StockStorm

Taiwan is capping short sales after its worst week since 2001 Taiex: -12.19% this week Short sales cap at 3% of average daily volume from Monday, down from 30% Margin: 130%, up from 90% $TSM

Workers kept the smallest slice on record Labor share: 53.0% of output in Q3, per BLS Lowest since the series began in 1947 Productivity: +3.6% vs +2.7% expected Unit labor costs: -0.7%, first drop since Q2 2025 Output rose 3.7% while hours rose 0.1%

About 25% of Japan Tobacco operating profit now sits under Russian state control Putin added 3 more JTI companies overnight, per Reuters Two decrees have put 7 JTI companies under temporary administration The same Russian business is only about 10% of group revenue

US forces struck Qeshm Island a second time in five days on Friday, hitting an Iranian air-defense site, per AP Trump called it minor, out in about 15 minutes. Brent settled at $98.32 Friday

Volatility stayed bid into the weekend $VIX close: 25.64 Week: +32.0% Thursday close: 28.18 Friday fell 9.0% and the week still closed above 25 $VIX

The 0% capital gains bracket widens in 2027 Single: 0% up to $51,050 of taxable income Married filing jointly: 0% up to $102,100 The 0% ceiling rose $1,600 single and $3,200 joint from 2026 15% then runs to $563,200 single and $633,600 joint

Berkshire bought back $9.6B in a down quarter Operating earnings: $12.71B Down 5.8% from a year ago Underwriting: $1.35B vs $2.37B $BRK.B

SoftBank and ABB may carve out the China business to save their $5.4B robotics deal, per Bloomberg Beijing blocked the China piece this week China is about 30% of the unit $ABB $SFTBY

Iraq's oil claim runs past its own ceiling Output above 5M barrels a day, Oil Minister Basim Mohammed told INA, per Reuters Quota ceiling: 4.431M a day IEA capacity estimate: 4.9M Baghdad wants a 6M baseline instead, with ministers set to rule in late November

The jobs beat left one group behind Average unemployment spell hit 27.1 weeks, per BLS That is up from 24.8 weeks in September 27 weeks or more: 1.96M people They are 27.6% of everyone jobless Setting the pandemic aside, no stretch this long in about a decade

Monday's heavy run starts after the close Before open: $CEG, $KKR, $FERG, $MNDY After close: $OXY, $TTWO, $RKLB, $TTD, $HIMS, $ASTS

Trump has not decided on Iran, and his team is split Hegseth backs strikes, Rubio and Bessent back tighter sanctions, per WSJ Brent fell about 16% this week, its steepest weekly drop since 2020

Carl Icahn's fund just hit an all-time low $IEP traded to $4.73 today, its lowest recorded price, and closed at $4.75, down 7.4% The units are down 46% in a year and 96% below the $118.81 high from March 2014 $IEP

Computer and chip imports hit a record $86.9B in September +$12.1B in one month Capital goods imports: $158B, also a record +$11.6B in the month The AI buildout is running through imports

Microsoft's exit tests Oracle's $664B backlog against its build bill, per Bloomberg Revenue: $19.3B, up 30% Cloud infrastructure: $7.4B, up 121% Capex: $28.5B, free cash flow: -$5.4B $ORCL $MSFT

OpenAI aimed for $30B and closed $11B Valuation: $1.25T, down from $1.4T The round can still reach $20B, per Bloomberg

Consumer credit jumped $27.84B in September, more than double the $11.5B expected That is more than triple August's revised $8.19B gain, with credit growing at a 6.4% annual rate, per the Fed

56 of the 62 names picked for tokenized stock trading have already said no Total objections to the OKX and ICE venue are now 67, per CoinDesk Meta and Palantir were the latest to object The names that have not objected are mostly crypto firms $META $PLTR $ICE

Musk just guided SpaceX to a 70% jump in Q4 revenue That is about $24.8B, off Q3's $14.57B, per Bloomberg Government work falls under 10% of it, from 16.6% in Q3 $SPCX 🟢

41% of planned US data centers sit in states whose new governors promised a pause 158.6 GW of capacity, per Cleanview Texas holds 88.4 GW of it