Ukrainian drones struck Russia's Ryazan refinery on October 15, ending a short pause and extending a campaign that cut diesel exports by more than 75%.

Asian AI stocks sank as SK Hynix fell nearly 6%, Tokyo Electron 6% and SoftBank 5.6%, while US tech futures dropped on doubts over AI spending returns.

SpaceX stock rose about 8% after its first profitable quarter as a public company, with revenue up 161%, as Musk floated a Tesla merger and lock, ups ended.

China drafted export curbs on 40 AI, biotech and solar technologies as Taiwan readies criminal penalties for AI chip smuggling under its US trade deal.

Brent crude near $110 after a drone strike at a Saudi Aramco field is pressuring India's Sensex, Nifty and rupee as import costs and inflation risks climb.

Meta and Tesla report Q3 2026 results after the bell today, with Meta's $41B AI capex and negative free cash flow and Tesla's margin squeeze in focus.

The 10, year Treasury yield sits near 5.1%, off its 5.35% October peak, as markets price a 12, 17% chance of a Fed hike on Oct. 27, 28 and a move in December.

French 10, year yields near 4.9% and a Bund spread of about 150 basis points show how the worst riots in years now test France's 2027 budget and the euro.

Trump waived the Graham Act sanctions and tariffs on Russia two days before launch, lifting the MOEX Russia Index and pressing Kyiv toward a quick peace deal.

Spotify (SPOT) hit 306 million paying subscribers and widened margins, though EPS missed forecasts.

SPOT · 4 sources

Brent crude (BZ=F) hit $112 a barrel, the highest since May, as Houthi attacks widen across the Gulf.

BZ=F · CL=F · 5 sources

Intel (INTC) and Marvell fell over 5% premarket as Tesla and Meta earnings left AI spending doubts.

NQ · INTC · MRVL · MU · 5 sources

Tokyo Electron (8035.T) fell 6.5% and SoftBank Group (9984.T) 6.9% as investors doubted AI spending in 2027.

^N225 · 8035.T · 9984.T · 7735.T · 6 sources

Swedish legal-AI company Legora raised a $550M Series E at an $8.8B valuation, led by Atreides Management.

Boston predictive-AI startup ASI raised a $325M Series C led by Spark Capital and Citadel Securities affiliates, for critical-infrastructure and national-security operations.

Year-old US AI-efficiency lab Flapping Airplanes raised a $1B Series A at a $6B valuation, co-led by Index and Lux, nine months after its seed round.