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Rangimarie Butler

11-02 19:47

It's because all the people you are conversations with are actually Ai Chat Bots bro.

Stocks Are Limping Into November. A Santa Rally Would Be a True Gift

Rangimarie Butler

11-02 18:28

How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.

Your Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections

Rangimarie Butler

11-02 17:02

Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler

Tesla Registrations Surge Across Northern Europe in October

Go to Tiger App to see more news

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A Santa Rally Would Be a True Gift","url":"https://stock-news.laohu8.com/highlight/detail?id=2680975800","media":"Dow Jones","summary":"Is there any way to still get a holiday gift?There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech.In fact, nine of the S&P 500's 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%.Tech, though, is staggering. The S&P 500s's sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months.For Edward Jones' Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players.\"We believe this rotation, which is helping offset s","content":"<html><head></head><body>\n\n Wall Street has a problem. Actually, problems, plural. \n\n\n This past week&#39;s tech selloff was bad -- the worst since early June. Oil keeps surging, pushed higher by a war that was supposed to end months ago. And the Federal Reserve is prepping everybody for a December rate hike to cool inflation that just keeps getting hotter. \n\n\n Then there&#39;s a little thing on Tuesday: the midterm elections. \n\n\n We saw it coming in early summer when Treasury bond yields spiked, the ballooning federal debt set a record, and massive spending on AI sent even the biggest of Big Tech companies to tap corporate lending markets. \n\n\n There was, admittedly, a mid-summer rebound powered the AI trade. It lasted all of two weeks, lifting the S&amp;P 500 to a then-record high of 7798 points, where it essentially settled until mid- October. \n\n\n But the index never truly broke out of its monthslong funk. And possibly now it&#39;s sinking even deeper. \n\n\n The S&amp;P 500 ended Friday -- and October -- at 7580 points, falling 1.82% on the session, and 0.9% for October, marking its second consecutive monthly decline. It also erased all of its gains for the past five months. \n\n\n That&#39;s a staggering contrast to its 10.7% advance in the first five months of the year, when markets had to wade through the early days of the Iran war -- bringing a surge in global crude -- and the first whispers of doubt about the AI trade. \n\n\n For the tech sector, it was even worse. The Nasdaq Composite fell 5.3% for the month, pegging the benchmark some 7.8% south of the high it reached on Oct. 6. \n\n\n And with only two months left before we ring in 2027, and a host of big risks still lurking, the chances of the market staying in the red are high. \n\n\n All of that, of course, means what happens next is crucial. \n\n\n November is traditionally the strongest month for stocks -- with a 2.3% gain over the past 100 years. And the market puts in an even better performance in midterm years, with an average advance of 2.7%. \n\n\n And end-of-year rallies, aka Santa Claus rallies, typically boost stocks across the board. The S&amp;P 500 usually gains 5% from late October through year&#39;s end and 6% in election years. \n\n\n So what is happening? Is there any way to still get a holiday gift? \n\n\n There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech. \n\n\n In fact, nine of the S&amp;P 500&#39;s 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%. \n\n\n Tech, though, is staggering. The S&amp;P 500s&#39;s sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months. \n\n\n For Edward Jones&#39; Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players. \n\n\n &#34;We believe this rotation, which is helping offset some of the weakness in AI-related holdings, is being supported by an economy growing at an above-trend pace, as reflected in third-quarter GDP data, along with improving relative earnings growth from parts of the market that have lagged over the last few years,&#34; said Kourkafas, who is a senior global strategist. \n\n\n David Miller, of Catalyst Funds, sees this downturn as a sort of &#34;reality check&#34; for the AI trade, which has dominated markets for the past four years. \n\n\n &#34;Investors are no longer willing to reward companies simply for spending billions on artificial intelligence, they increasingly want to see that investment translate into accelerating earnings, expanding margins, and stronger free cash flow,&#34; said Miller, who is the firm&#39;s chief investment officer. \n\n\n &#34;This selloff represents a rotation toward quality rather than the end of the bull market,&#34; he added. &#34;The next phase of the AI trade will be driven by profits, not promises.&#34; \n\n\n But not all investors are convinced this rotation won&#39;t come with a lot more pain -- and wreak a lot more damage to a market that has relied so long on the tech trade. \n\n\n One is Jonathan Krinksy, chief market technician at BTIG. \n\n\n &#34;Bulls will say [the rotation] is healthy, and while it has insulated the S&amp;P 500, it also means there aren&#39;t many areas of the market that are still oversold,&#34; he said. &#34;In fact, many are now extremely overbought.&#34; \n\n\n &#34;The bigger question...is will the weakness in tech spillover to the broad market, or can the game of musical chairs continue?&#34; he added. \n\n\n Krinsky is sticking with his view that S&amp;P 500 is &#34;vulnerable&#34; and a test of 7306 -- its 200-day moving average -- is coming sooner rather than later. \n\n\n Outside factors could take it there quickly. \n\n\n Brent crude futures topped $117 a barrel on Friday, taking its October gain closer to 20%. And President Donald Trump has repeatedly hinted at attacking Iran again once the midterms are over. \n\n\n But the election results could upset the market even more if there&#39;s a blue wave that polls think are possible: Democrats retaking the House and the Senate. \n\n\n How that would affect the rapid buildout of AI data centers, the war, the pace of government borrowing, or the fate of Trump&#39;s tariffs can&#39;t be known. \n\n\n But what is certain is that fixed income investors, as well as equity pros, will be watching with keen interest. \n\n\n Kriti Gupta, of J.P. Morgan Private Bank, couldn&#39;t be more sure. \n\n\n &#34;In a world where global bond markets are sensitive to growing government deficits, [midterm results] can have long-term consequences on the term premium commanded by investors to hold U.S. government debt,&#34; said Gupta, a global investment strategist. &#34;And that can have ripple effects into other financial markets, especially stocks.&#34; \n\n\n Whether that ratchets up into an end-of-year tsunami is still hard to tell, but the risks are indeed real. And building. \n\n<pre style=\"white-space: pre\"> \n</pre>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Are Limping Into November. 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A Santa Rally Would Be a True Gift\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDow Jones \n2026-11-02 19:11\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>\n\n Wall Street has a problem. Actually, problems, plural. \n\n\n This past week&#39;s tech selloff was bad -- the worst since early June. Oil keeps surging, pushed higher by a war that was supposed to end months ago. And the Federal Reserve is prepping everybody for a December rate hike to cool inflation that just keeps getting hotter. \n\n\n Then there&#39;s a little thing on Tuesday: the midterm elections. \n\n\n We saw it coming in early summer when Treasury bond yields spiked, the ballooning federal debt set a record, and massive spending on AI sent even the biggest of Big Tech companies to tap corporate lending markets. \n\n\n There was, admittedly, a mid-summer rebound powered the AI trade. It lasted all of two weeks, lifting the S&amp;P 500 to a then-record high of 7798 points, where it essentially settled until mid- October. \n\n\n But the index never truly broke out of its monthslong funk. And possibly now it&#39;s sinking even deeper. \n\n\n The S&amp;P 500 ended Friday -- and October -- at 7580 points, falling 1.82% on the session, and 0.9% for October, marking its second consecutive monthly decline. It also erased all of its gains for the past five months. \n\n\n That&#39;s a staggering contrast to its 10.7% advance in the first five months of the year, when markets had to wade through the early days of the Iran war -- bringing a surge in global crude -- and the first whispers of doubt about the AI trade. \n\n\n For the tech sector, it was even worse. The Nasdaq Composite fell 5.3% for the month, pegging the benchmark some 7.8% south of the high it reached on Oct. 6. \n\n\n And with only two months left before we ring in 2027, and a host of big risks still lurking, the chances of the market staying in the red are high. \n\n\n All of that, of course, means what happens next is crucial. \n\n\n November is traditionally the strongest month for stocks -- with a 2.3% gain over the past 100 years. And the market puts in an even better performance in midterm years, with an average advance of 2.7%. \n\n\n And end-of-year rallies, aka Santa Claus rallies, typically boost stocks across the board. The S&amp;P 500 usually gains 5% from late October through year&#39;s end and 6% in election years. \n\n\n So what is happening? Is there any way to still get a holiday gift? \n\n\n There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech. \n\n\n In fact, nine of the S&amp;P 500&#39;s 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%. \n\n\n Tech, though, is staggering. The S&amp;P 500s&#39;s sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months. \n\n\n For Edward Jones&#39; Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players. \n\n\n &#34;We believe this rotation, which is helping offset some of the weakness in AI-related holdings, is being supported by an economy growing at an above-trend pace, as reflected in third-quarter GDP data, along with improving relative earnings growth from parts of the market that have lagged over the last few years,&#34; said Kourkafas, who is a senior global strategist. \n\n\n David Miller, of Catalyst Funds, sees this downturn as a sort of &#34;reality check&#34; for the AI trade, which has dominated markets for the past four years. \n\n\n &#34;Investors are no longer willing to reward companies simply for spending billions on artificial intelligence, they increasingly want to see that investment translate into accelerating earnings, expanding margins, and stronger free cash flow,&#34; said Miller, who is the firm&#39;s chief investment officer. \n\n\n &#34;This selloff represents a rotation toward quality rather than the end of the bull market,&#34; he added. &#34;The next phase of the AI trade will be driven by profits, not promises.