{"id":73616,"date":"2026-10-26T08:38:27","date_gmt":"2026-10-26T12:38:27","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/"},"modified":"2026-10-26T08:38:27","modified_gmt":"2026-10-26T12:38:27","slug":"spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/","title":{"rendered":"SpaceX Secures $40 Billion GPU Lease; Brazil Assets Plunge on Lula Victory"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/#SpaceX_and_Apollo_Ink_Landmark_40_Billion_AI_Infrastructure_Deal\" >SpaceX and Apollo Ink Landmark $40 Billion AI Infrastructure Deal<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/#Brazil_Markets_Reeling_After_Lulas_Political_Comeback\" >Brazil Markets Reeling After Lula\u2019s Political Comeback<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/#Oracle_Unveils_Agentic_AI_Platform_for_Cloud_Modernization\" >Oracle Unveils Agentic AI Platform for Cloud Modernization<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/#Energy_and_Economic_Indicators_Natural_Gas_Sinks_Fed_Index_Beats\" >Energy and Economic Indicators: Natural Gas Sinks, Fed Index Beats<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/spacex-secures-40-billion-gpu-lease-brazil-assets-plunge-on-lula-victory\/73616\/#Political_Headwinds_Democrats_Target_Trumps_Russian_Diesel_Deal\" >Political Headwinds: Democrats Target Trump\u2019s Russian Diesel Deal<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>SpaceX (<a href=\"\/stock\/SPCX\">SPCX<\/a>)<\/strong> entered a binding <strong>$40 billion master finance lease<\/strong> with <strong>Apollo Global Management (<a href=\"\/stock\/APO\">APO<\/a>)<\/strong> to acquire and lease <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> Vera Rubin GPU pods<\/strong> for its data center buildout.<\/li>\n<li><strong>Brazil\u2019s Real slumped over 8%<\/strong> and stock futures hit trading limits following <strong>Luiz In\u00e1cio Lula da Silva\u2019s<\/strong> historic fourth-term presidential victory.<\/li>\n<li><strong>Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>)<\/strong> launched a new <strong>agentic AI platform<\/strong> designed to automate cloud implementation, featuring specialized AI agents to streamline <strong>Oracle Fusion Cloud<\/strong> deployments.<\/li>\n<li><strong>US Natural Gas futures fell 5%<\/strong> to their lowest levels since April 2026, driven by forecasts of unseasonably warm weather and record production.<\/li>\n<li>The <strong>Chicago Fed National Activity Index<\/strong> for September rose to <strong>0.07<\/strong>, outperforming estimates of <strong>-0.1<\/strong> and signaling resilient economic expansion.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"SpaceX_and_Apollo_Ink_Landmark_40_Billion_AI_Infrastructure_Deal\"><\/span>SpaceX and Apollo Ink Landmark $40 Billion AI Infrastructure Deal<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>SpaceX (<a href=\"\/stock\/SPCX\">SPCX<\/a>) has finalized a binding commitment for a <strong>$40 billion master finance lease<\/strong> with an entity managed by <strong>Apollo Global Management (<a href=\"\/stock\/APO\">APO<\/a>)<\/strong>. The massive financing agreement is dedicated to the acquisition of <strong>graphics processing unit (GPU) pods<\/strong>\u2014specifically <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a>&#39;s Vera Rubin<\/strong> chips\u2014and related equipment for SpaceX\u2019s expanding terrestrial compute infrastructure.<\/p>\n<p>The lease is expected to close before the end of 2026, with equipment deliveries scheduled in tranches starting in the <strong>first half of 2027<\/strong>. Under the terms of the five-year agreement, SpaceX will make quarterly principal payments, representing one of the largest private GPU financing deals to date. This move underscores the company&#39;s aggressive push into high-performance computing to support its satellite and aerospace operations.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Brazil_Markets_Reeling_After_Lulas_Political_Comeback\"><\/span>Brazil Markets Reeling After Lula\u2019s Political Comeback<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>Brazilian Real<\/strong> plummeted more than <strong>8% in spot trading<\/strong> on Monday as markets reacted to the reelection of <strong>Luiz In\u00e1cio Lula da Silva<\/strong>. Lula secured a record fourth non-consecutive term in a dramatic runoff against <strong>Fl\u00e1vio Bolsonaro<\/strong>, who has notably refused to concede. The political uncertainty triggered a massive sell-off, with <strong>Real futures hitting their trading limit<\/strong> early in the session.