MDA Space Sentiment Seen Improving on Buybacks, CSG Investment, RBC Says

• Markets stayed volatile as AI financing fears hit CoreWeave, Nebius, and chip stocks • Inflation rose to 3.7%; 2027 Social Security COLA set at 3.6%, a four-year high • Bank earnings diverged: JPMorgan profit rose while BofA took a $1.2B penalty hit Markets saw a volatile week as investors awaited heavy tech earnings from SpaceX, Tesla, and Meta, while AI financing concerns pressured CoreWeave and Nebius, both down more than 25%. Chip stocks led repeated sell-offs even as financials gained on earnings, including JPMorgan Chase (JPM), which posted rising profits, while Bank of America's profit fell 17% on a $1.2 billion money-laundering penalty. Inflation accelerated to 3.7% in September, pushing long-dated bond yields higher, while the 2027 Social Security cost-of-living adjustment rose to 3.6%, the highest in four years. Oil prices climbed toward $100 on a tightening physical market, and the 2026 federal budget deficit came in at $1.992 trillion. Palantir hit a record before nearing correction territory, and Anthropic reported Q3 revenue of $16.8 billion.