APK-Inform raised its 2026 Ukraine grain production forecast to 60.5 mln t from 59.6 mln t.

Academy Securities strategist Peter Tchir says AI capital spending is producing a rare equity–credit split. He remains cautious on AI equity valuations, warning markets could renew scrutiny of capex scale and returns. By contrast he favors bonds financing data centers and AI infrastructure for their higher total yields and potential for spread tightening. Alphabet’s recent plan to raise about $20–25 bln in the US bond market to fund large-scale AI investment exemplifies the dynamic; markets have already flagged capex-driven pressure on Alphabet’s free cash flow and equity valuation. Reuters data show Amazon, Meta, Oracle and other tech giants have also stepped up debt issuance this year. The same AI outlay can mean cash-burn and return-risk for shareholders while offering yield pickup to credit investors, prompting a shift from equity-only AI trades toward repricing within capital structures.

前以色列外交官阿隆·平卡斯表示，內塔尼亞胡絕對需要一場永久戰爭。以色列拒絕加沙計劃的這一表態，應當完全放在10月27日以色列大選的背景下來看待。平卡斯表示，內塔尼亞胡做出的是一個他認爲沒有風險的算計——他認爲自己可以公然對抗特朗普，因爲特朗普沒那麼在乎，因爲時機，因爲哈馬斯尚未解除武裝，因爲他可以不受懲罰地這麼做。這一切都關乎永久戰爭和選舉。