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Obsidian Risk Advisors Managing Principal Brett Erickson said Musk is shifting blame to the White House for a reported disruption of Starshield in Ukraine. Erickson suggested the disruption could pressure Ukraine to stop strikes on Russian energy infrastructure; this was presented as his view, not a confirmed motive.
Anthony Scaramucci urged people not to blame Elon Musk for reported Starshield disruptions in Ukraine, saying the Trump administration should answer questions about the service. Musk has said Starshield limits are set by the U.S. military and the president.
Economist Peter Schiff said governments could face debt defaults and predicted long-dated Treasury yields could reach 8%. He cited U.S. debt above $40.29 trillion and a fiscal 2026 deficit of $1.97 trillion.
Strategist Charlie Bilello said XLE had risen over 50% year to date while XLY was down 5.4%, describing a 56-percentage-point gap between the S&P 500 sectors. He attributed the divergence to inflation tied to the Iran war.
Peter Schiff said Trump described an energy ceasefire agreement despite Russia and Ukraine not confirming a deal. Trump said Russia would supply the U.S. with 300,000 tons of diesel immediately, 500,000 tons in November and 1,000,000 tons afterward.
Iranian news agency Tasnim argued that Tehran should require Alphabet, Meta, Microsoft and Amazon to obtain permits and pay ongoing fees for undersea internet cables crossing Iranian waters in the Strait of Hormuz. The report did not say whether the companies had been contacted.