外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
Consultancy says companies quoted on London stock market issued 65 in three months to end of SeptemberThe number of profit warnings from UK-listed companies has risen to the highest level in two years, as the war in the Middle East triggers a surge in costs for businesses before the budget.With less
Jim O’Neill’s Goldman Sachs Economics Paper No. 66 reshaped how business leaders looked at the world, but it may now be time for a significant upgrade
EQT strikes $6.5bn deal for waste management group and Dai-ichi Life targets wealth manager
The reversal could provide a much-needed boost to a market grappling with regulatory curbs aimed at reining in speculative trading
Rhee Chang Yong, PIIE Nonresident Senior Fellow and former Bank of Korea Governor, says Seoul should use the windfall from AI-related exports to create buffers against competition from China. He speaks with Stephen Engle on the sidelines of the Bund Summit in Shanghai. (Source: Bloomberg)
The violence that rocked France this weekend as cost-of-living protests degenerated into looting and burning nationwide is raising alert levels across Europe, where elections will be held in at least half a dozen countries next year.
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
Indonesian markets extended their selloff, with losses in bonds and the rupiah, after MSCI warned of a potential downgrade. Bloomberg's Anthony Stephens talks about the potential buffers against foreign selling. (Source: Bloomberg)
When voters turn, leaders follow
Indian shares muted as investors assess key earnings against elevated oil prices Reuters
Indonesian stocks slide to six-year low as MSCI warning weighs Reuters
Also in today’s newsletter: French riots and Europe’s Starlink curbs
文章梳理谷歌TPU从内部部署到通过谷歌云向第三方提供算力服务、并开始直接销售的路径。文中回顾TPU历代迭代，并列举谷歌向Anthropic供应TPU、Meta租赁TPU集群及蚂蚁集团迁移计算负载等案例；相关信息均按原文所述。
Indonesian officials plan to meet with MSCI Inc. executives on Monday, according to people familiar with the matter, after saying they were blindsided by the index provider’s threat to reclassify the country as a standalone market — a much more severe step than they thought was under discussion duri
Putin proposes summit with Trump and Xi to discuss Ukraine deal, WSJ says Reuters
Sensex Today | Stock Market LIVE Updates Monday: The GIFT Nifty indicated a tepid open for the Nifty50. Asian markets were trading lower in early deals
More than 500,000 demonstrators took to the streets across France over surging energy and living costs, resulting in nearly 2,400 arrests and intensifying pressure on Emmanuel Macron's strained fiscal agenda. (Source: Bloomberg)
Indonesian stocks extended their selloff, deepening their worst rout in almost 30 years after MSCI Inc. warned that the country could face a two-step downgrade, fueling fears of worsening foreign capital outflows.
Indonesia's benchmark stock index plunged to its lowest level in six years.
Austrian Airlines says Vienna-bound flight from Tel Aviv made an emergency stop in Sofia
Foreign firms make up majority of large buyout deals in Asia’s fourth-biggest economy
New Zealand’s trade deficit with China widened in the 12 months through September amid a surge in imports of electric vehicles and mobile phones.
Asian stocks skid, Wall Street and bonds aided by oil slip Reuters
钛媒体文章梳理微软、Meta及国内大厂的AI投入变化，认为AI竞赛仍在继续，但评价重点正从资本开支规模转向单位经济性、投资回报和商业化兑现。文章列出微软调整外部模型使用预算、Meta维持高额资本开支并以裁员应对支出压力，以及阿里、腾讯、百度2026年二季度资本开支同比增长等情况；并引用Gartner对AI基础设施支出、收入与回报缺口的预测，讨论推理成本下降和各厂商应用布局。
South Korean stocks resumed declines Monday, as DeepSeek’s latest model sparked concerns over demand for memory chips, compounding market worries over AI financing.
Gold opened the week higher as traders pared bets on the Federal Reserve raising interest rates this month after remarks by Chair Kevin Warsh.
伊朗战争与中国政策变化正在收紧国际市场的美元供应。
特朗普周五宣布豁免对俄部分制裁，文章认为此举迎合俄罗斯，却未能促使普京谈判。文章对比普京与泽连斯基，称俄罗斯自2014年起对乌克兰发动战争，乌克兰则寻求谈判并抵御入侵；作者主张美国支持乌克兰。
Kioxia Holdings Corp. shares face further downward pressure because of a buildup of positions from investors who borrowed to buy the stock on the assumption it would rise, and now may need to sell at a loss.
Oil steadied after jumping on Friday, as flareups in fighting in the Middle East and Ukraine dimmed the prospect of a return to normal crude flows.
美股期货从周五科技股带动的抛售中反弹，油价下跌。投资者关注本周密集发布的企业业绩和中国经济数据，以寻找市场方向。
How did this happen so quickly? Where were the buyers? I have some answers.
The Claude maker said that establishing the fund as an LLC will provide greater flexibility in how the money is used.
财富评论称，AI竞赛的下一阶段将很大程度取决于企业和国家能否以低成本、大规模筹集资本，竞争焦点正从前沿实验室转向信贷市场。
Anthropic to commit 5% stake to new public benefit fund Reuters
General Ronald Clark looks to build up deterrence in region amid concerns about China’s ambitions
Barbican Centre faces uncertain future as Square Mile prepares for Labour funding overhaul
Anthropic 已向外部评估人员授予“类员工访问权限”，以评估其模型风险。非营利组织 METR 的团队已进驻 Claude 开发商 Anthropic 的办公室，可访问其硬件和内部系统。此举落实了 Anthropic 加强安全防护的承诺。
Ambassador Andrew Puzder warns about ‘devastating’ retaliation if Brussels goes ahead with plans to limit spectrum access for non-EU companies
Chaotic scenes unfolded on Saturday in Paris as rioters clashed with police and masked individuals looted businesses.