Daily Global News,distilled into 8 essentials

Today’s Brief

Top stories at a glance

• Fed Governor Waller backs a December rate cut, while Vice Chair Jefferson flags risks of both inflation and weaker employment. Treasury yields eased as markets weigh easier policy into year-end. [cluster size=3; sources=2; latest article=17th Nov @ 22:29 UTC]
• U.S. stocks fell as investors de-risked ahead of Nvidia earnings and a heavy data slate. AI exuberance faces scrutiny; rising memory costs could squeeze PC vendors. Peter Thiel’s fund trimmed Nvidia, underscoring caution. [cluster size=5; sources=3; latest article=18th Nov @ 02:23 UTC]
• Chevron is exploring a potential purchase of some Lukoil assets, per Reuters, amid evolving Russia sanctions. Any deal would require U.S. approval and could reshape oil asset ownership and valuations. [cluster size=1; sources=1; latest article=17th Nov @ 21:28 UTC]
• Amazon plans a $15 billion U.S. bond sale—its first in three years—to fund AI investments and capex, adding high-grade supply and signaling continued cloud/AI spending. [cluster size=1; sources=1; latest article=17th Nov @ 23:01 UTC]
• The yen remains pressured and Japanese government bonds fell on rising debt concerns and expectations of Abenomics-like policy bias under PM Takaichi, keeping yields and FX volatility in focus. [cluster size=2; sources=1; latest article=18th Nov @ 06:16 UTC]
• GlobalFoundries agreed to acquire Singapore’s Advanced Micro Foundry to accelerate optical interconnects for AI data-center networks, expanding capacity in specialty semiconductors. [cluster size=1; sources=1; latest article=18th Nov @ 01:32 UTC]
• Bitcoin’s slide erased 2025 gains; analysis highlights drivers of the drop. MicroStrategy shares have underperformed yet grown more correlated to bitcoin, amplifying volatility. [cluster size=3; sources=2; latest article=18th Nov @ 02:45 UTC]
• The U.S. will allow F-35 sales to Saudi Arabia, while Archer will supply electric powertrains for the Omen drone to Anduril/EDGE. Expanding defense procurement supports sector revenue visibility. [cluster size=2; sources=2; latest article=18th Nov @ 01:10 UTC]