Western media report the White House is holding secret talks with Moscow, proposing measures such as easing sanctions in exchange for Russia not passing technology to Iran. At the center is a secret Russia-Iran project codenamed “C403L” (called “C430L” by the Financial Times), in which Russia reportedly has provided technical support since 2023 to help Iran develop a supersonic cruise missile similar to Russia's P-800 “Oniks.” Flying at Mach 2.5–3.0 at very low altitude, such a missile could pose a serious challenge to US carrier groups in the Gulf of Oman and the Persian Gulf. US military intelligence reportedly judges that airstrikes would struggle to fully eliminate Iran's production capacity unless Russia has not yet handed over the complete technical documentation, while Iran has assembled and successfully tested a propulsion system. The Financial Times also reported that Tehran has asked Moscow for technology to produce Russian “Geran” attack drones (variants 4 and 5), but neither side has officially confirmed these reports.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Vào tay Iran là tàu sân bay Mỹ “nín thở”: Là thứ gì mà Giám đốc CIA phải tức tốc sang Moscow đàm phán bí mật?
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
XAU/USD
▲ Likely positiveRelevance: low
| Market | Gold |
|---|---|
| Close on 10/22/2026 | 4,024.59 |
| Change that session | -2.82% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- 10 Explosions in Quick Succession With Flashes of Light, Kiev and Lutsk Shaken – Putin Receives Urgent Report, Warships Sortie
According to Russian media on October 21, multiple explosions hit Kiev, Lutsk and other Ukrainian cities; in Lutsk alone, more than 10 large explosions occurred in a short time, with flashes of light and a large fire afterward. Targets mentioned include transport infrastructure, warehouses, industrial sites and logistics points, including the Kiev Mechanical Plant and the international airport in Dnepropetrovsk. At the same time, President Putin received a report that Russian forces had taken control of Dobropolye and Alekseyevo-Druzhkovka and eliminated a surrounded Ukrainian group of about 2,000 troops northeast of Kharkov. The Russian Defence Ministry said about 200 Ukrainian command posts and UAV control points were destroyed at Dobropolye. The article suggests Moscow is applying pressure on several fronts at once.
- Surprise US moves at Middle East bases: what is the intent behind them?
NBC News reported that the Pentagon has quietly moved troops from bases in Jordan, Qatar and Kuwait as President Donald Trump weighs new strikes on Iran's nuclear and oil facilities. The US Embassy in Saudi Arabia has moved to mandatory evacuation, keeping only essential staff, while the State Department cites growing hostile acts by Iran-backed Houthi forces against Saudi Arabia. Options under consideration include short airstrikes similar to Operation Midnight Hammer in June 2025, aimed at forcing Iran back to negotiations and reopening the Strait of Hormuz. The White House has yet to make a final decision, and some officials worry Washington lacks a clear goal to end the conflict. Trump has not ruled out using the GBU-43/B, known as the MOAB, the most powerful non-nuclear bomb in the US arsenal.
- Qatar says US - Iran talks continue as Tehran prepares for fourth war
- Iran Is Using the Hostage Crisis Playbook. What Investors Need to Know.
- Iran Prolongs Talks in Stalemate to Influence US Midterms , Officials Say
Senior Iranian officials say Tehran has deliberately prolonged talks with Washington to weaken Donald Trump politically before the November midterm elections, and is preparing for renewed Israeli and US attacks rather than a quick deal to end the war. Trump has not offered a detailed plan to reopen the Strait of Hormuz, which Iran has effectively closed; Iran's offer, relayed through Qatari mediators, would reopen it within seven days under Iranian control if Washington lifts its blockade, eases oil export restrictions, releases frozen assets and ends hostilities, while Washington wants Iran's nuclear program on the table from the outset. Officials say Tehran does not trust US commitments to diplomacy and expects bombing to resume sooner or later, even though Trump has said the US will not bomb Iran again before the election. The stalemate is costly for Iran: annual inflation reached 73.6% in September, the rial has fallen nearly 35% against the dollar since Washington reapplied its naval blockade in July, and seaborne crude exports dropped to zero.
- Iran prolongs talks to undermine Trump before midterms
According to senior Iranian officials who spoke anonymously, Tehran has deliberately prolonged talks with Washington to weaken Donald Trump politically before the November 3 midterm elections, while fearing renewed US attacks. Iran’s offer, conveyed through Qatari mediators, would reopen the Strait of Hormuz within seven days under Iranian control, provided the US lifts its maritime blockade, eases oil export restrictions, releases frozen assets and ends hostilities, while Washington wants Iran’s nuclear programme on the table from the outset. Iran’s economy is under heavy strain, with annual inflation at 73.6% in September, the rial down nearly 35% against the dollar since July, and seaborne crude exports falling to zero from the second week of September. Trump has said the US will not bomb Iran again before November 3, but Iranian officials still expect bombing to resume.
