Big Oil Eyes Record Profits but Keeps Spending in Check
45stories
0bullish
0bearish
5sections
Key points
Big Oil Eyes Record Profits but Keeps Spending in Check
Blackstone’s Jas Khaira downplays AI debt concerns amid market jitters
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
Netflix has dipped its toe into theatrical. Is it ready to jump in?
French borrowing costs hit 24-year high as civil unrest and budget fears spook markets
KEY POINTS
What moved markets
01Neutral
Big Oil Eyes Record Profits but Keeps Spending in Check
Oil supermajors have been raking it in since the war in the Middle East began. They are now set to report another robust quarter, even as some jurisdictions where they operate plan to slap windfall taxes on them. The…
02Neutral
Blackstone’s Jas Khaira downplays AI debt concerns amid market jitters
Blackstone's confidence in AI investments highlights the importance of risk differentiation, potentially stabilizing investor sentiment amid market volatility.
03Neutral
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave shares are down 29% in October, and the spreads in its credit default swaps are widening.
04Neutral
Netflix has dipped its toe into theatrical. Is it ready to jump in?
Co-CEO Ted Sarandos has said the streamer needs new avenues for growth and to improve execution around its content strategy.
05Neutral
French borrowing costs hit 24-year high as civil unrest and budget fears spook markets
Yield on 10-year government bonds passes 5% amid failure to pass budget and fallout from violent street protests. France’s borrowing costs have climbed above 5% for the first time in 24 years as political concerns and…
MOST MENTIONED
Markets in the news
How many stories mention each market, and how many read bullish or bearish.
Big Oil Eyes Record Profits but Keeps Spending in Check
Big Oil Eyes Record Profits but Keeps Spending in Check. Oil supermajors have been raking it in since the war in the Middle East began.
NeutralCrypto Briefing
Blackstone’s Jas Khaira downplays AI debt concerns amid market jitters
Blackstone's confidence in AI investments highlights the importance of risk differentiation, potentially stabilizing investor sentiment amid market volatility.
NeutralCNBC
Netflix has dipped its toe into theatrical. Is it ready to jump in?
Co-CEO Ted Sarandos has said the streamer needs new avenues for growth and to improve execution around its content strategy.
NeutralThe Guardian
French borrowing costs hit 24-year high as civil unrest and budget fears spook markets
Yield on 10-year government bonds passes 5% amid failure to pass budget and fallout from violent street protests. France’s borrowing costs have climbed above 5% for the first time in 24 years as political concerns and…
NeutralCNBC
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave shares are down 29% in October, and the spreads in its credit default swaps are widening.
GBP/JPY Price Forecast: Doji tests bulls’ resolve below 212.00. GBP/JPY goes nowhere on Wednesday, trading around 211.77 as neither buyers nor sellers can provide direction, following the break of the 50-day Simple Moving.
NeutralOilPrice.com
U.S. Energy Red Tape Gives China an Edge
Congress needs to pass the bipartisan bill on permitting reform to accelerate energy infrastructure buildout so that the United States can compete economically and industrially with China, say former economic policy and…
NeutralFXStreet
The Euro gets the PMIs first and France's credit rating over the weekend
France's 10-year government bond yield went above 5% on Wednesday for the first time since 2002, and the Euro hardly moved on it. EUR/USD trades just under 1.1250, and each of its four rallies since October 2 has…
Australian Dollar defies Iran war jitters as RBA hike bets double
The Australian Dollar rallies for the fourth straight day against the US Dollar as market mood remains positive amid high tensions in the Middle East, pointing to a resumption of hostilities, as reported by recent news.…
NeutralFXStreet
New Zealand's CPI inflation eases to 3.7% YoY in Q3, vs 3.8% expected
New Zealand's third-quarter Consumer Price Index (CPI) came in a tenth under forecast on both the quarterly and the annual measure, and it took the Kiwi off its four-week high.
