Flooding in 4 U.S. states kills 1; some areas adjust midterm election voting ｜ PNN News
Published ・ Source Taiwan | 公視新聞
Unusually heavy rain triggered severe flooding in 4 southwestern U.S. states, killing 1 person. Water levels on Colorado’s San Juan River neared a century-old record, and some areas had to adjust midterm election voting arrangements.
Georgia’s winemaking history spans more than 8000 years; wine festival uses drones to deliver barbecue ｜ PNN News
Published ・ Source Taiwan | 公視新聞
The annual wine festival was held in Sighnaghi, a mountain town in eastern Georgia, celebrating more than 8000 years of winemaking history. The event featured drones air-dropping barbecue, tastings of traditional amber wine and demonstrations of heritage winemaking methods, attracting visitors from around the world.
Extreme weather brings torrential rain to Greece, triggering floods that sweep away more than 60 cars ｜ PNN News
Published ・ Source Taiwan | 公視新聞
Extreme rainfall caused by climate extremes triggered flooding on the Greek island of Rhodes, sweeping away more than 60 cars. The Tumbes River in Peru burst its banks, affecting about 700 people, and authorities deployed the military for rescue operations.
Facts
At least 60 cars swept away
The rainfall affected about 700 people
More than 200 households were affected by this river
U.S. airstrikes hit Iranian sites near Hormuz; foreign media say scale deliberately limited to avoid widening conflict ｜ PNN News
Published ・ Source Taiwan | 公視新聞
The United States launched airstrikes on Iranian sites on Qeshm Island. Foreign media reported that Washington deliberately limited the scale to avoid widening the conflict. Meanwhile, senior officials from the United States and Iran signaled a willingness to resolve disputes through negotiations. Chinese President Xi Jinping hosted the Sultan of Oman, seeking to demonstrate his ability to ease tensions in the Strait of Hormuz.
Capturing the rare upper-atmospheric electrical phenomenon known as “red sprites”: students at 中央大學 record the event ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
王瞳, a student at 中央大學, has repeatedly captured the rare upper-atmospheric electrical phenomenon known as “red sprites” from her dormitory rooftop, and discussed its connection to thunderstorm systems with Professor 郭政靈.
Facts
At 8 p.m. on May 27 this year
September 13 and 22
The atmosphere at an altitude of about 50 to 90 kilometers
Thai department stores combine shopping and vacation experiences, meeting visitors’ daily needs to capture consumer spending ｜ PNN News
Published ・ Source Taiwan | 公視新聞
Thai department stores combine shopping with vacation experiences, bringing traditional markets, dining, entertainment and medical services together in one place to attract visitor spending.
Defense Ministry detects 49 Chinese military aircraft around Taiwan; monitors drills in southwestern airspace ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
The Defense Ministry detected 49 Chinese military aircraft around Taiwan and continued monitoring drills in southwestern airspace. The Coast Guard intercepted 4 Chinese coast guard vessels that entered restricted waters around Kinmen. Scholars recommended using drones and unmanned vessels to strengthen surveillance and reconnaissance. The military is planning to procure more than 1,000 unmanned vessels, with companies including 雷虎, 直域STR8 and MARTAC taking part in the demonstration.
A student from Taipei’s 麗山高中 won a bronze medal at the 15th Asia-Pacific Youth Science Conference for research on how high snakes can climb. 傅昭銘, director of international affairs at 亞洲大學, said the conference was founded to encourage observation and innovation.
Facts
The 15th Asia-Pacific Youth Science Conference
A barrel taller than 50% of their (the snakes’) body height
Young students from 10 countries and regions exchange ideas
Senate races tighten in 7 key states; traditional Republican strongholds show signs of shifting ahead of U.S. midterms ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
In the U.S. midterm elections, races have tightened in traditional Republican strongholds such as Kansas and Texas, with Democratic candidates winning support from some voters unhappy with Trump. Advertising spending in key states hit a record $570 million. Polls show the parties are nearly tied in both the House and Senate, making the election a political test of Trump’s second term.
