News

Japan's September unemployment rate will be released in ten minutes.

Conflict Situation: 1. Russia claims Luhansk energy facilities were attacked, leaving over 150,000 households without power. 2. Kyiv Mayor: The Ukrainian capital, Kyiv, was attacked by Russian ballistic missiles. 3. International Atomic Energy Agency: It has been informed that an employee of the Zaporizhia nuclear power plant was killed in a drone attack today. 4. According to RIA Novosti: Russia shot down most of the 613 drones flying towards Moscow overnight. Other Situations: 1. Greek Prime Minister reiterated support for economic sanctions against Russia. 2. Ukrainian Foreign Minister: Zelenskyy is willing to consult with Putin on core sensitive issues such as territory. 3. It is reported that Russia will extend its diesel export ban and meet its supply agreement with the US through quotas. 4. Data and institutional calculations show that Russia's seaborne imports of automotive fuel increased by 18% month-on-month in October, reaching 430,000 tons. 5. Market news: A senior official stated that a Ukrainian delegation led by a human rights monitor has traveled to Aleshki.

Australia's S&P/ASX 200 index opened 38.70 points higher, or 0.44%, at 8930.50 on Friday, October 30.

According to The Information, Nvidia (NVDA.O) is in talks with relevant parties to provide billions of dollars in credit guarantees for debt financing needed by cloud service provider Nscale to develop a 460-megawatt data center.

According to The Information, Nvidia is in talks to provide billions of dollars in credit support to back a $45 billion deal between a cloud service provider and Anthropic.

EU High Representative for Foreign Affairs and Security Policy, Maria Callas: The relationship between the EU and Canada is entering a new era. At the Montreal Summit, we will deepen cooperation in security and defense, trade, critical raw materials and digital technologies, and further strengthen ties between our peoples.

Nasdaq futures fell 1.4% in early trading, dragged down by after-hours declines in Intel (INTC.O) and Amazon (AMZN.O).

Intel (INTC.O) CFO: Our device spending increased significantly this quarter, and we expect the increase to be even more pronounced next quarter.

Kyiv Military Authority: Russia launched a missile attack on Kyiv, resulting in one death.

Intel (INTC.O) CFO: Positive cash flow is unlikely next year.

Intel's (INTC.O) CFO predicts PC shipments will decline by approximately 12% in 2026, with a drop exceeding 20% ​​in the second half of the year; however, he still believes the PC market will experience a "revival."

Amazon (AMZN.O) CEO: We have a very clear view of computing power demand in 2027 and 2028, and part of the demand in 2029 as well.

Intel (INTC.O) CFO: Custom chip business is expected to grow three times over the next three years.

Intel (INTC.O) CFO: Intel sees tremendous opportunities in custom chips, advanced packaging, and external foundry services.

Intel (INTC.O) CFO: Capital expenditures are still expected to reach $20 billion in 2026.

Intel (INTC.O) CFO: We expect revenue from our data center and artificial intelligence business to grow by about 15 percentage points sequentially in the fourth quarter.

Intel (INTC.O) CFO: Industry supply constraints are expected to continue into 2027 and into 2028.

Intel (INTC.O) CFO: Since the first quarter, the cost of Intel 18A has decreased by about 40%.

Amazon (AMZN.O) CFO: Robots and artificial intelligence are boosting productivity.

Amazon (AMZN.O) CFO: The delivery team has coped with the pressure from fuel inflation pushing up transportation costs.