Amazon is structuring a special-purpose vehicle to hold $8 billion in Nvidia Grace Blackwell chips, leasing them back while transferring balance-sheet pressure to outside investors in a model that signals how extreme AI capital costs have become.
Author Archives: newanalytica
Posted inMarkets
Nasdaq Hits Record 27,477 Even as 10-Year Treasury Yield Climbs to 5.31%
The Nasdaq Composite closed at an all-time high of 27,477 on October 4 despite the 10-year Treasury yield reaching its highest level since April 2002, as AI earnings growth overrode the conventional bond-market warning to growth stocks.
Posted inEconomy
Eurozone Inflation Hits 3.8% in September on 18.8% Energy Surge
Euro area consumer prices rose to 3.8% in September 2026, their highest since September 2023, with energy costs up 18.8% year-on-year as Middle East conflict keeps oil prices elevated.
Posted inGeopolitics
US Sends Third Aircraft Carrier to Middle East as Iran War Enters Eighth Month
The USS Theodore Roosevelt departed San Diego on October 2, heading to join two carriers already deployed near Iran, as Washington assembles its largest Gulf naval concentration in more than a decade.
Posted inWorld
Bolsonaro Leads Brazil First Round at 47%, Forcing October 25 Runoff
Flávio Bolsonaro surprised analysts with 47% of valid votes in Brazil’s first round on October 5, setting up an October 25 runoff against incumbent Lula da Silva with no clear favourite.
Posted inTech
California CEO Charged in $300 Million GPU Smuggling Ring That Routed Nvidia Chips to China
Federal prosecutors indicted Greg Lui of Earthmade Computer on three counts covering export-control violations, smuggling, and money laundering, alleging he shipped over $300 million in restricted AI-grade servers to China via Malaysia and Singapore.
Posted inMarkets
Nikkei Surges 3.3% to 68,956 as Micron’s AI Memory Outlook Ignites Japan’s Chip Stocks
Japan’s benchmark index posted its best session in six weeks on Tuesday, led by a wave of buying in semiconductor-linked stocks after Micron Technology raised long-term customer commitments to $32 billion from $22 billion in June.
Posted inEconomy
Bessent Says US Core Inflation Is Near 2.3% and Q3 GDP Will Exceed 3%
Treasury Secretary Scott Bessent said Tuesday that US core inflation had retreated to around 2.3 percent and third-quarter GDP growth would likely exceed 3 percent, pushing back against recession concerns after September’s weak jobs print.
Posted inGeopolitics
US Withdraws All 12 B-1 Bombers From RAF Fairford as Iran-Backed Threat Intelligence Emerges
American commanders rushed all 12 B-1 Lancer bombers out of a British air base over the weekend after intelligence warned of an Iran-backed threat against the facility, as senior officials held emergency Iran war talks at Camp David.
Posted inWorld
Spain’s Sánchez Calls Snap Election for 29 November After Housing Crisis Defeat
Prime Minister Pedro Sánchez dissolved parliament on Monday after opposition parties blocked his housing reform decrees, triggering Spain’s third general election in three years.