Taliban government requires female doctors to treat women; Afghan women face obstacles accessing maternal care ｜ PNN News
Published ・ Source Taiwan | 公視新聞
The Taliban government requires female patients to be seen by female doctors, while also banning women from receiving medical training, resulting in a severe shortage of qualified female doctors. Afghan women face a lack of maternal healthcare resources and difficulty accessing medical care.
New Delhi’s Air Quality Reaches ‘Very Poor’ Level; Indian Government Imposes Vehicle Restrictions | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
New Delhi’s air quality has reached the “very poor” level. To combat air pollution, the Indian government has introduced measures including vehicle restrictions, bans on outdoor construction and work-from-home arrangements. It is also spraying chemicals to address pollution in the Yamuna River and calling for wastewater discharges to be tackled at the source.
Personal Data of Passengers on South Korean Presidential Plane Leaked; Lee Jae-myung and Wife Apply for Replacement Passports | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Personal data of passengers on the South Korean presidential plane was leaked, and Lee Jae-myung and his wife applied for replacement passports. Japan’s GMO網路集團 cloud services were hacked; company president Masatoshi Kumagai apologized and announced compensation measures.
Facts
Original半年多來有2094件
Original累積洩密多達2億6000多萬民眾
A document containing passport information for 168 people
Had been publicly available for about 5 months
A 10-day diplomatic tour across multiple countries in June
Was extorted for $1 million by hackers
Said as early as April 2024 that the system had vulnerabilities
Conducted emergency maintenance 4 times
Hackers broke in on August 5 this year
The company did not learn of the problem until a customer reported an abnormal transaction on October 20
More than 26,000 servers were affected
Hackers initially demanded 8 billion yen in ransom
Prosecutors and police searched locations as the 屏東地檢署 investigated allegations that an independent candidate for Ligang Township chief, surnamed Lan, her father and her campaign team held a banquet for voters in the name of a clan association to buy votes. The two were detained after prosecutors sought their detention, then released on bail of NT$200,000 each. Su Chen-ching criticized prosecutors for overreacting. Separately, Keelung City Councilor Tsai Wang-lien, a candidate surnamed Chan for township chief in Shuili, Nantou County, and a candidate for village chief in Emei Township, Hsinchu County, were each involved in separate alleged vote-buying or election-related controversies.
Facts
Court orders the 2 to be released on bail of NT$200,000 each
A banquet offered to voters free of charge, at NT$6,000 per table
More than 40 people, including the candidate and her father, were taken in for questioning
8 tables were set for a Double Ninth Festival banquet for residents
An association dinner for representatives from all 13 townships and cities in the county
Suspected of buying votes by giving NT$1,000 to NT$2,000 in cash to 7 voters
Age Becomes Focus of New Taipei Election; Lee Szechuan Calls for Debate to Return to Policy | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
New Taipei mayoral candidates Lee Szechuan and Su Chiao-hui have focused on age in their campaigns, with both calling for discussion to return to policy proposals. President Lai Ching-te campaigned in Nantou and discussed budget allocations, while former Taiwan People’s Party chairman Ko Wen-je acknowledged that the race would be difficult.
Survey Finds Heavy Litter in Zhuoshui River; Up to 361 Bags of Trash per Kilometer | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A survey by the 荒野保護協會 found as many as 361 bags of trash per kilometer along the Zhuoshui River, more than along other rivers. The Water Resources Agency and 雲林縣環保局 will step up cleanup efforts and introduce AI monitoring. A lecturer at Ming Chi University of Technology recommended targeted cleanup of hotspots to improve management.
Facts
As many as 361 bags of trash per kilometer
Data covering a total of 152 kilometers
One-quarter are plastic bottles and containers
Bagged trash accounts for 15%
Disposable tableware accounts for one-tenth
Monitoring from a distance of 5 kilometers
A 2025 survey found 78.7 bags of trash per kilometer
A follow-up survey this year found the figure had fallen to 27.6 bags
Pinhole Cameras Disguised as Toilet-Cleaning Supplies; Police Warn of New Forms of Voyeurism | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Police uncovered a case in which a man surnamed Tso installed pinhole cameras in public restrooms at National Taipei University of Education, Taipei National University of the Arts and Yangmingshan to film people secretly. They warned that new methods of voyeurism are varied, with cameras hidden in everyday items such as cleaning supplies.