<\/p>\n<p>U.S.-listed Brazilian equities faced a similar rout; oil giant <strong>Petrobras (<a href=\"\/stock\/PBR\">PBR<\/a>)<\/strong> saw shares plunge approximately <strong>22%<\/strong> in <a href=\"https:\/\/stockmarketwatch.com\/movers\/premarket\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Premarket Movers\">premarket<\/a> trading. Banking leaders <strong>Ita\u00fa Unibanco (<a href=\"\/stock\/ITUB\">ITUB<\/a>)<\/strong> and <strong>Nu Holdings (<a href=\"\/stock\/NU\">NU<\/a>)<\/strong> also recorded sharp declines between <strong>23% and 29%<\/strong>. Investors are bracing for potential shifts in fiscal policy as the leftist leader prepares to take office amid a polarized political landscape.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Oracle_Unveils_Agentic_AI_Platform_for_Cloud_Modernization\"><\/span>Oracle Unveils Agentic AI Platform for Cloud Modernization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) announced the launch of an <strong>agentic AI platform<\/strong> aimed at accelerating the implementation of <strong>Oracle Fusion Cloud Applications<\/strong>. The platform, delivered through the <strong>Oracle AI Success Navigator<\/strong>, utilizes specialized AI agents to automate complex tasks such as environment discovery, application design, and configuration.<\/p>\n<p>By leveraging the <strong>Oracle Fusion Setup and Configuration Registry (FSCR)<\/strong>, these agents can execute and validate setups directly, significantly reducing the manual effort typically required for cloud migrations. <em>Industry analysts view this as a strategic move to lower the barrier for enterprise AI adoption and shorten the time-to-value for global cloud customers.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Energy_and_Economic_Indicators_Natural_Gas_Sinks_Fed_Index_Beats\"><\/span>Energy and Economic Indicators: Natural Gas Sinks, Fed Index Beats<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>US Natural Gas futures<\/strong> extended their recent decline, dropping <strong>5%<\/strong> to approximately <strong>$2.51 per MMBtu<\/strong>. This marks the lowest price level since April 2026, fueled by meteorologists&#39; forecasts for above-normal temperatures across the northern US, which has dampened seasonal heating demand. High domestic output from the <strong>Permian and Haynesville<\/strong> basins continues to keep supply levels robust.<\/p>\n<p>On the macroeconomic front, the <strong>Chicago Fed National Activity Index (CFNAI)<\/strong> for September printed at <strong>0.07<\/strong>, a significant beat against the consensus estimate of <strong>-0.1<\/strong>. The positive reading suggests that the US economy is growing at a pace slightly above its historical trend, providing a counter-narrative to recent recessionary fears.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Political_Headwinds_Democrats_Target_Trumps_Russian_Diesel_Deal\"><\/span>Political Headwinds: Democrats Target Trump\u2019s Russian Diesel Deal<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Congressional Democrats have begun laying the groundwork to investigate a controversial energy agreement struck by the <strong>Trump administration<\/strong>. The probe focuses on a deal to ease sanctions on <strong>Russian diesel<\/strong>, which the administration argued was necessary to lower domestic fuel prices that hit records of <strong>$6.50 per gallon<\/strong> in September.<\/p>\n<p><strong>Axios<\/strong> reports that Democratic leaders have requested major banks and port authorities to preserve records related to Russian fuel imports. Critics of the deal have labeled it a &quot;betrayal&quot; of Ukraine, while the administration maintains the move was a pragmatic response to a global energy crunch. The investigation is expected to become a top priority if Democrats gain leverage in the upcoming midterm elections.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways SpaceX (SPCX) entered a binding $40 billion master finance lease with Apollo Global Management (APO) to acquire and 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