&#34; \n\n\n But not all investors are convinced this rotation won&#39;t come with a lot more pain -- and wreak a lot more damage to a market that has relied so long on the tech trade. \n\n\n One is Jonathan Krinksy, chief market technician at BTIG. \n\n\n &#34;Bulls will say [the rotation] is healthy, and while it has insulated the S&amp;P 500, it also means there aren&#39;t many areas of the market that are still oversold,&#34; he said. &#34;In fact, many are now extremely overbought.&#34; \n\n\n &#34;The bigger question...is will the weakness in tech spillover to the broad market, or can the game of musical chairs continue?&#34; he added. \n\n\n Krinsky is sticking with his view that S&amp;P 500 is &#34;vulnerable&#34; and a test of 7306 -- its 200-day moving average -- is coming sooner rather than later. \n\n\n Outside factors could take it there quickly. \n\n\n Brent crude futures topped $117 a barrel on Friday, taking its October gain closer to 20%. And President Donald Trump has repeatedly hinted at attacking Iran again once the midterms are over. \n\n\n But the election results could upset the market even more if there&#39;s a blue wave that polls think are possible: Democrats retaking the House and the Senate. \n\n\n How that would affect the rapid buildout of AI data centers, the war, the pace of government borrowing, or the fate of Trump&#39;s tariffs can&#39;t be known. \n\n\n But what is certain is that fixed income investors, as well as equity pros, will be watching with keen interest. \n\n\n Kriti Gupta, of J.P. Morgan Private Bank, couldn&#39;t be more sure. \n\n\n &#34;In a world where global bond markets are sensitive to growing government deficits, [midterm results] can have long-term consequences on the term premium commanded by investors to hold U.S. government debt,&#34; said Gupta, a global investment strategist. &#34;And that can have ripple effects into other financial markets, especially stocks.&#34; \n\n\n Whether that ratchets up into an end-of-year tsunami is still hard to tell, but the risks are indeed real. And building. \n\n<pre style=\"white-space: pre\"> \n</pre>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTI":"大盘指数ETF-Vanguard MSCI","XLG":"Invesco S&P 500 Top 50 ETF","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","IJR":"标普小型股600指数ETF-iShares","VBK":"美国小盘成长股ETF-Vanguard","HIBS":"Direxion Daily S&P 500 High Beta Bear 3X ETF","SCHX":"Schwab US Large-Cap ETF","SDOW":"三倍做空道指30ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion",".IXIC":"NASDAQ Composite","IVE":"标普500价值指数ETF-iShares","IVW":"标普500成长股指数ETF-iShares","SPYD":"SPDR Portfolio S&P 500 High Dividend ETF","SSO":"2倍做多标普500ETF-ProShares","SPUS":"SP Funds S&P 500 Sharia Industry Exclusions ETF","SPYG":"SPDR Portfolio S&P 500 Growth ETF",".SPX":"S&P 500 Index","RSPN":"Invesco S&P 500 Equal Weight Industrials ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","YSPY":"GraniteShares YieldBOOST SPY ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF",".DJI":"道琼斯","VTV":"Vanguard Value ETF","SPGP":"Invesco S&P 500 GARP ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","RSP":"平均加权指数ETF-Rydex S&P","XDTE":"Roundhill S&P 500 0DTE Covered Call Strategy ETF","SPLV":"Invesco S&P 500 Low Volatility ETF","SPXS":"三倍做空标普500ETF-Direxion","DDM":"2倍做多道指ETF-ProShares","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SPYV":"SPDR Portfolio S&P 500 Value ETF","RSPA":"Invesco S&P 500 Equal Weight Income Advantage ETF","DIA":"道琼斯ETF","ALLW":"SPDR BRIDGEWATER ALL WEATHER ETF","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","IJH":"标普中型股400指数ETF-iShares","SPHD":"标普500高股利投资组合ETF-PowerShares","SPYM":"投资组合标普500指数ETF-SPDR","MOAT":"VanEck Morningstar Wide Moat ETF","SCHB":"Schwab US Broad Market ETF","VOO":"Vanguard标普500ETF","VV":"Vanguard Large-Cap ETF","JEPI":"JPMorgan Equity Premium Income ETF","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","ETFT":"Fundsmith Equity ETF","RSPU":"Invesco S&P 500 Equal Weight Utilities ETF","SPHQ":"Invesco S&P 500 Quality ETF","VEU":"Vanguard FTSE All-World ex-US ETF","BMAY":"Innovator U.S. Equity Buffer ETF - May","SPMO":"Invesco S&P 500 Momentum ETF","ACWI":"MSCI全球ETF-iShares","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","XYLD":"Global X S&P 500 Covered Call ETF","TSPY":"TappAlpha SPY Growth & Daily Income ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SFY":"SoFi Select 500 ETF","VOOG":"Vanguard标普500成长ETF","NOBL":"ProShares S&P 500 Aristocrats ETF","DOG":"道指ETF-ProShares做空","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","DBSC":"Deepwater Beachfront Small Cap ETF","ITOT":"安硕核心标普全美股市ETF-iShares","MMAX":"iShares Large Cap Max Buffer Mar ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680975800","content_text":"Wall Street has a problem. Actually, problems, plural. \n\n\n This past week's tech selloff was bad -- the worst since early June. Oil keeps surging, pushed higher by a war that was supposed to end months ago. And the Federal Reserve is prepping everybody for a December rate hike to cool inflation that just keeps getting hotter. \n\n\n Then there's a little thing on Tuesday: the midterm elections. \n\n\n We saw it coming in early summer when Treasury bond yields spiked, the ballooning federal debt set a record, and massive spending on AI sent even the biggest of Big Tech companies to tap corporate lending markets. \n\n\n There was, admittedly, a mid-summer rebound powered the AI trade. It lasted all of two weeks, lifting the S&P 500 to a then-record high of 7798 points, where it essentially settled until mid- October. \n\n\n But the index never truly broke out of its monthslong funk. And possibly now it's sinking even deeper. \n\n\n The S&P 500 ended Friday -- and October -- at 7580 points, falling 1.82% on the session, and 0.9% for October, marking its second consecutive monthly decline. It also erased all of its gains for the past five months. \n\n\n That's a staggering contrast to its 10.7% advance in the first five months of the year, when markets had to wade through the early days of the Iran war -- bringing a surge in global crude -- and the first whispers of doubt about the AI trade. \n\n\n For the tech sector, it was even worse. The Nasdaq Composite fell 5.3% for the month, pegging the benchmark some 7.8% south of the high it reached on Oct. 6. \n\n\n And with only two months left before we ring in 2027, and a host of big risks still lurking, the chances of the market staying in the red are high. \n\n\n All of that, of course, means what happens next is crucial. \n\n\n November is traditionally the strongest month for stocks -- with a 2.3% gain over the past 100 years. And the market puts in an even better performance in midterm years, with an average advance of 2.7%. \n\n\n And end-of-year rallies, aka Santa Claus rallies, typically boost stocks across the board. The S&P 500 usually gains 5% from late October through year's end and 6% in election years. \n\n\n So what is happening? Is there any way to still get a holiday gift? \n\n\n There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech. \n\n\n In fact, nine of the S&P 500's 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%. \n\n\n Tech, though, is staggering. The S&P 500s's sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months. \n\n\n For Edward Jones' Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players. \n\n\n \"We believe this rotation, which is helping offset some of the weakness in AI-related holdings, is being supported by an economy growing at an above-trend pace, as reflected in third-quarter GDP data, along with improving relative earnings growth from parts of the market that have lagged over the last few years,\" said Kourkafas, who is a senior global strategist. \n\n\n David Miller, of Catalyst Funds, sees this downturn as a sort of \"reality check\" for the AI trade, which has dominated markets for the past four years. \n\n\n \"Investors are no longer willing to reward companies simply for spending billions on artificial intelligence, they increasingly want to see that investment translate into accelerating earnings, expanding margins, and stronger free cash flow,\" said Miller, who is the firm's chief investment officer. \n\n\n \"This selloff represents a rotation toward quality rather than the end of the bull market,\" he added. \"The next phase of the AI trade will be driven by profits, not promises.\" \n\n\n But not all investors are convinced this rotation won't come with a lot more pain -- and wreak a lot more damage to a market that has relied so long on the tech trade. \n\n\n One is Jonathan Krinksy, chief market technician at BTIG. \n\n\n \"Bulls will say [the rotation] is healthy, and while it has insulated the S&P 500, it also means there aren't many areas of the market that are still oversold,\" he said. \"In fact, many are now extremely overbought.\" \n\n\n \"The bigger question...is will the weakness in tech spillover to the broad market, or can the game of musical chairs continue?\" he added. \n\n\n Krinsky is sticking with his view that S&P 500 is \"vulnerable\" and a test of 7306 -- its 200-day moving average -- is coming sooner rather than later. \n\n\n Outside factors could take it there quickly. \n\n\n Brent crude futures topped $117 a barrel on Friday, taking its October gain closer to 20%. And President Donald Trump has repeatedly hinted at attacking Iran again once the midterms are over. \n\n\n But the election results could upset the market even more if there's a blue wave that polls think are possible: Democrats retaking the House and the Senate. \n\n\n How that would affect the rapid buildout of AI data centers, the war, the pace of government borrowing, or the fate of Trump's tariffs can't be known. \n\n\n But what is certain is that fixed income investors, as well as equity pros, will be watching with keen interest. \n\n\n Kriti Gupta, of J.P. Morgan Private Bank, couldn't be more sure. \n\n\n \"In a world where global bond markets are sensitive to growing government deficits, [midterm results] can have long-term consequences on the term premium commanded by investors to hold U.S. government debt,\" said Gupta, a global investment strategist. \"And that can have ripple effects into other financial markets, especially stocks.\" \n\n\n Whether that ratchets up into an end-of-year tsunami is still hard to tell, but the risks are indeed real. And building.","news_type":1,"symbols_score_info":{"SPYG":0.6,"SCHB":0.6,"ALLW":0.6,"XLG":0.6,"SPYQ":0.6,"SPXL":0.6,"VOO":0.6,"HIBL":0.6,"MMAX":0.6,"SPHD":0.6,"SPYH":0.6,"GPIX":0.6,"DMAX":0.6,"SH":0.6,"UDOW":0.6,"IJR":0.6,"IVE":0.6,"VEU":0.6,".DJI":2,"SPUU":0.6,"BMAY":0.6,"VOOG":0.6,"GSLC":0.6,"IVW":0.6,"VV":0.6,"VTV":0.6,".SPX":1.97,"SPDN":0.6,"SPMO":0.6,"SPUS":0.6,"SPY":0.6,"UPRO":0.6,"HIBS":0.6,"RSP":0.6,"SPXU":0.6,"SPYM":0.6,"ETFT":0.6,"TSPY":0.6,"VTI":0.6,"VBK":0.6,"IVV":0.6,"RSPN":0.6,"SPYD":0.6,"XDTE":0.6,"RSPU":0.6,"SPLV":0.6,"SPXS":0.6,"SPHQ":0.6,"SPGP":0.6,"SSO":0.6,"NOBL":0.6,"DDM":0.6,"SDS":0.6,"SCHX":0.6,"RSPA":0.6,"SDOW":0.6,".IXIC":2,"DIA":0.6,"XYLD":0.6,"SPYV":0.6,"ACWI":0.6,"DBSC":0.6,"SMAX":0.6,"DXD":0.6,"MOAT":0.6,"SFY":0.6,"SPYU":0.6,"JEPI":0.6,"IJH":0.6,"DOG":0.6,"ITOT":0.6,"YSPY":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625038136361216,"gmtCreate":1793615330775,"gmtModify":1793615496444,"author":{"id":"4249157946346642","authorId":"4249157946346642","name":"Rangimarie Butler","avatar":"https://community-static.tradeup.com/news/d60c44f686ce2e79944abd1bd16e4574","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249157946346642","idStr":"4249157946346642"},"themes":[],"title":"","htmlText":"How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.","listText":"How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.","text":"How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625038136361216","repostId":"2680732989","repostType":4,"repost":{"id":"2680732989","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1793611081,"share":"https://ttm.financial/m/news/2680732989?lang=en_US&edition=fundamental","pubTime":"2026-11-02 17:18","market":"fut","language":"en","title":"Your Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections","url":"https://stock-news.laohu8.com/highlight/detail?id=2680732989","media":"Dow Jones","summary":"Tech stocks in late October caught the cold that for months has been a drag on the corporate bond marketEarly voting for the U.S. midterm elections in Brooklyn on Oct. 24, 2026.Your stock portfolio in","content":"<html><head></head><body>Your stock portfolio increasingly hinges on what happens in the bond market - and the midterm elections.Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.Poorly performing high-quality &#34;hyperscaler&#34; debt has become a feature - not a bug - of credit markets this year, as buyers of corporate debt struggle to keep up with the capital needs of the AI juggernaut.&#34;The bond market has a cold. The equity market may have a cold; and the culprit comes from tech,&#34; said George Catrambone, head of fixed income, Americas, at DWS, on Friday.The tech selloff sharpened Friday, landing giants like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> all in the red, along with semiconductor SOX stocks and other AI hot spots EWY in the market.Stock market gains have relied on tech in recent years. But bond portfolios also now hinge on tech borrowing, upping the stakes for all things AI to pay off.Concerns about the industry&#39;s $1 trillion in expected yearly capital expenditures aren&#39;t new. Yet investors this week began rewarding those willing to tap the breaks on heavy debt issuance. There&#39;s also been swift backlash for others.Oracle&#39;s beleaguered stock finished the week higher after executives indicated a lighter borrowing load for AI going forward. Shares of Alphabet were punished on signs that AI&#39;s advance may encroach on a crucial part of its business, even as its data-center spending push continues.The recent shift in tone also speaks to why investors welcomed Microsoft&#39;s new $25 billion bond on Thursday. The company carries higher credit ratings than the U.S. government, has issued less debt than its peers and reported positive free-cash flow of $18.6 billion during earnings this week.Of note, Microsoft&#39;s 10-year tranche of bonds priced at a yield of roughly 5.5%. That compares with the 10-year Treasury yield at 4.93% on Friday, according to FactSet. Not every big tech company is expected to get as favorable pricing.&#34;Of course it&#39;s going to see good demand,&#34; said Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, of Microsoft&#39;s bond deal. Yet for most companies borrowing to build AI infrastructure, the cost of capital has gone up, he added.Higher borrowing costs can eat into future growth, not only for tech stocks, but the U.S. economy. Companies deemed a greater risk of not repaying their debts have been punished in October.This come as AI-related debt supply has been on a blistering pace of more than $400 billion this year, according to the latest Goldman Sachs estimates, more than double the volume of 2025.The rush for funding has increased the cost of capital. Cracks in riskier parts of the corporate &#34;junk bond&#34; market and among neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> have grown more apparent. The change has caught the U.S. central bank&#39;s attention.Federal Reserve Chairman Kevin Warsh spoke to the trend on Wednesday after the central bank opted not to hike interest rates in October.&#34;Interest rates get in the cracks, interest rates affect directly or indirectly, almost everything,&#34; Warsh said Wednesday. &#34;You&#39;ve seen market participants that are discriminating between the kinds of investments they want to make,&#34; he added.Boockvar told MarketWatch he thinks the Fed might not hike rates in December if the market selloff picks up more steam. Fewer Fed rate increases could help households juggling hot inflation, high gas prices and increased borrowing costs. Mortgage rates could ease.Friday was month-end, which can trigger limited liquidity and exaggerated moves. The jitters around stocks were evident as Wall Street&#39;s Cboe Volatility Index VIX, or &#34;fear gauge,&#34; surged in the afternoon, before ending the session nearly 13% higher at 19.42.Until recently, the AI supply deluge had been siphoning off demand for U.S. government debt since this summer, pushing up benchmark 10-year Treasury yields to a 24-year high of 5.3% in early October. But buyers flooded back to the Treasury market when AI tech stocks began to lurch lower.&#34;Treasurys are finally getting a flight-to-safety [bid] that&#39;s long overdue,&#34; said Catrambone at DWS.Market volatility around the U.S. midterm elections could make any new planned equity raises trickier to pull off. Big market selloffs also make placing new debt deals in the hands of investors harder.The S&amp;P 500 shed 1.8% on Friday, but was still 10.7% higher on the year. Total returns for the ICE BofA U.S. Corporate index turned more negative over the summer as the AI debt deluge intensified along with rates volatility. The corporate bond index was sitting on a negative -0.95% yearly return through Oct. 29, according to Dow Jones Market Data.Negative returns can hurt when companies keep asking investors to provide blank checks for AI, especially when borrowing costs have increased, capital has begun to be more rationed and free-cash flow at many of Silicon Valley&#39;s marquee companies has become rather scarce.&#34;A lot more scrutiny is going on in the bond market,&#34; said Matt Wrzesniewsky, head of fixed-income client portfolio Management at Vanguard.The increased scrutiny isn&#39;t only because of credit concerns. Opposition to AI data centers has been a growing point of worry for many, but not all voters.Any moratoriums on building datacenters that stem out of the midterms could trigger less capital flowing to the AI build-out, said Catrambone at DWS.Hints of any slowdown in AI spending could clobber the S&amp;P 500, as MarketWatch&#39;s Jamie Chisholm wrote in early October. Questions also would start piling up around the checks already written for the AI build-out.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Your Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYour Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDow Jones \n2026-11-02 17:18\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Your stock portfolio increasingly hinges on what happens in the bond market - and the midterm elections.Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.Poorly performing high-quality &#34;hyperscaler&#34; debt has become a feature - not a bug - of credit markets this year, as buyers of corporate debt struggle to keep up with the capital needs of the AI juggernaut.&#34;The bond market has a cold. The equity market may have a cold; and the culprit comes from tech,&#34; said George Catrambone, head of fixed income, Americas, at DWS, on Friday.The tech selloff sharpened Friday, landing giants like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> all in the red, along with semiconductor SOX stocks and other AI hot spots EWY in the market.Stock market gains have relied on tech in recent years. But bond portfolios also now hinge on tech borrowing, upping the stakes for all things AI to pay off.Concerns about the industry&#39;s $1 trillion in expected yearly capital expenditures aren&#39;t new. Yet investors this week began rewarding those willing to tap the breaks on heavy debt issuance. There&#39;s also been swift backlash for others.Oracle&#39;s beleaguered stock finished the week higher after executives indicated a lighter borrowing load for AI going forward. Shares of Alphabet were punished on signs that AI&#39;s advance may encroach on a crucial part of its business, even as its data-center spending push continues.The recent shift in tone also speaks to why investors welcomed Microsoft&#39;s new $25 billion bond on Thursday. The company carries higher credit ratings than the U.S. government, has issued less debt than its peers and reported positive free-cash flow of $18.6 billion during earnings this week.Of note, Microsoft&#39;s 10-year tranche of bonds priced at a yield of roughly 5.5%. That compares with the 10-year Treasury yield at 4.93% on Friday, according to FactSet. Not every big tech company is expected to get as favorable pricing.&#34;Of course it&#39;s going to see good demand,&#34; said Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, of Microsoft&#39;s bond deal. Yet for most companies borrowing to build AI infrastructure, the cost of capital has gone up, he added.Higher borrowing costs can eat into future growth, not only for tech stocks, but the U.S. economy. Companies deemed a greater risk of not repaying their debts have been punished in October.This come as AI-related debt supply has been on a blistering pace of more than $400 billion this year, according to the latest Goldman Sachs estimates, more than double the volume of 2025.The rush for funding has increased the cost of capital. Cracks in riskier parts of the corporate &#34;junk bond&#34; market and among neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> have grown more apparent. The change has caught the U.S. central bank&#39;s attention.Federal Reserve Chairman Kevin Warsh spoke to the trend on Wednesday after the central bank opted not to hike interest rates in October.&#34;Interest rates get in the cracks, interest rates affect directly or indirectly, almost everything,&#34; Warsh said Wednesday. &#34;You&#39;ve seen market participants that are discriminating between the kinds of investments they want to make,&#34; he added.Boockvar told MarketWatch he thinks the Fed might not hike rates in December if the market selloff picks up more steam. Fewer Fed rate increases could help households juggling hot inflation, high gas prices and increased borrowing costs. Mortgage rates could ease.Friday was month-end, which can trigger limited liquidity and exaggerated moves. The jitters around stocks were evident as Wall Street&#39;s Cboe Volatility Index VIX, or &#34;fear gauge,&#34; surged in the afternoon, before ending the session nearly 13% higher at 19.42.Until recently, the AI supply deluge had been siphoning off demand for U.S. government debt since this summer, pushing up benchmark 10-year Treasury yields to a 24-year high of 5.3% in early October. But buyers flooded back to the Treasury market when AI tech stocks began to lurch lower.