Facts
The suspect, a man surnamed Tso in his 60s, was caught
Kaitori Maxus launches new support for preparing to sell electric-assist bicycles in Sendai, Miyagi Prefecture｜Sets up procedures for advance battery condition checks and guidance on security registration
[Okayama University] Okayama University student attends send-off ceremony for Japan's delegation to One Young World 2026, the next-generation leaders' global summit
Published ・ Source Japan | PR TIMES
Okayama University student Putri Devica Afsari attended a send-off ceremony for Japan's delegation to One Young World 2026, which will be held in the Republic of South Africa.
Facts
2026 (Reiwa 8)
Oct. 10, 2026
The event is being held for the 16th time this year
The 2015 Bangkok summit
To be held November 3–6
Original2009年の世界経済フォーラム
London, United Kingdom, in 2010
From more than 190 countries worldwide
Next-generation leaders aged 18–35
Approximately 21,000 young leaders worldwide
Companies mentioned：国立大学法人岡山大学、One Young World Japan Committee、南アフリカ観光局、世界経済フォーラム、ダボス会議、グラミン銀行
Meiji Co., Ltd. will release a new promotional video for “Meiji Oishii Milk” and the “Meiji Oishii Milk Series” on November 4, 2026, featuring the new unit “Oishistars!” formed by Yuriyan Retriever and Ganbareruya.
集英社's monthly manga magazine "Jump SQ." will celebrate its 20th anniversary in November 2027. The period from November 2026 to November 2027 will be designated the "20th Anniversary Year," with plans including a commemorative logo, an exhibition and merchandise.
Illustration: Company Gives Away a Luxury Car Worth NT$3.5 Million Tax-Free! Tax Bureau Reveals the Truth: Recipient Has to Pay Tax Instead
Published ・ Source Taiwan | 風傳媒
The 財政部高雄國稅局 clarified that although a company does not have to pay gift tax when giving property to an individual free of charge, the recipient must report the value as “other income” on their consolidated income tax return. The clarification highlights the tax differences between gifts from companies and gifts from individuals, and reminds companies that they have a reporting obligation.
Facts
When a company gives a car, house or shares to an individual free of charge, the transfer is not subject to gift tax.
Property received as a gift from a for-profit enterprise is not eligible for the income tax exemption that applies to property received through inheritance, bequest or gifts.
In 2026, the annual gift tax exemption for individuals is NT$2.44 million.
When a company pays other income that must be reported by law, it must still report the income information to the tax bureau even if tax does not have to be withheld in advance.
Yang Chin-hua and Chang Hsiao-chuan’s “The Vanishing Rift” Loses Out! Top 10 Drama Series Taiwanese Viewers Loved Most in October; Tian Xiwei’s “1 Mainland Drama” Beats “The Princess Royal” to Take the Top Spot
Published ・ Source Taiwan | 風傳媒
Yahoo released its October 2026 drama series rankings, with the mainland Chinese drama “Marry the Golden Hairpin” taking the top spot and the Korean drama “百日謊言” in third place. This article rounds up the plot highlights and audience discussion of the TOP10 series, spanning Taiwanese, mainland Chinese and Korean dramas.
Facts
The top-ranked drama in Yahoo’s October 2026 series rankings was “Marry the Golden Hairpin,” starring Tian Xiwei and Yan An.
“玉簟秋,” starring Cheng Lei and Xu Ruohan, ranked 2nd in the October 2026 rankings.
“百日謊言,” starring Kim Yoo-jung and Park Jin-young, ranked 3rd in the October 2026 rankings.
“尚公主,” starring Meng Ziyi and Li Yunrui, ranked 9th in the October 2026 rankings.
“豆腐媽媽,” starring Hsieh Chiung-hsuan and Honduras, ranked 10th in the October 2026 rankings.
The headline mentions a sharp drop in gold prices and a bearish outlook from 美銀, while central banks continue buying. With no article text provided, only the facts in the headline can be extracted.
環球晶 Chairman Hsu Hsiu-lan said silicon wafer demand is expanding from AI advanced processes to mature processes and specialty materials. 12-inch capacity is fully utilized, and demand for 12-inch SOI exceeds existing expansion plans. The company is evaluating additional capacity and expects average selling prices to improve in 2027.
