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Yorkville Ives said recent results from hyperscale cloud providers reinforce the investment case for enterprise AI infrastructure and current capex. The firm urged patience—volatility can prompt indiscriminate selling—but said overall tech valuations

2026-11-01

Yorkville Ives said recent results from hyperscale cloud providers reinforce the investment case for enterprise AI infrastructure and current capex. The firm urged patience—volatility can prompt indiscriminate selling—but said overall tech valuations are not elevated and expects AI investment returns to become clearer next year, which could help justify current capex and support a re-rating.

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2026-11-01

NIO (NIO.N) delivered 34,246 vehicles in October 2026, including 18,125 NIO-brand units, 8,383 Le Dao-brand units and 7,738 Firefly-brand units. Jan–Oct 2026 deliveries totaled 334,547 vehicles, up 38.5% YoY and a company record. Cumulative deliverie

NIO (NIO.N) delivered 34,246 vehicles in October 2026, including 18,125 NIO-brand units, 8,383 Le Dao-brand units and 7,738 Firefly-brand units. Jan–Oct 2026 deliveries totaled 334,547 vehicles, up 38.5% YoY and a company record. Cumulative deliveries to date: 1,332,139 vehicles.
2026-10-31

Iranian Foreign Minister: Reopening the Strait of Hormuz on our terms will pave the way for resuming negotiations with Washington on outstanding issues.

Iranian Foreign Minister: Reopening the Strait of Hormuz on our terms will pave the way for resuming negotiations with Washington on outstanding issues.
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