for millions of retail investors eager to diversify into global assets as the country’s markets continue to underperform

North Korea responsible for $6 billion Binance cryptocurrency hack, FBI says

Industrial facility in Russia's Nizhny Novgorod region suffers major damage after extensive drone strike, governor says

IRAN DECLARES BRITISH INTELLIGENCE MI6 A 'HOSTILE GROUP' & BRITAIN'S ROYAL NAVY & AIR FORCE 'TERRORIST ORGANIZATIONS'

Trump on Iran: They want to make a deal. We'll find out about that. Negotiations are going fine, but they're not very reliable, I will tell you. They make a deal and then they back out. They want to make a deal. We'll see if they make a deal.

Trump on Iran: We still have to take care of, I would say, one or two sites, but we can do that in 10 minutes. Ten minutes. So we have that plan.

Do you expect to go back to war against Iran as soon as this week? Trump: Why would you ask such a stupid question? New York Times. Okay, let's say I did. Would I tell you?

Trump on Ukraine War: I think that the war between Ukraine and Russia is going to come to an end in the not-too-distant future.

Southeast Asian businesses from caterers to wedding planners are suffering as couples try to spend less on tying the knot.

Trump on Flávio Bolsonaro: No plans to meet, but I think he got treated very shabbily. Very shabbily. So he can stay here as long as he wants. The election was a disgrace.

Bond Investors Sit Out US Midterm Elections Seen as Most Consequential in Years – FT

Rising Fuel Prices Fail to Spur Oil Majors to Invest in New Refineries – FT

Tudor-Linked Quant Hedge Fund Eyes Record $9 Billion Launch – FT

Germany Misses Winter Gas Stockpiling Goal Amid Supply Concerns – FT