Facts
環球晶's 12-inch capacity is fully utilized, while 8-inch and 6-inch capacity is also nearing full utilization.
Customer demand for 12-inch SOI has exceeded existing expansion plans, and the company is evaluating further capacity increases.
Average selling prices are expected to improve in 2027.
Price adjustments will be negotiated based on product specifications, supply and demand, contract renewal timing, and individual customer circumstances.
Some customers are considering increasing inventories out of concern that supplies will tighten further and prices will rise, but the scale remains small.
Trump delays $14 billion in arms sales to Taiwan; US expert fears Xi Jinping may miscalculate: consequences could be worse than the 1996 Taiwan Strait crisis
Published ・ Source Taiwan | 風傳媒
Singleton, an expert at a US think tank, warned that Trump's delay of $14 billion in arms sales to Taiwan could be misread by Beijing as a concession. If arms sales resume later, the consequences could be worse than those of the 1996 Taiwan Strait crisis because the Chinese Communist Party's military has grown stronger.
Facts
US President Donald Trump has yet to approve an approximately $14 billion arms sale to Taiwan and has publicly described the weapons as a “very good bargaining chip” with China.
Singleton, senior director of the China program at the US think tank 捍衛民主基金會, warned that Trump may simply want to preserve room for trade negotiations, while Xi Jinping could view the delay in arms sales as a long-term concession by Washington.
Singleton said that if the US resumes arms sales and Beijing believes Washington has gone back on its word, the consequences could be worse than those of the 1996 Taiwan Strait crisis because the PLA's missile, air and naval, and cyberwarfare capabilities are far greater than they were 30 years ago.
Xi Jinping asked the US to explicitly state its “opposition to Taiwan independence” at the Trump-Xi meeting in Washington in September, but the US did not accept the request.
Singleton recommended that Trump handle arms sales to Taiwan separately from trade negotiations with China and first approve a smaller arms sale to make the US position clear.
美光 plans to be sole subscriber to $500 million in convertible bonds issued by 環球晶! 10-year term, 0.5% coupon, supporting its US wafer footprint
Published ・ Source Taiwan | 風傳媒
環球晶 announced the issuance of $500 million in convertible bonds with a 10-year term and a 0.5% coupon, to be subscribed to exclusively by 美光科技, supporting long-term supply cooperation between the two sides and the development of its US wafer business.
Facts
環球晶 plans to issue a private placement of unsecured convertible corporate bonds with a principal amount of $500 million, a 10-year term, and an annual coupon rate of 0.5%.
美光科技 is the sole subscriber to the convertible bonds, in conjunction with a 10-year supply cooperation arrangement between the two sides.
The convertible bond issuance still requires approval by a shareholders' meeting, and the funds have not yet been received.
環球晶 completed the issuance of $1.432 billion in global depositary receipts (GDRs) in September, with subscription demand at about four times the offering size.
Shipments from GlobalWafers America, the new plant in Texas, have set records for four consecutive months, and its major customers have completed qualification.
環球晶 reports EPS of NT$15 for the first 3 quarters and plans NT$6 per share in dividends for the first half! Italy fire hits Q3; Hsu Hsiu-lan sees improvement in Q4
Published ・ Source Taiwan | 風傳媒
A fire at 環球晶's Novara plant in Italy affected third-quarter revenue and earnings, bringing EPS down to NT$3.13. EPS for the first 3 quarters reached NT$15, close to the full-year figure for last year. Chairman Hsu Hsiu-lan is optimistic about improved demand and operations in the fourth quarter. The company also approved a dividend of NT$6 per share for the first half of the year.
Facts
環球晶's third-quarter earnings per share (EPS) were NT$3.13, down from NT$7.90 in the second quarter.
Cumulative EPS for the first 3 quarters reached NT$15, close to last year's full-year figure of NT$15.29.
Is an AI bubble emerging? 4 tech giants lose nearly $900 billion in market value; Kuo Cheng-liang warns: Will Wall Street still buy in?
