Tesla is putting an 8-month clock on Cybertruck and refunding deposits, betting the factory line on Cybercab instead. That makes the robotaxi rollout the whole story for shareholders, with no consumer-truck fallback.

Elon Musk says Tesla's Cybertruck order rate far exceeds its production rate, and Tesla will have to return deposits to a lot of people. Tesla will shut down production in 8 months to focus on its Cybercab production. Musk also posted that "there will never be another vehicle https://t.co/nqZLw4CQFn

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A scandal narrative now attaches to $7.5 billion of China shipments while the Justice Department runs a chip probe and lawmakers push new export controls, putting Nvidia's China access squarely in play.

REPORT: Nvidia CEO’s affair with an alleged Chinese spy aided $7.5 billion in chip shipments to China

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Supercore running at 5.5% annualized hands the December rate-hike camp its strongest piece of evidence yet, and rate-sensitive stocks and bonds are the first to feel it.

US CORE INFLATION ACCELERATES TO HIGHEST LEVEL SINCE JANUARY 2025 US core CPI accelerated to 3.7% annualized over the past three months, its highest reading since January 2025. Supercore inflation surged to 5.5% annualized, the strongest pace since April 2024, up from 4.6% in https://t.co/57xfzCuhhF

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Putting AI alongside nuclear weapons at a Trump-Xi summit means chip export rules become a leader-level bargaining chip, and semiconductor investors will feel whatever gets traded away.

RUBIO SAYS TRUMP WANTS AI & NUCLEAR WEAPONS ON THE AGENDA FOR HIS UPCOMING SUMMIT WITH CHINA'S 🇨🇳 XI

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Goldman's fixed income desk is now underwriting tightening that runs into 2027, a timeline far beyond what rate-sensitive stocks, long bonds and the dollar are priced for.

GOLDMAN SACHS WARNS FED RATE HIKES COULD EXTEND INTO 2027 Goldman Sachs Asset Management says hotter-than-expected US inflation could force the Fed into a more aggressive tightening cycle. Lindsay Rosner, head of multi-sector fixed income investing, says a December rate hike

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Losing a spot on Bank of America's top picks list strips away one of the loudest sell-side endorsements behind the AI chip trade, and sentiment shifts like this tend to move the whole semiconductor complex.

JUST IN: Bank of America removes Nvidia from its prestigious list of top stock picks.

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Goods disinflation is doing the heavy lifting again, with coffee posting its largest monthly drop on record while services like transit fares keep climbing. That split is exactly what the Fed is parsing ahead of its next rate decision.

OCTOBER'S 🇺🇸 CPI: What got cheaper: • Coffee: -3.6%, largest monthly drop on record • Distilled spirits (ex whiskey): -1.5%, record decline • Used cars: -1.2%, biggest drop since January What got pricier: • Lettuce: +7.9% • City bus & train fares: +6.6% • Newspapers &

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