&#34;Treasurys are finally getting a flight-to-safety [bid] that&#39;s long overdue,&#34; said Catrambone at DWS.Market volatility around the U.S. midterm elections could make any new planned equity raises trickier to pull off. Big market selloffs also make placing new debt deals in the hands of investors harder.The S&amp;P 500 shed 1.8% on Friday, but was still 10.7% higher on the year. Total returns for the ICE BofA U.S. Corporate index turned more negative over the summer as the AI debt deluge intensified along with rates volatility. The corporate bond index was sitting on a negative -0.95% yearly return through Oct. 29, according to Dow Jones Market Data.Negative returns can hurt when companies keep asking investors to provide blank checks for AI, especially when borrowing costs have increased, capital has begun to be more rationed and free-cash flow at many of Silicon Valley&#39;s marquee companies has become rather scarce.&#34;A lot more scrutiny is going on in the bond market,&#34; said Matt Wrzesniewsky, head of fixed-income client portfolio Management at Vanguard.The increased scrutiny isn&#39;t only because of credit concerns. Opposition to AI data centers has been a growing point of worry for many, but not all voters.Any moratoriums on building datacenters that stem out of the midterms could trigger less capital flowing to the AI build-out, said Catrambone at DWS.Hints of any slowdown in AI spending could clobber the S&amp;P 500, as MarketWatch&#39;s Jamie Chisholm wrote in early October. Questions also would start piling up around the checks already written for the AI build-out.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) 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GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680732989","content_text":"Your stock portfolio increasingly hinges on what happens in the bond market - and the midterm elections.Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.Poorly performing high-quality \"hyperscaler\" debt has become a feature - not a bug - of credit markets this year, as buyers of corporate debt struggle to keep up with the capital needs of the AI juggernaut.\"The bond market has a cold. The equity market may have a cold; and the culprit comes from tech,\" said George Catrambone, head of fixed income, Americas, at DWS, on Friday.The tech selloff sharpened Friday, landing giants like Amazon, Alphabet, Meta, Intel, Oracle and SpaceX all in the red, along with semiconductor SOX stocks and other AI hot spots EWY in the market.Stock market gains have relied on tech in recent years. But bond portfolios also now hinge on tech borrowing, upping the stakes for all things AI to pay off.Concerns about the industry's $1 trillion in expected yearly capital expenditures aren't new. Yet investors this week began rewarding those willing to tap the breaks on heavy debt issuance. There's also been swift backlash for others.Oracle's beleaguered stock finished the week higher after executives indicated a lighter borrowing load for AI going forward. Shares of Alphabet were punished on signs that AI's advance may encroach on a crucial part of its business, even as its data-center spending push continues.The recent shift in tone also speaks to why investors welcomed Microsoft's new $25 billion bond on Thursday. The company carries higher credit ratings than the U.S. government, has issued less debt than its peers and reported positive free-cash flow of $18.6 billion during earnings this week.Of note, Microsoft's 10-year tranche of bonds priced at a yield of roughly 5.5%. That compares with the 10-year Treasury yield at 4.93% on Friday, according to FactSet. Not every big tech company is expected to get as favorable pricing.\"Of course it's going to see good demand,\" said Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, of Microsoft's bond deal. Yet for most companies borrowing to build AI infrastructure, the cost of capital has gone up, he added.Higher borrowing costs can eat into future growth, not only for tech stocks, but the U.S. economy. Companies deemed a greater risk of not repaying their debts have been punished in October.This come as AI-related debt supply has been on a blistering pace of more than $400 billion this year, according to the latest Goldman Sachs estimates, more than double the volume of 2025.The rush for funding has increased the cost of capital. Cracks in riskier parts of the corporate \"junk bond\" market and among neoclouds like CoreWeave have grown more apparent. The change has caught the U.S. central bank's attention.Federal Reserve Chairman Kevin Warsh spoke to the trend on Wednesday after the central bank opted not to hike interest rates in October.\"Interest rates get in the cracks, interest rates affect directly or indirectly, almost everything,\" Warsh said Wednesday. \"You've seen market participants that are discriminating between the kinds of investments they want to make,\" he added.Boockvar told MarketWatch he thinks the Fed might not hike rates in December if the market selloff picks up more steam. Fewer Fed rate increases could help households juggling hot inflation, high gas prices and increased borrowing costs. Mortgage rates could ease.Friday was month-end, which can trigger limited liquidity and exaggerated moves. The jitters around stocks were evident as Wall Street's Cboe Volatility Index VIX, or \"fear gauge,\" surged in the afternoon, before ending the session nearly 13% higher at 19.42.Until recently, the AI supply deluge had been siphoning off demand for U.S. government debt since this summer, pushing up benchmark 10-year Treasury yields to a 24-year high of 5.3% in early October. But buyers flooded back to the Treasury market when AI tech stocks began to lurch lower.\"Treasurys are finally getting a flight-to-safety [bid] that's long overdue,\" said Catrambone at DWS.Market volatility around the U.S. midterm elections could make any new planned equity raises trickier to pull off. Big market selloffs also make placing new debt deals in the hands of investors harder.The S&P 500 shed 1.8% on Friday, but was still 10.7% higher on the year. Total returns for the ICE BofA U.S. Corporate index turned more negative over the summer as the AI debt deluge intensified along with rates volatility. The corporate bond index was sitting on a negative -0.95% yearly return through Oct. 29, according to Dow Jones Market Data.Negative returns can hurt when companies keep asking investors to provide blank checks for AI, especially when borrowing costs have increased, capital has begun to be more rationed and free-cash flow at many of Silicon Valley's marquee companies has become rather scarce.\"A lot more scrutiny is going on in the bond market,\" said Matt Wrzesniewsky, head of fixed-income client portfolio Management at Vanguard.The increased scrutiny isn't only because of credit concerns. Opposition to AI data centers has been a growing point of worry for many, but not all voters.Any moratoriums on building datacenters that stem out of the midterms could trigger less capital flowing to the AI build-out, said Catrambone at DWS.Hints of any slowdown in AI spending could clobber the S&P 500, as MarketWatch's Jamie Chisholm wrote in early October. Questions also would start piling up around the checks already written for the AI build-out.","news_type":1,"symbols_score_info":{"MSFY":0.6,"NULC":0.6,"TTXU":0.6,"MSFD":0.6,"SNPE":0.6,"MSFU":0.6,"MSFW":0.6,"MSFC":0.6,"IGV":0.6,"EFIV":0.6,"TDIV":0.6,"FTEC":0.6,"MSFO":0.6,"SPTE":0.6,"MSFT":1.84,"XLK":0.6,"TYLG":0.6,"ROM":0.6,"IXN":0.6,"OGIG":0.6,"GAMR":0.6,"MSFL":0.6,"CNEQ":0.6,"CMAG":0.6,"MSFX":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625017264742560,"gmtCreate":1793610133077,"gmtModify":1793611154886,"author":{"id":"4249157946346642","authorId":"4249157946346642","name":"Rangimarie Butler","avatar":"https://community-static.tradeup.com/news/d60c44f686ce2e79944abd1bd16e4574","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249157946346642","idStr":"4249157946346642"},"themes":[],"title":"","htmlText":"Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler","listText":"Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler","text":"Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625017264742560","repostId":"2680731209","repostType":2,"repost":{"id":"2680731209","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1793607906,"share":"https://ttm.financial/m/news/2680731209?lang=en_US&edition=fundamental","pubTime":"2026-11-02 16:25","market":"nz","language":"en","title":"Tesla Registrations Surge Across Northern Europe in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2680731209","media":"Reuters","summary":"Nov 2 (Reuters) - Registrations of new $Tesla(TSLA)$ cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker's regional sales.Tesla...","content":"<html><head></head><body>Nov 2 (Reuters) - Registrations of new <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker&#39;s regional sales.Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, according to Mobility Sweden, Norway&#39;s data compiler OFV and Danish vehicle data platform bilstatistik.dk.The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Registration figures from Britain and Germany, Europe&#39;s two largest car markets, are due later this week.The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Registrations Surge Across Northern Europe in October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Registrations Surge Across Northern Europe in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2026-11-02 16:25\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Nov 2 (Reuters) - Registrations of new <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker&#39;s regional sales.Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, according to Mobility Sweden, Norway&#39;s data compiler OFV and Danish vehicle data platform bilstatistik.dk.The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Registration figures from Britain and Germany, Europe&#39;s two largest car markets, are due later this week.The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261102:nL5N46J0G2:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680731209","content_text":"Nov 2 (Reuters) - Registrations of new Tesla cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker's regional sales.Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, according to Mobility Sweden, Norway's data compiler OFV and Danish vehicle data platform bilstatistik.dk.The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Registration figures from Britain and Germany, Europe's two largest car markets, are due later this week.The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.","news_type":1,"symbols_score_info":{"TSLL":0.6,"TSL":0.6,"WANT":0.6,"FDRV":0.6,"TLA":0.6,"IDRV":0.6,"TSLO":0.6,"TSLR":0.6,"07766":0.6,"TSLW":0.6,"LIT":0.6,"TSLZ":0.6,"CRSH":0.6,"TESL":0.6,"09766":0.6,"07366":0.6,"TSLT":0.6,"TSLY":0.6,"SMOG":0.6,"TSLI":0.6,"TSLS":0.6,"TSYY":0.6,"TESC":0.6,"TSLA":1.97,"TSLP":0.6,"TSLQ":0.6,"TSII":0.6,"TSLG":0.6,"WATS":0.6,"TEST":0.6,"ELOL":0.6,"09366":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":625057495704128,"gmtCreate":1793620069310,"gmtModify":1793620072526,"author":{"id":"4249157946346642","authorId":"4249157946346642","name":"Rangimarie Butler","avatar":"https://community-static.tradeup.com/news/d60c44f686ce2e79944abd1bd16e4574","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249157946346642","idStr":"4249157946346642"},"themes":[],"title":"","htmlText":"It's because all the people you are conversations with are actually Ai Chat Bots bro.","listText":"It's because all the people you are conversations with are actually Ai Chat Bots bro.","text":"It's because all the people you are conversations with are actually Ai Chat Bots bro.