Related markets
Latest news
- Micron and Sandisk Hit Record Memory Margins. There's One Clear Winner.
Sandisk (SNDK) and Micron (MU) are among the best-performing memory chip stocks in 2026, with record margins as memory demand hits an all-time high while supply is tight, driving prices sharply higher. The author notes that Micron’s high-bandwidth memory (HBM) is growing faster than conventional DRAM, and that Micron has announced a custom HBM chip partnership with Nvidia. Both companies are signing long-term supply agreements to stabilize revenue, with Micron estimating about 35% of its revenue secured through 2030 and Sandisk having signed about 50% of its clients to such contracts. Micron expects industry NAND and DRAM shipments to grow at a low-to-mid 20% rate in both 2027 and 2028. The author prefers Micron, citing its HBM exposure and cheaper valuation relative to Sandisk, while still calling Sandisk a solid pick.
- Elon Musk Expects SpaceX to Make $500 Billion to $1 Trillion in Sales Next Year. Here's What That Means for the Stock.
SpaceX reported third-quarter revenue of $14.6 billion, up 161% year over year, and its first quarterly net profit of $4.4 billion. On the Oct. 20 earnings call, Elon Musk said SpaceX’s annual recurring revenue could reach between $500 billion and $1 trillion by the end of 2027, a figure tied to growth in its super intelligence (SI) unit, whose revenue rose 830% on cloud computing deals, the Cursor acquisition and the Grok AI business. Starlink reached 13.6 million subscribers. The article cautions about heavy spending: Q3 capital expenditures of $19.6 billion exceeded revenue, free cash flow was negative $10 billion, and SpaceX had less than 2 gigawatts of compute operating against a target of 13 to 20 gigawatts by the end of 2027. It also notes that Musk has often made predictions that have not come to fruition, and that the stock trades at 63 times trailing-12-month sales.
- President Donald Trump Just Threw Fed Chair Kevin Warsh Under the Bus, and Things Could Get Ugly for Wall Street
President Donald Trump publicly criticized Fed Chair Kevin Warsh and the FOMC after the Fed raised the federal funds rate by 25 basis points on Sept. 16, kicking off the fourth rate-hiking cycle of the 21st century. Trump said he still relies on Warsh but called the board “very hostile” and “very political,” and told Time he would probably have voted against the board if he were Warsh. The article argues that inflation has topped the Fed’s 2% target for 67 months, reaching 4.2% in May, and blames tariffs and the Iran war. A New York Fed study estimates tariffs added 2.9 percentage points to consumer prices, and the author suggests more criticism of Warsh is likely, which could be bad news for stocks.
- Forget Mars, SpaceX’s Most Important Business Has Nothing To Do With Space (At Least For Now)
SpaceX’s Super Intelligence (AI) segment generated $7.56 billion in third-quarter revenue, up 830%, making it the largest segment by revenue and passing Starlink. By the article’s calculation, AI’s share of segment revenue rose from 33.1% in Q2 to 51.9% in Q3, with Cursor contributing $608 million. Capital spending reached $19.6 billion in the quarter, of which about 83.7% went to AI by the article’s calculation, while Starlink still earned $2.37 billion of the company’s $2.79 billion operating income. The Space segment lost $7 million on $1.77 billion of revenue, and Musk now describes Mars as delayed. The article argues that AI’s lead on the ground may be temporary, and the stock fell 9% on Oct. 22 on capex concerns, according to Seeking Alpha.
- What Will a $10,000 Investment in Palantir Be Worth by 2030?
Palantir shares fell for most of 2026 but have risen since August, gaining about 12% year to date, roughly in line with the S&P 500. The article points to strong growth in Palantir’s AI platform, with Q2 revenue up 93%, U.S. commercial revenue up 149%, and a 55% profit margin. However, the stock trades at almost 125 times this year’s earnings, compared with about 23 times for Nvidia, whose Q2 revenue rose 106%. The author models 50% annual revenue growth from 2027 to 2030, which the article calls aggressive, and a valuation of about 30 times forward earnings, estimating a $10,000 investment could be worth about $20,000 by 2030. The author argues the high valuation could damp future returns.
- Antoni : Today inflation is really an energy shock
The author argues that high living costs, especially fuel prices, reflect an energy shock rather than a weakness in the fundamentals of the US economy. Incomes rose faster than prices last year, but the trend has reversed since February, and inflation reaccelerated from March due to disruptions in global energy markets. Wars involving Iran and Ukraine have cut supplies of crude oil and refined products, and Ukrainian strikes reduced Russia's diesel export capacity by about 90%. Higher transport, electricity and input costs, such as for aluminum and fertilizer, are spreading the energy shock into prices across the economy. Even if the conflicts end, the author expects the effects to persist for a while, though energy prices should fall once oil markets normalize.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.