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SpaceX (SPCX.O) large-scale debt issuance has raised market concern, with credit risk now noticeably higher.

2026-10-08

SpaceX (SPCX.O) large-scale debt issuance has raised market concern, with credit risk now noticeably higher.

Other News
2026-10-07

According to Iranian media Fars News, Iranian President Peshizian stated that the country is in a state of "total war."

According to Iranian media Fars News, Iranian President Peshizian stated that the country is in a state of "total war."
2026-10-07

JP Morgan chief portfolio manager Sylvia Sheng said higher policy rates will not derail the US economy because a strong AI-driven capex cycle is largely rate‑insensitive. She added financial conditions remain supportive, credit spreads are tight and

JP Morgan chief portfolio manager Sylvia Sheng said higher policy rates will not derail the US economy because a strong AI-driven capex cycle is largely rate‑insensitive. She added financial conditions remain supportive, credit spreads are tight and corporate fundamentals are intact. JP Morgan is constructive on equities, citing robust nominal growth, lower recession risk and a sustained AI capex and earnings cycle. The firm continues to overweight US equities, saying the US offers the broadest and most durable exposure to AI capex and applications and that earnings momentum is spreading beyond early AI beneficiaries; JP Morgan sees further room for AI-related capex expansion.
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