Published ・ Source Taiwan | 風傳媒
Former legislator Kuo Cheng-liang said that steep stock declines at tech giants including 谷歌 and 英特爾 have wiped out nearly $900 billion in market value. Most companies' AI businesses have negative cash flow and returns that fall short of investment costs, raising fears that Wall Street could lose confidence and tighten financing, fueling concerns about an AI bubble.
Facts
Shares of US tech leaders including 谷歌, 英特爾, and 超微 plunged, wiping out nearly $900 billion in combined market value.
谷歌 Cloud revenue was strong, but cash flow was negative by $9 billion, while advertising revenue came in $1.4 billion below expectations.
英特爾 shares fell from $142 to $65. Its fourth-quarter revenue forecast of $15.5 billion was below the market estimate of $17.29 billion.
亞馬遜, 谷歌, 微軟, and Meta are investing as much as $200 billion in AI, but most companies have negative cash flow.
《金融時報》 estimates that $8.5 trillion will need to be invested in data centers by 2030, while the tech giants' total revenue is no more than $3.6 trillion.
Companies mentioned：谷歌、Google、英特爾、Intel、超微、AMD、亞馬遜、Amazon、微軟、Meta、《金融時報》、Financial Times
Taiwan stocks battered by 6,700 points—have they bottomed? Experts see room for another 1,000-point short-term drop: the low may come at “this time”
Published ・ Source Taiwan | 風傳媒
Taiwan stocks fell below the 6,700-point level. Experts warned of a short-term risk of a further 1,000-point decline and hinted that the low would be confirmed at a particular point in time.
Philadelphia Semiconductor Index slides, Taiwan stocks correct! Investment trust executive says tech stocks face “more bad news before year-end”: the pressure is considerable
Published ・ Source Taiwan | 風傳媒
唐祖蔭, an executive at 中國信託投信, said that despite a rebound in the US manufacturing index, year-end profit-taking, uncertainty over the midterm elections, and inflationary pressures have weighed on the Philadelphia Semiconductor Index and prompted a correction in Taiwan stocks. Tech stocks still face more bad news before year-end.
Facts
The Institute for Supply Management reported that the US manufacturing index rose to 55.5 in October, above market expectations.
唐祖蔭, an executive at 中國信託投信, said year-end profit-taking pressure is considerable.
The US midterm elections have introduced policy uncertainty because the Democrats' positions on data centers and power grids are completely different from Trump's.
The top 10% of earners in the US control more than 50% of consumer spending power.
Earnings reports from the 4 major US cloud service providers were all good, but only 微軟 had positive cash flow.
“輝達 receives 6.7 billion in forward-looking subsidies”; DPP criticizes Chiang Wan-an: once jumped on a table to block the budget, now takes credit
Published ・ Source Taiwan | 風傳媒
The headline says 輝達 received 6.7 billion in forward-looking subsidies, prompting the Democratic Progressive Party to criticize Chiang Wan-an for previously blocking the budget and now taking credit.
Ho Hsin-chun leads Chiang Chi-chen by 10.7 percentage points in poll! Doctor mocks: “Vote share surpasses Tsai Ing-wen's”—should resign as legislator
Published ・ Source Taiwan | 風傳媒
During the local elections, Ho Hsin-chun led Chiang Chi-chen by 10.7 percentage points in the polls, prompting a prominent doctor to comment that her vote share would surpass Tsai Ing-wen's and to suggest that Chiang Chi-chen resign.
Markets focus on US midterm elections; European shares close lower
Published ・ Source Taiwan | 中央社 CNA
As the US midterm elections got underway, investors remained cautious and major European stock indexes closed lower. London's FTSE 100, Frankfurt's DAX, and Paris's CAC 40 all fell.
White House: Melania to meet Russian and Ukrainian representatives; a remarkable moment in US history
Published ・ Source Taiwan | 中央社 CNA
The White House said US First Lady Melania Trump will meet Russian and Ukrainian representatives in Washington, calling it “a remarkable moment in American history.” She will also issue a statement on a ceasefire in the Kherson region on Nov. 5.