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625057495704128","repostId":"2680975800","repostType":2,"repost":{"id":"2680975800","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1793617917,"share":"https://ttm.financial/m/news/2680975800?lang=en_US&edition=fundamental","pubTime":"2026-11-02 19:11","market":"sg","language":"en","title":"Stocks Are Limping Into November. A Santa Rally Would Be a True Gift","url":"https://stock-news.laohu8.com/highlight/detail?id=2680975800","media":"Dow Jones","summary":"Is there any way to still get a holiday gift?There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech.In fact, nine of the S&P 500's 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%.Tech, though, is staggering. The S&P 500s's sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months.For Edward Jones' Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players.\"We believe this rotation, which is helping offset s","content":"<html><head></head><body>\n\n Wall Street has a problem. Actually, problems, plural. \n\n\n This past week&#39;s tech selloff was bad -- the worst since early June. Oil keeps surging, pushed higher by a war that was supposed to end months ago. And the Federal Reserve is prepping everybody for a December rate hike to cool inflation that just keeps getting hotter. \n\n\n Then there&#39;s a little thing on Tuesday: the midterm elections. \n\n\n We saw it coming in early summer when Treasury bond yields spiked, the ballooning federal debt set a record, and massive spending on AI sent even the biggest of Big Tech companies to tap corporate lending markets. \n\n\n There was, admittedly, a mid-summer rebound powered the AI trade. It lasted all of two weeks, lifting the S&amp;P 500 to a then-record high of 7798 points, where it essentially settled until mid- October. \n\n\n But the index never truly broke out of its monthslong funk. And possibly now it&#39;s sinking even deeper. \n\n\n The S&amp;P 500 ended Friday -- and October -- at 7580 points, falling 1.82% on the session, and 0.9% for October, marking its second consecutive monthly decline. It also erased all of its gains for the past five months. \n\n\n That&#39;s a staggering contrast to its 10.7% advance in the first five months of the year, when markets had to wade through the early days of the Iran war -- bringing a surge in global crude -- and the first whispers of doubt about the AI trade. \n\n\n For the tech sector, it was even worse. The Nasdaq Composite fell 5.3% for the month, pegging the benchmark some 7.8% south of the high it reached on Oct. 6. \n\n\n And with only two months left before we ring in 2027, and a host of big risks still lurking, the chances of the market staying in the red are high. \n\n\n All of that, of course, means what happens next is crucial. \n\n\n November is traditionally the strongest month for stocks -- with a 2.3% gain over the past 100 years. And the market puts in an even better performance in midterm years, with an average advance of 2.7%. \n\n\n And end-of-year rallies, aka Santa Claus rallies, typically boost stocks across the board. The S&amp;P 500 usually gains 5% from late October through year&#39;s end and 6% in election years. \n\n\n So what is happening? Is there any way to still get a holiday gift? \n\n\n There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech. \n\n\n In fact, nine of the S&amp;P 500&#39;s 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%. \n\n\n Tech, though, is staggering. The S&amp;P 500s&#39;s sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months. \n\n\n For Edward Jones&#39; Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players. \n\n\n &#34;We believe this rotation, which is helping offset some of the weakness in AI-related holdings, is being supported by an economy growing at an above-trend pace, as reflected in third-quarter GDP data, along with improving relative earnings growth from parts of the market that have lagged over the last few years,&#34; said Kourkafas, who is a senior global strategist. \n\n\n David Miller, of Catalyst Funds, sees this downturn as a sort of &#34;reality check&#34; for the AI trade, which has dominated markets for the past four years. \n\n\n &#34;Investors are no longer willing to reward companies simply for spending billions on artificial intelligence, they increasingly want to see that investment translate into accelerating earnings, expanding margins, and stronger free cash flow,&#34; said Miller, who is the firm&#39;s chief investment officer. \n\n\n &#34;This selloff represents a rotation toward quality rather than the end of the bull market,&#34; he added. &#34;The next phase of the AI trade will be driven by profits, not promises.&#34; \n\n\n But not all investors are convinced this rotation won&#39;t come with a lot more pain -- and wreak a lot more damage to a market that has relied so long on the tech trade. \n\n\n One is Jonathan Krinksy, chief market technician at BTIG. \n\n\n &#34;Bulls will say [the rotation] is healthy, and while it has insulated the S&amp;P 500, it also means there aren&#39;t many areas of the market that are still oversold,&#34; he said. &#34;In fact, many are now extremely overbought.&#34; \n\n\n &#34;The bigger question...is will the weakness in tech spillover to the broad market, or can the game of musical chairs continue?&#34; he added. \n\n\n Krinsky is sticking with his view that S&amp;P 500 is &#34;vulnerable&#34; and a test of 7306 -- its 200-day moving average -- is coming sooner rather than later. \n\n\n Outside factors could take it there quickly. \n\n\n Brent crude futures topped $117 a barrel on Friday, taking its October gain closer to 20%. And President Donald Trump has repeatedly hinted at attacking Iran again once the midterms are over. \n\n\n But the election results could upset the market even more if there&#39;s a blue wave that polls think are possible: Democrats retaking the House and the Senate. \n\n\n How that would affect the rapid buildout of AI data centers, the war, the pace of government borrowing, or the fate of Trump&#39;s tariffs can&#39;t be known. \n\n\n But what is certain is that fixed income investors, as well as equity pros, will be watching with keen interest. \n\n\n Kriti Gupta, of J.P. Morgan Private Bank, couldn&#39;t be more sure. \n\n\n &#34;In a world where global bond markets are sensitive to growing government deficits, [midterm results] can have long-term consequences on the term premium commanded by investors to hold U.S. government debt,&#34; said Gupta, a global investment strategist. &#34;And that can have ripple effects into other financial markets, especially stocks.&#34; \n\n\n Whether that ratchets up into an end-of-year tsunami is still hard to tell, but the risks are indeed real. And building. \n\n<pre style=\"white-space: pre\"> \n</pre>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Are Limping Into November. A Santa Rally Would Be a True Gift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Are Limping Into November. A Santa Rally Would Be a True Gift\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDow Jones \n2026-11-02 19:11\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>\n\n Wall Street has a problem. Actually, problems, plural. \n\n\n This past week&#39;s tech selloff was bad -- the worst since early June. Oil keeps surging, pushed higher by a war that was supposed to end months ago. And the Federal Reserve is prepping everybody for a December rate hike to cool inflation that just keeps getting hotter. \n\n\n Then there&#39;s a little thing on Tuesday: the midterm elections. \n\n\n We saw it coming in early summer when Treasury bond yields spiked, the ballooning federal debt set a record, and massive spending on AI sent even the biggest of Big Tech companies to tap corporate lending markets. \n\n\n There was, admittedly, a mid-summer rebound powered the AI trade. It lasted all of two weeks, lifting the S&amp;P 500 to a then-record high of 7798 points, where it essentially settled until mid- October. \n\n\n But the index never truly broke out of its monthslong funk. And possibly now it&#39;s sinking even deeper. \n\n\n The S&amp;P 500 ended Friday -- and October -- at 7580 points, falling 1.82% on the session, and 0.9% for October, marking its second consecutive monthly decline. It also erased all of its gains for the past five months. \n\n\n That&#39;s a staggering contrast to its 10.7% advance in the first five months of the year, when markets had to wade through the early days of the Iran war -- bringing a surge in global crude -- and the first whispers of doubt about the AI trade. \n\n\n For the tech sector, it was even worse. The Nasdaq Composite fell 5.3% for the month, pegging the benchmark some 7.8% south of the high it reached on Oct. 6. \n\n\n And with only two months left before we ring in 2027, and a host of big risks still lurking, the chances of the market staying in the red are high. \n\n\n All of that, of course, means what happens next is crucial. \n\n\n November is traditionally the strongest month for stocks -- with a 2.3% gain over the past 100 years. And the market puts in an even better performance in midterm years, with an average advance of 2.7%. \n\n\n And end-of-year rallies, aka Santa Claus rallies, typically boost stocks across the board. The S&amp;P 500 usually gains 5% from late October through year&#39;s end and 6% in election years. \n\n\n So what is happening? Is there any way to still get a holiday gift? \n\n\n There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech. \n\n\n In fact, nine of the S&amp;P 500&#39;s 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%. \n\n\n Tech, though, is staggering. The S&amp;P 500s&#39;s sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months. \n\n\n For Edward Jones&#39; Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players. \n\n\n &#34;We believe this rotation, which is helping offset some of the weakness in AI-related holdings, is being supported by an economy growing at an above-trend pace, as reflected in third-quarter GDP data, along with improving relative earnings growth from parts of the market that have lagged over the last few years,&#34; said Kourkafas, who is a senior global strategist. \n\n\n David Miller, of Catalyst Funds, sees this downturn as a sort of &#34;reality check&#34; for the AI trade, which has dominated markets for the past four years. \n\n\n &#34;Investors are no longer willing to reward companies simply for spending billions on artificial intelligence, they increasingly want to see that investment translate into accelerating earnings, expanding margins, and stronger free cash flow,&#34; said Miller, who is the firm&#39;s chief investment officer. \n\n\n &#34;This selloff represents a rotation toward quality rather than the end of the bull market,&#34; he added. &#34;The next phase of the AI trade will be driven by profits, not promises.&#34; \n\n\n But not all investors are convinced this rotation won&#39;t come with a lot more pain -- and wreak a lot more damage to a market that has relied so long on the tech trade. \n\n\n One is Jonathan Krinksy, chief market technician at BTIG. \n\n\n &#34;Bulls will say [the rotation] is healthy, and while it has insulated the S&amp;P 500, it also means there aren&#39;t many areas of the market that are still oversold,&#34; he said. &#34;In fact, many are now extremely overbought.