Iran balks at Qatari draft deal as US prepares possible strikes after midterms Death toll reaches 68 after high-speed trains collide near Toledo No bloc reaches 61 seats as Arab parties surge in Israel's election Ebola outbreak passes 10,000 cases as Africa CDC warns of wider spread European gas tops €100 as Iran strike fears and a World Bank warning weigh on markets Death toll from Nyala market drone strike rises past 100 Houthis target Aden airport as Saudi strikes kill 14 in Yemen Oleshky truce holds as Trump pushes leaders' summit and Europe seeks a seat Cyclone Arnab hits Andhra Pradesh, killing at least three Flávio Bolsonaro reaches Miami after leaving Brazil despite passport order Zelensky says Ukraine gets only 12 Patriot missiles a month as drone strikes continue Around 50,000 flee into Kenya as Ethiopian regional forces clash near Moyale Fed leaves rates unchanged before US midterms Oil spill closes UAE beaches as US urges ships to avoid Hormuz transits Youth protests spread across Europe as France tightens rules on riots Russia-Africa summit opens in Moscow Police kill knife attacker outside Israeli embassy in Belgrade Reliance Jio shares rise on debut in India's biggest IPO Drones hit container ship off Bulgaria as Turkey warns Russia and Ukraine Stocks rise on AI bets while debt strain shows before Big Tech earnings Warren presses Anthropic on risks as IPO filing lifts AI stocks Hebron lockdown enters sixth day as UN agency voices grave concern Israeli attacks kill four in Gaza despite ceasefire Healey to scrap gas standing charges in first budget Syria-Jordan border reopens and security committee formed after Jordanian air strikes Indonesian students protest haze response as Singapore summons 10 firms US bans imports from Chinese genomics firms BGI and MGI China steps in to support markets as investors turn from AI shares Merz seeks trade alliance in Japan as China urges Germany and EU to be rational Serbia weighs ties with China and EU after Vučić's election defeat UN General Assembly again votes against US embargo on Cuba Putin praises Musk as Russia plans its own version of Starlink Iran balks at Qatari draft deal as US prepares possible strikes after midterms Death toll reaches 68 after high-speed trains collide near Toledo No bloc reaches 61 seats as Arab parties surge in Israel's election Ebola outbreak passes 10,000 cases as Africa CDC warns of wider spread European gas tops €100 as Iran strike fears and a World Bank warning weigh on markets Death toll from Nyala market drone strike rises past 100 Houthis target Aden airport as Saudi strikes kill 14 in Yemen Oleshky truce holds as Trump pushes leaders' summit and Europe seeks a seat Cyclone Arnab hits Andhra Pradesh, killing at least three Flávio Bolsonaro reaches Miami after leaving Brazil despite passport order Zelensky says Ukraine gets only 12 Patriot missiles a month as drone strikes continue Around 50,000 flee into Kenya as Ethiopian regional forces clash near Moyale Fed leaves rates unchanged before US midterms Oil spill closes UAE beaches as US urges ships to avoid Hormuz transits Youth protests spread across Europe as France tightens rules on riots Russia-Africa summit opens in Moscow Police kill knife attacker outside Israeli embassy in Belgrade Reliance Jio shares rise on debut in India's biggest IPO Drones hit container ship off Bulgaria as Turkey warns Russia and Ukraine Stocks rise on AI bets while debt strain shows before Big Tech earnings Warren presses Anthropic on risks as IPO filing lifts AI stocks Hebron lockdown enters sixth day as UN agency voices grave concern Israeli attacks kill four in Gaza despite ceasefire Healey to scrap gas standing charges in first budget Syria-Jordan border reopens and security committee formed after Jordanian air strikes Indonesian students protest haze response as Singapore summons 10 firms US bans imports from Chinese genomics firms BGI and MGI China steps in to support markets as investors turn from AI shares Merz seeks trade alliance in Japan as China urges Germany and EU to be rational Serbia weighs ties with China and EU after Vučić's election defeat UN General Assembly again votes against US embargo on Cuba Putin praises Musk as Russia plans its own version of Starlink

Symbolic image: Stocks rise on AI bets while debt strain shows before Big Tech earnings

Symbolic image

Stocks rise on AI bets while debt strain shows before Big Tech earnings

4 sources

Global stocks rallied on AI optimism ahead of Microsoft and Alphabet results on Wednesday. Bloomberg reports that a bank and a fund are managing their AI debt exposure.

All three major US indexes rose on Tuesday, 27 October, led by the Nasdaq Composite (+1.18 percent), according to Al Jazeera. Nvidia gained almost 1 percent after announcing a $3bn investment in Meta's equity offering. Asian markets followed on Wednesday: South Korea's KOSPI closed up 6.63 percent after SK Hynix reported third-quarter operating profit of 83.33 trillion won ($62.4bn). Amazon reports on Thursday and Apple on Monday. Dan Coatsworth of AJ Bell calls it unclear whether this is a new rally or a relief bounce.

Hedging and offloading AI debt

Bloomberg headlines say Barclays is turning to insurers to hedge billions of data-centre debt, and Pimco sold billions in AI debt just in time to skirt losses. Another says Wall Street's AI debt machine is starting to choke on supply.

Neocloud liquidity dispute

Elon Musk warns of neocloud failures, while Jensen Huang says robust demand would solve the sector's liquidity crunch, the South China Morning Post reports. It says similar pressures affect Chinese builders of computing capacity.

Spending and losses

Anthropic filed for an IPO on Monday, reporting a first-half 2026 net loss of $80.7bn on $16.3bn revenue. Gartner forecasts global AI investment of $2.7 trillion in 2026 and $3.6 trillion in 2027.