Trump talks immigration, Iran, and tariffs on midterm election day, rallying right-wing supporters
Published ・ Source Taiwan | 中央社 CNA
On midterm election day, US President Donald Trump made a final appeal to voters by phone on a Fox News program, defending his record on cracking down on illegal immigration, going to war with Iran, and imposing tariffs, while urging right-wing supporters to vote.
Report: Gao Jin Sumei aide Zhang Junjie smuggled out of Keelung; prosecutors and police are checking
Published ・ Source Taiwan | 中央社 CNA
Legislator Gao Jin Sumei's aide Zhang Junjie, suspected of corruption and espionage, fled after being released on bail. Media reports say he secretly left by sea from Zhengbin Fishing Port in Keelung in late October. The Taipei District Prosecutors Office is reviewing footage to verify the reports.
Facts
Fled after being released on bail in September
Suspected of secretly leaving by sea from Zhengbin Fishing Port in Keelung in late October
Released on bail for NT$10 million
Fled after tampering with his electronic monitoring bracelet on September 6
Indicted Gao Jin Sumei, Zhang Junjie and 24 others
Report: Zhang Junjie has secretly left Keelung by sea; 海巡署: Verifying
Published ・ Source Taiwan | 中央社 CNA
Zhang Junjie, an aide to non-partisan legislator Gao Jin Sumei, has been on the run after being released on bail for nearly 2 months. Reports say he secretly left by sea from Zhengbin Fishing Port in Keelung in late October. 海巡署北部分署 said it is still verifying the reports.
Magnitude 4.5 earthquake off Yilan; maximum intensity of 4
Published ・ Source Taiwan | 中央社 CNA
中央氣象署 said an earthquake with a magnitude of 4.5 struck off Yilan at 23:22 on the 3rd, at a depth of 15.2 kilometers. The maximum intensity was 4 in Yilan County.
Trump confirms U.S. airstrikes on Iran in phone interview with Fox program
Published ・ Source Taiwan | 中央社 CNA
U.S. President Trump confirmed in an interview with 福斯新聞頻道 that the U.S. military had carried out airstrikes on Iran's Qeshm Island. The operation was the latest in a series of limited U.S. attacks on Iran conducted covertly in recent weeks. 以色列軍方 said it did not take part in the operation.
To deter conflict in the Taiwan Strait, Japan Ground Self-Defense Force plans integrated missile command system, to enter service in 2030
Published ・ Source Taiwan | 中央社 CNA
Japan's Ground Self-Defense Force plans to integrate its missile and artillery command systems, with the system expected to enter service in 2030. The move aims to improve defense efficiency on remote southwestern islands and reduce ammunition waste.
Goldman Sachs trader Bobby Molavi says U.S. stocks are experiencing a “hidden bear market.” Although the S&P 500 is near its peak, six-tenths of its constituents are in bear-market territory. Investor concerns about returns on AI investment and cash flow at tech giants have led to lower valuations and sector rotation.
Facts
Six-tenths of S&P 500 constituents have fallen at least 20% from their respective peaks
Since October 15, the “Magnificent Seven” have lost a combined $4 trillion in market value
Google parent Alphabet posts its biggest single-day drop in 20 years, shedding $500 billion in market value
Philadelphia Semiconductor Index falls below its 200-day moving average for the first time in a year
亞馬遜's long-term debt rises from $66 billion to $173 billion in nine months
Historically, the yield spread between B-rated and CCC-rated bonds has reached 8 percentage points fewer than five times
Can the Fed breathe a sigh of relief? U.S. job openings unexpectedly rise to 7.523 million in September, a four-month high
Published ・ Source Taiwan | 鉅亨網
U.S. job openings rose to 7.523 million in September, a four-month high, pointing to a resilient labor market. The quits rate climbed to 2.1%, its highest in more than a year, reflecting workers' confidence in finding jobs. The Fed held interest rates steady as it monitors the balance between inflation and employment.
Facts
U.S. job openings unexpectedly rose by 333,000 to 7.523 million in September, a four-month high.
The number of workers who voluntarily quit rose from 3.044 million to 3.365 million in September, an increase of about 10.5%.
Actual hires at businesses increased by 131,000 to 5.402 million in September.
Layoffs and discharges fell by 127,000 to 1.641 million in September, the lowest since March 2025.