&#34; \n\n\n &#34;The bigger question...is will the weakness in tech spillover to the broad market, or can the game of musical chairs continue?&#34; he added. \n\n\n Krinsky is sticking with his view that S&amp;P 500 is &#34;vulnerable&#34; and a test of 7306 -- its 200-day moving average -- is coming sooner rather than later. \n\n\n Outside factors could take it there quickly. \n\n\n Brent crude futures topped $117 a barrel on Friday, taking its October gain closer to 20%. And President Donald Trump has repeatedly hinted at attacking Iran again once the midterms are over. \n\n\n But the election results could upset the market even more if there&#39;s a blue wave that polls think are possible: Democrats retaking the House and the Senate. \n\n\n How that would affect the rapid buildout of AI data centers, the war, the pace of government borrowing, or the fate of Trump&#39;s tariffs can&#39;t be known. \n\n\n But what is certain is that fixed income investors, as well as equity pros, will be watching with keen interest. \n\n\n Kriti Gupta, of J.P. Morgan Private Bank, couldn&#39;t be more sure. \n\n\n &#34;In a world where global bond markets are sensitive to growing government deficits, [midterm results] can have long-term consequences on the term premium commanded by investors to hold U.S. government debt,&#34; said Gupta, a global investment strategist. &#34;And that can have ripple effects into other financial markets, especially stocks.&#34; \n\n\n Whether that ratchets up into an end-of-year tsunami is still hard to tell, but the risks are indeed real. And building. \n\n<pre style=\"white-space: pre\"> \n</pre>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTI":"大盘指数ETF-Vanguard MSCI","XLG":"Invesco S&P 500 Top 50 ETF","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","IJR":"标普小型股600指数ETF-iShares","VBK":"美国小盘成长股ETF-Vanguard","HIBS":"Direxion Daily S&P 500 High Beta Bear 3X ETF","SCHX":"Schwab US Large-Cap ETF","SDOW":"三倍做空道指30ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion",".IXIC":"NASDAQ Composite","IVE":"标普500价值指数ETF-iShares","IVW":"标普500成长股指数ETF-iShares","SPYD":"SPDR Portfolio S&P 500 High Dividend ETF","SSO":"2倍做多标普500ETF-ProShares","SPUS":"SP Funds S&P 500 Sharia Industry Exclusions ETF","SPYG":"SPDR Portfolio S&P 500 Growth ETF",".SPX":"S&P 500 Index","RSPN":"Invesco S&P 500 Equal Weight Industrials ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","YSPY":"GraniteShares YieldBOOST SPY ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF",".DJI":"道琼斯","VTV":"Vanguard Value ETF","SPGP":"Invesco S&P 500 GARP ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","RSP":"平均加权指数ETF-Rydex S&P","XDTE":"Roundhill S&P 500 0DTE Covered Call Strategy ETF","SPLV":"Invesco S&P 500 Low Volatility ETF","SPXS":"三倍做空标普500ETF-Direxion","DDM":"2倍做多道指ETF-ProShares","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SPYV":"SPDR Portfolio S&P 500 Value ETF","RSPA":"Invesco S&P 500 Equal Weight Income Advantage ETF","DIA":"道琼斯ETF","ALLW":"SPDR BRIDGEWATER ALL WEATHER ETF","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","IJH":"标普中型股400指数ETF-iShares","SPHD":"标普500高股利投资组合ETF-PowerShares","SPYM":"投资组合标普500指数ETF-SPDR","MOAT":"VanEck Morningstar Wide Moat ETF","SCHB":"Schwab US Broad Market ETF","VOO":"Vanguard标普500ETF","VV":"Vanguard Large-Cap ETF","JEPI":"JPMorgan Equity Premium Income ETF","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","ETFT":"Fundsmith Equity ETF","RSPU":"Invesco S&P 500 Equal Weight Utilities ETF","SPHQ":"Invesco S&P 500 Quality ETF","VEU":"Vanguard FTSE All-World ex-US ETF","BMAY":"Innovator U.S. Equity Buffer ETF - May","SPMO":"Invesco S&P 500 Momentum ETF","ACWI":"MSCI全球ETF-iShares","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","XYLD":"Global X S&P 500 Covered Call ETF","TSPY":"TappAlpha SPY Growth & Daily Income ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SFY":"SoFi Select 500 ETF","VOOG":"Vanguard标普500成长ETF","NOBL":"ProShares S&P 500 Aristocrats ETF","DOG":"道指ETF-ProShares做空","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","DBSC":"Deepwater Beachfront Small Cap ETF","ITOT":"安硕核心标普全美股市ETF-iShares","MMAX":"iShares Large Cap Max Buffer Mar ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680975800","content_text":"Wall Street has a problem. Actually, problems, plural. \n\n\n This past week's tech selloff was bad -- the worst since early June. Oil keeps surging, pushed higher by a war that was supposed to end months ago. And the Federal Reserve is prepping everybody for a December rate hike to cool inflation that just keeps getting hotter. \n\n\n Then there's a little thing on Tuesday: the midterm elections. \n\n\n We saw it coming in early summer when Treasury bond yields spiked, the ballooning federal debt set a record, and massive spending on AI sent even the biggest of Big Tech companies to tap corporate lending markets. \n\n\n There was, admittedly, a mid-summer rebound powered the AI trade. It lasted all of two weeks, lifting the S&P 500 to a then-record high of 7798 points, where it essentially settled until mid- October. \n\n\n But the index never truly broke out of its monthslong funk. And possibly now it's sinking even deeper. \n\n\n The S&P 500 ended Friday -- and October -- at 7580 points, falling 1.82% on the session, and 0.9% for October, marking its second consecutive monthly decline. It also erased all of its gains for the past five months. \n\n\n That's a staggering contrast to its 10.7% advance in the first five months of the year, when markets had to wade through the early days of the Iran war -- bringing a surge in global crude -- and the first whispers of doubt about the AI trade. \n\n\n For the tech sector, it was even worse. The Nasdaq Composite fell 5.3% for the month, pegging the benchmark some 7.8% south of the high it reached on Oct. 6. \n\n\n And with only two months left before we ring in 2027, and a host of big risks still lurking, the chances of the market staying in the red are high. \n\n\n All of that, of course, means what happens next is crucial. \n\n\n November is traditionally the strongest month for stocks -- with a 2.3% gain over the past 100 years. And the market puts in an even better performance in midterm years, with an average advance of 2.7%. \n\n\n And end-of-year rallies, aka Santa Claus rallies, typically boost stocks across the board. The S&P 500 usually gains 5% from late October through year's end and 6% in election years. \n\n\n So what is happening? Is there any way to still get a holiday gift? \n\n\n There are signs investors are rotating cash within the market, which could suggest that the AI investment boom is lifting sectors outside of tech. \n\n\n In fact, nine of the S&P 500's 11 sectors booked gains in October, led by energy, utilities, and healthcare. That has helped an equal-weighted version of the index climb more than 5%, taking its gains this year to more than 14%. \n\n\n Tech, though, is staggering. The S&P 500s's sector index is down 6.8% since the end of May, the PHLX Semiconductor Index has fallen 27% from its late June peak, and only two of the Magnificent Seven -- Apple and Microsoft -- have gains over the past two months. \n\n\n For Edward Jones' Angelo Kourkafas, rotation is a good thing. That and solid economic growth and strong financials from some unlikely players. \n\n\n \"We believe this rotation, which is helping offset some of the weakness in AI-related holdings, is being supported by an economy growing at an above-trend pace, as reflected in third-quarter GDP data, along with improving relative earnings growth from parts of the market that have lagged over the last few years,\" said Kourkafas, who is a senior global strategist. \n\n\n David Miller, of Catalyst Funds, sees this downturn as a sort of \"reality check\" for the AI trade, which has dominated markets for the past four years. \n\n\n \"Investors are no longer willing to reward companies simply for spending billions on artificial intelligence, they increasingly want to see that investment translate into accelerating earnings, expanding margins, and stronger free cash flow,\" said Miller, who is the firm's chief investment officer. \n\n\n \"This selloff represents a rotation toward quality rather than the end of the bull market,\" he added. \"The next phase of the AI trade will be driven by profits, not promises.\" \n\n\n But not all investors are convinced this rotation won't come with a lot more pain -- and wreak a lot more damage to a market that has relied so long on the tech trade. \n\n\n One is Jonathan Krinksy, chief market technician at BTIG. \n\n\n \"Bulls will say [the rotation] is healthy, and while it has insulated the S&P 500, it also means there aren't many areas of the market that are still oversold,\" he said. \"In fact, many are now extremely overbought.\" \n\n\n \"The bigger question...is will the weakness in tech spillover to the broad market, or can the game of musical chairs continue?\" he added. \n\n\n Krinsky is sticking with his view that S&P 500 is \"vulnerable\" and a test of 7306 -- its 200-day moving average -- is coming sooner rather than later. \n\n\n Outside factors could take it there quickly. \n\n\n Brent crude futures topped $117 a barrel on Friday, taking its October gain closer to 20%. And President Donald Trump has repeatedly hinted at attacking Iran again once the midterms are over. \n\n\n But the election results could upset the market even more if there's a blue wave that polls think are possible: Democrats retaking the House and the Senate. \n\n\n How that would affect the rapid buildout of AI data centers, the war, the pace of government borrowing, or the fate of Trump's tariffs can't be known. \n\n\n But what is certain is that fixed income investors, as well as equity pros, will be watching with keen interest. \n\n\n Kriti Gupta, of J.P. Morgan Private Bank, couldn't be more sure. \n\n\n \"In a world where global bond markets are sensitive to growing government deficits, [midterm results] can have long-term consequences on the term premium commanded by investors to hold U.S. government debt,\" said Gupta, a global investment strategist. \"And that can have ripple effects into other financial markets, especially stocks.\" \n\n\n Whether that ratchets up into an end-of-year tsunami is still hard to tell, but the risks are indeed real. And building.","news_type":1,"symbols_score_info":{"SPYG":0.6,"SCHB":0.6,"ALLW":0.6,"XLG":0.6,"SPYQ":0.6,"SPXL":0.6,"VOO":0.6,"HIBL":0.6,"MMAX":0.6,"SPHD":0.6,"SPYH":0.6,"GPIX":0.6,"DMAX":0.6,"SH":0.6,"UDOW":0.6,"IJR":0.6,"IVE":0.6,"VEU":0.6,".DJI":2,"SPUU":0.6,"BMAY":0.6,"VOOG":0.6,"GSLC":0.6,"IVW":0.6,"VV":0.6,"VTV":0.6,".SPX":1.97,"SPDN":0.6,"SPMO":0.6,"SPUS":0.6,"SPY":0.6,"UPRO":0.6,"HIBS":0.6,"RSP":0.6,"SPXU":0.6,"SPYM":0.6,"ETFT":0.6,"TSPY":0.6,"VTI":0.6,"VBK":0.6,"IVV":0.6,"RSPN":0.6,"SPYD":0.6,"XDTE":0.6,"RSPU":0.6,"SPLV":0.6,"SPXS":0.6,"SPHQ":0.6,"SPGP":0.6,"SSO":0.6,"NOBL":0.6,"DDM":0.6,"SDS":0.6,"SCHX":0.6,"RSPA":0.6,"SDOW":0.6,".IXIC":2,"DIA":0.6,"XYLD":0.6,"SPYV":0.6,"ACWI":0.6,"DBSC":0.6,"SMAX":0.6,"DXD":0.6,"MOAT":0.6,"SFY":0.6,"SPYU":0.6,"JEPI":0.6,"IJH":0.6,"DOG":0.6,"ITOT":0.6,"YSPY":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625038136361216,"gmtCreate":1793615330775,"gmtModify":1793615496444,"author":{"id":"4249157946346642","authorId":"4249157946346642","name":"Rangimarie Butler","avatar":"https://community-static.tradeup.com/news/d60c44f686ce2e79944abd1bd16e4574","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249157946346642","idStr":"4249157946346642"},"themes":[],"title":"","htmlText":"How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.","listText":"How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.","text":"How much does the US need to shit down AI and SI permanently? I'll send it now. Regards, Rangimarie Butler.