You've worked very closely, of course, Palanteer, in in Ukraine for a number of years since that conflict. What has Palanteer learned. What has your team learned by operating working with Ukrainians, particularly when it comes to the pace of digital transformation on the battlefield.>> Ukraine has been the R&D lab for AI in a military context for the last 3 years. It is the absolute bleeding edge of military technology. There is no substitute for a real battlefield.You can build things in the laboratory. Yo ...

Gaylor, where we're citing this as the big macro risk event because of the stock market volatility. We've also seen some of the correlations drop. Bitcoin aside between what you see in the stock market, what you see in other parts of the market is this is macro of an event, as everyone thinks it is.I mean, yes, certainly it's a very macro event. So my colleague Mark Cudmore has done work on what happens exactly after NVIDIA earnings are released. And what you typically see is that, yes, NVIDIA earnings are ...

♪ >> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE WITH FRANCINE LACQUA." FRANCINE: GLOBAL STOCK STABILIZE AFTER $1.6% TRILLION WIPED OUT AS INVESTORS BRACE FOR EARNINGS FROM NVIDIA TO GAUGE WHETHER THE AI RALLY STILL HAS MOMENTUM. U.K. INFLATION EASES FOR THE FIRST TIME IN SEVEN MONTHS. A WEEK BEFORE THE CHANCELLOR UNVEILS THE BUDGET.PLUS BEIJING ESCALATES ITS FEUD WITH TOKYO, SUSPENDING IMPORTS OF JAPANESE SEAFOOD AND HALTING APPROVALS FOR NEW FILMS IN THE LATEST SIGNS ARE DIPLOMATIC SPAT IS FAR FROM O ...

Market Trends & Global Economy - Global equities experienced a selloff, wiping out $1.6 trillion [1][48] - U S equity futures show shakiness, with NASDAQ futures down 03% [11] - S&P 500 down more than 3% this month, with volatility at its highest [10] - Risk assets are being repriced, seen as a healthy correction, not a bear market [10] - Asian markets are under pressure, declining for the fourth day, the longest losing streak since August [5] - Concerns around technology shares valuation are causing pressure, especially ahead of NVIDIA's earnings [5][6] NVIDIA & AI Sector - NVIDIA's earnings are a health check on the AI boom and a catalyst for equity markets [1][3][49][74] - Expectations are high for NVIDIA's earnings, with options markets pricing in up to 7% volatility on each side [75] - NVIDIA holds over 90% of the market for data center usage in GPUs, making it a bellwether for AI infrastructure [76] - The market is looking for conviction about natural demand for AI technology transforming businesses [20] - Hyperscalers like Microsoft and Google account for 40% of total revenue for companies like NVIDIA [19] - There are concerns about circular funding in the AI infrastructure story [81] Geopolitics & International Relations - President Trump described Saudi Arabia as a major non-NATO ally, with a vague pledge from the Crown Prince to invest $1 trillion in the U S [1][22][49] - Saudi Arabia's annual GDP is about $124% trillion, putting the $1 trillion pledge into perspective [25] - China is banning Japanese seafood imports, elevating geopolitical risk between China and Japan [9] - The EU's top diplomat says economic ties to China are weakening the EU's ability to pressure Beijing on Ukraine [39] Monetary Policy & Inflation - U K inflation is expected to ease, impacting the government's budget [2][49] - Traders are split on whether the Fed will cut rates next month [16] - The market is pricing in a December cut from the Bank of England, but that could change based on inflation data [66] - FOMC minutes from the October meeting will provide more color on the decision to keep rates on hold [28][51][89] - U K CPI data is dropping, significant for the Bank of England's actions and the upcoming budget [28] Africa Investment & Economy - African equity markets are delinked from global geopolitics and tariff issues, with most countries growing between 3% and 5% [56] - Five major stock markets in Africa have been up to 40% this year, opening up the window for IPOs [55] - Digitalization and AI are key trends in Africa, with microcredit becoming fintech and finance embedded in specialty chemicals [57] - A private equity firm focused on African investments is managing $3 billion across its funds [52]

Market Trends & Concerns - The market is experiencing a healthy pullback after a significant run this year, particularly in U S equity markets focused on AI [1] - Investors are closely watching Nvidia earnings as a crucial indicator for AI investment returns [1][3] - Labor market uncertainty, influenced by events like the government shutdown, is a major concern for investors [2] - Inflation remains stubbornly high, impacting market sentiment [2] - Affordability is a key focus in the U S election cycle, shaping market dynamics [3] Investment Strategy & Outlook - Investors are pulling back to protect gains after a strong market performance [3] - Market technicals suggest a bias towards more protection and potential downside, with increased short activity and macro hedging [4] - There's a potential for further market pullback, although it may not be drastically pronounced [4]

When it comes to operating those factories. Strategic localization is key here, right. What's driving those moves and those decisions that you're making right now.Well, it is very interesting, right, Because as you see changes in regulation like the tariffs in the United States, you have to quickly react to try to minimize the impact and be more competitive. But we were already on a roll when it comes to announcing big investments in the United States. So we have announced 26 billion dollars in the next fou ...

TECHNOLOGIES AND A SPEAKER AT NEW ECONOMY. WELCOME. MATT: THANK YOU FOR HAVING ME.AVRIL: GREAT TO SEE YOU. SO WE'VE BEEN TALKING ABOUT CIRCULAR DEALS. THERE'S CONCERN ABOUT HOW INVESTMENTS HAVE BEEN PLOWING THROUGH THE A.I. ECOSYSTEM. AND TALK OF FROTH, A BUBBLE, WHAT ARE YOU SEEING IN TERMS OF DEMAND.MATT: IT'S INTERESTING. IF YOU ASK THE QUESTION ABOUT A BUBBLE YOU CAN THINK ABOUT IT IN TWO WAYS. THE TECHNOLOGY ITSELF AND VALUATIONS.AND THEY ARE SEPARATE QUESTIONS. IF YOU LOOK AT THE TECHNOLOGY ITSELF, TH ...

In terms of safety, Saudi Arabia has never been as safe as it is right now. You always had a little cloud over your head and sometimes that cloud was very big. That cloud is not there anymore and we want to keep it that way.So that's why tonight I'm pleased to announce that we are taking our military cooperation to even greater heights by formally designating Saudi Arabia as a major nonNATO ally which is something that is uh very important to them and I'm just telling you now for the first time because I wa ...

We're repricing risk in a way. It's equities, it's AI, it's Bitcoin. It's really across the piece.So I don't think this is specifically about crypto or digital assets. I think for us, what's really interesting is we're a big investor in HYPE. The native token of Hyperliquid.Hyperliquid is, you know, is developed right here in Singapore by Jeff Yan and his team. And it's a decentralized non-custodial exchange and its native token HYPE over the last seven days is up a bit for Bitcoin and most of the other tok ...

This is going to upend quite a bit of convention in the Middle East. I'm not sure what Israel thinks about having the same firepower as Saudi Arabia, but should we assume that Congress is okay with this and that this deal is done. I don't think we should assume that this was an announcement of an intent to sell.And when you think about the last time the United States said it was going to sell F-35s to an Arab military, it was the United Arab Emirates. It was before the Abraham Accords. And the sale of those ...