Markets Rally On Renewed Rate Cut Hopes

Dow surges 500 points in big market rebound after steep sell-off this week (CNBC)

One Fed official may have saved market from another rout. Why John Williams’ remarks matter so much (CNBC)

Fed won’t get key inflation data before next rate decision as BLS cancels October CPI release (CNBC)

Altman Memo Forecasts ‘Rough Vibes’ Due to Resurgent Google (The Information)

Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees (CNBC)

The DoorDash Problem: How AI browsers are a huge threat to Amazon (The Verge)

Visa and Mastercard Are Moving Fast Into Stablecoins (The Information)