There were 414,000 more job openings than unemployed people in September, or about 1.1 openings for each unemployed person.
Crude exports from major Arab oil producers in the Middle East returned to prewar levels in October, reaching a combined 15.53 million barrels per day, potentially limiting oil price gains. Iran's exports fell to zero under a U.S. blockade, while OPEC plans to discuss its 2027 production targets in late November.
Facts
October crude exports from Saudi Arabia, the United Arab Emirates, Iraq and Kuwait rose 10% to a combined 15.53 million barrels per day.
Saudi Arabia's crude exports rose to 7 million barrels per day in October, up 13% from the previous month.
Crude exports from the Saudi Red Sea port of Yanbu surged 35% to 3.07 million barrels per day.
Iraq's crude exports increased 9.5% to 3.35 million barrels per day.
Kuwait's October exports rose by one-third to 1.44 million barrels per day, the highest level since before the war began.
Iranian crude exports have fallen to zero for the second consecutive month.
Meta to issue bonds to fund AI buildout! Plans to raise $15 billion in dollar bonds; first euro bonds could debut Wednesday
Published ・ Source Taiwan | 鉅亨網
Meta has launched a cross-currency bond sale to expand its AI infrastructure, aiming to raise at least $20 billion. Its first euro bonds could be issued as soon as the 4th. The move shows tech companies competing to raise funds for AI investment, while investors demand higher risk premiums.
Facts
Meta has launched a cross-currency bond sale, aiming to raise about $15 billion through dollar bonds.
Meta plans to raise at least $20 billion in total.
Meta's first euro bonds could debut as soon as the 4th (Wednesday).
Meta's dollar bond sale will be issued in 5 tranches, with maturities ranging from 5 to 30 years.
The initial pricing for the 30-year bonds was about 2.5 percentage points above the yield on U.S. Treasuries of the same maturity.
Meta raised $25 billion in a bond sale in April this year, with peak demand reaching $96 billion.
甲骨文 (ORCL-US) issued $10 billion in bonds on Monday.
彭博 estimates that total investment by large cloud providers and emerging cloud companies over the next 3 years will approach 4.5 trillion dollars。
Deutsche Bank warns global markets could “collapse at any moment”! It identifies five major “dangerous misalignments”: diverging signals from oil prices, inflation and bond markets
Published ・ Source Taiwan | 鉅亨網
德意志銀行 issued a report warning that global financial markets are in a delicate balance，identifying five major dangerous misalignments，including diverging signals from oil prices，inflation and bond markets。If the economic growth outlook deviates from expectations，it could trigger a simultaneous repricing of asset prices，and markets should be alert to the possibility of risk transmission。
Facts
德意志銀行 warned that different asset classes in global markets are responding to risk unevenly，and that a deviation in economic growth from expectations could trigger a simultaneous repricing。
October Brent crude active-month futures rose 19% last month，closing at 113 dollars a barrel。
U.S. high-yield bond spreads widened to 340 basis points，the highest since May 2025。
Investors lowered their expectations for the 聯準會’s interest rate in June 2027 by 30 basis points，while expectations for the 歐洲央行’s rate over the same period fell by 22 basis points。
The 標普500 is only about 3% below its record high，while the VIX volatility index has not closed above 20 for more than three months。
The euro zone’s 1-year inflation swap rate rose 27 basis points to 3.86%。
The 10-year bond yield spread between France and Germany is nearing its widest level since the European debt crisis of the early 2010s。
〈U.S. Stocks Early Trading〉Chip stocks rebound! Nasdaq rallies，but 蘋果 weighs on the Dow
Published ・ Source Taiwan | 鉅亨網
U.S. stock indexes were mixed in early trading on Tuesday，with a rebound in chip stocks lifting the Nasdaq while the Dow fell on lowered expectations for 蘋果’s gross margin。Brent crude fell below 102 dollars as the prospect of a Middle East peace deal improved。Markets focused on the U.S. midterm election results and concerns about returns on AI investments。
Facts
Brent crude fell below 102 dollars a barrel，easing market concerns about energy costs。
The Philadelphia Semiconductor Index rose more than 3.3%，while TSMC ADRs gained more than 2.0%。