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625038136361216","repostId":"2680732989","repostType":4,"repost":{"id":"2680732989","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1793611081,"share":"https://ttm.financial/m/news/2680732989?lang=en_US&edition=fundamental","pubTime":"2026-11-02 17:18","market":"fut","language":"en","title":"Your Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections","url":"https://stock-news.laohu8.com/highlight/detail?id=2680732989","media":"Dow Jones","summary":"Tech stocks in late October caught the cold that for months has been a drag on the corporate bond marketEarly voting for the U.S. midterm elections in Brooklyn on Oct. 24, 2026.Your stock portfolio in","content":"<html><head></head><body>Your stock portfolio increasingly hinges on what happens in the bond market - and the midterm elections.Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.Poorly performing high-quality &#34;hyperscaler&#34; debt has become a feature - not a bug - of credit markets this year, as buyers of corporate debt struggle to keep up with the capital needs of the AI juggernaut.&#34;The bond market has a cold. The equity market may have a cold; and the culprit comes from tech,&#34; said George Catrambone, head of fixed income, Americas, at DWS, on Friday.The tech selloff sharpened Friday, landing giants like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> all in the red, along with semiconductor SOX stocks and other AI hot spots EWY in the market.Stock market gains have relied on tech in recent years. But bond portfolios also now hinge on tech borrowing, upping the stakes for all things AI to pay off.Concerns about the industry&#39;s $1 trillion in expected yearly capital expenditures aren&#39;t new. Yet investors this week began rewarding those willing to tap the breaks on heavy debt issuance. There&#39;s also been swift backlash for others.Oracle&#39;s beleaguered stock finished the week higher after executives indicated a lighter borrowing load for AI going forward. Shares of Alphabet were punished on signs that AI&#39;s advance may encroach on a crucial part of its business, even as its data-center spending push continues.The recent shift in tone also speaks to why investors welcomed Microsoft&#39;s new $25 billion bond on Thursday. The company carries higher credit ratings than the U.S. government, has issued less debt than its peers and reported positive free-cash flow of $18.6 billion during earnings this week.Of note, Microsoft&#39;s 10-year tranche of bonds priced at a yield of roughly 5.5%. That compares with the 10-year Treasury yield at 4.93% on Friday, according to FactSet. Not every big tech company is expected to get as favorable pricing.&#34;Of course it&#39;s going to see good demand,&#34; said Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, of Microsoft&#39;s bond deal. Yet for most companies borrowing to build AI infrastructure, the cost of capital has gone up, he added.Higher borrowing costs can eat into future growth, not only for tech stocks, but the U.S. economy. Companies deemed a greater risk of not repaying their debts have been punished in October.This come as AI-related debt supply has been on a blistering pace of more than $400 billion this year, according to the latest Goldman Sachs estimates, more than double the volume of 2025.The rush for funding has increased the cost of capital. Cracks in riskier parts of the corporate &#34;junk bond&#34; market and among neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> have grown more apparent. The change has caught the U.S. central bank&#39;s attention.Federal Reserve Chairman Kevin Warsh spoke to the trend on Wednesday after the central bank opted not to hike interest rates in October.&#34;Interest rates get in the cracks, interest rates affect directly or indirectly, almost everything,&#34; Warsh said Wednesday. &#34;You&#39;ve seen market participants that are discriminating between the kinds of investments they want to make,&#34; he added.Boockvar told MarketWatch he thinks the Fed might not hike rates in December if the market selloff picks up more steam. Fewer Fed rate increases could help households juggling hot inflation, high gas prices and increased borrowing costs. Mortgage rates could ease.Friday was month-end, which can trigger limited liquidity and exaggerated moves. The jitters around stocks were evident as Wall Street&#39;s Cboe Volatility Index VIX, or &#34;fear gauge,&#34; surged in the afternoon, before ending the session nearly 13% higher at 19.42.Until recently, the AI supply deluge had been siphoning off demand for U.S. government debt since this summer, pushing up benchmark 10-year Treasury yields to a 24-year high of 5.3% in early October. But buyers flooded back to the Treasury market when AI tech stocks began to lurch lower.&#34;Treasurys are finally getting a flight-to-safety [bid] that&#39;s long overdue,&#34; said Catrambone at DWS.Market volatility around the U.S. midterm elections could make any new planned equity raises trickier to pull off. Big market selloffs also make placing new debt deals in the hands of investors harder.The S&amp;P 500 shed 1.8% on Friday, but was still 10.7% higher on the year. Total returns for the ICE BofA U.S. Corporate index turned more negative over the summer as the AI debt deluge intensified along with rates volatility. The corporate bond index was sitting on a negative -0.95% yearly return through Oct. 29, according to Dow Jones Market Data.Negative returns can hurt when companies keep asking investors to provide blank checks for AI, especially when borrowing costs have increased, capital has begun to be more rationed and free-cash flow at many of Silicon Valley&#39;s marquee companies has become rather scarce.&#34;A lot more scrutiny is going on in the bond market,&#34; said Matt Wrzesniewsky, head of fixed-income client portfolio Management at Vanguard.The increased scrutiny isn&#39;t only because of credit concerns. Opposition to AI data centers has been a growing point of worry for many, but not all voters.Any moratoriums on building datacenters that stem out of the midterms could trigger less capital flowing to the AI build-out, said Catrambone at DWS.Hints of any slowdown in AI spending could clobber the S&amp;P 500, as MarketWatch&#39;s Jamie Chisholm wrote in early October. Questions also would start piling up around the checks already written for the AI build-out.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Your Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYour Stock Portfolio Increasingly Hinges on the Bond Market - and the Midterm Elections\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDow Jones \n2026-11-02 17:18\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Your stock portfolio increasingly hinges on what happens in the bond market - and the midterm elections.Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.Poorly performing high-quality &#34;hyperscaler&#34; debt has become a feature - not a bug - of credit markets this year, as buyers of corporate debt struggle to keep up with the capital needs of the AI juggernaut.&#34;The bond market has a cold. The equity market may have a cold; and the culprit comes from tech,&#34; said George Catrambone, head of fixed income, Americas, at DWS, on Friday.The tech selloff sharpened Friday, landing giants like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> all in the red, along with semiconductor SOX stocks and other AI hot spots EWY in the market.Stock market gains have relied on tech in recent years. But bond portfolios also now hinge on tech borrowing, upping the stakes for all things AI to pay off.Concerns about the industry&#39;s $1 trillion in expected yearly capital expenditures aren&#39;t new. Yet investors this week began rewarding those willing to tap the breaks on heavy debt issuance. There&#39;s also been swift backlash for others.Oracle&#39;s beleaguered stock finished the week higher after executives indicated a lighter borrowing load for AI going forward. Shares of Alphabet were punished on signs that AI&#39;s advance may encroach on a crucial part of its business, even as its data-center spending push continues.The recent shift in tone also speaks to why investors welcomed Microsoft&#39;s new $25 billion bond on Thursday. The company carries higher credit ratings than the U.S. government, has issued less debt than its peers and reported positive free-cash flow of $18.6 billion during earnings this week.Of note, Microsoft&#39;s 10-year tranche of bonds priced at a yield of roughly 5.5%. That compares with the 10-year Treasury yield at 4.93% on Friday, according to FactSet. Not every big tech company is expected to get as favorable pricing.&#34;Of course it&#39;s going to see good demand,&#34; said Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, of Microsoft&#39;s bond deal. Yet for most companies borrowing to build AI infrastructure, the cost of capital has gone up, he added.Higher borrowing costs can eat into future growth, not only for tech stocks, but the U.S. economy. Companies deemed a greater risk of not repaying their debts have been punished in October.This come as AI-related debt supply has been on a blistering pace of more than $400 billion this year, according to the latest Goldman Sachs estimates, more than double the volume of 2025.The rush for funding has increased the cost of capital. Cracks in riskier parts of the corporate &#34;junk bond&#34; market and among neoclouds like <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> have grown more apparent. The change has caught the U.S. central bank&#39;s attention.Federal Reserve Chairman Kevin Warsh spoke to the trend on Wednesday after the central bank opted not to hike interest rates in October.&#34;Interest rates get in the cracks, interest rates affect directly or indirectly, almost everything,&#34; Warsh said Wednesday. &#34;You&#39;ve seen market participants that are discriminating between the kinds of investments they want to make,&#34; he added.Boockvar told MarketWatch he thinks the Fed might not hike rates in December if the market selloff picks up more steam. Fewer Fed rate increases could help households juggling hot inflation, high gas prices and increased borrowing costs. Mortgage rates could ease.Friday was month-end, which can trigger limited liquidity and exaggerated moves. The jitters around stocks were evident as Wall Street&#39;s Cboe Volatility Index VIX, or &#34;fear gauge,&#34; surged in the afternoon, before ending the session nearly 13% higher at 19.42.Until recently, the AI supply deluge had been siphoning off demand for U.S. government debt since this summer, pushing up benchmark 10-year Treasury yields to a 24-year high of 5.3% in early October. But buyers flooded back to the Treasury market when AI tech stocks began to lurch lower.