China to ease chip export ban in new trade deal, White House says  BBC Where the Nexperia auto chip crisis stands now as the U.S., China and EU race to contain fallout  CNBC Nexperia's Dutch headquarters says it welcomes announcements lifting block on shipping chips  Reuters Xi-Trump Deal Leads to Resumed Shipments of Crucial Auto Semiconductors  The Wall Street Journal Nexperia China Says It Has Enough Stock Despite Supply Halt  Bloomberg.com

Markets guru Liz Ann Sonders says the AI boom isn't dot-com bubble 2.0 — but disappointment could roil the economy  Business Insider AI Is the Bubble to Burst Them All  WIRED Worried about an AI bubble? Here’s what to do with your money now  San Francisco Chronicle This Is How the AI Stock Boom Plays Out  Bloomberg.com No, We Aren’t In An AI Bubble. Here’s What to Watch.  Barron's

Opec+ to pause oil output rises next year after warnings of glut  Financial Times OPEC and Allies Agree to Boost Oil Production, Then Pause  The Wall Street Journal OPEC+ agrees to small December oil output hike, and Q1 pause  Reuters OPEC+ pauses oil output hikes beyond December amid glut fears  CNBC Oil Prices Fall for a Third Straight Month as OPEC+ Considers Boosting Output  Yahoo Finance

Bessent: U.S. faces broader recession risk without more Fed cuts  Axios Bessent Says Some ‘Sectors’ Of Economy Are In Recession  Forbes Bessent says high US interest rates may have caused housing recession  Reuters Bessent: Fed should cut rates if inflation drops  breakingthenews.net U.S. Treasury Secretary: If inflation falls, the Federal Reserve should cut interest rates  Bitget

Builders Find Hardship in Trump’s Tariffs And Deportations  The New York Times Like Someone Passing Away  usw.org Tenant Buildout Costs Outpace Allowances as Material Prices Climb  Globest WATCH: Wage theft thrives in an era of mass deportation  Iowa Starting Line The effects of mass deportations on the labor market in America. Published Oct. 29 2025. Opinion.  The Boston Pilot

AI Rally and Volatility Define Stock Run Since Trump’s Return  Bloomberg.com Forget Market Technicals, Trump Trades Are Almost A Sure Thing  Forbes Trump’s Policies Created Confidence in the Financial Markets  stl.news The weekender: The neural market  FXStreet AI Surge and Market Swings Mark Stocks’ Path Since Trump’s Comeback  TradeAlgo