Original蘋果預估截至12月底的本季毛利率將由上季的47.9%降至45%至46%。
Palantir’s U.S. commercial customer revenue in the third quarter rose 148% year over year to 984 million dollars。
黑石集團 President Jon Gray believes supply in the AI market will struggle to keep up with rapidly rising demand for computing。
Voting in the U.S. midterm elections begins Tuesday，with markets watching the uncertain control of Congress and developments in U.S.-Iran negotiations。
From palm oil plantations to a global computing hub：How Malaysia rose as a neutral hub in the U.S.-China AI race
Published ・ Source Taiwan | 鉅亨網
Malaysia’s Johor state is attracting U.S. and Chinese technology giants to build data centers，thanks to its land and electricity advantages and semiconductor expertise，and has become a neutral global hub for AI computing。The government is promoting digital transformation and plans to launch a national AI computing exchange to address resource challenges and increase industry value。
Facts
Johor currently has 65 data center projects in operation，under construction or awaiting planning approval。
These facilities already consume more than 2 gigawatts (GW) of electricity，enough to supply over one-third of households in Malaysia。
Malaysia handles about 13% of the global chip packaging and testing market。
DayOne，renamed from a subsidiary of 萬國數據，has TikTok parent company 字節跳動 as its largest customer，accounting for nearly 70% of its revenue in the first half of 2026。
Digital Minister Gobind Singh Deo is advancing the “Malaysia Digital 2030” blueprint，which aims to raise the digital economy’s contribution to GDP to 30% by 2030。
Malaysia plans to launch the “National AI Computing Exchange” (NACX) in the first quarter of 2027。
The 水利署 issued an updated notice on the free overflow of Baoshan No. 2 Reservoir into the Shijing River, affecting Baoshan Township, Emei Township, and Hsinchu City's East District, North District and Xiangshan District in Hsinchu County. Residents along the river are advised to stay alert and keep away from the riverbed.
水利署 issued an alert for free overflow from 湖山水庫 into 北港溪，affecting several townships and cities in 雲林縣 and 嘉義縣。Residents along the river are urged to exercise caution and stay away from the riverbed。
台灣自來水公司 conducted a functional test of water shutoff valves before building a district metering network in parts of 中寮鄉 and 草屯鎮，南投縣，resulting in staged water outages。
Heavy rain advisory (Yilan County, Hualien County, Taitung County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a heavy rain advisory，saying the northeast monsoon could bring localized heavy rain to 宜蘭，花蓮 and 臺東 from tonight (3) through tomorrow (4)。Mountain areas should watch for landslides and falling rocks。
國邑*(6875) posts a loss of 310 million dollars in the first 3 quarters of 115，with after-tax loss per share of -2.42 dollars -環球生技月刊
Published ・ Source Taiwan | 環球生技月刊
國邑*(6875) announced its financial statements for the first 3 quarters of 115，reporting a cumulative net loss of 312 million dollars and an after-tax loss per share of 2.42 dollars。
Facts
Operating revenue (thousand dollars)：6,593
Pre-tax net income (loss) (thousand dollars)：(312,420)
Incident：中天(4128) activates response measures after 棉花田’s outsourced shopping platform service provider experiences a cybersecurity incident -環球生技月刊
Published ・ Source Taiwan | 環球生技月刊
中天(4128) announced that an outsourced shopping platform service provider for its major subsidiary 棉花田生機園地股份有限公司 experienced a cybersecurity incident。Response measures have been activated and abnormal access blocked；a preliminary assessment found no significant impact on the company’s operations。
Incident：中天(4128) activates response measures after 棉花田’s outsourced shopping platform service provider experiences a cybersecurity incident -環球生技月刊
Published ・ Source Taiwan | 環球生技月刊
中天(4128) announced that an outsourced shopping platform service provider for its major subsidiary 棉花田生機園地股份有限公司 experienced a cybersecurity incident。Response measures have been activated and abnormal access blocked；a preliminary assessment found no significant impact on the company’s operations。
Explores the phenomenon of “leisure sickness，” in which people tend to get sick after taking time off，and recommends learning how to safely shut down the brain to escape the physical and mental anxiety caused by the morality of busyness。