META announced new AI models, AVGO’s CEO warned that AI investment may face a capital constraint, and ONDS and PLTR launched Regna AI. SPY saw its lowest full-session trading volume since 2003, while market breadth weakened despite the index nearing a record. AI-related stocks drove much of the S&P 500’s gains and investment growth; GOOGL outlined Gemini changes, and MSFT announced expanded Maia chip deployments. Gold ETFs saw record Q3 inflows, and BlackRock shifted U.S. equities to Neutral while upgrading short-term Treasuries to Overweight.