In today’s briefing:
- Ohayo Japan | Oil Rises, Stocks Mixed
- India Office REIT Monthly Tracker – October 2026
- Nobody makes an Nvidia B200 alone, and the weak links are measured in years
- Capital Link Shipping’s Weekly Stock Market Update – Week Ending October 9, 2026
- Fast Five Special Edition: Brazil Election Results & A Primer on Petrobras.
- What’s New(s) in Amsterdam
Ohayo Japan | Oil Rises, Stocks Mixed
- Indexes: Dow +0.4%, S&P 500 -0.1%, Nasdaq −0.4%; chipmakers sold off on Chinese competition
- Meta rose 3.4% as early data suggested its new Muse AI agent is holding on to users
- IonQ agreeing to buy cybersecurity firm Elisity; positive read-across for Japanese cyber firms
India Office REIT Monthly Tracker – October 2026
- Record 9M CY2026 leasing of 66.4 msf. GCCs (43%) and flex (24%) rising as third-party IT services shrinks to 13%, the AI-era demand rotation deepening.
- Re-Rating driving institutional flows: Embassy’s index inclusion, Blackstone’s INR120bn Knowledge Realty OFS and India’s first bank-financed REIT NCD highlight growing investor participation and funding access.
- Occupancy remains robust at 90-99%, with Knowledge Realty offering growth headroom, Embassy scale, Mindspace acquisition-led expansion and Brookfield interest rate sensitivity.
Nobody makes an Nvidia B200 alone, and the weak links are measured in years
- Nvidia’s B200, one of the chips behind today’s AI boom, is designed in California but built by dozens of companies in at least five countries.
- Some of those suppliers could be swapped out in months.
- Others would take years, because a replacement needs new factories or years of testing before anyone trusts it.
Capital Link Shipping’s Weekly Stock Market Update – Week Ending October 9, 2026
- This report provides an overview of shipping stock performance relative to broader equity markets and major commodity indices, featuring the Capital Link Shipping Indices as sector-specific benchmarks for tracking trends and comparing performance across key shipping segments.
- It also highlights weekly trading activity, identifying the most actively traded stocks by volume and shares traded.
- Available in slide and video formats, the segment can be accessed through Capital Link’s YouTube, LinkedIn, other social media channels, and website.
Fast Five Special Edition: Brazil Election Results & A Primer on Petrobras.
- Fast Five is normally a weekly snapshot during earnings season.
- We pick five of the week’s most important earnings releases, pull out the numbers that matter, and keep it quick.
- This one’s different. Brazil just had an election that moved the whole market 8% in a day, and I thought it merited a releasing a Fast Five episode this week.
What’s New(s) in Amsterdam
- The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips’ management regarding issues with malfunctioning ventilators.
- According to the court, there are insufficient grounds to believe that the company withheld crucial information or treated complaints lightly.
- With this decision, the court rejects a request filed by parties including the Dutch Investors’ Association (VEB) and the Belgian litigation funder Deminor.
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