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- BlackRock and Baillie Gifford bet big on Icon 3D printed homes
Austin-based Icon, a leading 3D-printed home builder, announced a $200 million Series D round co-led by Baillie Gifford and funds managed by BlackRock. The raise brings its total funding to $700 million at a reported $1.4 billion valuation. The money will go toward scaling its multi-story Titan printing system, developing new technologies and expanding beyond Texas, Florida and Washington, D.C. According to Icon, Titan cuts average build time by 6 weeks and lowers overall costs by 40%. The company is now selling its technology to other builders, and CEO Jason Ballard says reservation demand is about 10X what it had forecast needing for next year.
- Minnesota Helium Opportunity Is Huge , But There A Big Hurdle
Pulsar Helium is developing its Topaz project near Babbitt, Minnesota, where it has discovered a huge helium deposit. The company plans a rare gas hub in Two Harbors to process helium and other gases from the project, which Fox21 says will be one of the 5 biggest of its kind. Pulsar is working with the state on approval for full-scale drilling, but so far work has been exploratory and drilling has never taken place in Minnesota, so regulations must be built from scratch. Pulsar President Cliff Clain sees the project revitalizing industries such as shipbuilding, aerospace and semiconductors in the Northland.
- Is There A Risk Hiding In AMD Stock's Big Run?
AMD's operating margin reached 17.3% in the quarter to June 2026, while shareholders pay 22.6 times sales for the stock versus 3.1 times for the S&P 500. The margin rose sharply from a 1.7% operating loss in the quarter to June 2025, which AMD linked to about $800 million of inventory and related charges from U.S. export limits on MI308 shipments to China, though the margin has not risen steadily and fell to 13.7% in the quarter to September 2025. Over the twelve months to June 2026, AMD's operating margin was 15.7% versus 18.5% for the S&P 500, even though its sales grew an average of 24.4% a year over its last three twelve-month periods compared with 5.9% for the index. The stock fell harder than the S&P 500 in each of five market shocks since 2022, yet it returned 163.8% over the twelve months to October 14, 2026, versus 17.3% for the index. The article says the operating margin is the number to watch in AMD's next report, expected around November 3, 2026, and notes that the pending Taalas and World Labs acquisitions are not yet reflected in the margin.
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- Meta Earnings: What To Look For From META
Meta Platforms (NASDAQ:META) will report earnings this Wednesday after the market closes. Last quarter, revenue reached $60.8 billion, up 28% year on year and above analysts' expectations, though revenue guidance for next quarter slightly missed forecasts; daily active users hit 3.6 billion, up 3.4%. The market expects revenue growth of 23.6% this quarter, slowing from 26.2% a year earlier, and analysts have generally reconfirmed their estimates over the past 30 days. Over the last month, consumer internet stocks have gained 1.3% on average, while Meta is down 4.8%.
- An AI bust could come from places investors arent watching , an economist says
Concerns about an AI bubble are growing, and TS Lombard's Dario Perkins warns that investors may be overlooking other risks. Debt among smaller cloud providers, model developers and suppliers could reach $2 trillion by the end of 2027. Perkins does not see this as a systemic risk, but warns that earnings disappointments and canceled orders could ripple through the ecosystem, and that a chip glut could follow over-ordering. Much of the industry's revenue growth still comes from spending within the AI ecosystem rather than from businesses and consumers outside it. He also flags political backlash, noting that ordinary people dislike AI and nearby datacenters, and warns that one high-profile accident could turn AI toxic.
- Yen jumps after JGB auction draws big demand , euro finds relief
The yen rose 0.2% to 158.15 per dollar in Asian trading after a 20-year Japanese government bond auction drew bids of 5.84 times the amount sold, well above the 4.01 times at the previous auction, and the yield fell 6 basis points to 3.71%. A State Street strategist said the record demand suggests sidelined cash is returning and that JGBs are becoming a relative haven from political and fiscal volatility in Europe, particularly France. Anti-government protests in France prompted curfews in several cities, while Italy said it would send 500 troops after two days of unrest, and the euro rallied 0.2% to $1.1234. Elsewhere, bitcoin slipped 0.3% to $81,674.25 and ether edged down 0.2% to $2,393.21.
- Unemployment rate dips to 4 . 7 % - but vacancies hit five - year low
Vacancies fell by 21,000 to 691,000 in the three months to September, the biggest drop since the three months to March and the lowest since July to September 2014 outside the pandemic, while unemployment dipped in the three months to August. Payroll numbers were down 66,000 over the year to September. The ONS said the fall was mainly among smaller firms struggling with higher labour costs, following rises in employer national insurance, the minimum wage and workers' rights. A CBI survey found labour costs and regulations were making it harder to create jobs, and firms urged the Chancellor not to add to their burden in the October 28 Budget. ICAEW's Suren Thiru said the labour market is 'running on idle' and unemployment could climb above 5 per cent, while Shadow Chancellor Andrew Griffith blamed Labour's 'Jobs Tax' and red tape.
- CNBC Daily Open: Tech rebounds in the U.S., but Asia isn’t buying it yet
U.S. tech stocks rebounded as the Nasdaq Composite rose more than 1% on Monday, with Nvidia up 1.4% and Tesla up 3.8%. In Asia, however, tech shares fell on Tuesday, with South Korea's Kospi down over 4% and Japan's Nikkei 225 down 1.6%. Nvidia also unveiled plans to back four German AI startups as part of its nearly $10 billion European investment commitment. Jenny Lee of Granite Asia said Asian companies are reaching IPOs much sooner, often at four to five years old, while Jio Platforms' Indian IPO saw its anchor investor quota oversubscribed more than 30 times, aiming to raise up to 302 billion rupees ($3.2 billion). In Singapore, several agricultural stocks fell after Senior Minister K Shanmugam warned that companies would not escape responsibility for possible roles in the haze, noting seven firms had been questioned by the Singapore Exchange.
- NiSource (NI) Stock Looks Overvalued Against Its Dividend Outlook
NiSource has nearly doubled shareholders' money over the past five years, delivering a 97.6% total return, which raises the question of whether dividends can justify the current share price. The article highlights a new 20-year energy agreement with Microsoft, including customer-funded grid upgrades and long-term electric service for data centers, which may affect future capital needs and cash-flow visibility. Using a Dividend Discount Model with inputs of about $1.35 dividend per share, roughly 9.07% return on equity, a payout ratio slightly above 61%, and implied dividend growth of about 3.5%, the estimated intrinsic value sits meaningfully below the current share price of $41.95. The model still does not bridge that gap, suggesting income investors are paying a premium for a relatively steady payout with modest assumed growth.
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