Iran has told Hezbollah to raise combat readiness as Washington weighs the MOAB bomb, keeping Brent above $105 and Gulf oil supply under growing threat.

Houthi strikes on a Saudi Aramco office in Dhahran pushed the EU, Gulf summit off its October 24 date and dragged Gulf stocks lower, with Brent near $105.

Fed Chair Kevin Warsh declined to signal an October fed rate hike after hot PPI data, and traders cut the odds of a move this month to about 15% from over 25%.

SK Hynix fell 11% and Samsung 9% as the KOSPI dropped over 7%, with AI stocks hit by rate and inflation fears before Asian chipmakers rebounded Friday.

The Trump administration is weighing sanctions relief for shadow fleet tankers to curb record freight rates, days after a Russian diesel sanctions waiver.

The IEA will release over 20 million barrels of emergency diesel and speed up March's record stock draw, but the volume covers under one day of global demand.

Ukraine struck Rosneft's Ryazan refinery after a three, day pause, as Zelenskiy said "we're done" and called the US withdrawal of intelligence sharing dangerous.

CoreWeave stock rebounded about 6% Thursday after a 15% Wednesday plunge, as Nvidia's Jensen Huang ruled out a backstop and credit swaps hit a record.

Wall Street's Dow industrials average rose 1.08% on Thursday as investors rotated out of AI and chip stocks after hot CPI and PPI inflation readings.

Thoma Bravo, backed Proofpoint will pay $49.75 a share for cybersecurity firm Varonis, a 52% premium to its pre, rumor price, with closing expected in the first half of 2027.

The GFS Pride sank in the Strait of Hormuz and a second Singapore, flagged ship was hit, pushing Brent near $106 weeks before the US midterm elections.

Tesla (TSLA) is still down 19% in 2026, but Musk's 'Tesla x SpaceX' post fueled merger talk.

TSLA · SPCX · 6 sources

The Kospi (^KS11) closed at 5,668 and Japan's Nikkei rose 1.4% as traders cut bets on an October Fed hike.

^KS11 · ^N225 · 5 sources

Lennar (LEN) led homebuilders higher as D.R. Horton rose 4.4% on hopes of relief for mortgage rates.

LEN · DHI · PHM · TOL · 5 sources

Brent crude (BZ=F) is up about 0.8% for the week as the US blacklists 16 people and 10 entities tied to Iran.

BZ=F · CL=F · 6 sources

TypeSafe AI (US) raised an $870M Series A at a $7.5B valuation, led by Andreessen Horowitz, to expand its Jev developer tool.

Zenzap (Israeli-founded) emerged from stealth with $44M total funding, including a $33M Series A co-led by Bessemer and Lightspeed, for AI agents inside team chats.

Pluto Security (Israel) emerged from stealth with $42M ($8.5M seed led by TLV Partners and a $34M Series A led by Jump Capital) to secure AI tools that employees build.