NeutralOilPrice.com
S&P Global Warns Hormuz Energy Shock Could Become a Global Food Crisis
The world’s ongoing energy crisis is quickly turning into a global food security crisis. Ongoing conflict between some of the world’s most prominent economies on two major fronts – Russia’s war in Ukraine and the United…
NeutralinvestingLive (ForexLive)
investingLive Americas FX news wrap 21 Oct: Nasdaq leads as AI optimism offsets Gulf oil risks
US stocks close higher as tech leads the rally. New Zealand CPI preview: Q3 inflation seen easing to 3.8% ahead of likely RBNZ hike. US State Department is to prepared to issue a order departure at US embassies in the…
NeutralOilPrice.com
Saudi Crude Exports Hit Five-Month High as Production Falls to Record Low
Saudi Arabia's crude exports rose about 7.9% in August from July to 4.451 million barrels per day, the highest since March, while its oil production fell to a record low of 6.24 million bpd, the Joint Organizations Data…
NeutralFXStreet
The British Pound goes into retail sales with its November hike already priced
UK inflation beat its forecast on the headline, core and monthly measures on Wednesday, and the Pound barely moved. GBP/USD holds just under 1.3400, with no daily close above it since September 15.
NeutralFXStreet
The New Zealand Dollar takes its winning streak into the inflation report
Stats NZ's third-quarter Consumer Price Index (CPI) comes at 21:45 GMT on Wednesday, with NZD/USD just under its 50-day average and the Reserve Bank of New Zealand (RBNZ) deciding on October 28. The pair trades just…
Stocks & Earnings: 10 selected of 20
NeutralCNBC
Tesla beats on earnings and sales even as auto revenue declines
Tesla beats on earnings and sales even as auto revenue declines. Tesla reported better-than-expected third-quarter results.
NeutralCrypto Briefing
OpenAI updates usage policies to require approval for model routers and AI gateways
OpenAI's policy update could reshape AI access dynamics, emphasizing security and accountability, potentially impacting intermediary platforms.
NeutralBBC News
Meta fined $25bn for 'lies' over user data privacy
The fine is the largest to date against Facebook's owner, larger than an $18bn deal with California.
NeutralThe Guardian
Tesla beats earnings projections after Musk floats SpaceX merger plan
Musk says ‘there’s a lot of merit’ to potential merger that would require approval of 50% of Tesla shareholders. Investors will be paying close attention to Tesla’s third-quarter earnings call on Wednesday afternoon…
NeutralCNBC
Apple's iPhone Duo in short supply — plus, the 2 stocks fueling an AI rebound
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
NeutralCNBC
Intel hits construction milestone at Ohio chip fab that’s at least 5 years behind schedule
Intel has installed the first major structural truss at its delayed Ohio chip fab, but the company has yet to announce a major outside customer.
NeutralThe Guardian
New prize launches for books co-written with AI
After months of controversy over the possible use of AI by winners of prestigious awards, the Prix Pascal de Littérature IA is rewarding fiction written with the help of LLMs. A prize for AI-written books has launched…
NeutralCNBC
Southwest Airlines cuts 2026 profit forecast on higher fuel
Southwest Airlines became the third major U.S. airline this month to cut its 2026 profit forecast due to higher fuel prices.
Standard Chartered Signs Agreement To Acquire Crypto Custodian Zodia Custody
British bank Standard Chartered will integrate Zodia Custody’s bitcoin and crypto services into its own. This post Standard Chartered Signs Agreement To Acquire Crypto Custodian Zodia Custody first appeared on Bitcoin…
NeutralCointelegraph
UK financial watchdog opens consultations for DeFi guidance, crypto laws
The UK Financial Conduct Authority consultations came just weeks after the agency opened applications for companies under its new crypto regulatory regime.
Sectors & Themes: 10 selected of 13
NeutralBitcoin Magazine
Three Companies Have Notified the SEC of Intention To Start Tokenized Stocks Trading
Three Companies Have Notified the SEC of Intention To Start Tokenized Stocks Trading. The Securities and Exchange Commission is taking applications from companies wanting to list tokenized stocks.
NeutralCointelegraph
Tether backs Bolivian fintech bringing USDT payments to food delivery and banking
The investment will support Peso’s expansion across four Latin American markets, where it connects stablecoin payments to merchant services and local banking networks.
NeutralCNBC
GM aims to develop vehicles in as little as two years with AI, software push
General Motors is targeting a roughly two-year vehicle development cycle as it expands its use of artificial intelligence, simulation and vehicle software.