&#34;Treasurys are finally getting a flight-to-safety [bid] that&#39;s long overdue,&#34; said Catrambone at DWS.Market volatility around the U.S. midterm elections could make any new planned equity raises trickier to pull off. Big market selloffs also make placing new debt deals in the hands of investors harder.The S&amp;P 500 shed 1.8% on Friday, but was still 10.7% higher on the year. Total returns for the ICE BofA U.S. Corporate index turned more negative over the summer as the AI debt deluge intensified along with rates volatility. The corporate bond index was sitting on a negative -0.95% yearly return through Oct. 29, according to Dow Jones Market Data.Negative returns can hurt when companies keep asking investors to provide blank checks for AI, especially when borrowing costs have increased, capital has begun to be more rationed and free-cash flow at many of Silicon Valley&#39;s marquee companies has become rather scarce.&#34;A lot more scrutiny is going on in the bond market,&#34; said Matt Wrzesniewsky, head of fixed-income client portfolio Management at Vanguard.The increased scrutiny isn&#39;t only because of credit concerns. Opposition to AI data centers has been a growing point of worry for many, but not all voters.Any moratoriums on building datacenters that stem out of the midterms could trigger less capital flowing to the AI build-out, said Catrambone at DWS.Hints of any slowdown in AI spending could clobber the S&amp;P 500, as MarketWatch&#39;s Jamie Chisholm wrote in early October. Questions also would start piling up around the checks already written for the AI build-out.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) 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GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680732989","content_text":"Your stock portfolio increasingly hinges on what happens in the bond market - and the midterm elections.Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.Poorly performing high-quality \"hyperscaler\" debt has become a feature - not a bug - of credit markets this year, as buyers of corporate debt struggle to keep up with the capital needs of the AI juggernaut.\"The bond market has a cold. The equity market may have a cold; and the culprit comes from tech,\" said George Catrambone, head of fixed income, Americas, at DWS, on Friday.The tech selloff sharpened Friday, landing giants like Amazon, Alphabet, Meta, Intel, Oracle and SpaceX all in the red, along with semiconductor SOX stocks and other AI hot spots EWY in the market.Stock market gains have relied on tech in recent years. But bond portfolios also now hinge on tech borrowing, upping the stakes for all things AI to pay off.Concerns about the industry's $1 trillion in expected yearly capital expenditures aren't new. Yet investors this week began rewarding those willing to tap the breaks on heavy debt issuance. There's also been swift backlash for others.Oracle's beleaguered stock finished the week higher after executives indicated a lighter borrowing load for AI going forward. Shares of Alphabet were punished on signs that AI's advance may encroach on a crucial part of its business, even as its data-center spending push continues.The recent shift in tone also speaks to why investors welcomed Microsoft's new $25 billion bond on Thursday. The company carries higher credit ratings than the U.S. government, has issued less debt than its peers and reported positive free-cash flow of $18.6 billion during earnings this week.Of note, Microsoft's 10-year tranche of bonds priced at a yield of roughly 5.5%. That compares with the 10-year Treasury yield at 4.93% on Friday, according to FactSet. Not every big tech company is expected to get as favorable pricing.\"Of course it's going to see good demand,\" said Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, of Microsoft's bond deal. Yet for most companies borrowing to build AI infrastructure, the cost of capital has gone up, he added.Higher borrowing costs can eat into future growth, not only for tech stocks, but the U.S. economy. Companies deemed a greater risk of not repaying their debts have been punished in October.This come as AI-related debt supply has been on a blistering pace of more than $400 billion this year, according to the latest Goldman Sachs estimates, more than double the volume of 2025.The rush for funding has increased the cost of capital. Cracks in riskier parts of the corporate \"junk bond\" market and among neoclouds like CoreWeave have grown more apparent. The change has caught the U.S. central bank's attention.Federal Reserve Chairman Kevin Warsh spoke to the trend on Wednesday after the central bank opted not to hike interest rates in October.\"Interest rates get in the cracks, interest rates affect directly or indirectly, almost everything,\" Warsh said Wednesday. \"You've seen market participants that are discriminating between the kinds of investments they want to make,\" he added.Boockvar told MarketWatch he thinks the Fed might not hike rates in December if the market selloff picks up more steam. Fewer Fed rate increases could help households juggling hot inflation, high gas prices and increased borrowing costs. Mortgage rates could ease.Friday was month-end, which can trigger limited liquidity and exaggerated moves. The jitters around stocks were evident as Wall Street's Cboe Volatility Index VIX, or \"fear gauge,\" surged in the afternoon, before ending the session nearly 13% higher at 19.42.Until recently, the AI supply deluge had been siphoning off demand for U.S. government debt since this summer, pushing up benchmark 10-year Treasury yields to a 24-year high of 5.3% in early October. But buyers flooded back to the Treasury market when AI tech stocks began to lurch lower.\"Treasurys are finally getting a flight-to-safety [bid] that's long overdue,\" said Catrambone at DWS.Market volatility around the U.S. midterm elections could make any new planned equity raises trickier to pull off. Big market selloffs also make placing new debt deals in the hands of investors harder.The S&P 500 shed 1.8% on Friday, but was still 10.7% higher on the year. Total returns for the ICE BofA U.S. Corporate index turned more negative over the summer as the AI debt deluge intensified along with rates volatility. The corporate bond index was sitting on a negative -0.95% yearly return through Oct. 29, according to Dow Jones Market Data.Negative returns can hurt when companies keep asking investors to provide blank checks for AI, especially when borrowing costs have increased, capital has begun to be more rationed and free-cash flow at many of Silicon Valley's marquee companies has become rather scarce.\"A lot more scrutiny is going on in the bond market,\" said Matt Wrzesniewsky, head of fixed-income client portfolio Management at Vanguard.The increased scrutiny isn't only because of credit concerns. Opposition to AI data centers has been a growing point of worry for many, but not all voters.Any moratoriums on building datacenters that stem out of the midterms could trigger less capital flowing to the AI build-out, said Catrambone at DWS.Hints of any slowdown in AI spending could clobber the S&P 500, as MarketWatch's Jamie Chisholm wrote in early October. Questions also would start piling up around the checks already written for the AI build-out.","news_type":1,"symbols_score_info":{"MSFY":0.6,"NULC":0.6,"TTXU":0.6,"MSFD":0.6,"SNPE":0.6,"MSFU":0.6,"MSFW":0.6,"MSFC":0.6,"IGV":0.6,"EFIV":0.6,"TDIV":0.6,"FTEC":0.6,"MSFO":0.6,"SPTE":0.6,"MSFT":1.84,"XLK":0.6,"TYLG":0.6,"ROM":0.6,"IXN":0.6,"OGIG":0.6,"GAMR":0.6,"MSFL":0.6,"CNEQ":0.6,"CMAG":0.6,"MSFX":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625017264742560,"gmtCreate":1793610133077,"gmtModify":1793611154886,"author":{"id":"4249157946346642","authorId":"4249157946346642","name":"Rangimarie Butler","avatar":"https://community-static.tradeup.com/news/d60c44f686ce2e79944abd1bd16e4574","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249157946346642","idStr":"4249157946346642"},"themes":[],"title":"","htmlText":"Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler","listText":"Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler","text":"Where is Elon Musk? I need to have a chat old mate. It's your turn now. Thanks. Rangimarie Butler","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625017264742560","repostId":"2680731209","repostType":2,"repost":{"id":"2680731209","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1793607906,"share":"https://ttm.financial/m/news/2680731209?lang=en_US&edition=fundamental","pubTime":"2026-11-02 16:25","market":"nz","language":"en","title":"Tesla Registrations Surge Across Northern Europe in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2680731209","media":"Reuters","summary":"Nov 2 (Reuters) - Registrations of new $Tesla(TSLA)$ cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker's regional sales.Tesla...","content":"<html><head></head><body>Nov 2 (Reuters) - Registrations of new <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker&#39;s regional sales.Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, according to Mobility Sweden, Norway&#39;s data compiler OFV and Danish vehicle data platform bilstatistik.dk.The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Registration figures from Britain and Germany, Europe&#39;s two largest car markets, are due later this week.The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Registrations Surge Across Northern Europe in October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Registrations Surge Across Northern Europe in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2026-11-02 16:25\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Nov 2 (Reuters) - Registrations of new <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker&#39;s regional sales.Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, according to Mobility Sweden, Norway&#39;s data compiler OFV and Danish vehicle data platform bilstatistik.dk.The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Registration figures from Britain and Germany, Europe&#39;s two largest car markets, are due later this week.The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261102:nL5N46J0G2:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680731209","content_text":"Nov 2 (Reuters) - Registrations of new Tesla cars rose across several Northern European markets in October, extending the recovery in the US electric vehicle maker's regional sales.Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, according to Mobility Sweden, Norway's data compiler OFV and Danish vehicle data platform bilstatistik.dk.The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Registration figures from Britain and Germany, Europe's two largest car markets, are due later this week.The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.","news_type":1,"symbols_score_info":{"TSLL":0.6,"TSL":0.6,"WANT":0.6,"FDRV":0.6,"TLA":0.6,"IDRV":0.6,"TSLO":0.6,"TSLR":0.6,"07766":0.6,"TSLW":0.6,"LIT":0.6,"TSLZ":0.6,"CRSH":0.6,"TESL":0.6,"09766":0.6,"07366":0.6,"TSLT":0.6,"TSLY":0.6,"SMOG":0.6,"TSLI":0.6,"TSLS":0.6,"TSYY":0.6,"TESC":0.6,"TSLA":1.97,"TSLP":0.6,"TSLQ":0.6,"TSII":0.6,"TSLG":0.6,"WATS":0.6,"TEST":0.6,"ELOL":0.6,"09366":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}