Polymarket Opens Betting on When Anthropic Will IPO

Analysts polled by Reuters see gold grinding higher into 2027 while silver peaks next year at $70.30 and then slips to $66.75, a split that argues for owning the yellow metal over the white one on a two-year view.

GOLD PRICE EXPECTED TO AVERAGE $4,495/OZ IN 2026, $4,650 IN 2027 - REUTERS POLL SILVER PRICE EXPECTED TO AVERAGE $70.30/OZ IN 2026, $66.75 IN 2027 - REUTERS POLL

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Traders are pricing the index above 7,700 before the bell, and the real test is whether that level survives the first hour of cash trading.

BREAKING: S&P 500 perpetual futures surge above 7,700 ahead of the U.S. stock market open. https://t.co/7fDVGucQQD

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Diesel at $6.35 is a direct hit to trucking and freight margins, and fuel surcharges rarely recover it fast enough. Refiners capturing tight distillate spreads sit on the other side of that trade.

Diesel prices hit $6.35

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With the November vote days away, the seasonal case says the strongest stretch of the presidential cycle starts right after it: 17 of 19 post-midterm years finished higher.

US stocks tend to rally following Midterm elections: The S&P 500 has returned +17.2% on average in the year following Midterm elections since 1950, the strongest return of any year in the Presidential cycle. The index has finished higher in 17 of the 19 post-Midterm years https://t.co/MR0egZDr5k

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A CEO confirming he has been asked about offers is the closest thing holders have to a live takeout option, even as he says the standalone plan wins for now.

PayPal $PYPL CEO, asked about strategic alternatives and potential offers, says the company remains open to evaluating its options. “We will always choose the alternative that will create more shareholder value.” “At this point, that alternative is to execute our plan.” https://t.co/665QQKAs1V

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Cramer is daring Nvidia to put its balance sheet where its GPU deals are, and that 15% coupon is the number that makes CoreWeave's leverage impossible to ignore.

If Jensen thinks that CoreWeave is money good he should buy up their their 15% debt

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The 10-year is a rounding error from 5%, a level that resets discount rates on every long-duration growth stock and squeezes housing, utilities and REITs. Keep an eye on whether it closes above it this week.

YIELD ON 30-YEAR U.S. TREASURY BONDS RISES AFTER ECONOMIC DATA; LAST FLAT AT 5.304% U.S. TREASURY 10-YIELD RISES AFTER US ECONOMIC DATA; YIELD LAST UP 0.86 BASIS POINTS AT 4.995%

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A local investment mandate would raise the cost of every new UK hyperscale site, and that bill lands on the cloud operators and the contractors building for them. Keep an eye on how UK siting plans shift if the requirement firms up.

JUST IN: UK considers requiring data centres to "invest more" locally

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Iran confirming mines in the water east of Hormuz turns a shipping risk into a physical one, and crude, tanker rates and war-risk insurance premiums reprice first.

IRAN'S NAVY SAYS 'OFFENDING' OIL TANKER CAUGHT FIRE AFTER HITTING MINES EAST OF THE STRAIT OF HORMUZ - STATE MEDIA

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A second straight week of slowing private hiring lands days before a Fed decision economists expect to be a hold, giving rate-cut bulls fresh ammunition.

JUST IN: US private hiring slows for 2nd week to 16,750 average

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Weekly private hiring has fallen roughly 36% from its late-September peak of 26,000, landing days before the Fed decision and giving rate-cut bulls fresh ammunition.

US PRIVATE-SECTOR HIRING SLOWS FOR SECOND STRAIGHT WEEK ADP reported average private-sector job gains of 16,750 per week for the four weeks ending October 10, down from 17,500 the previous week. Hiring has slowed from a recent peak of 26,000 weekly jobs in late September.

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