NeutralThe Block
American Bankers Association accuses OCC of undermining Congress with final stablecoin rewards rule
The fight between banks and crypto has reignited after a top banking regulator declined to weigh in on third-party stablecoin rewards.
NeutralCNBC
Expanding AI trade is turning safety stocks into a 'Texas hedge'
The growing AI trade is infiltrating traditionally safe sectors like utilities, making hedging more difficult.
NeutralCointelegraph
Treasury Secretary Bessent likens GENIUS Act to Lincoln-era banking reform
The OCC has finalized rules for stablecoin reserves and redemptions, with Bessent calling the GENIUS Act a “watershed moment for American finance.”
NeutralBBC News
Just Eat apologises for AI food mistakes after social media ridicule
A spokesperson said it was removing inaccurate AI images and pausing the rollout of the tool.
NeutralCointelegraph
OCC finalizes GENIUS Act rules for stablecoin issuers and custody
The Office of the Comptroller of the Currency’s final rule covers payment stablecoin issuance and some custody activities, with the GENIUS Act framework taking effect in mid-January.
NeutralCointelegraph
France proposes liability for crypto exchanges offering DeFi access
French authorities want crypto exchanges to conduct checks on DeFi protocols and face liability for certain customer losses under proposed changes to EU crypto rules.
NeutralThe Guardian
‘Jackdaw means we pay our mortgages’: relief in Aberdeen over gasfield approval
Few believe decision will bring back city’s boom years, but workers hope it will secure North Sea jobs for now. UK approves Jackdaw gasfield in North Sea. What does the UK’s approval of Jackdaw mean? As recently as…
Analysts & Research: 10 selected of 32
NeutralCrypto Briefing
Obol urges immediate Charon upgrade after CA key compromise
Obol urges immediate Charon upgrade after CA key compromise. The swift Charon upgrade highlights the critical need for robust security measures in decentralized systems to protect significant digital assets.
NeutralFXStreet
Indonesian Rupiah: Depreciation bias with MSCI risk – MUFG
MUFG’s Lloyd Chan highlights that MSCI reclassification risk could trigger a broader Indonesia risk-premium shock, weighing on the Rupiah and local assets.
NeutralFXEmpire
Natural Gas Price Forecast: Channel Breakdown Signals Deeper Decline
Natural gas breaks below rising-channel support in a decisive selloff, shifting the short-term outlook bearish and putting the recent $2.62 swing low at risk.
NeutralFXStreet
South Korean Won: Losses risks building toward 1400 against US Dollar – TD Securities
TD Securities strategists argue that USD/KRW’s roughly 14% decline from its June peak leaves the pair at the bottom of its two-year range.
NeutralFXEmpire
Gold (XAU/USD) Price Forecast: Consolidation Sets Stage for Decisive Breakout
Gold remains under pressure but weakening bearish momentum and tightening trendlines suggest a decisive breakout may be approaching, with bullish confirmation potentially opening the way toward $4,847.
Fortinet (FTNT) Price Forecast: Support Holds as Recovery Gains Momentum
Fortinet has regained key technical support following a bullish reversal, while its rising trend channel and weekly chart suggest potential for a recovery toward $197.
NeutralFXEmpire
XAUUSD Holds Near One-Week Low as Oil Keeps December Fed Risk Alive
Spot Gold holds near a one-week low as elevated oil prices keep inflation and December Fed hike risk in front of XAUUSD traders.
Taiwan Dollar: Strong exports but FX under strain – Commerzbank
Commerzbank’s Lay and Hao highlight Taiwan’s record export orders driven by AI-related ICT and electronics, supporting a robust export-led expansion into Q4.
NeutralFXStreet
Dow Jones Industrial Average climbs with the AI trade, led by a bank
The Dow Jones Industrial Average got most of its share of Wednesday's artificial intelligence (AI) rally from a bank and a bulldozer maker. The index closed near 52,800, its highest close since early September.
NeutralFXEmpire
NASDAQ Index, SP500, Dow Jones Forecasts – NASDAQ Gains Ground As SpaceX Rallies 7%
Major indices are moving higher amid strong demand for tech stocks.
Compiled by the Borearis Research Team from public news and market quotes, with AI-assisted summaries. For information only, not investment advice. Trading involves risk.
